20 Tips for Using Monday.Com: Best Content Marketing Platforms for 2021
As is covered in detail over at runrex.com, Monday.com is a work OS that one can use to manage their entire business, run their projects, and build workflows as required covering both the business sides of things to the marketing and sales and so much more. If you are looking to start using it, here are 20 tips that should help you with exactly that.
Tips on how you can use Monday.com
You can use Monday.com in several ways, as articulated in the following 5 tips:
For team collaboration
As the subject matter experts over at guttulus.com are quick to point out, by making sure that everyone in your team is using the same tool, you will make collaboration easier, which is where Monday.com comes in. The OS will help you keep track of shifts, share files and documents, and keep track of your team’s work/tasks.
For managing projects
Another way that Monday.com can be of use to you and your business is in the managing of your projects. As is explained over at runrex.com, you can plan your projects, add all the tasks and team members, and keep track of your progress on any single project.
For task management
As is outlined over at guttulus.com, Monday.com also comes in handy when it comes to task management. The OS allows one to keep track of all their tasks in one place and easily cross them off as you finish them.
For managing customers and sales
You can also use Monday.com to manage your customers and sales, which is another of its major uses. Here, you can create a sales process, manage your leads, track commissions, and so much more allowing you to be on top of what is happening with your sales and customers.
For office/admin operations
Monday.com can also be of great help when it comes to office/admin operations. This is because the OS allows one to keep track of supplies, orders, vendors, team events, and so much more, making the administrative side of things easier to manage.
These are just some of the main ways you can leverage Monday.com, with there being many more.
Choose the right “visibility” option
When creating your board on Monday.com, the gurus over at runrex.com advise that you know about the “visibility” options so that you can choose the right ones. Here, you can either create a board that is automatically visible to everyone in your com team, set up a private board that is just for a select audience or create a shareable board that allows you to work privately with outside collaborators.
Create folders
According to discussions on the same over at guttulus.com, on the same place you create new boards, you can also create folders. It is recommended that you take up this option as folders will help you organize and easily access your boards.
Set up deadline combos
According to the subject matter experts over at runrex.com, you should make sure you have deadline combos set-up on your Monday.com. This tool will help you keep track of overdue tasks and assignments ensuring that you don’t miss any deadlines.
Integrate with your existing business and marketing tools
While Monday.com offers you lots of useful in-app automations to choose from, you can set up even more automations by integrating with your existing business and marketing, and an important tip to consider. Several tools are currently accepted such as Slack, GitHub, Facebook, Stripe, and many others.
How to choose the tools to integrate
If you are wondering how you can choose which of your existing tools you should integrate with Monday.com, then a tip here is to make a list of the tools you currently use for your business and then search for the available integrations on Monday.com. This will allow you to create workflows and save substantial time for yourself, allowing you to focus on other tasks.
Explore all automations and integrations
According to the experts over at guttulus.com, the initial set-up phase when it comes to Monday.com is very important, which is why you should take a few hours of a day to explore all the automations and integrations and then set them up to create powerful workflows. By doing so, you will save hours in the long run and boost your results in the process.
Tips on the features to set up to manage your leads, customers, and sales
There are several useful ready-made templates you can use to manage your leads, customers, and sales, as covered in the following tips.
Set up the world clock
The subject matter experts over at runrex.com recommend that you set up the world clock as this will help you keep track of where your sales are so that you can call them at the ideal times rather than calling them at night when they may not be available for example.
Phone numbers
As is outlined over at guttulus.com, when it comes to managing your leads, customers, and sales, you should consider adding their phone numbers directly in your Monday.com as this will allow you to call them more easily.
Star rating
Another feature that you should consider setting up, one that will also allow you to better manage your leads, customers, and sales, is the star rating feature. By giving your leads a star rating, you will be able to see at a glance which ones are more likely to convert.
Tips as far as marketing strategies are concerned
As already mentioned, you can also use Monday.com to manage your marketing projects or strategies, and the following tips are worth considering as far as such projects are concerned.
Integrate Monday.com with your Google Calendar
One of the very important tips here is making sure that you integrate Monday.com with your Google Calendar as this will ensure that you have all the important dates due in your marketing campaigns as well as any important deadlines that you need to ensure you don’t miss.
Integrate with your Gmail account
Another tip when using Monday.com in your marketing strategies is integrating with your Gmail account. From discussions over at runrex.com, this will allow you to send emails to certain people in your team when there are certain changes made to your board.
Time-tracking columns
As is revealed in discussions over at guttulus.com, you should also consider adding time-tracking columns if you work with freelancers as this will allow you to see how long it takes them to perform certain tasks, allowing you to continue working with only those that finish tasks in good time.
Social integrations
You should consider searching for social network integrations through Zapier as explained over at runrex.com. Here, you may find some very useful automations on platforms such as Facebook and Twitter among others which may help you as you run your project.
Other tips to consider
High priority tasks
Monday.com allows you to create several search reports, and one you should consider are those on high priority tasks which are for when you have upcoming tasks of high importance. Creating such a report will help you convey the task’s priority to your team ensuring that they know how important the task is.
Gantt Chart
Gantt chart helps keep everyone on the same page, making it easier for team members to lay-out your team’s assignments and understand dependencies, which can help identify priorities as well as any potential roadblocks. It is a great tool to use when working remotely.
The above discussion only just scratches the surface as far as this topic is concerned, and you can uncover more insights by checking out the excellent runrex.com and guttulus.com.