In this article, you’ll learn how to best create your own project roadmap, by covering what it is, when to use it, and how you can create one with monday.com’s project roadmap tools.

What is covered in this blog post:

• What is a project roadmap?
• What should a project roadmap include? 
• What is the difference between a roadmap and a plan? 
• When should you use a project roadmap? 
• How to create a successful project roadmap?
• Challenges of a project roadmap

Project management provides leadership and vision, motivation, removing roadblocks, coaching, and inspiring the team to do their best work. Project managers serve the team, but also ensure clear lines of accountability. With a project manager in place, there’s no confusion about who’s in charge and in control of whatever’s going on in a project (especially if you’re using a RACI chart or other similar tools). Project managers enforce processes and keep everyone on the team in line too because ultimately they carry responsibility for whether the project fails or succeeds.

What is a project roadmap? 

Roadmaps are a visual representation of project objectives and expected results. They help manage stakeholder expectations, communicate project details to stakeholders, and even identify risks early on.

As the name suggests, a project roadmap is a rough sketch of the route your project must take in order to reach its goals. The roadmap is typically composed of a series of tasks, each with clear milestones, start and end dates, deliverables, budget estimates, and other key details. Like any roadmap for real-world travel, the visibility it provides can be particularly useful for navigating through a complicated project that has few distinguishing characteristics or unique challenges.

What should a project roadmap include? 

A project roadmap is a visual representation of the big picture that helps teams and managers alike to: clarify expectations, organize project elements, make better decisions, highlight risks, and focus on deadlines. 

A project roadmap covers all the major milestones for your project—including objectives, deliverables, and timeline. This can be an extremely helpful way to stay on task during a busy work day.

What is the difference between a roadmap and a plan? 

Any project plan should include a roadmap, which is a high-level overview of what you want to achieve. A roadmap can be as simple as one page, or up to 10 pages for a large project. It’s important to keep the roadmap concise and relevant, with just enough information, so it can be shared with others. Your roadmap should include the following:

• What will you deliver? 
• When will you deliver it? 
• How will you measure success? 
• Who will own each milestone? 
• What resources will you need? 

A project plan is an essential tool for managing workflow, scope, and budget during a project. However, it’s often difficult to know how much detail to include in the plan, and what needs to be identified upfront versus when the project begins. monday.com Project Roadmap template will allow you to outline your project from beginning to end with just enough detail for you to be sure that you are on track.

When should you use a project roadmap? 

You may want to quickly communicate important project information when working with many team members, without getting bogged down in the details. The project plan template is ideal for this situation.

Roadmaps help teams plan and track projects. They also assist in communication and collaboration between team members. A roadmap provides a high-level overview of the tasks planned, their dependencies, and the timeline for completion. It reduces communication overhead as well as timelines by making it easier for team members to understand what’s going on in a project at any given time without having to wait for progress updates.

A project roadmap is an overview of the major milestones for a project, but it’s not the best way to keep the people ‘in the weeds’ up to date. Once the project is underway, team members should know what’s on the roadmap, but their main focus is completing their daily tasks (not looking at it). You need a Daily Task tracker where they can put in what they did and what they plan to do tomorrow—a place where they can collaborate with others easily and update you when something comes up.

How to create a successful project roadmap?

Write a business case 

In order to accomplish a project, you need a roadmap. This is a high-level overview of what you plan to achieve over the coming months and years. Start by describing the project and justifying why you’re doing it. Outline its benefits, costs, and risks before moving on to the next steps like drafting a detailed plan or creating prototypes.

Write a project charter 

To create a visual roadmap, you should start with a blank slate. Your roadmap will help you visualize your goals and objectives, and it will help you stay focused on the big picture. If you’re looking to grow your company, you may want to consider creating multiple roadmaps, each representing a specific phase of growth.

Start with a template 

A project roadmap is a tool for communication, planning, and aligning stakeholders. With it, you can build your roadmap from a template, it will make you save a lot of time and will ensure your project roadmaps always look the same.

Input your essential project information 

It is now time to populate your project roadmap with all the data we talked about above : 

1. The goals/objectives for your project (along with potential risks) 
2. The benefits or potential ROI of reaching these objectives/goals 
3. A high-level timeline showing the entire scope of the project with prospective delivery dates 
4. Workstreams for each of the teams working on the project (marketing, IT, sales, etc.) 
5. High-level activities to be achieved (think overall weekly/monthly tasks, not daily/hourly) 
6. Defined project milestones (getting funding, finding a vendor/contract, completing the code, etc.)  

Collaborate with stakeholders 

It’s important to get some feedback and guidance from key stakeholders before you start building out your roadmap. They can help fill in the blanks and ensure that you’re on the right path. Getting their buy-ins beforehand will save you time and effort later on!

A project management roadmap helps avoid miscommunication between stakeholders and your team by ensuring everyone stays on the same track. It can also clarify to stakeholders the steps that were taken during the execution of the project.

To keep everyone in the loop, monday.com enables you to quickly create shareable roadmaps and project plans that can be accessed by anyone at any time via the web or mobile app.

Communicate With Other Teams

As appropriate, you should be able to share your project roadmap with anyone related to the project. Any recipient of the roadmap should know that the information they are receiving is timely and accurate, so you should label it as current as possible.

