The Magic of Monday.com
By Lee Charles- eGuide Systems
Time is money, but money can't buy time. In today’s ever evolving business landscape, we can oftentimes find the volume of work piling up and things beginning to fall through the cracks. This is why having an efficient project management tool in place is becoming more and more critical in businesses today. Whether you’re a small business, or a major enterprise, having a strong project management tool in place can have a major impact on the success of your business. A project management tool can be a platform, process, workflow, or all of the above! In this article, we’ll take a look at the platform, Monday.com, and show you how a platform like this can help optimize your time, and increase your bandwidth and productivity.
What is Monday.com?
At its core, Monday.com is a project management and collaboration tool, but its features can expand even further than that! Not only can Monday be used to help streamline project management processes, but it can also act as an internal communication platform, integrate and automate processes, aggregate key data points, and even intake form fields. All of these “shortcuts” can be utilized to help empower employees to work more efficiently, stay organized, and get the most out of their day; all of which can be found in one singular place, or as we at eGuide like to say, one “source of truth”.
Benefits of Monday.com for Team Collaboration
Monday will let you create shared workspaces and divide projects into boards, groups, tasks, and subtasks; in order to stay on top of what’s happened, what needs to get done, and what’s on deck to happen next. One of our favorite parts of Monday is that it simply allows team members to work, communicate, and collaborate on the same workspaces, boards, etc., all in real-time. The platform contains features like task assignment, file sharing, and live updates, all of which allow various teams, departments, and individuals to seamlessly collaborate on any given project or task. The easy to use functionality helps teams stay organized and up to date on their many deliverables and action items.
Boosting Productivity with Monday.com
In addition to the many features mentioned above, Monday also has a plethora of customizable columns, dashboards, filters, views, widgets, and more, that help teams stay organized and prioritize tasks. With Monday.com, users can implement various status due date columns and even timeline columns that allow teams to focus on the essential tasks at hand. The platform also offers a wide variety of ways to view and filter data to ensure that each user can easily find exactly what they are looking for at a moment's notice. On top of this, the customizable dashboards and widgets can provide owners and/or leadership teams with the ability to view key data snapshots. For example, the “Workload” widget allows managers/owners to quickly see a snapshot of their teams’ bandwidth. This can help teams divide up work more evenly and adjust assignments as needed. Another great example is the filter/sort functionality. For instance, a user could quickly sort any given workspace by “overdue” or “urgent” tasks so that teams can prioritize those items. Again, all of these columns, views, widgets, etc., are completely customizable and easy to set up.
Simplifying Project Management with Monday.com
The intuitive hierarchy of the Monday.com infrastructure (Workspaces, Boards, Groups, Tasks, Subtasks) allows users to simplify even the most complex projects by breaking down tasks to a granular yet clear level. With tools like Gantt charts, and timeline views, project managers can easily visualize the status and major milestones of any given project. These features allow users to overlay tasks, status, and other columns in an easy-to-navigate calendar view, which helps users stay on track with due dates and project deadlines. For instance, a business could break down a multi-phased implementation project with Monday and splice out specific tasks or action items to various team members. At eGuide, oftentimes, we will take on multiple projects for our partners, some of which may be happening concurrently. Monday.com allows our team to focus on the most pressing items while still being able to view the progress of a project as a whole. For example, we may have 3 active projects for a partner, each of which has 2 phases and six tasks per phase. The Monday.com functionality allows us to focus on the specific tasks within a phase and within a project simultaneously and sort & assign tasks however necessary.
Integrations and Automation with Monday.com
While a new project management tool can be a great addition to any business, oftentimes, there may also be a need for integration and automation with other platforms or systems. A PM (Project Management) tool can be great for tracking tasks and streamlining workflows, but what about the other deliverables that may exist outside of the platform? Enter integrations & automations. Automation can be a great way to expedite manual tasks and further streamline processes. By integrating other platforms with Monday, users can greatly enhance their level of productivity by eliminating the need for manual and sometimes tedious tasks. For example, you can integrate with time tracking tools, such as Clockify, to add the ability to track time on a task without manually logging time elsewhere. Not only can Monday do this with time tracking tools, but it can integrate with communication & collaboration platforms like Teams, Zoom, Slack, etc. It can also integrate with CRM, accounting, and file storage platforms, just to name a few. This wide variety of supported integrations can allow Monday to seamlessly plugin to any business’s existing tech stack and eliminate the need to purchase additional software.
Conclusion
In summation, Monday.com is a powerful tool that can help support businesses broadly. Streamlined project management, enhanced collaboration, and optimized productivity are all key benefits of the platform. The easy-to-use interface, and variety of support integrations, allow businesses to onboard the platform into their existing environment quickly and hit the ground running. If you think this system might be a good fit for your business, don’t hesitate to reach out to your eGuide representative to learn more about how you can harness the power of Monday.com!
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