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In our busy lives, time is a precious resource that often seems to slip away faster than we can grasp it. Whether we’re juggling multiple projects at work, managing personal commitments, or striving to achieve a healthy work-life balance, efficient time management is the key to accomplishing our goals and finding more time for what truly matters. That’s where monday.com, a versatile work management tool, steps in to help.

• Why Efficient Time Management Matters:

Time management plays a pivotal role in both our personal and professional lives. It allows us to make the most of our limited time, ensuring that we accomplish tasks efficiently, meet deadlines, and maintain a healthy work-life equilibrium. By effectively managing our time, we reduce stress, enhance productivity, and unlock the potential to achieve more significant milestones.

Time management enables us to prioritize tasks, allocate resources wisely, and maintain a clear focus on our objectives. It empowers us to make conscious choices about how we invest our time, distinguishing between activities that drive us closer to our goals and those that merely consume our precious minutes.

• How Effective Time Management Leads to Increased Productivity:

When we optimize our time management skills, we experience a remarkable boost in productivity. By implementing effective strategies and utilizing tools like monday.com, we gain the ability to streamline workflows, eliminate inefficiencies, and accomplish tasks with greater speed and precision.

By organizing tasks, setting priorities, and breaking down complex projects into smaller, manageable steps, we create a roadmap for success. Clear goals and deadlines keep us motivated and focused, allowing us to work more efficiently and produce high-quality results.

Moreover, effective time management encourages better decision-making. With a well-structured approach to managing our time, we can allocate resources judiciously, identify bottlenecks in our workflows, and make informed choices about where to invest our energy. It enables us to leverage our strengths, delegate tasks, and collaborate effectively with team members, leveraging the collective skills and knowledge of the group.

By adopting a proactive approach to time management, we gain a sense of control over our schedules and reduce the likelihood of feeling overwhelmed or constantly playing catch-up. Instead, we create a healthy balance between work and personal life, fostering greater satisfaction and well-being.

In this article, we will explore how monday.com can revolutionize your approach to time management, helping you maximize your time and accomplish more. We will delve into the features and benefits of monday.com, showcasing how it empowers individuals and teams to streamline workflows, visualize progress, automate tasks, track time accurately, and ultimately, achieve greater productivity. Join us on this journey to discover how monday.com can transform the way you manage your time and unlock your full potential.

What is covered in this article :

• Understanding monday.com
• Streamlining Workflows with monday.com
• Visualising and Tracking Progress
• Enhancing Time Tracking and Reporting
• Mobile Accessibility and Productivity on-the-go
• Summing up

Understanding monday.com

monday.com is a robust project management tool designed to help individuals and teams efficiently manage their tasks, projects, and workflows. It provides a centralized platform that offers a wide range of features and functionalities, making it an ideal solution for optimizing time management.

At its core, monday.com is a visual collaboration and communication platform that simplifies complex projects and tasks. It provides a user-friendly interface where users can create, organize, and track various projects and workflows.

Key features and benefits of using monday.com for time management:

1. Centralized Task Management: With monday.com, you can create and manage tasks in a single location. This eliminates the need for scattered to-do lists and ensures that all team members have a clear understanding of their responsibilities.

2. Customizable Workflows: monday.com offers a flexible and customizable approach to workflow management. You can create unique boards, columns, and automation that align with your specific requirements. This level of customization allows you to adapt the tool to your preferred workflow and optimize your time management process.

3. Collaboration and Communication: Effective time management often relies on seamless collaboration and communication within teams. monday.com facilitates this through its collaborative features. Team members can comment, share files, and tag others, ensuring that everyone stays informed and connected.

4. Deadline Tracking: Setting deadlines is crucial for managing time effectively. monday.com allows you to assign due dates to tasks, visualize deadlines on a calendar view, and receive notifications as deadlines approach. This helps you stay organized and prioritize tasks efficiently.

5. File and Document Management: Keeping track of project-related files and documents can be time-consuming. monday.com simplifies this process by allowing you to attach files directly to tasks and projects. This ensures that all relevant information is readily accessible, saving time and reducing the risk of misplacing important documents.

6. Activity Tracking and Notifications: monday.com keeps you updated on project progress through activity tracking and notifications. You can easily see who made changes, what changes were made, and when they occurred. This level of transparency promotes accountability and helps you stay on top of updates without wasting time on unnecessary follow-ups.

7. Integrations with Other Tools: monday.com integrates seamlessly with various third-party tools, such as email clients, communication platforms, and calendar applications. This integration streamlines your workflow by centralizing information and minimizing the need to switch between different tools

8. Data Visualization: Visualizing your projects and tasks can greatly enhance time management. monday.com provides visual boards, including Kanban boards and Gantt charts, which allow you to see the project progress, identify bottlenecks, and make informed decisions regarding resource allocation.

By leveraging these features and benefits, monday.com empowers individuals and teams to take control of their time and maximize productivity. It provides a comprehensive solution for managing tasks, streamlining workflows, and fostering collaboration, ultimately enabling users to accomplish more in less time. Whether you’re working on a personal project, leading a team, or managing complex projects, monday.com can revolutionize your approach to time management and drive greater efficiency.

Streamlining Workflows with monday.com

Streamlining workflows is essential for effective time management. monday.com offers a range of features and functionalities that enable users to create efficient and organized workflows, leading to improved productivity and better utilization of time.

Creating customized workflows to manage tasks efficiently:

One of the key advantages of monday.com is its flexibility in creating customized workflows. The platform allows you to design boards and columns tailored to your specific project or task requirements. This customization ensures that you have a clear and structured representation of your workflow, making it easier to manage and allocate time effectively.

With monday.com, you can define your workflow stages, such as “To Do,” “In Progress,” and “Completed,” and create columns that reflect the relevant information for each task. This level of customization enables you to have a visual representation of your workflow and ensures that tasks are organized and easily trackable. Additionally, you have the ability to create your own Project Template, allowing you to streamline your processes and replicate successful workflows for future projects.

Collaborating with team members and delegating responsibilities:

Efficient time management often involves collaboration and delegation of tasks within a team. monday.com provides a collaborative platform where team members can collaborate seamlessly.

Using monday.com, you can assign tasks to specific team members, set deadlines, and add relevant details and attachments. This allows for clear communication of responsibilities and ensures that everyone is aware of their tasks and deadlines. Team members can update the status of their tasks, leave comments, and provide progress updates directly on the platform.

By enabling effective collaboration, monday.com reduces the need for time-consuming meetings and email chains. It promotes real-time communication, encourages accountability, and fosters a sense of shared responsibility, leading to improved productivity and time management. Additionally, it decreases the time required for onboarding and carrying over work during vacations, ensuring a smoother transition for team members and allowing for uninterrupted progress.

Task Management

• Breaking down tasks into manageable steps:

Effective task management is crucial for maximizing time. monday.com allows you to break down complex tasks into smaller, more manageable subtasks. By dividing tasks into achievable steps, you can focus on one task at a time, ensuring a more efficient use of your time and energy.

• Setting deadlines and priorities for each task:

monday.com provides features that enable you to set deadlines and priorities for tasks. You can assign due dates to individual tasks, ensuring that you have a clear timeline for completion. Additionally, you can prioritize tasks based on their importance, urgency, or dependencies, helping you allocate your time and effort effectively.

Team Collaboration

• Assigning tasks to team members and tracking progress:

monday.com simplifies task assignments and progress tracking within a team. You can assign tasks to specific team members, providing them with clear ownership and responsibility. As tasks progress, team members can update their status, mark them as complete, or leave comments to provide updates or seek clarification. This transparency allows for better coordination, reduces the likelihood of misunderstandings, and ensures that tasks progress smoothly.

• Enhancing communication and transparency within the team:

Effective communication is a key component of streamlined workflows and time management. monday.com provides a platform for team members to communicate within the context of tasks and projects. They can leave comments, tag relevant team members, and share files directly within the platform. This centralization of communication reduces the need for separate email threads or chat applications, saving time and ensuring that all relevant information is readily accessible.

By streamlining workflows and promoting collaboration, monday.com helps teams manage their tasks more efficiently. It enables the breakdown of tasks into manageable steps, setting deadlines and priorities, assigning tasks to team members, and fostering transparent communication. These features collectively contribute to enhanced time management, increased productivity, and improved project outcomes.

Visualising and Tracking Progress

Visualizing and tracking progress is a critical aspect of effective time management. monday.com offers powerful visualization tools that allow users to gain a clear overview of project progress, identify bottlenecks, and make informed decisions to optimize their time and resources.

Creating visual boards to visualize projects and tasks:

monday.com provides visual boards that allow you to create a visual representation of your projects and tasks. These boards present information in a visually appealing and organized manner, making it easier to understand and manage your workload.

You can customize the boards to match your preferred view, whether it’s a Kanban board, a timeline, or a calendar view. The visual boards provide an at-a-glance overview of all your tasks, their status, and their progress, enabling you to quickly identify areas that require attention or further action.

Tracking progress and identifying bottlenecks:

monday.com offers features that enable you to track the progress of your tasks and projects. By updating task statuses, team members can indicate whether a task is in progress, completed, or facing any issues. This real-time tracking allows you to monitor the progress of individual tasks and the overall project, ensuring that everything stays on track.

Visualizing progress also helps identify bottlenecks or areas where tasks are delayed or stuck. By visualizing dependencies and task relationships, you can pinpoint potential obstacles and take appropriate action to resolve them. This proactive approach to identifying bottlenecks enables you to manage your time effectively and make necessary adjustments to meet deadlines. Furthermore, having a high-level overview of the entire workflow could be a nice addition, providing a comprehensive perspective that aids in decision-making and ensures the efficient allocation of resources.

Gantt Charts

• Creating and managing Gantt charts to track project timelines:

monday.com incorporates Gantt charts, a powerful project management tool that visually represents project timelines, dependencies, and milestones. Gantt charts provide a comprehensive view of tasks, their durations, and the order in which they need to be completed.

With monday.com, you can easily create and manage Gantt charts directly within the platform. By setting task durations, dependencies, and milestones, you can visualize the critical path of your project and ensure that you allocate sufficient time for each task. Gantt charts help you understand the overall project timeline, make adjustments as needed, and avoid time conflicts or resource constraints.

• Identifying dependencies and managing resources effectively:

Gantt charts on monday.com allow you to identify task dependencies, where the completion of one task relies on the completion of another. By visualizing these dependencies, you can accurately plan and schedule tasks, ensuring that they are completed in the right sequence.

Moreover, Gantt charts enable effective resource management. By visualizing the allocation of resources across different tasks and projects, you can identify any resource conflicts or over/underutilization. This insight empowers you to optimize your resources, balance workloads, and ensure that everyone’s time is utilized efficiently.

Kanban Boards

• Organizing tasks into boards and columns for easy tracking:

monday.com also offers Kanban boards, a popular project management approach that visualizes tasks in a workflow-driven manner. Kanban boards provide a clear and intuitive representation of tasks moving through various stages, such as “To Do,” “In Progress,” and “Done.”

By organizing tasks into boards and columns, you can easily track the status of each task and identify where they are in the workflow. This visual representation allows for quick assessments of task progress, helps identify any bottlenecks or tasks that are stuck, and facilitates efficient time management.

• Implementing agile methodologies for enhanced efficiency:

Kanban boards on monday.com support agile methodologies, such as Scrum or Agile Kanban, which focus on iterative and incremental work delivery. These methodologies promote flexibility, collaboration, and continuous improvement, leading to enhanced productivity and time management.

