Setting up new project intake in Monday.com 📊 | Form and Automations | PMO & Project Management

Barb Groff from Echolocity guides you through setting up an intake sheet in monday.com for efficient project tracking. Learn how to create workspaces, boards, and essential columns like requester, status, and approval date. Follow along to streamline project management and enhance collaboration in Monday.com. Chapters: 00:00 Creating an Intake Sheet in a Monday board 00:40 Create a New Workspace 2:15 Adding Columns for Project Intake, Review + Approvals 4:30 Add a Priority Column with Custom Labels 5:45 Add a Date Column 7:15 Create an Intake Form 8:47 Monday Board Automations ➡️ Resources for You: Our Website - https://www.echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup