monday.com Tutorial | Part 1 | How to Develop a Project Intake Process

Hello and welcome to the channel! In this beginner-friendly guide, I will walk you through setting up a project management intake process using Monday.com. In this session, we will cover: 💡Creating and organizing your Monday.com workspace. 💡Setting up boards for task, project, and workflow management. 💡Implementing useful automations. This is the first video of this series. We will monday.com’s BASIC features and incorporate features from their STANDARD and PRO plans. Timestamps: 0:00 Setting up the workspace 1:05 How to create a board 4:55 Configuring columns and importing project data 18:07 Setting up and editing your forms 25:39 How to create unique project IDs 32:19 Setting up multi-step automations 44:46 Testing out our automations 47:36 How to duplicate an automation 💡 Be sure to like, comment, subscribe, and activate notifications to stay informed on upcoming content. 💡 Useful Resources: SIGNUP FOR MONDAY.COM: [monday.com] SUBSCRIBE to this channel: [The Intelligent Project Manager] FREE CONSULTATION: Learn how we can help you with monday.com implementation: [IPM Technology & Implementation]