Stimulate Priority Decisions

In today’s fast-paced environment, it can be challenging to stay on top of all of your tasks. As new constraints and variables arise, refer to your project roadmap for the most important goals and deliverables, which will help you to prioritize tasks and make decisions quickly.

Update, all the time 

In an agile project, there’s a lot at stake if a team misses a deadline, or if it moves too slowly. Your roadmap should reflect changes in timelines, resources, milestones, and dependencies. You can make adjustments for your team frequently to ensure that you end up with the best possible outcome.

It’s essential to make sure that the roadmap is kept current, and that all relevant teams and individuals have access to the current version at all times.

Challenges of a project roadmap

When it comes to project management, a project roadmap can help you achieve your goals. A well-constructed roadmap can help you keep a high level of communication across the team, increase visibility and keep everyone on track. The very nature of project management means that, despite its many benefits, a project roadmap comes with its own set of challenges.

• Your roadmap should only provide an overview of the project and avoid details that can be difficult to understand at a glance. Ensure that your project is presented in a professional format and that the inclusion of all relevant information can be easily identified, by using clear colors, headings, and relevant images.
• Teams often focus heavily on the research and execution of the project in the roadmap and neglect testing and feedback from real users. Getting real user feedback will inform the next iteration, but even more importantly, it informs how to incorporate feedback into the vision for subsequent iterations.
• A project roadmap is more likely to be successful when your entire team and stakeholders agree with it. This way, everyone from the project manager to executives will understand what needs to be done and when.

Your project roadmap is the central document of your project and should answer key questions for stakeholders and the project team. It can be thought of as a tool to help everyone understand the project’s overall goals, objectives, scope, and other high-level details.

Final Thoughts

If you have never taken your business to the next level, used a roadmap before, or aren’t quite sure what it is, then this course is for you. Roadmapping helps you gain clarity and keep your goals in focus.

Roadmaps are a crucial aspect of any project, and you need to make sure they’re flexible, visual, and easy to share. monday.com is the best way to guarantee this. Start now your roadmap by creating a free project roadmap template with monday.com

Recommended Reads: 

• Total Quality Management: How to get started with monday.com
• Resource Management with monday.com
• monday.com workflow management
• monday.com as a CRM, an Essential in 2022
• monday.com for Project Management

What is Total Quality Management?

A Philosophy of Total Quality Management (TQM) starts with the belief that quality is a personal responsibility and the purpose of TQM is to put quality first. TQM creates a continuous improvement process to ensure customers receive products and services that meet their needs, exceed their expectations, and continue to delight.

Total Quality Management is used to improve and deliver quality products and services. It aims to prevent costly mistakes and product recalls. The ultimate goal of TQM is to create a culture of continuous improvement, in which employees are encouraged to improve whatever processes they are involved in continually.

What is covered in this blog post:

• What is Total Quality Management?
• The principles of Total Quality Management
• The building blocks of Total Quality Management
• Why should you use monday.com for your TQM operations?

The principles of Total Quality Management

The principles of customer focus and continuous improvement are the foundation of Total Quality Management. There are eight principles that contribute to this:

Customer Focus

Determining customer needs and delivering value to them is at the core of every decision you make. You should focus on delivering significant improvements that meet their expectations.

Total employee involvement

Ideas can come from anywhere, so be sure to include all employees in your ideation process.   By engaging team members whose ideas may differ from mainstream thinking and who are willing to speak their minds, you’ll receive valuable feedback that will help you innovate more effectively.

Process-focused

It’s important to use processes because they reduce the risk of human error and help teams deliver products faster.

A strategic and systematic approach

Instead of addressing one specific issue at a time, TQM encourages you to not only address all issues but also explore why they exist in the first place.

Ongoing improvement

Implementing small improvements can build a foundation for future growth. Small changes like improving customer satisfaction or core processes can take time to pay off, but the incremental success of implementing these measures may inspire you and your team to transform your company into something even better.

Integrated systems

Create an infrastructure that encourages company-wide collaboration with a strong, shared corporate mission, values, and culture. A well-defined company culture allows employees to feel motivated and energized by the company’s goals and vision. A collaborative infrastructure supports employee engagement and allows employees to work together more seamlessly.

Decision-making based on facts

Set KPIs and invest in tracking and analytics to monitor them. This means taking a hard look at the numbers and being honest about whether your ideas are working. Analyze what’s happening, test new practices, and use the data to make better decisions over time.

Clear communication

To ensure that everyone in your company is on the same page, you need ,to standardize your vision, processes and plans. A third party platform for communication can make things easier for everyone.

The building blocks of Total Quality Management

The four main building blocks of Total Quality Management (TQM) are culture, analytics, a systemic approach, and long-term investment. TQM focuses on long-term quality improvements as opposed to short-term gains or quick fixes. The goal is to build a culture where quality is considered in all parts of the organization.

In order to implement the building blocks of total quality management, the following needs to be mastered:

A culture of improvement

Sustaining continuous improvement, every employee must pursue it — and your organizational culture must support this initiative at all levels of the company. If people don’t buy in, then any quality improvements will be temporary.

Analyzing the data

With all the different aspects of business, it’s often difficult to tell what helps you improve and which practices are simply wasting your time. This is where analytics come in. Implementing an analytics program allows you to see how different strategies are working and if they need tweaking.

