Discusiones de Event Planning Software

Estoy teniendo problemas para dividir adecuadamente los diferentes proyectos sin que cada lista se vuelva demasiado

Los widgets actuales son geniales pero carecen de algunas funciones. Por ejemplo: un widget personalizado donde podamos ver las tareas de una fecha específica, en lugar de estar limitados solo a "hoy".

Ver arriba

Necesito presentar la planificación de un año, para reflejar el calendario de marketing, relaciones públicas, campañas, etc. Necesito presentar todo el año buscando una vista panorámica y algunos detalles desde un nivel más bajo. Actualmente, estoy trabajando con CU y, en paralelo, creando... Leer más

Estoy luchando con múltiples versiones gratuitas de herramientas de gestión de proyectos. Las diferentes partes de nuestro equipo estaban trabajando con varias herramientas, y ClickUp ha sido excelente para satisfacer las necesidades de todos, proporcionando diferentes formas de ver proyectos y... Leer más

Esto se refiere a la posible interacción con clientes que no tienen ningún conocimiento sobre cómo navegar en ClickUp.

En una serie de eventos en múltiples ubicaciones, he estado tratando de obtener una cifra de asistencia total de todos los asistentes. Espero que haya una manera de determinar esto sin tener que reconstruir mis grupos.

Es sabiado que siempre hay algo que nos parece imposible, pero como te a servido monday para ser mas organizado y cumplir tus metas

El 35% de nuestros poseedores de entradas presenciales optaron por no asistir en persona y eligieron ver las sesiones en línea en su lugar. Eso resultó en una compra excesiva de comida, bebidas y manteles.

The best way is to have

In what ways are you measuring the success of your event strategy? Either independently (a single event) or enterprise-wide (series of events?) Are you connecting Cvent to your CRM, Google Analytics, Social Media, Paid Campaigns, etc? Or, other ways? There are a lot of metrics and reporting... Leer más

Are there clinics that have used Monday.com specifically for project management? If so, in what ways? Was it successful? It seems as though Monday.com has many templates for other businesses that have used the project management platform. There aren't any templates for healthcare specifically,... Leer más

I am receiving a lot of emails from Monday.com

¿Cuál es la forma más eficiente o quizás un ejemplo de flujo de trabajo que ayudará a los PM a gestionar sus proyectos con Coordinadores vinculándolo a un backend existente o supongo cómo lo utilizan otras empresas de diseño de interiores?

For example, is there a space to use Monday to suggest areas of improvement for other people in your organization?

It would be ideal if I was able to sync Monday to SalesForce, any ideas?

It would be great, maybe i am not aware, to have speech / voice recognition to work with the tasks

I am trying to implement a database system within Monday. I'm using boards as tables in a DB. However, I still have some difficulties with the connections between the frames.

When using the content calendar they offer us newer colors for the channels and I want to be able to use those on the calendar view, something to consider!

We use Shopify as our retail system, and it would be great to have these 2 working alongside, also, getting the data from monday.com to a BI system as powerful as PowerBI would make our lives easier.

Sometimes is hard to be accurate with the registration of working hours.

Can we schedule recurring meetings linked to objectives via Zoom? Can we add the feature directly into objectives?

We only use Monday.com here at our corporate office. I was wondering how we might be able to expand this component to our divisions. How many users can we have using Monday.com at one time?

I want to print out several views of our project list for weekly meetings with senior management: one for the current week and another for a larger view of all of the department's projects. Senior management would be able to review upcoming projects and allow us to re-prioritize projects if needed.

If an item has been created without a template or does not follow the traditional workflow due to human error, how can we set up notifications or warnings to catch these mistakes earlier?

I want to get the most out of my Monday.com software and want to avoid paying fees for softwares like salesforce which cost an arm and a leg. So want to understand if I can set up a CRM on monday that can integrate with my website to add in the form submissions and creat sales funnel etc.

If yes, which tool and why?

I would really love to find a way to be able to manage different types of groups on one board. Is there a way to do this in my dashboard?

This biggest thing that I am trying to figure out on Monday.com is how to manage re-occuring tasks. Right now I keep those tasks as in progress and just change the date when they are completed. But is there a way to mark them as done and have them automatically appear in the same location but... Leer más

I would like to learn the following: If I have a Client listed in dashboard A under board 1, 2, and 3, and I have other updates for the said Client under a Project Manager's name across all the board. Is there a way to update the one and this will update all the dashboard/s and boards for the... Leer más

Be notified with a sound when a team member uploads a new update.

I have multiple databases, but would love to be able to use them to their fullest. What are all the functionalities that I can use?

I know I can see the work on each board in 3 ways. The calendar view is handy, but the timeline view is what I think would benefit my team the most when it comes to showing the higher-ups the huge volume of work my small team is doing. Is there currently a good way in Monday to do that?

Debating how we could best use Monday as a CRM, and struggling to envision how we could take "board" environment and turn it into a CRM based tool :)

About the tasks

Estoy buscando a alguien que pueda ir más allá de los consejos genéricos de solución de problemas y aprender los muchos casos de uso para los que estamos tratando de utilizar la plataforma, y luego sugerir soluciones basadas en las características actuales.

Necesito vincular tableros / compartir un tablero con un cliente, pero necesito una forma que no requiera registrarse. Por supuesto, puedo exportar como un Excel, pero esto no tendría actualizaciones en vivo. ¿Es esto posible?

Esta mañana estaba en una reunión con un cliente cuando hubo un tiempo de inactividad y fue realmente incómodo.

Sé que puedes crear aplicaciones personalizadas en Monday, pero la documentación aún es escasa. Tal vez haya mejores recursos disponibles, pero la idea suena muy prometedora.