Enhancing Time Tracking and Reporting

Automation is a game-changer when it comes to optimizing time management. monday.com offers a variety of automation features that help streamline repetitive tasks, reduce manual effort, and increase overall time efficiency.

Automating task assignments and notifications:

With monday.com, you can automate the assignment of tasks to team members based on predefined criteria. For example, you can set up rules that assign tasks to specific team members based on their roles, workload, or expertise. This automation eliminates the need for manual task assignment, saving time and ensuring equitable distribution of workload.

In addition, monday.com allows you to automate notifications and reminders. You can set up rules that trigger notifications when certain events occur, such as task completion, approaching deadlines, or changes in task status. This automation ensures that team members stay informed and receive timely updates without the need for constant manual communication.

Automating repetitive actions with integrations:

monday.com integrates with a wide range of third-party tools and applications, enabling seamless automation of repetitive actions. For example, you can integrate monday.com with your email client to automatically create tasks from incoming emails, eliminating the need for manual data entry.

Similarly, you can integrate monday.com with popular communication platforms like Slack or Microsoft Teams. This integration allows you to receive notifications, updates, and comments directly within your preferred communication tool, reducing the need to switch between different applications and saving valuable time.

Automating data entry and updates:

monday.com provides automation features that streamline data entry and updates. By setting up rules and triggers, you can automate the population of specific fields, the calculation of values, or the update of task statuses based on predefined conditions. This automation eliminates manual data entry, reduces the risk of errors, and ensures that your project data remains accurate and up to date.

For example, you can set up a rule that automatically updates the task status to “Completed” when all subtasks are marked as complete. This automation saves time and provides a real-time view of task progress without the need for manual updates.

Automating repetitive workflows with “recipes”:

monday.com offers a feature called “recipes” which allows you to automate repetitive workflows by creating custom automation sequences. These recipes are a combination of triggers, actions, and conditions that execute specific actions automatically.

For instance, you can create a recipe that triggers a notification to the team leader when a task has been overdue for a specified period. This automation ensures that task delays are promptly addressed and minimizes the risk of missing deadlines.

By leveraging automation features in monday.com, you can reduce manual effort, eliminate repetitive tasks, and streamline workflows. Automation enables you to focus on more strategic and value-added activities, ultimately maximizing your time and productivity.

Time Tracking and Reporting

In a lot of fields and professions, it is important to have proper planning and time management, as accurate time estimates result in efficient resource allocation, performance improvement, and cost control, among other benefits. 

The best way to do this on monday.com is via a marketplace app called Tracket. It is completely integrated into monday.com and allows you to log time directly on items and sub-items on monday.com. This means your project management is directly tied to the time spent on it, and vice versa. The tool has all a time tracking solution needs, like:

• Logging time with multiple people
• Extensive reporting tools, including Widgets, CSV exports, and an available API 
• Customizable settings and permission levels 

By tracking time in this way, you gain valuable insights into how you allocate your time and identify areas where adjustments may be needed. It helps you assess the accuracy of your time estimates, measure productivity, and identify any time drains or inefficiencies.

With the reporting features, you can generate insightful reports based on time data and other project metrics. You can create custom reports to visualize time spent on tasks, analyze team productivity, or track project progress.

These reports provide a comprehensive view of your time utilization, enabling you to identify trends, areas for improvement, and opportunities to optimize your time management strategies. The ability to generate reports with just a few clicks saves time and facilitates data-driven decision-making.

Tracket makes time work, directly on monday.com. 

To learn more about this solution and see how it works, please click here.

Mobile Accessibility and Productivity on-the-go

Effective communication and collaboration are key factors in maximizing productivity and optimizing time management. monday.com offers a suite of features and tools designed to facilitate seamless communication, promote collaboration, and ensure team members stay connected and well-informed.

Centralized Communication Hub:

monday.com serves as a centralized communication hub where team members can collaborate and communicate within the context of tasks and projects. Instead of scattering discussions across various platforms and email threads, all relevant communication takes place directly within monday.com.

Team members can leave comments, ask questions, provide updates, or share files within the platform, fostering clear and efficient communication. By having all project-related discussions in one place, team members can easily access relevant information, eliminating the need for time-consuming searches and ensuring everyone stays on the same page.

Real-Time Notifications and Updates:

monday.com provides real-time notifications and updates, ensuring team members are promptly informed of any changes, new comments, or task assignments. Whether it’s a deadline reminder, a new task assignment, or a critical update, team members receive instant notifications, enabling them to stay up to date without constantly checking their emails or the platform.

These real-time notifications promote timely responses and reduce the risk of miscommunication or missed updates. By keeping team members informed of changes as they happen, monday.com enhances communication efficiency and supports effective time management.

Summing up

In conclusion, monday.com is not just your ordinary task management tool. It’s a productivity powerhouse that can revolutionize the way you manage your time and get things done. With its plethora of features and capabilities, monday.com empowers individuals and teams to take control of their tasks, streamline processes, and boost overall productivity.

Furthermore, monday.com’s commitment to accessibility is commendable. With its mobile apps, web accessibility, and cross-platform compatibility, you have the freedom to manage your tasks and projects from anywhere, at any time. Whether you’re sitting in a coffee shop, riding the subway, or sipping piña coladas on a tropical beach, monday.com ensures that your productivity remains unchained.

So, if you’re ready to bid farewell to chaos and reclaim control over your time, monday.com is your trusty companion. It’s the superhero cape you need to soar above the mundane and conquer your tasks with style and grace. With monday.com by your side, you’ll be the maestro of your time, conducting the symphony of productivity like a virtuoso.

In the grand symphony of life, let monday.com be the conductor that helps you orchestrate your tasks, tame the wild beasts of procrastination, and transform your time management into a melodious masterpiece. Embrace the power of monday.com and unlock a world of productivity possibilities. Your time is precious, so make every moment count with monday.com.

• Safeguard Your Data: The Risks of Hosting Customer Data in the US
• 10 Proven Tips for Boosting Your Team’s Productivity with monday.com
• Create, Use & Manage monday.com forms in 2023
• Using monday.com for project charters
• monday.com as a CRM, an Essential in 2023
• monday.com for Project Management

In today’s digital age, the value of data cannot be understated. From sensitive customer information to proprietary business strategies, data is the lifeblood of modern enterprises. However, the location where this data is stored and processed can have significant implications, especially when it comes to customer data. At Idalko, we understand the importance of data security, privacy, and compliance. That’s why we’re thrilled to introduce our latest innovation, Momito, a cutting-edge tool designed to migrate your valuable data seamlessly from monday.com instances in the US to the EU. Let’s delve into the risks and problems associated with hosting customer data in the US and how Momito can be your solution.

1. GDPR and Data Privacy

The General Data Protection Regulation (GDPR) is a comprehensive data protection regulation enacted by the European Union to ensure the privacy and protection of personal data. While the US does have data privacy regulations in place, the GDPR sets a gold standard for data protection. If your business interacts with EU citizens’ data, it’s imperative to comply with GDPR guidelines. Hosting customer data in the US might inadvertently expose your business to potential legal issues due to differing regulations.

2. Data Sovereignty and Jurisdiction

When your data is stored in the US, it falls under the jurisdiction of US laws and regulations. In contrast, hosting data within the EU ensures that your data remains within the scope of European laws and regulations, offering greater control over how your data is handled and accessed.

3. Security Concerns

While the US has robust cybersecurity measures in place, hosting your data outside of the EU might lead to concerns about data breaches and unauthorized access. The EU’s stringent security standards and emphasis on data protection can provide a more secure environment for your sensitive customer information.

4. Privacy Shield and Its Uncertainty

The EU-US Privacy Shield was a framework that facilitated the transfer of personal data between the EU and the US. However, this framework was invalidated in 2020, leaving many businesses unsure about the legal basis for transferring data between these regions. By migrating your monday.com instance from the US to the EU with Momito, you can ensure that your data transfers adhere to the latest legal standards.

5. Customer Trust and Reputation

As customers become more aware of data privacy issues, they are increasingly concerned about how their data is handled. By proactively taking steps to host your customer data in the EU, you can enhance your reputation as a responsible and trustworthy business that prioritizes data protection.

Why Choose Momito?

Momito is more than just a migration tool; it’s your assurance of a smooth, secure, and compliant data transfer. Our commitment to data integrity means that no information will be lost during migration. We thoroughly validate the data in the new EU region to ensure a 100% match with your original instance. By choosing Momito, you’re putting your data in the hands of experts who understand software, security, and compliance inside out.

Conclusion

The risks and problems associated with hosting customer data in the US are undeniable. To protect your business, your customers, and your reputation, it’s essential to take proactive steps toward data sovereignty, security, and compliance. With Momito, you can seamlessly migrate your monday.com instance from the US to the EU, eliminating the uncertainties and challenges posed by cross-border data hosting. Empower your business with the confidence that comes from knowing your data is in safe hands. Choose Momito and make the switch today.

At Idalko, we’re not just offering a migration service; we’re offering peace of mind. Get in touch with us today to learn more about how Momito can be the solution to your data hosting concerns. Your data deserves the best protection, and we’re here to provide it.

As the world becomes increasingly digital and remote, team collaboration has become more important than ever. monday.com is a cloud-based project management platform designed to help teams collaborate more effectively. 

In this blog post, we will discuss some key features of monday.com team management tools that can help teams work together more efficiently and effectively.

What is covered in this article :

• Customizable Workflows
• Team Collaboration Boards
• Deadline Tracking
• Time Tracking
• Project Templates
• Reporting and Analytics
• Integration with Other Tools
• Automation
• Permission Management
• Mobile App

Customizable Workflows

Customizable workflows are an essential feature of monday.com’s team management tools, providing teams with the flexibility to create unique workflows that match their specific needs. This feature is particularly valuable for teams working on complex projects or processes, where a predefined workflow may not capture all the necessary steps or details.

With monday.com’s customizable workflows, teams can create workflows that include multiple stages and define the order in which tasks need to be completed. This ensures that everyone on the team is on the same page and knows precisely what needs to be done. By creating a clear and defined process for completing tasks, teams can work more efficiently and reduce the risk of confusion or mistakes.

One of the most significant benefits of monday.com’s customizable workflows is that they can be easily adapted to changes in project requirements or team priorities. For instance, if a new task needs to be added, team members can easily add it to the existing workflow and assign it to the appropriate team member. Similarly, if a task becomes less important or is no longer required, team members can remove it from the workflow or mark it as complete.

Another advantage of customizable workflows is that they enable teams to identify bottlenecks and areas for improvement. By closely examining the workflow and tracking progress, teams can identify tasks that are taking longer than expected or processes that are causing delays. This information can be used to adjust the workflow and streamline processes, resulting in improved efficiency and faster completion times.

Customizable workflows are a powerful tool for teams working on complex projects or processes. They provide teams with the flexibility to create workflows that match their specific needs and adapt to changes in project requirements or team priorities. By creating clear and defined processes, teams can work more efficiently, reduce the risk of confusion or mistakes, and identify bottlenecks and areas for improvement.

Team Collaboration Boards

Team collaboration boards are an essential feature of monday.com’s team management tools, providing teams with a centralized space to collaborate and communicate in real-time. These boards can be used to share information, assign tasks, and discuss project updates, making them an ideal tool for teams working on projects that require close collaboration and coordination.

One of the significant benefits of team collaboration boards is that they allow team members to stay up-to-date on project developments. With real-time updates and notifications, team members can track progress and quickly identify any potential issues or roadblocks. Team members can also add comments and files to boards, making it easy to keep track of project details and collaborate on tasks.