Long-term investment when you are hiring

HR professionals need to consider the long-term implications of their hiring and training investments. If you overhaul your hiring and training process, you should see returns in terms of performance, morale, and efficiency, as well as improved employee retention.

Why should you use monday.com for your TQM operations?

Successfully implementing TQM is all about giving employees a robust digital workspace that connects processes, tasks, and conversations. monday.com gives teams the ability to build custom digital platforms with an extensive list of integrations, customizable templates, and a REST API, so they can manage every aspect of their company from one place.

monday.com helps teams with their process by providing templates and a platform where you can document your workflow, standardize it, and put it in the app where everyone is working. This makes onboarding new employees easier and less time-consuming. monday.com offers a wide range of workflow templates aimed at different companies, such as “Design Teams” or “SEO”.

With access and user permission controls, you can ensure that every employee only sees what they need to. Add sub-items or comments in a checklist to each item, and easily add comments without struggling through endless email threads.

You will be able to track and measure progress

With powerful visualization tools like Gantt charts and Kanban boards, you’ll never be lost again. From the moment that your first boards are up and running, you have access to real-time data and insights on what people love and what they hate about your product — so you can adjust the course accordingly. 

For example, you can visualize the progress of multiple processes in a single dashboard. All this data is only up-to-date when all your team members actively use the platform.

Take advantage of a pool of integrations

monday.com is a centralized hub for all your company’s apps. With monday.com, each team member has a unified view of their projects and tasks, real-time reports on how they are tracking towards their goals, and access to all your data in one place.

The monday.com data integration platform allows you to sync all your data automatically, daily, as soon as it changes. Not only does this free up valuable employee time and reduce the risk of bad data due to typos, but it also improves customer service by providing more accurate information during customer interactions.

Real-time issue monitoring

Bugs are the number one cause of bad customer experiences. With digital products, bugs are the equivalent of a production error. Striving to minimize them is the bare minimum of TQM. monday.com is committed to zero bugs in all of its products and guaranteeing a high-quality experience for all of its customers.

Conclusion

Quality is the single most important product of a company. If you want to offer quality products and services that can be trusted, you need to first focus on building your processes with quality in mind. This doesn’t just mean having good control over the final result. It means understanding your whole working environment, minimizing excess costs and risks, and making sure everyone on the team knows how their work contributes to achieving overall goals.

Recommended Reads: 

• Resource Management with monday.com
• monday.com workflow management
• monday.com as a CRM, an Essential in 2022
• monday.com for Project Management

Resources are the physical and technological components that you need to execute a project. As the title implies, resources are available to do work and get things done. Those who control or own those resources hold relative power in a community by enabling others to do things they couldn’t do without access to those resources.

Resource planning software is a tool used to manage the human capital and schedule of an organization. Resource management software will help you allocate, assign, and manage people to projects where needed.

What is covered in this blog post:

• Resource Management
• What type of resources can you manage by using monday.com?
• monday.com Resource Management

Resource Management

Resource management is critical for achieving a sustainable and profitable business. By planning and assessing precisely what you need to complete a task, you can allocate your resources more efficiently, thus saving time and money.

Avoid potential Issues

Business forecasting is the process of determining how well your company will do three months down the road. It involves examining your business’s performance over the past several months and projecting how it will fare using those results as a guide. Forecasting the future can be an intimidating process, especially if you haven’t done it before. But by developing a firm understanding of what you have and how you can put them to use, you can forecast any potential problems before they even happen. This is where resource management comes in.

It helps you manage your team’s needs better

Managing the workload of multiple employees is complicated and time-consuming. Resource management tools shift this task from an overhead to a strategic tool for improving your business. Resource management tools show you who’s overloaded with work, who is available to take on more, and who may need some training or additional guidance. This can help you adapt to client demands quickly and efficiently, preventing any delays in service delivery and allowing your team to focus on their strengths instead of firefighting.

Have a system that shows where you are putting your resources into

If your project is ultimately unsuccessful, it’s important to remember that you shouldn’t take full blame. Instead, you should demonstrate how you planned and managed your resources appropriately throughout the project. If stakeholders trust your ability to allocate resources effectively, they will also charge you to deliver good results on future projects.

Become overall more efficient as a team

Every manager knows the feeling of working with limited resources and trying to figure out how much capacity you have to offer. By managing your resources, you can develop a better understanding of how they’re being consumed. That data will help you plan projects more effectively in the future.

You can easily track your resources and allocation – whether you have a small team or a large enterprise. Having the data will help you make strategic decisions for future projects, and it’s just one of the many benefits of using our popular resource management system.

What type of resources can you manage by using monday.com?

As a project manager, your attention is going to be divided among three kinds of resources: human resources, material resources, and relationship resources.

Human Resources

A resource management platform brings together all your HR and project management tasks in one easy-to-use tool, so you can easily keep an eye on them all. From managing employee recruitment to tracking their performance.

monday.com provides a flexible resource management system that goes beyond an applicant tracking system and helps manage all your human resources in one central place, including recruitment, time tracking, performance management, and feedback opportunities.

