Our focus lays on simplicity and four simple but important key features: Customisation, Systemisation, Automation and Integration.
Let’s delve into each of these features and how Monday.com works.
Overview:
The online system is available on any web browser as well as a handy app on your phone, the programme consists of various workspaces which you can fill with – Docs, Boards and Dashboards.
Docs are essentially a never-ending sheet, where you can store notes, upload videos, links, keep checklists, files, photos, codes, charts and calendars. You can also connect your Boards and Dashboards meaning your doc is updated live along with these. Docs are hugely helpful for viewing an overview of information – particularly if you’re reviewing the same reports periodically.
Boards are your sheets made up of customisable cells. If you want to store addresses, contact numbers, files, numbers, dates this is what you’d use your board for. Boards are exceptionally helpful for delegating and managing workflow as you can add your team to your board and add a cell for your staff, which assigns the task in question to them.
Custom categories such as “Task pending” “I’m working on this” “Task Complete” “I need help!” can be added for your team to adjust as appropriate, giving you a clear overview on how the workflow is going.
Better yet – you can save on the micromanaging and constant asking for task updates by utilising the Automation feature, so if someone in your team marks their task as “I need help!” you could receive a notification if you wanted.
Likewise, for “Task Complete” so you can check the task or bill the customer accordingly. Boards also have the helpful feature of offering different view options of your board, including as a calendar, various charts and even a map – these can be incredibly helpful features for different businesses and we have seen them used for various reasons, including:
– Calendar: for content planning, work scheduling, client communications
– Map: for working out delivery routes, for establishing gaps in market, for tracking where equipment had to go
Dashboards are your way of visualising data from across multiple boards. If you’re looking to see how your 8 projects (so 8 boards) are progressing, this is your place to customise and review numbers, tables, team updates, time tracking, Gannt charts, timelines, pivot tables, countdowns, to do lists and team workloads.
So, how does this system work with those 4 key features we mentioned?
Customisation:
Most software’s have their “quirks” which we learn to live with and work through but when you build your system in Monday.com everything can be changed, moved & adjusted to suit what it is you’re trying to track!
Systemisation:
Systemising is essential for anyone in business, using Monday.com allows you to keep everything in one place and have the whole team / business working in harmony, with the system updating live, there becomes less room for error.
Automation:
So, on the 1st every month you need a reminder to come to your team member to do a certain task? It can be automated.
This team member often lets tasks become late. Let’s automate a reminder too so you don’t need to feel like you’re nagging.
This team member asks how to do this task every time it’s due? Let’s add detailed instructions on how to complete this task to appear with the task on the 1st every month.
Need to go a bit more specific? Not an issue. Monday.com offers an extremely vast amount of automation and can even tell you when a button is clicked by a certain person.
Integration:
Now there’s nothing worse than moving or using a new software when you’re used to using something else. Monday.com thankfully integrates with various software’s, making it a central hub of information. Some software’s it integrates with include:
– Gmail
– Stripe
– Outlook
– Quickbooks
– Docusign
– Pandadoc
– Googlesheets
– Zoom
– Shopify
– Trello
– Asana
– Zendesk
– Mailchimp
– Dropbox
– SurveyMonkey
– Teleboost
– Aircall
So if you’re using any of the above programmes for your business – looks like there’s a way some of the tasks you carry out in these programmes can be integrated and automated.
Now, we’ve only really scratched the surface on what the system does, the internal communications are brilliant and the ability to extend this to external communications if you wanted is an excellent feature.
Want to know more? Or want to know how this could specifically benefit your business? Would you like an exclusive discount for this software? Get in touch.
Drop me an email at lauren@swannva.co.uk and we can discuss how I can help you!
You can connect with me on Linkedin or Insta – please send me a DM to say hello!