Another advantage of team collaboration boards is that they provide teams with a centralized space to share information and assign tasks. This helps to reduce the risk of miscommunication and ensures that everyone on the team is on the same page. By having all project information and tasks in one place, team members can easily refer to previous discussions and updates, reducing the need for back-and-forth communication.

Team collaboration boards are also highly customizable, allowing teams to create boards that match their specific needs. Teams can choose from a variety of board templates or create their custom boards from scratch. This flexibility enables teams to create boards that are tailored to their unique project requirements, ensuring that they have all the tools and information they need to work effectively together.

In addition, team collaboration boards are highly accessible, with features that make it easy to collaborate with remote team members or those working in different time zones. For instance, team members can add comments and updates to boards at any time, allowing other team members to see the information and respond when they are available. This feature is handy for teams with members located in different parts of the world or working on different schedules.

Team collaboration boards are a valuable tool for teams working on projects that require close collaboration and coordination. They provide teams with a centralized space to share information, assign tasks, and discuss project updates, reducing the risk of miscommunication and ensuring that everyone on the team is on the same page. With customizable templates and features that make it easy to collaborate with remote team members, team collaboration boards are an essential component of monday.com’s team management tools.

Deadline Tracking

Deadline tracking is an essential feature of monday.com’s team management tools, providing teams with a simple and effective way to manage project timelines. With this feature, teams can set deadlines for individual tasks, and the platform will automatically send reminders as deadlines approach. This ensures that everyone on the team is aware of upcoming deadlines and can prioritize tasks accordingly.

One of the significant benefits of deadline tracking is that it helps teams to stay on track and meet project deadlines. By setting deadlines for individual tasks and tracking progress, teams can ensure that they are making progress toward their goals and can identify potential issues before they become problems. The automatic reminder feature also helps to keep team members accountable and ensures that deadlines are not missed due to forgetfulness or oversight.

Another advantage of deadline tracking is that it helps teams to prioritize tasks and allocate resources effectively. By setting deadlines for individual tasks, team members can identify which tasks are the most critical and need to be completed first. This ensures that team members are focusing their time and effort on tasks that are most important for the project’s success.

Deadline tracking is also highly customizable, allowing teams to set deadlines that match their specific needs. Teams can set deadlines for individual tasks or entire projects, and they can choose the format in which deadlines are displayed, such as in a calendar view or as a list. This flexibility enables teams to manage their projects in a way that works best for them, ensuring that they have all the tools they need to meet project deadlines.

Time Tracking

Time tracking is a critical feature of monday.com’s team management tools that allows teams to track the time they spend on individual tasks. This feature provides teams with a comprehensive understanding of how much time is spent on each project, making it easy to identify areas where they can improve efficiency and adjust their workflows accordingly.

One of the key benefits of time tracking is that it enables teams to accurately measure the amount of time spent on each task. This information can be used to identify which tasks are taking longer than expected and to adjust timelines or allocate resources accordingly. This helps to ensure that projects are completed on time and within budget, while also enabling teams to identify opportunities to streamline their workflows and improve overall efficiency.

Another advantage of time tracking is that it helps teams to improve accountability and transparency. By tracking the time spent on each task, team members can easily see how much time their colleagues are spending on each task, making it easier to delegate tasks and allocate resources effectively. This transparency also helps to promote accountability, as team members can clearly see how much time they are spending on each task and can adjust their work accordingly to ensure that they are meeting project goals and deadlines.

Time tracking is also highly customizable, allowing teams to track time in a way that matches their specific needs. Teams can choose to track time in hours, minutes, or even seconds, and they can specify which tasks require time tracking and which do not. This flexibility allows teams to tailor their time-tracking processes to match their workflows, ensuring that they have all the tools they need to manage their projects effectively.

Project Templates

monday.com’s project templates feature is a game-changer for teams that frequently work on similar projects or those that have standard workflows for project management. With pre-designed boards that include task lists, timelines, and other important information, teams can quickly get started on new projects without the need for manual setup.

Using project templates also ensures that teams maintain consistency across projects, ensuring that they follow the same workflow and structure for all similar projects. This consistency makes it easier for team members to move between projects and reduces the need for training or orientation when working on new projects.

Another significant advantage of project templates is that they save teams time by eliminating the need for manual setup. Instead of starting from scratch with every new project, teams can choose from pre-designed templates that already contain the necessary tasks and timelines, making it easy to get started right away. Teams can also customize these templates to suit their specific needs, ensuring that they are tailored to their workflows and processes.

Project templates are highly flexible and can be customized in a variety of ways. Teams can choose from a wide range of templates that cover different project types, such as marketing campaigns, product launches, event planning, and more. They can also create custom templates that include specific tasks, timelines, and other relevant information.

One of the most significant benefits of using project templates is that they help teams to avoid common project management pitfalls. By following pre-defined workflows and processes, teams can avoid overlooking critical tasks or missing deadlines. Templates also help to ensure that teams are not reinventing the wheel with each new project, saving time and reducing the likelihood of errors.

Reporting and Analytics

monday.com’s reporting and analytics features are powerful tools that can help teams track project progress and identify areas for improvement. With these features, teams can generate reports on project status, time tracking, and other critical metrics, providing valuable insights that can be used to make data-driven decisions.

One of the most significant advantages of monday.com’s reporting and analytics features is that they provide real-time visibility into project status. This allows teams to stay up-to-date on progress and identify issues early on, making it easier to take corrective action and avoid delays. With real-time data, team members can collaborate more effectively, ensuring that everyone is on the same page and working towards the same goals.

Reporting and analytics can also help teams to identify bottlenecks in their workflows. By analyzing data on task completion times, team members can identify areas where processes are slowing down and take steps to optimize workflows. This can help to improve efficiency, reduce delays, and ensure that projects are completed on time and within budget.

Another significant advantage of monday.com’s reporting and analytics features is that they provide teams with the ability to make data-driven decisions. By analyzing project data, teams can identify trends and patterns, enabling them to make informed decisions about project management strategies. For example, if data reveals that a particular task is consistently causing delays, teams can take steps to address the issue, such as assigning additional resources or reorganizing workflows.

monday.com’s reporting and analytics features are also highly customizable, allowing teams to create reports that meet their specific needs. Teams can choose from a wide range of report templates or create their custom reports, selecting the metrics and data points that are most relevant to their projects. With this flexibility, teams can generate reports that provide valuable insights and enable them to make data-driven decisions.

Integration with Other Tools

monday.com’s integration with other tools is a significant advantage for teams looking to streamline their workflows and improve collaboration across different platforms. With integrations for popular tools like Google Drive, Slack, and Trello, teams can connect their workflows seamlessly, ensuring that everyone has access to the information they need, regardless of the platform they’re working on.

One of the primary benefits of monday.com’s integrations is that they eliminate the need for teams to switch between different tools constantly. Instead, team members can access all the information they need from within the monday.com platform, making it easier to stay organized and focused on the task at hand. For example, teams can attach files from Google Drive to tasks within monday.com, eliminating the need to navigate between different tools to access critical project information.

Integrations also make it easier for teams to collaborate more effectively. With integrations for popular communication tools like Slack, team members can receive notifications and updates on project progress without having to switch between platforms. This allows teams to stay up-to-date on project developments and make informed decisions more quickly.

Another significant advantage of monday.com’s integrations is that they allow teams to automate repetitive tasks, freeing up more time for critical work. For example, teams can set up an automation that automatically creates new tasks in monday.com whenever a new file is added to Google Drive. This eliminates the need for manual data entry and ensures that tasks are created and tracked automatically.

Automation

monday.com’s automation features are powerful tools that can help teams streamline their workflows, save time, and reduce errors. By automating repetitive or time-consuming tasks, teams can focus on critical work and improve overall efficiency.

With monday.com’s automation features, teams can create custom automated actions that occur when specific triggers are met. For example, teams can create an automation that automatically assigns a task to a team member when a previous task is marked as complete. This eliminates the need for manual task assignments, reduces the risk of errors, and ensures that tasks are completed promptly.

Another common use of monday.com’s automation features is to trigger actions based on specific dates or deadlines. For example, teams can set up an automation that sends a reminder email to team members when a deadline is approaching or automatically changes a task’s status when a deadline is missed. This ensures that everyone on the team is aware of important dates and can take action as needed.

In addition to these examples, monday.com’s automation features can be customized to suit a wide range of needs. Teams can choose from a variety of pre-built automation templates or create their custom automation using the platform’s intuitive visual automation builder. This flexibility allows teams to create workflows that are tailored to their specific needs and ensure that everyone is working efficiently towards the same goals.

Permission Management

Permission management is a crucial aspect of any team management tool, and monday.com permission management features are no exception. With this feature, teams have complete control over who can access their boards and the information contained within them. This is particularly important for teams that work on sensitive projects or handle confidential information.

With monday.com’s permission management feature, teams can assign different permission levels to individual team members. For example, a team member may be permitted to view a board but not make any changes to it. Alternatively, another team member may be permitted to edit a board and make changes, but not delete it. These permission levels can be customized to suit the specific needs of each team and project.

By using monday.com’s permission management feature, teams can ensure that only authorized team members have access to sensitive information. This can help to prevent data breaches and other security issues that can arise from unauthorized access. Additionally, teams can avoid confusion and ensure that everyone has access to the information they need to complete their tasks.

Furthermore, with permission management, teams can maintain transparency while also maintaining control over access to sensitive information. This is particularly important when working with clients or external partners who need to be kept informed about project progress but should not have access to sensitive information.

Another benefit of monday.com’s permission management feature is that it allows teams to delegate tasks and responsibilities more effectively. By assigning different permission levels to team members, managers can ensure that team members only have access to the information and tasks they need to complete their work. This can help to improve workflow efficiency and reduce the risk of errors or delays.

Mobile App

monday.com’s mobile app is a powerful tool for teams that need to stay connected and productive on the go. With the app, team members can access all of the same features as the desktop platform, but from the convenience of their mobile devices.

One of the most useful features of the mobile app is its ability to keep team members connected and informed, no matter where they are. For example, if a team member is working remotely or traveling for business, they can use the app to stay up-to-date on project developments, access important files, and communicate with team members in real time.

The app also makes it easy for team members to update task statuses and progress, ensuring that everyone is on the same page and that project timelines stay on track. With just a few taps, team members can quickly mark tasks as complete, add comments or files, and assign tasks to other team members.

In addition to its collaborative features, the monday.com mobile app is also designed to be user-friendly and easy to navigate. The app’s intuitive interface makes it easy for team members to find what they need and get started quickly.

Overall, the monday.com mobile app is an essential tool for teams that need to stay connected and productive on the go. Whether team members are working remotely, traveling, or simply need to access project information outside of the office, the app makes it easy to stay on top of projects and collaborate with team members in real-time.

Summing up

In conclusion, monday.com’s team management tools are designed to help teams collaborate more effectively. With customizable workflows, team collaboration boards, deadline tracking, time tracking, project templates, and reporting and analytics, teams can streamline their workflows and improve their overall efficiency. By using these tools, teams can work together more effectively, meet deadlines, and achieve their goals.

Recommended Reads: 

• 10 Proven Tips for Boosting Your Team’s Productivity with monday.com
• Mastering Gantt Charts in monday.com: A Step-by-Step Guide
• Create, Use & Manage monday.com forms in 2023
• Using monday.com for project charters
• monday.com as a CRM, an Essential in 2023
• monday.com for Project Management

As the world continues to embrace remote work, organizations are faced with the challenge of keeping their teams connected, productive, and efficient. With the rise of virtual work arrangements, traditional methods of communication and collaboration are no longer sufficient. Enter monday.com, a cutting-edge work operating system (Work OS) that is transforming how remote teams collaborate, communicate, and achieve their goals. 