Material Resources

Getting the right materials in the right places, at the right time, is fundamental to a successful project. With monday.com, we make it easy for everyone to see exactly what resources they need and where they are stored, on a map or timeline view. As an added bonus, you also get real-time updates on resource status so that you can stay ahead of potential delays.

Relationship Resources

As a manager, you need to build strong working relationships with all of your staff. But when you’re talking about vendor integration, the relationships are especially important because of the distance that can exist in a remote environment.

The Vendor List template on monday.com can help you create a master list of all your professional vendors, suppliers, and subcontractors. The template includes fields for tracking their contact details and contacts, along with some specific fields (such as Category) that can help to categorize and organize those relationships according to how they work with your company.

monday.com Resource Management

With monday.com’s simple resource planning, you can make sure you don’t overload any of your team members with too many tasks. 

monday.com Resource Management template allows you to allocate resources to only those tasks that need them and keep your entire organization up to date on resourcing requirements, no matter which app or digital tool they are using.

monday.com makes it easy for you to gain visibility over what resources are being used and how much time is devoted to various projects. 

With the built-in dashboards, reports, and Gantt charts, you can easily keep in touch with progress—even when you’re not right next to your team.

What else will you get from monday.com resource management?

You will also have access to the Export and Import function, which allows you to instantly export your template to Excel with just one click.

 On the flip side, you can easily import your Excel spreadsheet and turn it into a sleek monday.com board in just a couple of clicks. This means that you never have to worry about losing data, or even if you change jobs or teams.

Moreover, monday.com resource management board is a resource-centric display showing you the precise status of resources in an instant. When you need access to the most current information on your company’s resources, this board will deliver it quickly and easily.

Conclusion

Resource management is important in business because it allows you to leverage the resources at your disposal more efficiently. In short, by planning out the tasks that need to be completed and assessing needed resources, you can use your time, assets, and manpower more wisely—saving money and improving efficiency overall.

Recommended Reads: 

• monday.com workflow management
• monday.com as a CRM, an Essential in 2022
• monday.com for Project Management
• Become More Agile with monday.com Work OS

What if you could automate any workflow in minutes, save time, and increase productivity using monday.com?

What is covered in this blog post:

• What is it, and why do you need it?
• monday.com workflow management
• Why do you need it?
• Benefits of standardizing your workflows
• Optimizing monday.com workflows

What is it, and why do you need it?

A workflow is a standardized series of tasks you complete to achieve a specific goal. From routine checklists to multistep project roadmaps, workflows help us stay on track and eliminate wasted time and effort. By implementing an efficient and repeatable process, you can reduce the amount of time required to complete your work, freeing up more time for other tasks.

In order to understand how a workflow works, imagine the following onboarding scenario: The first step of onboarding is to send an automated email encouraging the customer to register for upcoming training calls. A customer success manager then holds a phone call with the customer, setting up their profile and reviewing product usage information. A follow-up email is sent ten days later, where a designated account manager follows up to ensure usage. This ensures that all users are actively engaged with the product and are supported throughout their experience with our platform.

monday.com workflow management 

Built from the ground up, monday.com’s Work OS is not just a digital solution — it’s a fully integrated work operating system. From planning and task management to scheduling, tracking, approvals and more, monday.com helps teams run their own business processes with ease.

Why do you need it?

While many workflow management systems offer features designed to help project managers, the best are intuitive and all-inclusive.

A workflow management software will allow you to keep track of the ever-growing list of projects, activities, and duties. Tasks are organized by activity and due date, so you’ll be able to set reminders for each task that provides status updates, notes, and reminders. Assign tasks to team members or yourself, or create a project, so you can assign both tasks and activities. Track time spent on each activity to better manage your workflow.

With workflow management, you can create automated tasks to help keep your team on track. You can even use integrations to update task card info across platforms, notify other departments of bug reports, and reach out to coworkers when you finish your step. T

These are just a few examples of manual tasks that you can leave to the workflow management system and save yourself time.

Benefits of standardizing your workflows

Standardizing your workflows will help decrease your headaches. Using templates, business rules and/or other types of workflow automation rules to drive processes through your organization can save you a lot of time and energy in the long run! 

There are many benefits to the standardization process, but we’ve found the following as being the most impactful: 

1. Reducing micromanagement

The best way to combat micromanagement, in the workplace and at home, is to create a clear path for your team to follow. By using workflows, team members can practice more self-management with ownership over their tasks and less reliance on their managers for direction and guidance because a clear plan is already laid out.

Managers can hand over more autonomy to their reports because they can quickly see where tasks and projects stand against deadlines. 

As a result, managers can spend more time focusing on high-level strategic decisions instead of day-to-day processes.

2. Increasing productivity

Standardized workflows mean every team member knows their assignments, which eliminates the ambiguity that leads to delays and missing work.

 The reduction of manual work that comes with standardization will also contribute to more efficient workflows, which means your teams can get more work done.

3. Smoother onboarding process

Onboarding is critical to the success of any growing organization. It is time- and resource-intensive, but it doesn’t have to be. With the right technology, onboarding can become more effective, efficient and consistent at driving high employee engagement.

Systemized, standardized workflows on monday.com ensure that new employees learn the best practices for your organization. They’re up and running faster, so they can start contributing value immediately.

4. A clear path to success

Because of their uniform structure and systematized nature, standardized workflows can help reduce risk during execution. By mapping out business processes from start to finish, employees are able to develop a comprehensive understanding of how things should be done—as well as when they should seek approval or report progress.

Optimizing monday.com workflows

Automation of processes can have a big impact on workflow management. Some benefits include increased productivity, alleviating employee frustration, and improving customer satisfaction, simply by reducing tedious tasks and speeding up response times. One key component of workflow management is the ability to automate as much of the flow as possible. Here are some of the ways in which automation improves workflows.

1. Consistent communication practices

Giving feedback is a tricky thing, but hopefully, these tips are helpful for creating an orderly and productive feedback culture. Consistency is key, whether it’s in the format or where you give it. We recommend that you add your input in the Updates section of monday.com from within tasks— there you can continue real-time and in-context threads instead of chasing down emails or messages.

2. Use the priority function when you delegate tasks

When you’re running a business, it’s not enough to just assign a due date and be done with it. You need to ensure that the most crucial work is addressed first by not only assigning due dates but including a priority. Setbacks and challenges are inevitable, but a well-planned process allows teams to stay focused on the most important work.

3. Create or reuse custom templates

Creating a workflow is just the beginning. After you’ve created a workflow, a major advantage is the ability to save it as a template that you can duplicate and modify for many projects to come. You can also use pre-existing templates for new projects to get started in minutes.

All in all

A workflow management system can help your business in many ways. It can increase productivity, employee happiness, and customer satisfaction simply by reducing tedious tasks while maintaining the focus on what matters most – client relationships.

Automation keeps things running smoothly, no matter how much your business grows. When you automate processes and build a knowledge center with repeatable, collaborative workflows for managing services, vendors, HR activities, and finance across multiple teams, you’re set up to scale.

Recommended Reads:

• Jira vs monday.com: How do they compare?
• monday.com automation, 2022 handbook
• monday.com integrations | Connect your favorite apps
• monday.com as a CRM, an Essential in 2022
• monday.com for Project Management
• Become More Agile with monday.com Work OS
• How to Use monday.com Boards?

You’re probably wondering where the best place to host your project management software. It’s definitively hard to answer that question, but we can undoubtedly make some helpful comparisons.

monday.com is one of the fastest growing project management tools, but it has its work cut out for it if it wants to rival stalwarts like Jira. Let’s look at where these two tools differ, and how they stack up against each other.

What is covered in this blog post:

• What is Jira?
• What is monday.com?
• How do they compare?

What is Jira?

Jira is a powerful project management tool that serves businesses of all sizes, from startups and technical teams to large enterprises. It offers a full range of project management functionality, including issue tracking, reporting, test management, and more.

Features

Achieve your goals with a platform that keeps your work flowing. Jira provides high availability, performance at scale, and advanced security features like encryption at rest. Stay productive with fast and intuitive workflows that help you get more done in less time.

You and your team now have access to real-time, actionable dashboards that help you understand how you’re performing, who on your team is doing what, and where there are opportunities for improvement.

Pricing

Jira is built to provide you with the flexible platform you need to help your teams be as productive as possible. 

Jira has pricing plans that are designed for teams of all shapes and sizes, so you can find the right plan for your organization.  With flexible pricing options, you can choose between monthly or annual subscriptions depending on the hosting, and pay only for what you need.

Cloud offers everything you need for your team, including integrations with tools like Slack, monday.com, etc. So you can stay productive, organized, and on time.

You can start from 1 user on Jira but if your team is growing, your business is making more money, or if you need more features than the free plan allows, you can upgrade to another plan (Standard, Premium, Enterprise). E.g.: You want to define project roles and advanced permissions, you’ll be able to customize who can do what within Jira depending on the selected plan, same regarding the limit of storage, etc.

If you’re looking to scale your project management and collaboration needs, the premium tier will give you everything in the standard plan, as well as project archiving, admin insights, a sandbox, and unlimited storage. You’ll also receive 24/7 premium support lines, so you can get answers quickly. We talk about the Cloud environment, but you can go for Jira Data Center and get the most enterprise-friendly option on-premise with unlimited users. It comes with enterprise security, auditing & governance, sophisticated centralized administration, and more. 

Now we get to the big leagues, enterprises, and power users. Data Center is the highest level of enterprise licensing and includes all the features you’d expect to find on a cloud platform: single sign-on and integration with other services and applications. The beauty of Data Center is it provides a self or hosted option, depending on your circumstances. This means an enterprise can either manage its own cloud, or they can use a third-party managed service provider.

Key features of Jira Data Center include support for a wide variety of deployment models, from private clouds to public clouds. Optimize your cloud infrastructure with enhanced security and high availability. With an intuitive custom user interface, the ability to manage multiple projects in one system, and powerful new features, we believe that it will change how you work forever.

Pricing options vary from a minimum of 500 users to more than 50,000 and are charged on an annual basis. 

Security

Jira’s data encryption methods are designed to protect your information from exposure and unauthorized access. 

All data is encrypted in transit using TLS 1.2+ with perfect forward secrecy. Servers holding user data will use full disk, industry-standard AES 256 encryption, with no exceptions allowed for any reason, so you can rest peacefully, without any worry.

