- Familiarity with using web-based applications
- Basic computer skills
Audience
- Managers
- Team leaders
- CRM administrators
Monday.com is a cloud-based work operating system (Work OS) that allows organizations and teams to manage tasks, projects, and workflows in a highly customizable and collaborative environment. It provides a visual platform where users can create custom workflows to plan, track, and deliver projects efficiently.
This instructor-led, live training (online or onsite) is aimed at beginner-level managers who wish to use Monday.com to manage and automate databases and workflows for multiple departments.
By the end of this training, participants will be able to:
- Automate databases and workflows for multiple departments (sales, marketing, HR, etc.).
- Integrate WhatsApp using an external API to maintain communication with customers or internal teams.
- Manage statuses and workflows for any area and optimize operations using automation.
- Fully utilize Monday’s WorkManagement, CRM, and WorkForms modules for maximum efficiency.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Introduction to Monday.com
- Overview of Monday.com
- Key features and modules (WorkManagement, CRM, and WorkForms)
- Customizing Monday for various operational areas (sales, marketing, HR, project management, etc.)
- Understanding Monday’s interface: boards, items, and columns
Automating Databases and Workflows
- Transitioning from manual to automated databases
- Building boards for tracking data across different departments
- Customizing columns for specific business needs (sales, project tracking, HR)
- Automating data input and updates
- Using automation to handle repetitive tasks (e.g., email follow-ups, task assignments)
- Practical exercise: setting up a board for department-specific tracking (e.g., project management, sales pipeline)
Integrating WhatsApp via External API
- Introduction to external APIs for WhatsApp
- Overview of WhatsApp API integration capabilities for various business functions
- Connecting WhatsApp to Monday
- Maintaining communication with customers, team members, or leads in real time
- Automating responses and follow-ups using triggers
- Practical exercise: setting up a WhatsApp API workflow for customer or internal team communication
Managing Customer or Project Statuses
- Defining custom statuses for different areas (e.g., sales, HR, marketing, projects)
- Creating custom status columns for workflows (e.g., lead status, project progress, task completion)
- Automating status updates
- Setting alerts and notifications based on status changes
- Practical exercise: implementing a status update flow for managing customer relationships or project progress
Utilizing the Full Monday Package
- WorkManagement for cross-department teams
- Assigning tasks and timelines, tracking progress across departments
- Creating automation for deadline reminders and task updates
- CRM: managing leads and relationships
- Organizing lead/customer information and interaction history for any business area
- Creating automation for customer nurturing, sales tracking, or service updates
- WorkForms: automating data collection
- Building custom forms for gathering internal or customer data
- Integrating forms with workflows to update databases automatically
- Practical exercise: using WorkForms to create a data collection form and connect it to a department-specific workflow
Best Practices for Multi-Area Automation
- Optimizing Monday.com workflows for various business functions
- Sales, marketing, HR, project management, and more
- Tips for effective automation and integration
- Common challenges and troubleshooting
- Q&A session
Summary and Next Steps