In this blog post, we will explore how monday.com can revolutionize remote work by facilitating seamless communication and collaboration among distributed teams.

What is covered in this article :

• Say Goodbye to Silos: monday.com Enables Centralized Collaboration for Remote Teams
• Empower Remote Teams with Clarity: monday.com Enhances Visibility and Accountability
• Automation Features
• Improved Productivity and Efficiency
• Why do you need monday.com as a remote team?

Say Goodbye to Silos: monday.com Enables Centralized Collaboration for Remote Teams

In many remote work settings, teams can become isolated, leading to communication breakdowns and delays in project execution. monday.com breaks down these silos by providing a centralized platform that fosters collaboration across teams, departments, and locations. With its intuitive interface, teams can easily create boards, columns, and cards to manage projects, tasks, and workflows in a visual and organized manner. monday.com allows teams to collaborate in real-time, providing transparency and accountability, regardless of their physical location.

Streamlining Workflows with Customisable Boards

monday.com’s customizable boards enable remote teams to streamline their workflows and tailor them to their specific needs. Teams can create boards for different projects, departments, or functions, and customize them with columns that represent different stages, deadlines, or priority levels. Boards can be easily modified with automation and integrations to automate repetitive tasks and reduce manual errors, saving time and increasing productivity. Additionally, boards can be easily shared with team members, clients, or stakeholders, allowing for seamless collaboration and communication in real-time.

Enhancing Communication with Collaborative Features

Communication is the key to successful remote work, and monday.com offers a range of collaborative features that facilitate effective communication among team members. With features such as comments, @mentions, and notifications, team members can communicate within the context of a specific task or project, keeping discussions organized and relevant. Moreover, monday.com’s built-in chat functionality allows team members to communicate in real-time, fostering a sense of connection and camaraderie even in remote work settings. monday.com also integrates with popular communication tools such as Slack and Microsoft Teams, providing seamless communication across platforms.

Empower Remote Teams with Clarity: monday.com Enhances Visibility and Accountability

Remote work can sometimes lead to a lack of visibility and accountability, as team members may not have a clear understanding of their colleagues’ progress or responsibilities. monday.com solves this challenge by providing a visual and transparent platform that empowers remote teams with clarity and accountability.

Visualizing Progress with Dashboards and Reports

monday.com’s dashboards and reports allow remote teams to visualize progress, performance, and bottlenecks at a glance. Teams can create customizable dashboards that provide an overview of key metrics, deadlines, and progress charts. Reports can be generated to analyze data, identify trends, and make data-driven decisions. With monday.com’s visual tools, remote teams can have a clear understanding of the status of their projects, tasks, and team members, enabling them to take proactive actions and stay on track.

Tracking Accountability with Assignments and Deadlines

Accountability is crucial for remote teams, and monday.com provides features that enable teams to assign tasks, set deadlines, and track progress. Team members can easily assign tasks to themselves or their colleagues, set due dates, and update the status of their tasks in real-time. This creates a clear and transparent system where team members are accountable for their responsibilities, and managers can easily track progress and provide feedback. 

Automation Features

One of the greatest benefits of monday.com for remote teams is the platform’s ability to automate tasks, reducing manual work and increasing efficiency. Here are some of the automation features that make monday.com a game-changer for remote work:

Deadline-Based Automation

With monday.com’s deadline-based automation, teams can ensure that tasks are completed on time, without the need for manual oversight. For example, team members can receive automatic reminders as deadlines approach, or tasks can be automatically reassigned to another team member if the original assignee misses a deadline. This reduces the risk of delays and ensures that everyone is accountable for their responsibilities.

Status-Based Automation

Status-based automation is another powerful tool that can help remote teams stay on track. Teams can set up rules that trigger automatic actions based on the status of a task. For example, if a task is marked as complete, the next task in the sequence can be automatically assigned to the next team member, or a notification can be sent to the project manager to review the completed task. This helps teams to move smoothly through their workflows and ensures that everyone is aware of the progress of the project.

Integration-Based Automation

monday.com also integrates with a wide range of third-party tools, allowing for even more automation possibilities. For example, team members can receive automatic notifications in their preferred communication tool when a task is assigned to them or when a deadline is approaching. Similarly, monday.com can automatically update information in other tools, such as Google Calendar or Salesforce, when changes are made in monday.com. This reduces the need for manual data entry and ensures that everyone is working with the most up-to-date information.

Overall, the automation features in monday.com make it a valuable tool for remote teams, as they enable teams to streamline their workflows, reduce errors, and increase efficiency. With monday.com, remote teams can focus on what really matters – achieving their goals and driving their business forward.

Improved Productivity and Efficiency

Remote work has become more prevalent than ever, and as such, companies must find ways to facilitate communication and collaboration across the distributed workforce. This is where monday.com comes in, with its work OS platform that provides a central hub for remote teams to communicate, collaborate, and manage their work. Here are some of the ways that monday.com can improve productivity and efficiency for remote teams:

Integration with Other Tools

Email, Calendar, and File-Sharing

monday.com integrates seamlessly with popular email clients, such as Gmail and Outlook, enabling team members to receive notifications and updates directly in their inbox. Additionally, calendar integration allows for scheduling of deadlines, meetings, and other important events. File-sharing integration allows for sharing of documents and other files, and the ability to collaborate on them in real-time. All of these integrations make it easy for remote teams to stay up-to-date and in sync with one another.

Project Management and CRM Tools

monday.com also integrates with a variety of project management and customer relationship management (CRM) tools, such as Jira, Trello, and Salesforce. This means that remote teams can work within their preferred platform while still staying connected to the central hub in monday.com. This streamlines workflows, reduces manual data entry, and ensures that everyone is working with the most up-to-date information.

Mobile App

Remote Work on-the-go

The monday.com mobile app enables remote teams to access the platform from anywhere, at any time. This means that team members can work on tasks, collaborate with one another, and receive notifications and updates while on the go. With the mobile app, remote teams can stay productive and connected, no matter where they are.

Push Notifications and Real-Time Updates

The monday.com mobile app also sends push notifications and provides real-time updates, ensuring that team members are always aware of important events and changes. For example, team members can receive push notifications when a task is assigned to them, when a deadline is approaching, or when a comment is made on a task they are working on. This reduces the risk of delays, increases accountability, and ensures that everyone is aware of the progress of the project.

Why do you need monday.com as a remote team?

In conclusion, monday.com is an excellent platform for remote teams to facilitate communication and collaboration. With its integration with other tools and mobile app, remote teams can work efficiently and productively from anywhere in the world. With its ability to streamline workflows, automate tasks, and provide real-time updates, monday.com is a game-changer for remote teams.

Recommended Reads: 

• 10 Proven Tips for Boosting Your Team’s Productivity with monday.com
• Mastering Gantt Charts in monday.com: A Step-by-Step Guide
• Create, Use & Manage monday.com forms in 2023
• Using monday.com for project charters
• monday.com as a CRM, an Essential in 2023
• monday.com for Project Management

When it comes to team productivity, having the right tools and processes in place can make all the difference. That’s where monday.com comes in. This versatile platform can help teams collaborate, track progress, and stay organized, all in one place. 

Whether you’re working on a small project or managing a large team, monday.com has features that can help streamline your workflow and boost your team’s productivity. In this post, we’ll share 10 proven tips for using monday.com to get the most out of your team.

What is covered in this article :

• Use boards to organize tasks and projects
• Set up automation to save time
• Use templates to get started quickly
• Collaborate with team members in real-time
• Track time and progress with time tracking feature
• Use dashboards to get an overview of your team’s work
• Set deadlines and reminders to stay on track
• Keep files organized
• Set clear goals
• Celebrate your team’s achievements
• So why should you use monday.com?

1. Use boards to organize tasks and projects

The ability to create and customize boards to suit specific projects and teams is a standout feature of monday.com. For example, users can create a board for a particular project, with columns such as “To Do,” “In Progress,” and “Done,” to monitor progress and ensure that tasks are being completed on time. The boards can be shared with team members, allowing for collaborative work and enabling everyone to stay on the same page.

The visual approach of monday.com boards makes it easy to keep track of tasks, deadlines, and progress. With the ability to add tasks to each column and assign them to team members, the tool streamlines project management and helps teams stay organized.

2. Set up automation to save time

Another one of the standout features of this platform is its ability to automate repetitive tasks through its nifty automation feature. These rules allow users to automate certain actions, such as sending notifications or updating statuses, so that they don’t have to be manually carried out every time.

Imagine this: you’ve just added a new task to a specific board, and now you have to manually notify the team. With monday.com’s automation feature, you can set up a rule to send an email notification to the team every time a new task is added to that board. Voila! Your hands are now free to tackle other pressing matters, and your team is promptly notified without any manual effort on your part.

Not only does this save time, but it also reduces the risk of human error. With monday.com’s automation feature, you can rest easy knowing that important notifications are being sent out as soon as they need to be, without any potential slip-ups.

In today’s fast-paced work environment, time is of the essence, and any tool that can help us work smarter rather than harder is a godsend. With its automation feature, monday.com takes the load off our shoulders, so we can focus on the important stuff.

3. Use templates to get started quickly

If you’re new to monday.com or want to set up a new board quickly, templates can be a real lifesaver. monday.com has a wide range of pre-made templates for everything from project management to marketing to HR.

These templates are a real lifesaver for new users or those who want to set up a new board quickly. With a wide range of pre-made templates available, covering everything from project management to marketing to HR, you’re sure to find one that fits your needs.

Just choose the template that suits your project or team, customize it to your liking, and start using it right away. With monday.com’s templates, you can save a ton of time and get organized in a jiffy.

But wait, there’s more! Not only do these templates save you time, but they can also be a great source of inspiration. You might find that a template sparks some new ideas or provides a fresh perspective on your project. Who knows, it might even help you break out of a creative rut.

In today’s fast-paced work environment, time is money, and any tool that can help us work smarter, not harder, is a winner in our books. With monday.com’s templates, you can hit the ground running and get things done quickly and efficiently. So why not give them a try and see how they can benefit your projects and teams?

4. Collaborate with team members in real-time

Collaboration is key to productivity, and monday.com makes it easy to work together in real time. One of the platform’s standout features is its ability to facilitate seamless collaboration among team members. You can use @mentions to tag team members and notify them of updates or changes. You can also use the comments section to discuss specific tasks or projects. And if you’re working with remote team members, monday.com’s built-in video chat can help you stay connected. This feature ensures that everyone is always on the same page and aware of any changes that may affect their work.

Additionally, the comments section on monday.com provides a space for team members to discuss specific tasks or projects. Need to ask a question or provide feedback on a colleague’s work? No problem! Just hop into the comments section and start a conversation. It’s like having an office water cooler but in the digital space.

But what about remote teams? monday.com has it covered, because monday.com has got you covered. The platform’s built-in video chat feature allows remote team members to stay connected, no matter where they are in the world. This feature is particularly useful for virtual meetings, brainstorming sessions, or even just catching up with colleagues.

5. Track time and progress with time tracking feature

Let’s face it – tracking time and progress is an essential part of any successful project. That’s why monday.com’s built-in time-tracking feature is a real lifesaver for busy teams.

With this feature, users can easily track how much time team members are spending on specific tasks. This information can be invaluable when it comes to making informed decisions about how to allocate resources and ensure that everyone is working at optimal efficiency.

