Work Management Software Discussions

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If I have multiple team members who manage multiple projects, can I implement grouping for team members so they access only grouped access based projects

Very nice

When I managed certain projects, I did not know that learning a tool like Asana could help me understand how strategies are implemented strategically in a sequential flow. Logically, this is an easy thing to grasp, yet applying this knowledge is different from its thought. I wouldn't have... Read more

What's the most efficient way or perhaps a sample of workflow that will help support PM's manage their projects with Coordinators by linking it to an existing backend or I supposed how other interior design companies use this

Some projects take more than one month, and it's helpful to see the whole process on the calendar

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.

Interested in avoiding the cost and hassle of Zapier to allow me to trigger tihngs in ClickUp from my CRM and help desk apps. Mostly just to create a task from a template and populate fields. Has anyone done that or seen it done? If not might have a go myself.

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?

A client created their own Clickup account, and it's hard to work on their projects while tracking time on my account. Is there an easier way? I could add them to their own space, but I don't really want them to see all of our in progress comments.

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... Read more

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... Read more

Sanmm

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

I dont really use inbox nor the dashboards since i did not find a good method of sorting my tasks. The way i do it, is to browse each list of each project i am currently working on. I even developed a small app for my mac, that gathers the tasks from theese lists that are due today. There i find... Read more

Java Software Engineer Mid-Market(51-1000 emp.

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

I'm looking for someone who can go beyond generic troubleshooting advice and learn the many use cases we're trying to use the platform for and then suggest solutions based on the current features.

I need to link boards / share board to a client but need a way that doesn't require sign up. Of course I can export as an excel but this wouldn't have live updates. Is this possible?

This morning I was on a client meeting when there was downtime and this was really awkward.

I know you can build custom apps on Monday, but the documentation is still small. Maybe there are better resources out there, but the idea sounds very promising.

The setting now allows adding rows at the bottom.

We want to integrate a CRM within our project management boards and see contract docs, contact info, schedules, etc.