top of page
  • Writer's pictureDreu Dixon

Monday.com: What it is, why its valuable, and how to use it

Updated: Feb 28, 2023

Manage Your Business in One Place With Monday.com



Are you looking to manage your entire workplace from a single dashboard? Let’s introduce you to monday.com, a highly customizable work management platform designed to help teams and organizations with operational efficiency.


You can use this tool to track projects, build agile workflows, visualize data, streamline communication, and collaborate efficiently. It’s a perfect solution for small business automation.


Why Should You Use It in Your Business?

Whether managing a small task or tackling a complex project, monday.com has all the features you’ll ever need. But to help you decide whether or not it’s the right growth tool for you, let’s discuss some of its most notable features:


1. Easy Automation

Automation is very important. In fact, as per statistics, 90% of employees are burdened with repetitive tasks that could be easily automated. monday.com can help you automate up to 250,000 human tasks within minutes.


Their pre-set automation recipes allow us to move a task automatically, assign the next team member, and send alerts and notifications in one click. You can customize your recipe to create custom automation based on your requirements.


2. Powerful Integration

Do you use Google Drive for file storage? With monday.com, you won’t have to switch back and forth between apps to share your files. Instead, you can create a centralized location to share everything securely by attaching Google Drive files in one place via links.


Monday.com integrates with all your favorite tools, including Slack, Zoom, Google Calendar, Adobe Creative Cloud, and at least 50 other tools. It helps businesses increase productivity, save time, track real-time progress, and streamline communication.


3. Visualize Projects

When you have a big team to manage, it can become overwhelming to track individual tasks. That’s why monday.com emphasizes visibility.

Apart from customizing your board with columns and groups, you can also customize the design of your board by adding various colors to your groups, status labels, and specific cells in your columns. It makes it easier to organize projects, view tasks, and track progress at a single glance.


Secondly, a unique feature called board views helps you see boards from different perspectives. You can visualize the information on your board in the Chart View, Gantt View, Calendar View, Table View, and many others.


4. Effective Communication and Collaboration

Do you also despise long email threads? The continuous back-and-forth and clutter of information, all of which can be avoided with monday.com.

The collaborative nature of this platform brings all the team members together. You can easily assign tasks, share files, and communicate in one centralized place. This way, you can keep your entire team aligned with one platform.


Get started with monday.com?

Although the user interface of monday.com is relatively easy to use once you get the hang of it, you might find it hard to set it up if you’re new to the tool. In a nutshell, we can explain the main 4 steps to get your project started:


1. Create a board

You’ll be asked to create a board after you sign up. It’s a place that’ll hold your project, to-do list, CRM, and other schedules.

If you don’t want the hassle of creating a board from scratch, you can choose from various pre-defined board templates to get started.


2. Create groups

Groups are made within a board. These are color-coded sections that contain various items. If you’re creating a project management board, you can name your group as This Week, Next Month, or any other specific time for a project.


3. Add items

Items are created as individual rows within groups. These can represent tasks, projects, clients, or anything you want.


4. Add columns

Columns represent data relating to the items. If you add the item “webpage design”, you can add a People column to add team members, a Status column, and a Date column to add the deadlines.



That’s it! You’ll have a basic dashboard set up. If you want to incorporate more advanced features, please check out some of the resources below.


Uninterested in dealing with the time & effort to set up these business processes and looking for a business partner to support them? Feel free to schedule a call with us, and we can help your business save time and money.


At Slingshot Effect, we are a group of business-savvy web designers focused on building websites that return value for our customers.

2 views0 comments

Comments


bottom of page