But that’s not all – the time-tracking feature can also be used to track progress and identify any bottlenecks or issues that may be slowing down the project. By keeping tabs on how much time is being spent on each task, users can quickly identify areas where improvements can be made and make adjustments as needed.

In addition to its practical benefits, monday.com’s time-tracking feature is also incredibly easy to use. Whether you’re a seasoned pro or new to the world of project management, this feature is designed to be intuitive and user-friendly.

So if you’re looking for a way to streamline your team’s workflow and make data-driven decisions, monday.com’s time-tracking feature is definitely worth checking out. Give it a try and see how it can help your team stay on track and achieve its goals with ease!

6. Use dashboards to get an overview of your team’s work

Dashboards are a great tool for keeping track of your team’s progress and productivity, and monday.com makes it easy to create custom dashboards that display the metrics that matter most to you. Whether you want to track task completion rates, time spent on specific projects, or any other key performance indicators, you can create a dashboard that provides you with a high-level view of your team’s work.

But dashboards aren’t just about tracking metrics – they can also be a powerful tool for driving collaboration and transparency. By sharing dashboards with your team, you can help everyone stay on the same page and work towards a common goal. And if you notice any areas where your team is falling behind, you can use the data from your dashboard to identify the root cause and make the necessary changes to get things back on track.

Of course, creating an effective dashboard takes some planning and forethought. You’ll need to decide which metrics are most important to track, and how you want to display them. But once you have a dashboard that works for you, it can be a game-changer for your team’s productivity.

So whether you’re trying to improve task completion rates, streamline your workflow, or just get a better understanding of how your team is performing, a custom dashboard in monday.com can be an invaluable tool. So don’t hesitate to dive in and start creating your own – your team (and your bottom line) will thank you for it!

7. Set deadlines and reminders to stay on track

Deadlines and reminders can be a real lifesaver when it comes to keeping projects on track, but they can also be a source of stress and anxiety if not managed properly. Luckily, monday.com has you covered with its intuitive and flexible deadline and reminder features.

By setting due dates for specific tasks or projects, you can ensure that everyone on your team is working towards a common goal and staying on schedule. And if you’re worried about missing a deadline or forgetting a task, monday.com’s built-in notification system has got your back.

You can choose to receive email or in-app notifications when deadlines are approaching or when tasks have been completed. This helps you stay on top of your work without constantly checking your dashboard or worrying about missing important updates.

But the real magic of monday.com’s deadline and reminder features is their flexibility. You can set reminders for yourself or for specific team members, choose the frequency of reminders, and even customize the messaging to suit your needs. This allows you to tailor your notifications to your specific workflow and ensure that everyone is staying productive and on track.

So, whether you’re juggling multiple projects or just trying to keep your to-do list organized, monday.com’s deadline and reminder features are an essential tool for staying productive and avoiding the stress of missed deadlines. Try them out today and see how they can help you and your team achieve more in less time.

8. Keep files organized

Keeping files organized is essential to ensuring that everyone on your team has easy access to the information they need to get their work done efficiently. With monday.com’s file sharing and storage features, you can easily store and organize all project-related files in one central location.

Gone are the days of digging through endless email threads or struggling to find the right file on your computer. With monday.com, you can store all your files in one place, and easily share them with your team members, no matter where they are located.

You can also use monday.com’s custom tags and labels to organize your files and make them easier to find. For example, you could label a file as “Urgent” or “High Priority” to help team members quickly identify critical files that need their attention.

Using monday.com’s file sharing and storage features can also help improve collaboration and prevent confusion. By ensuring that everyone has access to the same information, you can eliminate miscommunications and ensure that everyone is working towards the same goals.

So, take advantage of monday.com’s file-sharing and storage features to keep your team organized, efficient, and productive. By keeping all your project-related files in one central location, you’ll be able to stay on top of your work, collaborate effectively with your team, and ensure that everyone is on the same page.

9: Set clear goals

Setting clear goals and objectives is essential for ensuring that your team stays focused and productive. With monday.com, you can easily create and track your goals and objectives to ensure everyone is on the same page and working towards the same outcomes.

By setting clear goals and objectives, you can help your team prioritize tasks and ensure that they are aligned with the overall project or company objectives. This can help eliminate confusion and ensure that everyone is working towards a common goal.

One of the great features of monday.com is the ability to set deadlines for tasks and projects. This can help keep your team accountable and ensure that they are working towards specific milestones in a timely manner.

You can also use monday.com’s progress tracking features to monitor your team’s progress towards achieving their goals. This can help you identify any areas that need improvement or additional resources, and adjust your approach accordingly.

Additionally, monday.com allows you to easily share progress updates with stakeholders and team members. This can help build transparency and trust within your team, as well as keep everyone up to date on the project’s progress.

So, don’t leave your team’s success to chance. Use monday.com to set clear goals and objectives, track progress, and stay on top of your projects. With this powerful tool at your fingertips, you can ensure that everyone is working towards the same goals and achieving success together.

10: Celebrate your team’s achievements

Celebrating achievements is a crucial aspect of keeping your team motivated and engaged, and monday.com makes it easy to do so. When your team reaches a significant milestone or completes a task, take the time to acknowledge their hard work and celebrate their success.

You can use monday.com’s communication tools, such as the comments section, to congratulate team members and express your appreciation for their efforts. Additionally, you can use the platform’s “likes” and “reactions” features to show your support and encourage others to do the same.

Celebrating achievements doesn’t have to be limited to completing major milestones or tasks. You can also celebrate small wins along the way, such as meeting deadlines or making progress on a difficult task. Doing so will help keep morale high and motivate your team to continue pushing forward.

So, take a moment to acknowledge your team’s hard work and celebrate their achievements. It’s a small gesture that can make a big difference in maintaining a positive and productive work environment.

So why should you use monday.com?

To sum up, monday.com is a powerful tool that can help boost your team’s productivity by streamlining communication, increasing collaboration, and improving project management. By utilizing the tips outlined in this article, you can maximize the benefits of monday.com and take your team’s productivity to the next level.

From setting clear goals and objectives to celebrating achievements, using automation, and keeping files organized, the tips covered here are designed to help you get the most out of monday.com. By implementing these strategies, you can help your team stay on track, work efficiently, and achieve success.

Whether you’re managing a small team or a large organization, monday.com has the flexibility and features you need to stay productive and achieve your goals. By making the most of this powerful tool, you can take your team’s productivity to the next level and accomplish great things together. So why wait? Start implementing these tips today and see the difference monday.com can make for your team.

Recommended Reads: 

• Mastering Gantt Charts in monday.com: A Step-by-Step Guide
• Streamline Your Budget Proposal with monday.com Template
• Create, Use & Manage monday.com forms in 2023
• Using monday.com for project charters
• monday.com as a CRM, an Essential in 2023
• monday.com for Project Management

Gantt charts are used to display and manage project schedules, showing the tasks needed to complete a project and their dependencies on one another. Each bar represents the start and finish dates of a task or event, while the Gantt chart itself displays this information in a structured format for easy viewing.

Gantt charts are one of the most commonly used charts to communicate projects and schedules. They are based on Henry Gantt’s original design that evolved from Karol Adamiecki’s harmonograph.

Gantt charts are a great project management tool for visualizing and managing your upcoming deadlines, milestones, and resources. You can easily facilitate better communication among the team members, or even sell the idea to your clients.

A simple Gantt chart provides clarity on deadlines, milestones, and project progress. Everyone on your team knows what they have to work on, when, and how it impacts the overall project.

What is covered in this article :

• What are Gantt Chats used for?
• What to look for in Gantt chart software — must-have features
• How to create Gantt charts on monday.com
• Oversee your timeline with a critical path

What are Gantt Chats used for?

Gantt charts are used to simplify and highlight the most important aspects of your project. They are also a great way to plan and manage resources, as well as highlight KPIs. They can assist with planning almost any type of project, from smaller tasks to large-scale initiatives such as marketing campaigns or long-term development plans.

Gantt charts are commonly used to define a project’s scope and requirements by displaying tasks and their dependencies, priorities, and ownership. They provide a visual representation of your project that can be useful as a high-level guide as managers track progress throughout the course of a project.

The WBS is the foundation of a Gantt chart. It depicts what tasks need to be completed, but it does not show when each task will begin and end. By starting with a hierarchical representation of tasks and their dependencies (WBS), you can then layer in Gantt chart components such as time, ownership, status, and milestones to create a clearer picture.

What to look for in Gantt chart software — must-have features

Gantt charts are often used to illustrate a project’s progress so let’s first go over what to look for in a Gantt chart tool. All of the features mentioned below are included with monday.com Work OS.

monday.com Work OS has gone beyond just providing the functionality to create Gantt charts. It has augmented these capabilities with existing tools that help you and your team organize their work, manage your deadlines, and track progress for each project.

• Drag and drop: Drag and drop events on the horizontal and vertical axis as things change instead of having to start from scratch. It saves you time, flexibility makes it work for any team, and you can embed your calendar on whatever platform matters to you.
• Multiple assignees: monday.com’s Gantt Chart view allows you to focus on people, not just tasks, by assigning entire teams to them. Use the role drop-downs to assign different individuals, teams, or departments at any stage of a project.
• Statuses: The status is a customizable field that allows you to specify the current state of each and every task… 
• Milestones: Marking the end of a certain part of a project, or indicating that the overarching tasks don’t have a specific duration.

• Vertical line marker: Our little vertical line lets you see exactly where in the project you are between start and end dates.
• Dependencies: The tasks cannot start until another task is completed.

How to create Gantt charts on monday.com

Creating a Gantt chart with Work OS requires just three steps. First, choose the template you want to use. Second, add your tasks to the list by clicking on the cell you want and adding a task name. Finally, drag the task names up and down to organize them according to their finish dates.

You need to also make sure these elements are included:

• It is important to make sure your board has a Timeline Column and Dependency Column. These allow you to see how long work will take and how dependencies affect it.
• Choose to Add View, the Gantt, to add a new view to the project.
• Organize your tasks and Gantt chart in one place to see the big picture. With on-the-fly edits and cool features like Baseline, you can get more creative with your planning.

How it works

A Gantt is a type of bar chart/grid that represents a project schedule, as well as an overview of the status and progress. In this Gantt, you will see all the items with their dates linked together to show dependencies between tasks. If you hover over your item, you will see its entire row highlighted so you can see at a glance where it stands in relation to the other items.

Setting up the Gantt

The Gantt View is a unique view that combines a task’s description and certain properties from your board in order to create a clear, colorful, and organized visualization of your project’s plan. The Gantt View works together with the data in your board to bring you a clear, colorful, and organized visualization of your project’s plan!

Once you’ve gathered all of your data, plug it into these columns to create a view and add it to a board or as a widget to a Dashboard.

Add the Gantt View to a board

To add the Gantt View to your board, click on the Edit dropdown menu located at the top of your board (it will say “Add View” when you hover over it) and select “Gantt”.

You can also add additional board views by clicking on the “Board Power-Ups” icon in the upper right corner of your screen. Select “Board Views” in the Views Center and choose “Gantt” from the list of available views.

Add the Gantt widget to a Dashboard

Add a Gantt widget to your Dashboard or Dashboard View by selecting the “Gantt” option from the widget menu.

Settings and Customization

After you create your Gantt chart, you can easily customize it so that it works perfectly for you! Click on the three-dot menu in the top right of your Gantt and select “Settings” from the dropdown menu to access the customization options.