Common user cases

Jira’s intuitive interface makes the power of Jira more accessible to anyone on the team. With fewer clicks, it’s easier for you and your team to find the information you need and quickly identify the right tasks. Now there are fewer blockers in your way, which means you can get more done—and be a better manager.

What is monday.com?

monday.com is a project management software that helps teams of all sizes to stay focused on the most important tasks. monday.com has no limits on team size and comes packed with unique features that help keep you in the loop, reduce wasted time, and increase productivity.

Features

There is no arguing that monday.com is a feature-rich platform. It has robust project management features and reporting tools, makes it easy to manage multiple teams, and looks good while doing it. 

monday.com has all the features you could ever think of, like kanban boards and Gantt charts, from which you can fully prescript your workflow. With monday.com, you’ll have more time to think about where your company is going next, instead of fretting about each step of the way.

In addition, with the monday.com calendar, you’ll be able to see what is going on in the coming weeks, which is an essential part of being organized. In addition, you can create and assign tasks, so you can ensure that nothing slips through the cracks.

Pricing

How much monday.com will cost for your business is a question of which pricing tier you choose – and different tiers allow for different numbers of ‘seats’ (users).

As a free plan, monday.com’s Base plan offers solid features with a 2-seat limit and no paid upgrades. The platform is simple, with a solid interface and great usability. However, considering the level of features available in other plans, it’s not our first pick for businesses with multiple employees who need more robust project management tools.

If you don’t need all monday’s features, consider one of their less expensive plans, the Basic, but we think most people will find better value in monday.com’s Standard tier, which is the most popular plan to start with.

The cost of monday.com depends on what plan you choose and how many users it will be supporting. Get in touch with us, and we can show you a range of pricing options that fit your business budget.

Security

When it comes to security, the difference lies in the fact that Jira uses AWS to store customer data, while monday.com keeps it in-house. That extra layer between your customer data and a public cloud storage provider ought to give you peace of mind. In either case, you get high-grade encryption while your data is at rest (AES-256), but AWS has a checkered history with leaky buckets. The situation is improving, but not enough to our liking

Common user cases

Marketing and PR 

monday.com is an easy-to-use project management solution that streamlines your marketing and PR departments, allowing you to reduce time wasted and increase team productivity. The monday.com can connect with your business calendar, so you can stay in sync with your team and launch campaigns as planned.

Sales

Making a sale can be difficult, especially if your company is small or if you’re dealing with big corporations. With monday.com for Sales, you can coordinate and share sales tasks across your entire organization by creating projects with related contacts and activities. Every time a project is updated, everyone on the team receives a notification feed in their inbox, making it easier to collaborate in real-time

How do they compare?

monday.com is a simplified task management tool that organizes tasks into lists, making it easy to stay on top of your projects and get things done fast. On the other hand, with the power of Jira’s powerful tool set, your team can ship early and often like a well-oiled machine.

With features like agile sprint management, automated testing suites, and user-friendly ticketing and help desk systems, you’ll have everything you need to hit the ground running.

Conclusion

Jira combines everything you need for project management with its vast library of add-ons. Its price is off the scale for small-to-medium teams, so traders who work on smaller projects may find Jira’s price tag a little too rich for their blood. But for larger businesses looking for an all-inclusive solution, Jira has the answer.

In opposition, monday.com’s project management software is a simple, effective option for teams. While you can’t do much with subtasks and dependencies other than what’s already present in the app, it has all the standard features of a solid project management tool. It’s surprisingly easy to build and schedule workflows, and monday.com has a strong support team that can help you find new ways to use the service.

The goal is to have something really entertaining, with visuals to really show all the features and not really compare them against each other but show what’s best for the customer depending on its need and show him that. Either way, both software have the knowledge, and perfect interface, you just need to decide which one fits your business better.

Recommended Reads:

• monday.com automation, 2022 handbook
• monday.com integrations | Connect your favorite apps
• monday.com as a CRM, an Essential in 2022
• monday.com for Project Management
• Become More Agile with monday.com Work OS
• How to Use monday.com Boards?

What is covered in this blog post:

• What is automation for?
• monday.com automation, quick start guide
• Use cases

What is automation for?

monday’s automation recipes allow you to create a new automation for your team in minutes. These are pre-defined combinations of triggers and actions; the trigger being the item changing, and the action being what occurs automatically as a result of the trigger.

monday.com automation, quick start guide

With monday.com automation, you can create customized workflows to help your team achieve more. No coding or complex configuration is required – just make a few clicks and our Enterprise-grade Software will do the rest.

Create and set up monday.com automation

Automations allow you to automate small tasks such as updating a card or running a forum thread. To add automation, choose the board you wish to add it to and click on the ‘Add to board’ dropdown. From there, you can choose ‘Automation’.

Automations are designed to make your life easier, by giving you a better understanding of your business. Navigate to the Automations Center from the main menu, then choose from any of the categories listed on the left-hand side to get started setting up your automation.

Once you’ve picked the Automation from your chosen category, you can then add parameters into the underlined words. As soon as you’ve completed all the parameters, your recipe will be set and ready for execution!

You can also choose what this message will say when it arrives. Details like the subject and body are up to you, so you can make sure that whatever personal details need to be kept confidential are protected, or add some friendly humor for when someone needs a pick-me-up.

