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Workforce Software Monday To Manage Projects And Teams

Managing a huge team along with their project deadlines can be an arduous task. Monday.com is a cloud-based operating tool that offers you a simplistic method to manage your team and projects. As a software, Monday.com is totally customizable as per the needs of the users. You could build your workflows such that it suits the team.

As a CRM software, Monday is finding wide-scale acceptance. Many teams and workforces have adopted Monday.com. Read more about Workforce Software Monday.com and how companies can embrace it.

What Is Workforce Software Monday -Features

Monday.com helps the employees digitally manage their projects. Apart from that, you could also use Monday.com for the following:

  • Marketing campaigns
  • Recruitment processes
  • Sales Pipelines
  • Progress tracking
  • Video Production planning
  • Product roadmaps
  • Bug tracking
  • Event management
  • Construction planning

Apart from the above, the project management software Monday offers the following features:

Allocation Of Work

When you have an extensive team, it is tough to manage all their work. With the workload feature, you can assign and schedule the tasks to team members. The software displays who is available and can take up more work. This helps the managers to assign the job duties.

Tracking Of Time

With most clients paying on an hourly basis tracking the team’s time becomes extremely necessary. Plus, some tasks like reading emails take up a lot of time which cannot be measured. Having an understanding of how much time the employees are spending on every job helps bill those hours better. Plus, the manager can make accurate decisions on the adherence to deadlines.

Dashboards

The dashboards of Monday.com help you see all the necessary work at hand. Users can gain valuable insights, track the progress of the project, estimate how much workload is left, and keep an eye on the budgets. It keeps the team focused on the high-level goals that boost the work.

Integrations

Monday.com allows multiple integrations with external tools to simplify the work processes. If you are using platforms like Jira, Slack, Gmail, and Mailchimp, you can integrate it with Monday.com and synchronize the work better.

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Views

Obviously, the data related to the project must be analyzed regularly. With Monday.com software, there are various views to do so. The Views feature helps the user see things differently and gain insights that are difficult to gain otherwise.

Automation

There could be a lot of manual work involved in informing each worker about repetitive tasks. With the Automations feature informing each person becomes an easy affair.

Benefits of Workforce Software Monday.com

Monday.com
Monday.com

With so many features available, Monday.com proves a valuable tool for managers. Some benefits of the platform that we must mention are:

Fully Customized And Total Control

Monday.com is fully customizable as per the needs of the team. The managers can build their workflows in a manner that both they and the team can adapt to. Core components of Monday.com are Boards, groups, items, and columns.

Board- It is like a spreadsheet but highly flexible, intuitive, and easy to share. Group- These will be sections on the board that could represent what you want them to. Each group has Columns that you can label like the Owner, Status, and Priority.

Every group will also contain items that are like rows. You can add as many as you want. Inside all the things, you can add the project tasks.

Monday.com lets you make any changes to the project easily. You may add, edit, remove and drag and drop the items. In case you do not want to start your job from the beginning, there are many templates you can choose from. Customize the templates and let the projects get managed easily.

Intuitive

When a team decides to work on any work software, they are bound to face difficulties. As software, Monday.com is easy to use and responds quickly to users’ demands. With a drag and drop functionality, the platform is straightforward in navigation. Plus, there are color-coded labels for every activity, making the dashboard a visual delight and prominent. You are given a choice to mark each color as per your need, like

“Done” as green and “Pending” as red. Even if the user has zero tech experience, he can explore and use the Monday.com platform. Your team understands how to proceed further without any hiccups in between.

Improved Communication And Visibility

Some tasks like asking the team to provide work status, coordination of meetings, etc., could be highly frustrating. You can replace all these time-consuming hurdles by adding them to the Monday.com platform.
It is easy to add team members to the boards and assign them tasks separately.

Since all the tasks are centralized, you find it simple to track the progress of each task. On the other hand, the team at work knows their timelines and goals and strives to achieve each of them.

Alongside there is a specific space where the team can communicate effectively. The manager can do the following:

  • Provide approvals
  • Give feedback
  • Mention to the related team members
  • Share files
  • Post emojis
  • Provide updates

Plans Of Workforce Software Monday.com

Monday offers various plans making it easier for the users to decide which one suits them. Let us have a look at the different plans offered:

Basic Plan

The basic plan is as its name suggests. It offers minimal features. There is the list view which is the default for Monday.com. Apart from that, you get the Kanban board which serves only basic requirements.

Standard Plan

The next is the standard plan which is one tier above the basic plan. You get a little more benefits, and the price is around 25% higher. The storage limit is about 20GB, and you can get access to a few automation and integrations (around 250), which is good enough for a small team.

You can also invite people, and there is the integration with Zoom, which is extremely useful. While the basic plan offers only two views, the Standard plan has five views to offer. These are the list view, Kanban, timeline, calendar, and map view. The map view is excellent for international teams. However, it is the timeline view that is critical for teams that need to begin one task after another.

Pro Plan

This is the last and final plan that Monday has to offer. In this plan, your storage limit reaches to 1TB. The plan also permits 25,000 integrations and automation. The user can invite unlimited guests, and they do not even take up much space.

Along with the Pro Plan allows you to keep private boards, time tracking ability, and two new views. The time tracker comes in use for teams that bill their clients hourly. The workload view tells the manager which team member is overloaded with work and which one has scope to take up more.

There is also the chart view which allows you to group the tasks, people, and other elements in the visual way you want. Monday also has an Enterprise plan that expands on these features and offers better board security.

Pricing Of Workforce SoftwareMonday

Following are the price details of various plans offered:

  • Individual- Free- 2 users allowed
  • Basic- Monthly plan $10 Yearly plan- $8 – 5 GB storage
  • Standard- Monthly plan $12 Yearly plan- $10-20 GB storage
  • Pro- Monthly plan $20 Yearly plan- $16 -1 TB storage
  • Enterprise- Pricing available upon enquiring-5 TB storage

The Security Offered On Monday

A lot of users are concerned about whether the Monday platform is safe. The platform operates data with AWS. Otherwise, the company is SOC Type II certified. It uses TLS when it transfers the data to AWS. This ensures that there are no security breaches to worry about. As long as the user does not share his credentials, the platform’s security is not compromised.

Privacy

Definitely, Monday keeps your data, but it’s only for software development purposes. They have recently updated their privacy policy and made it more user-friendly. The platform will never share the data with any third party. Regular user data is shared with the admin of the account. However, most managers want to know what their team members are up to.

Service And Support

The customer service offered on Monday is excellent. But it operates only based on tickets, forums, and knowledgebase. There is no support provided through phone and chat. Yet your issue gets resolved, which should be okay with you.

The Monday platform offers a knowledgebase feature. Here you will get answers to all your queries without any issues. If you don’t find your answer there, you can ask the forums or raise a ticket. However, the replies to the tickets are also through the links to Knowledgebase questions.

Is Workforce Software Monday.com A CRM Tool?

Monday.com is not just a CRM tool. In simple words, it is a complete work operating system as such. Being a CRM tool is just a part of Monday.com’s extensive portfolio. You can use Monday.com for multiple projects, not just for taking care of your customer database.

Saying Monday.com is a CRM tool is like saying your laptop is a calculator. The calculator is a feature of your Laptop, but there are many things that it does otherwise. You may use the platform to take care of complex projects and manage different types of tasks.

Is Monday A Project Manager Or CRM?

Monday is actually a process management tool. However, it also acts as a CRM tool thanks to the templates it provides for completing standard CRM workflows. With this ability to handle data better new companies get the leverage of effective work process management.

The template library works best for companies with small teams. Monday.com may not precisely be a CRM tool, but its expertise in the automation of tasks proves helpful in Customer lifecycle management.

Is Monday com Cloud-Based?

Yes, Monday is a cloud-based OS. Anyone can work on the platform and create and shape the tools required to run all aspects of the project. Teams using Monday can create workflow apps in a matter of minutes and run all their processes and projects.