Choose Timeline columns

You can choose which Timeline Columns you want to be displayed on your Gantt. Each Column has its own color and sort options. For instance, if you have more than one Timeline Column, Date Column, or Week Column, you can decide the particular ones you want to be showcased.

Choose how to group your Gantt

Simply drag and drop the items you want to group into a group. All items in that group will be ordered by the task’s start date, but you can quickly move tasks to different groups by dragging them across.

Label your items in various ways

Use labels to categorize your items in any way you like! You can label by groups, item names, boards, owners, and categories, as well as choose no label at all. Access all of your labeling options from the “Label by” section of the Settings dropdown menu:

Color your items

Configure your Gantt to show the way you want! Just go to the Settings menu and “Change Colors By” to color your Gantt according to the group, column, board, or no color setting at all. The colors shown are the colors you already have chosen for your board’s Main Table View.

Show group summary

This view shows how much time, using specific dates, all of your items in a Gantt have taken in total. The “group” in this case refers to how you choose to group the items or tasks in your Gantt and does not necessarily mean the groups of your board. For example, if you choose to group your tasks by the Status Column, then you will see a summary of each of the labels in your Status Column! Select “Show Group Summary” in the “View Settings” section of your Settings.

View options

Access the full screen to take advantage of your screen real estate and get more done. For example, you can drag between different Gantts on the same screen. Choose “Full Screen” from the three-dot menu in the upper right corner of your Gantt.

Show dependencies

With the Gantt chart, you can easily visualize dependencies between your items with arrow lines. The dependency line connects a task with another task that is immediately dependent upon its completion, with the arrow pointing to the dependent task. It’s very helpful in understanding more about your project as a whole and helps make the connections between various tasks clear.

The Gantt chart is a great tool for keeping project teams on task. Shift resources and tasks around the timeline to see what truly needs to be done in order to stay on schedule, or catch up if your dates need adjusting. You just click any Gantt bar and shift the date by however many days are needed, and watch the magic happen!

Add a Baseline

Take a baseline snapshot in your Gantt by clicking on “Baseline” at the top of your Gantt and then selecting the “Add a new snapshot” option in the “Baselines” section in Settings. This will show your project to date, as well as what needs to be completed after any changes have been made.

A baseline is a snapshot of your timeline to help you plan and show delays or acceleration of your project schedule. You can show or hide your baseline screenshots. When our items are on track, they are shown in green. When we delay or extend the length of one of our items, it turns red along with any dependent items.

Oversee your timeline with a critical path

A critical path is a project management technique that identifies the tasks required to complete your project. By identifying the critical path, you can manage your project better and see how it will affect the overall completion time. Critical paths are very useful in creating work breakdown structures that provide clear visibility into all of your project’s tasks, dependencies, and overall progress.

To sum up

Gantt charts are a simple but effective tool for managing projects, especially where there is high dependence on specialized personnel or few overall resources. Project managers can use Gantt charts to help plan, coordinate, and communicate project deliverables, as well as to identify potential bottlenecks, delays, and other potential risks. This includes every aspect of the project, including costs and variances from planned budgets/timelines. Get monday.com to create the easiest, most-efficient, and most reliable Gantt Charts for your future projects.

Recommended Reads: 

• Streamline Your Budget Proposal with monday.com Template
• Create, Use & Manage monday.com forms in 2023
• How to Manage Notifications on monday.com in 2023
• Using monday.com for project charters
• monday.com as a CRM, an Essential in 2023
• monday.com for Project Management

To effectively communicate your project budget, you’ll need a well-crafted proposal that covers all the major aspects of your business. The Budget Proposal Template provides a clean and organized layout to help you easily organize your proposal to stakeholders.

A budget proposal template is an essential strategic planning tool that helps you explain your project to stakeholders by clearly illustrating the cost of each step of the process and how much ROI each action brings to the company.

When it’s time to present your business plan or budget proposal, you need to have the confidence that you’re getting your message across. To make sure you’re ready for meetings with investors, monday.com created a template specifically designed to help you create a winning presentation.

What is covered in this article :

• What is a budget proposal template?
• Why should you use a budget proposal template?
• Why should you use monday.com’s budget proposal template?
• How do you write a budget proposal?
• What does a budget proposal include?
• Why do I need a budget proposal?
• Key Takeaways

What is a budget proposal template?

A budget proposal is a formal document you use to estimate a project’s costs. It’s not enough to show how much a project costs without context. A budget proposal helps your company or organization estimate the total cost of an activity or purchase all in one place so that you can ensure that the right person approves your proposed expenses.

A budget proposal template helps break down the total cost into several categories. This helps stakeholders visualize approximately how much capital a project will need, and where it will go. The budget proposal template allows you to create a detailed breakdown of costs so that each stakeholder can understand the financial implications of their requirements.

A full budget proposal can also contain attached documents, including:

• Budget proposal letter
• Project description
• Timeline
• Expected outcomes

Why should you use a budget proposal template?

A good budget proposal template can be a major help in finding and getting the funding you need for your project. The main reason you’d need a budget proposal template for any project is to deliver a professional proposal that effectively persuades others to invest in or approve the project. This budget proposal template for team building can give you an idea of how to plan, create and deliver an effective request for additional funds.

A budget proposal template is an important document for any business analyst, project manager or CFO. This template allows prep work and detailing of those costs to the stakeholders in a formal budget proposal document. Once that’s done, you can use the budget proposal document to help allocate resources and track your actual costs against projections.

Compare real versus expected costs

If you completed the project and are now ready to evaluate your costs against what you proposed, take advantage of any templates that include a simple and clear way to compare your proposal with actual costs. You’ll be able to see how well you performed and learn from those insights, so your next proposal will be even better!

Don’t miss out on crucial details

A good budget proposal template can help you get all the financial details you need to write a complete and accurate request for funding. This template will cover all major cost categories with fields for expected amounts, including personnel, travel, and meeting expenses, supplies, equipment, software license fees, professional services fees, insurance coverage, and taxes.

Updating your template with each new project ensures you don’t miss any steps or important details. Having a well-researched and detailed proposal makes you look professional and trustworthy, inspiring stakeholder confidence in the project.

Why should you use monday.com budget proposal template?

Are you planning a project, or need to send a proposal? 

You can customize monday.com budget proposal template to make the perfect proposal. Thanks to monday.com’s drag-and-drop editor and the variety of views available, you can tailor it to your needs and do so quickly, in a few clicks.

The platform offers a Gantt chart view, where tasks are color-coded according to their state of progress, including in progress and done. You can communicate your priorities easily by sharing the drag-and-drop editor with your entire team, who can edit their own slices of the pie chart at any time.

If you’re serious about making the most of your budget, monday.com’s template is for you. To make it easy to provide a neat budget proposal to managers, executives, and anyone else who needs it. If you currently work with spreadsheets, you can easily import Excel budget spreadsheets or Google Sheets proposal data into monday.com as well. Our Work OS is equipped to serve as your complete finance CRM, too.

How do you write a budget proposal?

Creating a budget proposal is a complex, multi-faceted activity. In order to write a successful budget proposal, you must be able to fully define the project’s goal and all associated costs. Your project goal may have a direct impact on providing an accurate return.

A budget proposal template is a great tool for organizing your business’s expenses. It allows you to break down all costs into direct and overhead expenses, which allows you to estimate profits more accurately. By using a budget proposal, you can make sure that every budget line item is there and has an appropriate amount, which makes it easy to present to investors or employees.

monday.com budget proposal template can be customized, according to your needs, using the drag-and-drop editor and the variety of views available, so writing a budget proposal will no longer be a daunting task.

You can also easily enrich your proposal from monday.com by editing your contract templates and adding custom data fields. This will let you tailor them perfectly to meet your needs.

What does a budget proposal include?

The proposal outlines the goals and objectives of an organization and how their actions will impact the people involved. Once approved by the board, it should become your budget’s guiding principle for making decisions as you move forward. Most budget proposals generally have some common pieces:

• The goal, project name, or purpose: This is the central purpose of your business. It should summarize the heart of what your company does, and why it exists. Ideally, you want a mission statement written out here. It doesn’t have to be very long. You just need three or four sentences that clearly describe what your business will do for customers and how it will impact them.
• Direct costs: The direct costs of a project include the compensation needed to complete the work and any supplies that need to be purchased, delivered, or otherwise procured. This section may also include any marketing costs associated with a new product or service.
• General and administration: Indirect costs aren’t directly involved in completing the project, but they must still be paid by the company. These include accounting expenses, support staff and customer service, maintenance, and most other costs that aren’t directly involved in completing the project.
• Total: Your total will include the whole project’s costs, including any additional fees that you negotiate with your contractor.

By using monday.com, all of these elements are clearly displayed, so you can follow along with creating, sharing, and executing your budget plan.

If you want to display your priorities clearly and in real-time, use the drag-and-drop editor on monday.com. It allows you to create a visual representation of your work that can be shared with the entire team, so no one is left in the dark.

Why do I need a budget proposal?

To sum up, a budget proposal template is useful for several reasons. First, it helps you see if a project is viable. If you have an estimate for a project’s potential returns, you’ll need to weigh it against the costs. A detailed budget proposal can help get buy-in from all stakeholders, as they are reassured that its cost is proportional to its benefits.

During the project, each time you expect to make a payment or incur an expense, you need to estimate its cost. The budget proposal will help you compare the estimated costs with the actual costs and adjust if necessary so that your actual spending matches your budget.

Key Takeaways

• A budget proposal is a formal financial plan that helps you estimate the total cost of an activity or purchase. It includes how you will spend money and any additional fixed costs, so you can see it all in one place. A budget proposal is perfect for projecting and planning the costs associated with a project such as an invoice, loan application, real estate purchase, and more.
• As you start planning ahead, it’s important to consider your proposal for what it is: a set of objectives that are both high-level and measurable, as well as achievable. While strategy is important, it’s equally crucial to understand your organization’s goals, along with how they align with one another. Once approved by the board, this document should serve as your budgeting guiding principle when making decisions moving forward.
• monday.com budget proposal template makes it easy to create a carefully crafted proposal that promotes your business and also meets the needs of your client. You can tailor it to their specific situation and budget requirements with monday.com’s drag-and-drop editor and variety of views. It includes day and week views, as well as unlimited custom fields that let you include anything you want on your proposal.

Strategy is useless without implementation. Managing the transition between the two, adapting to changes, and executing effectively all depend on portfolio management.

Portfolio management is about selecting, managing, and executing projects on a grand scale. The right people and technology are the key to successfully establishing, managing, and executing your IT projects. Portfolio management gives you insight into these people, their projects, and associated costs.

At the end of the day, portfolio management means managing a group of tasks within a particular context. In this article, we’ll show you how to do this effectively.

What is covered in this article :

• What is portfolio management?
• There are 4 different types of portfolio management
• The key differences between portfolio management, project management, and program management
• Portfolio management best practices
• The challenges of portfolio management
• Why do you need a portfolio management platform?
• Why monday.com is the ideal portfolio management solution
• monday.com Project Portfolio Management Templates
• Final thoughts

What is portfolio management?

Portfolio management is a systematic process for selecting, evaluating, and prioritizing projects for investment. This centralized approach of prioritizing investments helps ensure that all investments are well-thought-out and that the organization’s overall objectives are being met. It also minimizes the risk of wasted projects.

In other words, project portfolio management is all about assigning responsibility. If you have large investments in projects, you want to make sure they’re being invested wisely and that you’re maximizing their potential. The right project portfolio management system will help you do just that.