Once you’ve completed your automation, watch monday.com take care of your tasks for you.

Benefits of monday.com automation

Imagine you spend a lot of time following up with your leads individually. You copy their contact information from your CRM, put it into an email, and send the follow-up email to each lead separately. 

Sounds time-consuming, right? Well, automation could help you send an entire email follow-up series to your leads. 

As you can imagine, this can free up a lot of time in your day-to-day schedule.

Let’s dive into it and see how monday.com can benefit your organization.

Increase productivity

Automation is a powerful tool for project managers and teams. It allows us to increase the level of involvement, efficiency, and effectiveness when managing projects. Automation frees up time for you to be productive in other areas. 

When processes are automated throughout a project, the entire project management process becomes more efficient and less time-consuming. This means team members spend less time on the operational side of the project and more time focusing on getting tasks done.

Improve customer experience

Think of every step in the customer journey as a sales funnel. Start at the top, with an introduction email. From there, customers can purchase what they want, return your phone calls, or browse your website for more information. 

Automation helps maintain the connection between the brand and customers, especially when they need it most (such as during an order).

Save time 

Businesses that automate processes save time, money, and effort. Automation enables businesses to quickly implement changes and make decisions more quickly, freeing up valuable resources for other tasks.

You can save a lot of time with automation when it comes to your business processes. If all goes well, once you’ve set up a workflow and the automation is working on it, you won’t even have to think about it again. 

But sometimes, things don’t go as planned and additional workarounds need to be implemented in order for the automation to work. So it’s important to identify the right process for automation and make sure that you set it up correctly too so that once released, it stays that way for good.

Track your automation usage

If you’ve ever wanted to gain more insight into your automation activity, the Automation Activity Log is for you. 

The Automation Activity Log keeps track of all of your automation and their history – so you can see what’s working and what’s not!

The Automation Activity Log is the place to view all automation operations and outcomes. This log will show you if the automation was successful or unsuccessful, who ran it, how long it took, and when it was run.

Your automation activity log is always at your fingertips. The log tracks the past 7-days worth of data or up to 500 automation runs, depending on whichever happens first. 

This data helps you track how many times your automation was executed, what failed, and why — so you can quickly troubleshoot problems.

Use cases

Email Marketing

Email automation is a powerful way to increase your conversion rates for any business. From sending out lead nurturing emails to automating follow-up sequences, email automation makes it easy to communicate with customers at scale by automating each step of the process on your end.

To help you stay on top of your email and make the most of your inbox, monday.com offers several automated services. Some of these include:

• Segmentation: creating “sub-lists” based on specific actions leads take (e.g., email opens, clicks, replies, etc.)
• Personalization: sending more personalized emails to prospects
• Drip campaigns: automating a series of emails to engage and nurture prospects

Lead nurturing

Nurturing leads through your sales cycle is an essential part of business growth. It can help you identify and connect with your ideal customers, increase brand awareness and develop a high-quality lead list.

By using monday.com automation, you can leverage your marketing capabilities to build relationships with your leads and customers. You can create campaigns that nurture leads based on their behavior and preferences, so you can deliver specific information at the right time.

Conclusion

Put your mind at ease and trust monday.com with the most challenging projects on your plate. 

Once set up, it will ensure nothing is missed, keeping your information correct at all times. 

Your team will be able to spend their time on the tasks that matter, like growing your business, building new processes, and creating innovative products. 

It keeps your processes flowing with no interruptions. Stop worrying about what other teams are doing – focus on what really matters—growing your business.

Recommended Reads: 

• monday.com integrations | Connect your favorite apps
• monday.com as a CRM, an Essential in 2022
• monday.com for Project Management
• Become More Agile with monday.com Work OS
• How to Use monday.com Boards?

Seamlessly integrate all of your favorite apps

Haven’t you heard? We’re a little “monday.com”-addicted here, so naturally, this is our favorite project management tool. It’s simple to use, doesn’t take much training, and it’s pleasant enough to use every day. The monday.com integrations are also top-notch, so do yourself a favor and check it out today!

What is covered in this blog post:

What are monday.com integrations?

Do you know what’s better than a good project management tool? A great project management tool.

Imagine how much easier it would be to keep track of all your projects and tasks if you could incorporate external tools like Google calendars and Slack into your workflow.

For example, you may want to update a Google calendar with the due dates of your project or send a Slack message when tasks are completed. Or perhaps you’re more interested in integrating with Google Sheets so that you can easily import data from other sources into your current projects.

The possibilities are endless!

What are the 7 most popular integrations used with monday.com

You might already know that monday.com is a powerful platform for project management. But you might not be aware of how many helpful monday.com integrations exist to help you streamline and improve your processes.

This article will highlight 7 of the most powerful monday.com integrations and how they can help you to improve your workflow. While this is far from a complete list of integrations, it gives you a good idea of the variety of options you have to improve your project management.

1.    Slack

monday.com and Slack are a perfect match.

They’ve been together for years, with a long history of success. 

If you haven’t heard of Slack, it’s one of the most popular projects management tools on the market today. It’s great for communicating with your team and keeping everyone up to date on what’s happening in projects. 

Slack is used by over 10 million people around the world—but did you know that monday.com integrates with Slack?