Being cloud-based, there are no geographical restrictions to the use of Monday software. By joining all the building blocks of the project, like apps and integrations, the organizations could customize and build anything that would aid in the running of the business.

Is Monday Com A Good Project Management Software?

Monday can easily be called the top ranker in the race of project management software. Apart from getting support for the many use cases, the software is loaded with benefits and functions. There are features like timeline views, calendar views, time tracking features, and many other integrations.

Monday as a platform offers you all that you require to visualize the projects as per your need. This includes Kanban, Gantt, timeline, and calendar views in just one click. These multiple types of views ensure that you can check your project status details just in one glance.

Offering a time tracker Monday ensures that you know how much time you devote to one task. Users can turn this tracker on or off and even enter details into it manually. Plus, the manager can even track the time from the mobile app. With the time tracking feature, users could eliminate any repetitive tasks that waste the user’s time.

Lastly, the integrations feature of Monday makes it the best project management software. By integrating it with other business, and tools make the project management processes smoother. They have the right integrations in place; you do not require to bounce from one platform to another.

In fact, the user could build workflow automation and eliminate any repetitive tasks at hand. The Monday.com project management software syncs with platforms like Slack, Dropbox, Shopify, Zoom, Google calendar, Gmail, and nearly 40 other tools.

Does Monday Integrate With QuickBooks?

QuickBooks is accounting software, and its integration with Monday is relatively recent. With the QuickBooks integration, the users could track all past and new invoices. In addition, you could create and edit invoices and customer details easily.

The entire process of Monday’s integration with QuickBooks takes minutes. You can see your real-time data from any location and create invoices without changing any apps. Not only that, after creating the invoices, you can send them to the concerned party.

How Do I Integrate With QuickBooks?

The integration of QuickBooks With Monday is pretty straightforward. Let us have a look at the exact process behind it.

  • You will have to create an account with Monday.com if you have not done it before
  • Create an account at Zapier.com
  • On Zapier, authenticate both Monday and QuickBooks
  • Now choose any of the two apps as a trigger
  • Choose an action from the app
  • Select data that you want to send from one of the apps to another
  • Now your QuickBooks and Monday platforms are integrated
What is the best project management tool in 2022? Find MCP’s list of the 10 Best Project Management Software And Tools For Small Businesses.

Is Monday Com Better Than Excel?

Microsoft Excel is a spreadsheet management software. It comes with data analysis tools so that the users can track and visualize the data they have. On the other hand, Monday is a cloud-based OS. It looks like Excel but provides many other functionalities than it.

While MS Excel provides only limited integrations, Monday could be integrated with many other CRM platforms; Monday is like a project management tool that helps the managers take care of their team projects.

MS Excel is only for data scrapping and analysis; there are a lot of other benefits that you receive with Monday. To use Excel’s features, you need to undertake a course. Plus, with Excel, you have to set all the data and other things from the scratch. If you make an error in Excel, there is no way that you can rectify it.
On top of that, there are no automation functions in Excel. If the user has to enter all data, there are bound to be mistaken.

However, Monday is pretty easy to use, and even somebody with basic tech knowledge can operate the platform. Monday accomplishes all of Excel’s jobs and much more. Apart from data analysis, the user can collect information, help the teams communicate, create multiple workflows, and also integrate other apps.

So we can say that Excel is just one part of the work, whereas Monday is an overall package. Users of Monday can transfer all their work to the platform, and everything is handled automatically. Any error can easily be rectified thanks to the multiple features provided. The time tracking feature makes it simple for a manager to know where his project is heading.

Final Verdict

Monday is actually one of the best project management software of recent times. Understanding the working of Monday.com enterprise features is very easy. Even a person with limited tech knowledge can work on the platform without any difficulties.

With regards to the pricing, Monday offers a better deal as compared to its competitors. If nothing, you can opt for their 14-day trial and check out about its features. The platform updates its integrations so that the user gets maximum benefits out of their package.

Overall, Monday is what we call the complete package. For any user venturing into the project management arena, the platform is excellent, to begin with.

 

Feature Image : freepik

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