When prioritizing projects, it’s important to align goals with strategies, values, and long-term goals. If your project is performing well, is aligned with your company’s overall strategy, and is aligned with the current strategy and direction of the organization, then it will likely stay funded. But if it’s risky or underperforming, then it may get specific funding priorities put on hold until more information is available. This is where portfolio management comes in place.

Portfolio Management is the ultimate driver of business performance. Whether you are trying to evaluate the financial health of your company or plan the future allocation of capital, a robust portfolio management system will provide you with the insights and analysis necessary to reduce risk and increase returns – now and in the future.

There are 4 different types of portfolio management:

1. Active portfolio management
2. Passive portfolio management
3. Discretionary portfolio management
4. Non-discretionary portfolio management

The key differences between portfolio management, project management, and program management

The relationship between portfolio, program, and project management can be described as it follows: Project management typically involves managing temporary or unique endeavors focused on a specific product or service. Program management involves several initiatives or projects that are related to each other, but not necessarily dependent on each other. Portfolio management is concerned with setting direction and providing oversight of multiple programs in order to align business objectives with IT initiatives in order to maintain a balance between cost, risk, and value.

A program is a collection of projects that have been grouped together for particular reasons. A portfolio is a collection of programs, each of which consists of individual projects.

Portfolio management best practices

There are a few key things to consider when choosing the best portfolio management software solutions. Additionally, factors such as time management and reporting should be taken into account. This is all in order to select a product that works best with your organization’s specific needs.

Detailed project inventory

Take stock of all your projects by adding a description that thoroughly covers the following: title, timeline, estimated costs, business objectives, potential ROI, and how it benefits the business.

The solution also allows you to create an instant high-level overview with all the information required to provide investors with updates or make better on-the-spot decisions.

With monday.com, you get a fully integrated portfolio management system that lets you seamlessly track dozens of investment accounts and thousands of holdings, along with portfolio rebalancing, wealth management analysis, tax reporting, and more. The best part? All the tools work together to make your life easier.

Strategic Evaluation

To determine which project deserves priority, we first consider how closely the project meets the company’s strategic goals. Other factors to consider are risk and disruption to productivity. If certain projects require massive reengineering of others, then those projects should be given higher priority.

Good portfolio managers will cut off any projects with poor business cases upfront, to ensure better alignment between management and stakeholders.

Prioritizing and funding projects 

When making project decisions, it’s important to consider cash flow as a finite resource. Evaluating strategies based on strategy alignment and prioritizing projects based on available funding and resources will help you ensure that you are meeting your financial goals while remaining within budget.

When you have a large backlog of projects, you might be tempted to take any new project that comes in. Obviously, you’ll have to draw the line based on how many projects your budget and existing resources can support, but a scoring system can make that process much easier.

Reviewing and managing your portfolio

The first step in any project portfolio management process is to evaluate and prioritize initiatives. All too often, however, the focus of this work effort ends with the completion of a nice portfolio document that sits on a shelf collecting dust—or worse, it gets buried within an organization’s workflow in hopes that no one will need or reference it.

monday.com is designed to streamline the approval process, so everyone stays in the loop. By providing a clear visual of each project’s status, monday.com makes it easy for your team members to quickly understand the status of any project, even from a glance at a dashboard.

In order to ensure that the portfolio is performing well, portfolio managers should monitor their projects at least quarterly. To really excel in the field, this should happen more frequently than four times a year. Many portfolio managers request updates from their project managers monthly or bi-monthly. With those data points collected and entered into the project portfolio management system, it’s easy to track progress and assign statuses to each item.

With monday.com, the status color lets you see at a glance whether a project is on track or something needs to be re-prioritized. It can also alert you if a project is at risk of being delayed or becoming less efficient.

When it comes to the review process, portfolio review meetings are held throughout the year to consider how each initiative is progressing, and whether additional funding or other types of support like new personnel or partners are required. These meetings also help to evaluate whether it is worthwhile continuing with an initiative.

The challenges of portfolio management

Effective portfolio management is a highly effective strategy for delivering long-term value, but it requires considerable commitment from both the portfolio management team and stakeholders. Managing their engagement isn’t always smooth sailing. As both parties often have strong feelings about how decisions should be taken, conversations can run off track quickly if you’re not careful.

Research shows that groups make better decisions when they collaborate and build consensus. While it is easy to get derailed by the comment of one or two people, it’s important not to let them pull focus from the group. You will make better decisions under consensus than if one or two people are trying to make decisions for the rest of the group.

The data, models, and specifications of a project are all important. But they’re meaningless without a thorough understanding of how they work together to form the final product. To do this, you need good, reliable information on a consistent basis combined with dedication from the bottom to the top.

Another element to consider is the time constraint which is a critical element to consider when embarking on any project. In today’s world of fast-paced work where teams are often spread too thin, it becomes easy for a project manager and his or her team to get behind on projects because there is simply not enough time.

You will get a clear view of your team’s workload and time, so you can plan ahead more effectively. With the Workload View and Timeline View, monday.com makes it easy to see who’s overbooked and who may still have the capacity for a new project or task.

Why do you need a portfolio management platform?

As a project manager, it’s your job to keep track of activities and work-in-progress. You need to know where you’re at and what you still need to do to reach your goals but also the resources required to get there. If you aren’t equipped with a portfolio management platform, this can be difficult or outright impossible.

With one solution, you get greater transparency, up-to-date investment data, and real-time project statuses that are easy to track.

The best tool is one that also considers your project managers’ needs since their data needs to trickle up to higher-level portfolio managers and their corresponding boards and dashboards. A solution that eliminates manual data transfers or excessive status update meetings should be what you aim for, with the aim of improving your overall processes, and impact, and keeping your sanity.

At the same time, it’s important to remember that there’s no single “right” way to track your portfolio.

When you’re looking for a portfolio tracking system, you have a lot of choices. The right software has the flexibility you need to adapt to changing business needs, and can empower your organization to achieve more than it ever thought possible.

monday.com makes all of this possible.

Why monday.com is the ideal portfolio management solution

monday.com is a solution that allows you to build a custom portfolio management platform that will fit your needs better than any off-the-shelf “what you see is what you get” software. monday.com transforms how your organization thinks about and uses project management while lowering costs, reducing operating expenses, and raising productivity.

monday.com’s portfolio management tool is a robust and powerful solution that helps you get the most out of your projects. It offers an intuitive dashboard to visualize your strategic initiatives, allowing various stakeholders to collaborate in real time on large-scale tasks.

Moreover, with monday.com you can evaluate your company’s projects through a strategic lens to determine how best to proceed. Custom columns allow you to track funding rounds, funding status, resources invested, estimated current value, and last evaluation dates for each project, so you always have all the information at your fingertips.

You can prioritize, categorize, and fund projects based on custom columns that show priority and custom project scoring. Use the drag-and-drop feature to update your project list with new tasks.

You will be able to thoroughly review and manage your portfolio with custom dashboards that provide a snapshot of the overall profitability and health of the portfolio. With an intuitive interface that is easy to use, you can filter by customer, product, or customer segment, so you can quickly find what you need.

monday.com’s unique task ownership feature makes it easy to assign individual tasks to different people based on their skill sets and availability. This can help improve performance, and quickly identify potential risks that may arise.

monday.com Project Portfolio Management Templates

monday.com lets you create a project portfolio management template from scratch, or choose from several ready-to-use templates in the monday.com library. Once formatted, execute the plan by assigning team members to be responsible for each action item, and keep tabs on their progress with regular reporting and updates.

monday.com offers a visual, highly customizable workboard where you can track all activities of your projects. It adapts to fit any industry and role with an array of board templates that includes Gantt charts for project planning, calendars for events and tasks, kanban boards for workflow management, and task boards for project management.

Final thoughts

If you are looking for a portfolio management tool that delivers results for you and your team, you don’t need to look any further. monday.com helps leaders at all levels of an organization get things done through tailored work management, project collaboration, and planning tools. monday.com enables projects to be more efficient, organized, and collaborative than ever before.

As we mentioned throughout this guide, monday.com is a unified digital workplace that offers both office and project management tools. Users are able to collaborate, create tasks and milestones, and gain visibility throughout their teams by sharing updates in real time. With next-level customization of 30+ column types, unlimited automation capabilities, and dozens of integrations, users can curate their ideal digital workflows, integrate with their existing tools, and connect the dots across their organization.

With monday.com, your portfolio will always be up to date from one central place. You can jump right into managing your properties or tenants with our Portfolio Management Template or start from scratch by importing data directly into monday.com for a customized solution that works for you.

monday.com is the most intuitive, powerful, and secure solution for managing your work portfolio. It can help boost efficiency in all areas of your business and make your team more productive. The simple interface of monday.com makes it easy to use, while the advanced options give you room to grow as your business grows.

Recommended Reads: 

• Create, Use & Manage monday.com forms in 2023
• How to Manage Notifications on monday.com in 2023
• Using monday.com for project charters
• monday.com as a CRM, an Essential in 2023
• monday.com for Project Management

If you do anything online these days, you are likely to encounter forms.

Forms act as a way to collect various types of information from visitors and send it back to the website where it will be stored and processed. This can be used to get useful information from your visitors, or just to gather contact information for marketing purposes.

What is covered in this article :

• What are monday.com forms?
• What are your monday.com form options?
• Integrate your forms with monday.com
• Automations for form integrations
• Final thoughts

If you are doing any kind of business in the online space, you will 100% need to incorporate forms into your website. Forms are everywhere online, and it gives users a sense of security by knowing they can easily contact you in case they need help.

In a world where information is everywhere, it’s paramount to collect the right information at the right time. Yet while all forms collect information and data, not all forms are created equal. This article will discuss the various monday.com forms available and share how monday.com integrates with your current forms.

What are monday.com forms?

The monday.com Work OS helps teams plan, organize, and track all work in one place. The visual, interactive platform makes it easy to view progress across your organization. Set effective milestones and tasks, share updates with stakeholders and leadership, and prioritize projects based on deadlines and priorities.

With monday.com forms, you don’t have to waste time inputting data from your clients. Instead, you can simply generate a form and send it to them, so they can fill it out and send it back to you. All of that data is automatically synced into our platform, so your team can go about their day working on the next project.

Set up your boards just the way you want with all your columns and fields. You can generate a form based on a board, and share it with clients by embedding it on a website, or by sending them the link. Each response will create a new item on your board.

What are your monday.com form options?

monday.com makes it easy to create the right team culture with templates and boards that can be used for a variety of purposes, including reporting, data collection, weekly check-ins, and more.

Some form-related boards include:

The contact form template

Use this smart and simple form to collect new leads by embedding them on your website. A perfect solution for small-to-medium-sized businesses and entrepreneurs looking to get more out of their online presence.

The contact template helps you manage all your contact information in one place, so you can stay up-to-date with all your deals and know who to reach out to next.

This template is great because:

The monday.com contacts template & form makes it super simple to organize each lead or contact with contact information, eliminating duplicates. By connecting to your existing CRM, you can sync all the important data you need to manage your pipeline and provide an amazing experience for every user.

The contacts template can also store social networks like LinkedIn and Facebook while keeping track of each interaction. Users can sort columns as they prefer and display them in the desired order.

Some of the columns with the most popular for this template include:

• Status: Get an instant overview of where things stand and get a quick idea of upcoming tasks, deadlines, and other events.
• Email: Make a note on your board, and then schedule an email to be sent directly to the team member or client at the appropriate time.
• Phone: With monday.com you can call your contacts in seconds and automatically follow up at the right time.
• Files: Add files to your item.
• Text: Add textual information (such as keywords)
• Date: Keep track of all your significant dates, including deadlines and project milestones.

