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Ultimate Tutorial for Beginners | Streamline Project Management in 20 Minutes [Video]

Small Business Marketing

Ultimate Tutorial for Beginners | Streamline Project Management in 20 Minutes

In this updated tutorial, I share how you can get started with work management in 2024.

✅ Claim your FREE Monday account here (or the 14-day free trial of a premium plan) ➜

*IMPORTANT NOTE: The link up above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance!

For those that don’t know Monday is known for its impressive and visually engaging work management software. You can use Monday to manage projects, sales CRM activities, product development, and more.

However, my focus today is to help you leverage Monday to streamline the way that you manage your different projects within your organization.

What can you do with Monday Work Management?

– Manage different project types.
– Capture data via Monday forms.
– Manage tasks (activities).
– Manage contacts, accounts and leads.
– Collaborate with your team.
– Set up customizable automations and integrations with ease.
– Visual and customizable dashboards.
– Access Impressive templates.
– And more!

Read my full CRM review here:

Check out the full article on our website here:

Read more about my top 7 CRM software for small businesses here:

► Relevant video resources mentioned in this Monday tutorial:

Learn how to use Monday as a CRM here:

Learn how to use Monday forms:

Learn how to use Monday automation:

Watch my guide on the top 5 CRM platforms for small businesses:

► Here are the core reasons why stands out for us:

– Visually pleasing user interface.
– Easy to use automations.
– The abundance of integrations with your favourite tools.
– Free plan to get you started.
– Easy to use form builder
– Dynamic and customisable ‘boards’.
– Extensive features for streamlining your customer’s journey.
– Overall easy to learn how to use.
– Dynamic and customisable CRM templates.

► Today we navigate through the below chapters for this CRM tutorial:

0:00 Intro
00:55 Getting started
01:59 Monday Work Management
02:19 Create workspace
03:29 Create boards & board templates
06:34 Invite & collaborate
06:57 Manage groups
07:55 Manage items & subitems
09:24 Manage columns
12:10 Add views
12:48 Create forms
15:07 Manage automations
16:36 Manage integrations
17:23 Create documents
18:37 Dashboards and widgets
19:28 Other Monday actions and tools
20:29 Outro

► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here:

Let me know if you found this work management tutorial for 2024 helpful. Also, if you require any help or support, make sure to get in touch with us today.

Thanks for watching and enjoy!

#monday #workmanagement #projectmanagement

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