What Is Monday And How To Use It?

Modern-day workplaces are becoming increasingly complex and require a comprehensive project management solution to help teams stay organized, on track, and productive. With the broad adaptation of remote work, the need for a centralized platform to manage projects and workflow is even more pronounced. Luckily, Monday.com offers precisely that!

Today, we will explore all of the features and tools that make Monday invaluable for project management. Let’s jump right in!

What is Monday.com

Monday.com is a comprehensive cloud-based project management platform that helps teams manage their projects, tasks, deadlines, and workflows in one place. The tool was developed by Monday.com (formerly dapulse) in 2012 and has evolved over time to become the go-to solution for managing digital workspaces. 

Monday is designed to help companies of all sizes stay organized and on task with powerful features like boards, timeline views, notifications & reminders, reports & dashboards, and more! 

In addition to its core functionality as a project management platform, Monday lets you integrate with various third-party tools such as Slack, Zapier, Dropbox, Trello, and Salesforce. This allows you to sync data between your Monday workspace and other tools your team might use daily.

Top Features of Monday

Several features related to project and workflow management put Monday.com in a different league from other project management solutions. Let’s look at the top features that make Monday stand out:

• Continuous Sync: Monday.com allows for continuous synchronization between tasks, projects, and users. These changes are automatically synced across all devices whenever you make changes to a task, project, or user profile. This ensures that everyone on the team is always up-to-date with the most recent information and can easily collaborate on tasks and projects.

• Project Planning Tools: You can create tasks and assign them to team members, set deadlines, track progress, and get notified when a task is completed. In addition, Monday also provides powerful project planning tools like Gantt Charts that can help you visualize the entire workflow of your projects in one place. 

• Detailed Visibility: Monday lets you visualize your projects using tables, charts, and timelines. This lets you see your project’s progress, budgets, and accomplishments in real time.

• Customization: By customizing boards and workflows, you can tailor Monday to fit your team’s unique needs. You can add columns, change colors, create templates, and assign tasks.

• Analytical Insights: In addition to the standard visualization tools, you will also get valuable insights into your team’s performance and projects. Monday’s analytical tools provide valuable data such as project completion rates, task progress trends, and more!

How to Use Monday Step-by-Step

Now we’ll go over how to use Monday step-by-step. 

1. Use a Template

Once you set up your Monday account, you can access over 200+ templates to create a board. You can choose from project management, marketing, sales, and HR templates or start with a blank template. 

2. Choose a View

Monday offers you several views of your dashboards to ensure the most optimal project management experience. You can choose from:

• Kanban board
• Calendar
• Gantt
• Chart
• Timeline

3. Add Tasks and Automations

Once you select your view, you can start adding tasks and automations to streamline workflow management. You can also assign tasks to team members, set deadlines, add tags and more. 

4. Build Your Dashboard

Finally, you can customize your dashboard with various widgets and visuals to get a better understanding of your project’s progress. This way, you can quickly identify areas where improvements are necessary and make changes accordingly.

Best Monday Integration Tools

Monday makes it easy to sync data between platforms, streamline workflows and bring all of your project management tools together in one place. Here are some of the best third-party integrations and widgets you can use with Monday: 

1. Day.io – Best for Time Tracking on Monday

Day.io offers the most comprehensive time tracking and management for Monday. The tool provides various features that allow you to see where time is being spent and make better-informed decisions about managing your team’s time.

Features

• Project and timesheet creation and customization
• GPS-based time tracking validation
• Fraud prevention tools with biometric verification
• Tasks and project reports
• Real-time activity monitoring
• Location-based project activity reporting
• Task and activity-wise summarization 
• Paid-time off reporting
• Cost breakdown and reporting for tasks, projects, and clients
• Multiple task handling for individual clients

Pricing

• Project time tracking: Starts from $6 per user/month
• Time & attendance tracking: Starts from $4 per user/month

2. Slack – Best for Communications

Slack is one of the most popular messaging platforms out there and it’s a great way to stay connected with your team. With Monday, you can easily integrate Slack into your workspace, allowing you to sync messages between teams and manage conversations more efficiently. 

Features

• Integrated chatbot to answer questions and create tasks 
• Real-time notifications for project updates, deadlines, and reminders
• Seamless file sharing between team members
• Ability to assign tasks on the fly with @mentions in Slack channels
• Threaded conversations for easier tracking of topics and decisions made by your team
• Video and audio calls for remote meetings

Pricing

• Free: $0
• Pro: $7.25 per user/month
• Business+: $12.50 per user/month

3. Salesforce – Best for Sales Pipeline Management

Salesforce is the world’s leading customer relationship management (CRM) platform and it’s a great way to manage your sales pipeline. With Monday, you can easily integrate Salesforce into your workspace and keep track of customer information, contact details and more. 

Features

• Real-time synchronization of customer data
• Integrated sales funnel for visualizing and tracking leads
• Automated reports to help you stay on top of your sales pipeline
• Integration with Salesforce’s AI tool Einstein for predictive analytics and insights into customer behavior
• Ability to trigger tasks based on certain criteria such as lead status or account activity

Pricing

• Essentials: $25 per user/month
• Professional: $75 per user/month
• Enterprise: $150 per user/month
• Unlimited: $300 per user/month

Wrap-Up: Leverage Monday for Team Management

From tracking deadlines to managing tasks and workflows, Monday makes it easier to manage your team’s projects in one place. To get the most out of this platform, take advantage of its various integration tools, such as Day.io, Slack, Salesforce, and more! 

You can rely on Day.io for detailed and accurate time tracking, creating time reports, and following up on tasks. Sign up for the 5-day free trial and learn how Day.io can transform your Monday experience!