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Monday.com
This guide provides an overview of Monday.com for project management, lead management, automation/ workflow, and collaboration.
What is Monday.com?
Monday.com is a system that can be used for project, people, and lead management that promotes collaborations, workflow, automation, and efficiency.
Why do we need Monday.com?
- To implement consistency of the project management process
- Ability to provide dashboard view of our projects
- Ability to track and manage leads/ people
- One tool to train all present and future employees
- Promote flexibility and scalability
- Ability for automation and integrations
How can I log in to Monday.com?
Your Department Manager will need to send an email to support@c21redwood.com to invite you to Monday.com. Once you receive your email to log in, set up your username and password.
Next step is for you to Manage your profile > Notifications on different channels (Desktop notifications, email, slack, or in Monday.com)
What are the different features of Monday.com
- Workspaces
- Workflow/ Campaigns
- Department
- Onboarding/ Exiting
- Board types
- Products (Technology/ Systems)
- Project Management
- People Management (Leads, Agents, Employees)
- Templates
Are there any training resources that I can watch?
Here are some helpful links for overview:
C21 Redwood: Monday.com Launch and Training (May 2022)
Monday.com: Basic Demo (youtube)
Everything you can do with monday.com (youtube)
Monday.com: Digitizing Real Estate Operations with Monday.com (Youtube)