That’s right: when you integrate monday.com and Slack together, you get more than just status updates and notifications—you also get a shared calendar that lets everyone see what’s coming up next in their projects, plus updates on task statuses in real-time as they happen. That means no more meetings! Just send an update through Slack and everyone will know what’s going on in their projects at any given time.

2.   Jira

The monday.com integration with Jira (Cloud or not) provides a seamless experience between the two solutions, so you can reduce information silos and experience best-in-class agile project management in one application.

You can use the simple interface to trigger tasks or issues from one system to another, drag and drop support cases directly into your project plan, and more. 

Bring together your business applications while still keeping them completely separate – no development needed! 

Admins can also give their users access through the monday.com application portal – no other integration is needed.

Here are a few ways you can benefit from this integration:

• All-in-one place calendars for project coordination and activity overview
• Timeliness to track the project status and coordinate across multiple teams
• Gantt charts to track milestones, deliverables, and deadlines
• Track your team’s capacity

3.  Trello

With Trello and monday.com, you can manage your projects from start to finish—and get them done faster than ever before.

Trello is a unique list-making application. It allows you to create boards for different projects, add cards for tasks within those boards, and assign team members to these cards, so they can work on them. When integrated into monday.com, all project tasks from Trello are brought over to monday.com automatically, which means that teams don’t have to manually copy their Trello cards and paste them on monday.com anymore!

This saves a lot of time and allows teams to work on other important things instead!

4.  Shopify

monday.com and Shopify are the perfect pair for businesses that sell products.

You can integrate monday.com with your Shopify account and get notifications when an order has been placed, making it easy to coordinate with your team to make sure the product is delivered on time. 

Plus, you can track the shipment, know who the recipient is, and make sure it gets there on time. And this integration will also alert you if there are any low inventories or out-of-stocks so that you can immediately coordinate with vendors so they can replenish those items right away!

5. Mailchimp

We’re all about making your life easier.

That’s why monday.com integrates with Mailchimp to give you all the tools you need to run a successful campaign. With their integration, users can track every campaign sent and receive stats about how it performed, as well as receive notifications when new contacts were added to their monday.com account after being sent a Mailchimp campaign.

monday.com also automatically adds contacts from Mailchimp into the monday.com account so that users can manage them more effectively and make sure that they get a targeted message based on what they like or dislike about your product or service.

6.    Microsoft Teams

When we say it’s a Slack and Zoom world, we mean it.

But don’t forget about Teams channels!

With this monday.com integration, you can connect your boards to Teams channels and collaborate in real-time. You’ll get notifications from your boards and be able to create new items through the monday bot. Then convert those notifications into action items on your team’s backlog—and get back to work!

7.  Hubspot

If you’ve been looking for a way to manage your leads, contacts, and customers in monday.com, we have good news!

monday.com integrates with Hubspot, everyone’s favorite all-in-one marketing, sales, and customer support system.

You can manage all of your leads and contacts on monday.com and then export them into Hubspot for further action. In addition to this integration, you can also use monday.com to send marketing emails from within Hubspot and create social media posts from Hubspot.

You now have the ability to do everything from one place—your favorite CRM—and make sure it’s done right!

 Use Case

If you’re using monday.com, it’s time to look at these integrations.

We went through some of the services that monday.com integrates with and explained why it can be useful to you. By using these integrations effectively, your teams can become more efficient and effective while using this project management tool.

CRM Integrations

If you’re looking to automate your customer relationship management (CRM) process and integrate monday.com with your favorite CRM system, look no further!

Although you can manage your customer relationships directly on monday.com, it also offers a few ways to link your projects with your favorite CRM systems. Updates on your project can automatically create and synchronize your CRM records so all your teams can work across different systems.

Team Management

monday is a great way to manage your team, but sometimes you need more. That’s why we’ve created over fifty integrations with other tools to help you get the job done.

For example, if you’re working on a project, then Microsoft Teams is a great place to check in and make sure that everyone is on track. Jira can also be integrated with monday.com and Slack, so if your team uses these tools internally, it makes sense to use them externally as well.

Our most popular integration is probably Trello, which allows our users to see what tasks have been completed in real-time right on their dashboard — giving them a quick glance at how far along each task is without having to click through every step manually (which can get tedious).

These are just a few examples of how monday.com integrates with other systems so that our users don’t have to do everything themselves!

Communication integrations

Email is one of the fastest ways to communicate within teams. It’s also a great way to ensure that everyone on your team is up to date. But sometimes emails can get lost in the shuffle or ignored altogether.

Are you constantly checking Slack, Zoom, and Twilio to find out if that last email was received?

Do you feel like there’s a better way to share information between your team members?

If so, monday.com is here for you! monday.com offers Slack, Zoom, Twilio and a few other options to manage your tasks on the go.

Conclusion

If you’re using monday.com, then you’re already ahead of the game. But what if you could make your workflow even better?

This is where integrations come in. Integrations let you link all these various services together, so they work together seamlessly. This means you can stay on top of what’s happening with your projects no matter how the information comes in—and without having to switch between multiple tools.

Recommended Reads: 

• monday.com as a CRM, an Essential in 2022
• monday.com for Project Management
• Become More Agile with monday.com Work OS
• How to Use monday.com Boards?