The Job Application form template

Manage all your job applications and candidate information from one place. Save, share, approve and track candidates in real-time.

Hire qualified candidates and save time by streamlining your recruitment process with monday.com’s job application form template.

Using this all-inclusive template helps you collect, track and follow up with applicants in one centralized workflow.

Keep track of your job application process with this easy-to-use form. With a centralized workflow that can be customized and tracked, Plan makes finding the perfect fit for your company’s needs easy.

The job application form template offers a tidy and organized layout, so you can keep all the information you need right in one place.

You can even use this template to create automated email templates to send to applicants throughout different stages of the recruitment process. Create email templates with information including contact information, area of responsibility and job responsibilities, how your position can help them reach their career goals, salary information, benefits, and compensation package.

Save time by hiring quality employees quickly, efficiently, and cost-effectively with no guesswork or extra effort.

Order

Streamline all relevant order information using this customizable form that communicates your standards and expectations. Use our pre-filled templates to create customized forms for different types of transactions, such as phone orders, in-person orders, and online orders. Import data from existing systems or create the template from scratch.

Manage your next order with ease. monday.com order form template helps you save time and stay on top of all orders, while also tracking their progress from beginning to end.

Remove the guesswork and uncertainty from overcoming supply chain challenges. Running a transparent, efficient order process will help you organize your catalog with our visual tool so that you can identify possible errors. Easily access your order information and monitor all moving parts at a glance. Get status alerts, so you’re aware of where everything stands at all times, even when you are out of the office or away from your computer.

Work Requests

Service requests of other teams in your organization.

monday.com built-in automation to ensure that the board is up-to-date with task statuses and that it notifies the necessary parties when an image has been created.

You can use Chart Views to visualize your work requests. This is helpful when you’re looking to understand trends in your work requests, for managing your team members workload, or for understanding the types of requests received.

Integrate your forms with monday.com

While we’d love for you to use monday.com forms exclusively, we realize there are other options out there. However, if you do decide to use another tool and import your form data (including submissions) into monday.com, please be aware that it may process the submission differently than it would have returned in monday.com forms.

Forms are the basic way to create with monday.com, but they proposed a more advanced version called WorkForms, which proposes more features than the basic versions.

monday.com’s forms integration options include:

Typeform

Typeform helps you create beautiful, engaging, and easy-to-use forms for your website or app. It provides a straightforward way to display and analyze collected data, all the while creating a conversation with your users in the form of a typeform.

With the Typeform-monday.com integration, all form insights can be organized in your monday.com account by converting them into workflows to better manage leads, orders, projects, and more. This integration allows you to track your data from end to end.

JotForm

JotForm is a custom online forms and data collection tool. It makes it easy to gather all of the information from your monday.com boards, including lead management, surveys, payments, and more. Easily integrate your existing monday.com project plans with JotForm forms to generate more leads, collect more feedback and get more payments from participants.

Automations for form integrations

Automations are smart triggers that save you time while ensuring tasks and other repetitive work are automatically done. Set an email to be sent when a task is due, or receive a notification on your phone when it has been completed. With these simple actions, you can do more with less effort.

Both integrations are incredibly powerful, but to get the most out of them, you’ll have to use them as part of automation. Typeform is a great way to gather information from your team and customers, while JotForm is an excellent platform for building forms and collecting data. Once you have customer data in JotForm, you can use that information to build automation on monday.com.

Final thoughts

Businesses are in need of as much information as possible to make business decisions. As a result, information gathering is a fundamental part of daily workflows. It’s important to collect the right information at the right time from all internal and external sources. Creating an effective form can allow you to do just that; however, due to the varying types of customers who come across your business, you may need multiple forms for various situations. monday.com forms can help you create powerful strategies, quickly and effectively.

With the monday.com forms, you can effortlessly create a form and send it to your clients to fill out. All of that data is automatically synced into our platform, so your team can go about their day working on the next project.

By using monday.com forms, you can improve your productivity in all areas of your business and manage everything better while saving time and gaining clarity.

Recommended Reads: 

• How to build a RACI model with monday.com?
• How to Manage Notifications on monday.com in 2023
• Using monday.com for project charters
• monday.com as a CRM, an Essential in 2023
• monday.com for Project Management

It’s an undeniable fact that much work gets done in the trenches. You may feel like you have a crack team working alongside you, and you can jump right in. It’s tempting to assume that everyone knows what their role is—and that trust and collaboration alone will drive results. But there’s a proven way to set the expectation, help employees understand how they fit in, build your project team’s ability to manage itself, and increase efficiency from day one: create a project charter.

What is covered in this article :

• What is a RACI Model in Project Management?
• Why do you need to build a RACI model?
• Who needs it?
• Why use it?
• Build a RACI model with monday.com
• Final thoughts

A RACI chart helps you to identify a project’s different responsibilities so that everyone is clear on what they can, should, and must do.

A RACI chart is a project management tool that helps you to identify the roles and responsibilities for every task and activity within your project, as well as for all the individual contributors. Once you know who is responsible for what, you can assign tasks and activities to the relevant individuals in your team.

This article aims to tell you all you need to know about RACI charts ― what they are, why you should use one, who needs it, and how you can use monday.com to create an effective one.

What is a RACI Model in Project Management?

RACI is an acronym used to describe the four key roles most often used to define and share team responsibilities. During the project planning phase, these roles will be used as a reference point throughout the project lifecycle while working on your project with other team members carrying out specific tasks.

RACI stands for:

• Responsible
• Accountable
• Consulted
• Informed

RACI means:

Responsible: The responsible person is the person or group of people who do the work. They are responsible for effectively conducting their duties and completing the task at hand

Accountable: When a project manager is working with a team, it’s important to ensure accountability. The best place to start is by assigning one person as the project owner or accountable party for each task in your project plan. That person would then sign off when the task is complete and usable by the people who need it. If a team member doesn’t perform as expected, another can take over accountability for that task.

Consulted: These are the people that are “in the loop” but don’t make decisions or contribute to the work. These individuals tend to be subject matter experts, who provide input along the way, but not in key decision-making roles.

Informed: After a task or project is complete, the next step is to inform the proper individuals. You can be informed in all sorts of ways, whether by email or automatic notification through tools such as Slack or Asana.

Why do you need to build a RACI model?

The RACI model is a tool that helps to bring structure and clarity regarding the roles that stakeholders play within a project. The model is designed to help achieve greater productivity and quality by providing clarity of responsibility at the beginning of a project so that each member knows what they are accountable for and how to best support their peers.

RACI is a great tool to manage stakeholders and the relationships between them. In the case of a large-scale program, there may be many stakeholders, and their roles will vary depending on when you look at them:

• Company executives
• Business analysts
• Internal users of the product
• Suppliers
• Investors

Try mapping out your responsibilities as a stakeholder and making sure you have addressed every single question or concern that they may have.

Who needs it? 

The RACI model acts as a useful tool for managing stakeholder expectations in projects, but it’s not the right fit for all scenarios. Successful usage depends on the scale of the project and your company structure.

You should use a RACI model in scenarios such as organizations with static roles and responsibilities, spanning multiple departments and in highly regulated industries. Also, large-scale projects with clear-cut deliverables or workgroups often benefit from this method.

Why use it? 

If you don’t know what roles and responsibilities each team member has when working on a project, it’s harder to make sure people are in their lane. If everyone is responsible for different things on the project, then there’s less chance of someone potentially stepping outside their role and causing problems for the project.

Using a RACI model helps to make sure that each task is only worked on by the right, relevant people. It can be used to ensure that the right people are involved at all times and take responsibility for ensuring that their tasks get completed.

Further benefits of using the RACI model are:

1. Easier and more efficient communication

When the right, relevant people are involved in a task, communication becomes streamlined. This is because fewer decisions need to be made, which ultimately leads to more efficient completion of tasks.

2. It prevents uneven task delegation and burnout

The RACI model will help you clearly define the roles and responsibilities of each member of the project team. Once you have drawn up the RACI model you’ll be able to see at-a-glance if any team member is overloaded with too many tasks on the project. This will ensure that every task gets assigned to the appropriate person who has the required skills and experience to complete it successfully.

While having a single person handle most of the work can increase the development speed and accelerate features, it can also lead to disaster. If a critical member leaves, quits, or has to deal with an emergency, it creates a weak link that could spell disaster for the project if that person fails to deliver.

3. It creates a better picture of the project and ways to achieve the overall goals

Clarity of roles is a critical step in facilitating the workflow of your team’s processes. By implementing RACI, every team member will understand what is expected of them and others as part of their role – this should result in improved accountability and better performance.

To minimize ambiguity and give everything a single owner, call a meeting for all of the project’s stakeholders to produce a RACI model together. Once you have a consensus on who is accountable for each task, you can take action from there.

Build a RACI model with monday.com

Projects are a large part of every company’s work culture. Managing projects can be extremely complex, and once they require inter-team communication, it’ll become even more difficult. The RACI mondays.com integration helps you create project teams and assign the necessary tasks to each team member. This ensures no one is left out of the loop and everything gets done promptly.

If you’re looking to get started quickly with a RACI template, look no further. monday.com created simple yet powerful RACI templates that are ready to use and perfect for any project. It’s really easy to share it with the entire team. You can keep track of roles for all project activities and easily see project phases, individual deliverables, milestones, and more.

With the help of roles, you can easily define which users have access to what work item types. Assign roles when you create guest users or internal users, and those users will automatically get informed of status changes to the work item.

How to use monday.com’s RACI template step by step

The monday.com template is a visual flow chart that maps team tasks and responsibilities in an intuitive and consistent way across projects. The RACI roles become the column headers instead of team members, and people are inserted where the project task and responsibility intersect. With this structure, you can instantly see who owns what without having to search or sort through lists or other documents.

You can also use monday.com’s super simple task management to split up your project into logical phases, so it’s easy to add in new tasks or even make several RACI matrices with just a few clicks.

From here, customize your new template to fit your needs—add your action items, reorder based on priority, and create a tailored plan to get it done.

With a few clicks, you can quickly create a new RACI model from your existing project plan. Use this framework to assign responsibilities, confirm accountability and identify potential barriers that could affect your team’s efficiency

Keep stakeholders involved with shared boards and dashboards

In today’s fast-paced business world, the days of keeping everyone up-to-date are long gone. You need to give your team and stakeholders access to real-time information about your projects and make it fast and easy for them to take action. monday.com is a complete Project Management and Collaboration platform that lets you organize tasks, schedules, milestones, and workflows, and even automate communications from anywhere.

monday.com has integrations with Slack, Microsoft Teams, and Gmail that let you send messages based on status changes, new items, missed due dates, and more. monday.com’s integrations with different business tools make it easy to access the data you need from a single workspace. Whether your team uses Google Apps or Salesforce, or a custom application, monday.com’s robust adaptors make it easy to bring all of this data into our platform and even build custom apps on top of them using their API.

Final thoughts

The RACI model s most often visualized using a model or matrix. As you learned, the acronym stands for Responsible, Accountable, Consulted, and Informed. This visual tool helps you determine the person or group within your organization to be responsible for the completion of each task, who has the authority to decide whether something needs to be done and who should receive information about the task.

Recommended Reads: 

• How to Manage Notifications on monday.com in 2023
• Using monday.com for project charters
• Total Quality Management: How to get started with monday.com
• monday.com as a CRM, an Essential in 2023
• monday.com for Project Management