monday.com offers an enormous number of features into one powerful tool. Here are some of its core features and what you can do with each.
Role Assignment
With monday.com, you can assign specific roles to team members, ensuring each individual has access to the features they need to accomplish their tasks. You can easily track who handles each assignment, keeping everyone accountable and helping to avoid confusion as to who is working on a project.
Timelines
monday.com provides a clear visual representation of project timelines, making it easy to see important dates, milestones and deadlines at a glance. You can adjust timelines, add or delete tasks and reorganize project schedules to fit changing circumstances.
Gantt Charts
Gantt charts are a project management staple, and monday.com has you covered with an easy-to-use Gantt chart view. This view allows you to see the entire project at a glance, including dependencies, timelines and task ownership.
Software Integrations
monday.com offers a ton of software integrations, including Slack, Trello, Dropbox and Google Drive. This means you can incorporate your existing tools into your project management workflow, increasing productivity, expanding its functionality and streamlining your processes.
Dependencies
Dependencies are crucial to successful project management. You can set task dependencies so that one task cannot be started until another is completed. This ensures that tasks are completed in the proper order, helping to avoid confusion and delays.
Budgeting
monday.com offers budgeting tools that allow you to track project expenses, monitor resource usage and set budget limits. You can also set alerts to notify you when expenses exceed a certain threshold, helping you to stay on track and avoid going over budget.
Project Management Features
monday.com offers a comprehensive set of project management features to help businesses plan, track and execute their projects. Some of the key features include:
- Project planning: You can use monday.com to create project plans, set deadlines, assign tasks and resources, and track progress.
- Project tracking: monday.com’s project tracking features help you track metrics, such as project budget, burn rate and project velocity.
- Project reporting: monday.com’s reporting tools give you visibility into your projects and help you identify issues and risks.
- Project templates: monday.com comes with a library of project templates that you can use to jump-start your projects.
CRM Features
monday.com’s CRM features help businesses track their leads and customers, manage their sales pipeline and close more deals. Some of these features include:
- Lead management: You can use monday.com to track your leads, assign them to sales reps and monitor their progress through the sales pipeline.
- Contact management: monday.com’s contact management features help you track your customers and manage their contact information and communication history.
- Deal management: Keep your deals organized, set deadlines and monitor your sales process with monday.com’s deal management features.
- Reporting and analytics: monday.com’s reporting and analytics tools give you visibility into your sales pipeline and help you identify trends and opportunities.
- Development tools: monday.com’s development tools streamline a software team’s sprint planning and backlog management, while also facilitating code collaboration and application deployment.
monday.com has a wide range of templates dedicated to different sales and CRM workflows. You can use them to create your own sales pipeline boards or you can build one from scratch. So, if you use monday.com for CRM, you might not need to switch to stand-alone platforms such as Salesforce or Pipedrive.
Content Marketing Features
monday.com’s content marketing features help businesses plan, track and execute their content marketing campaigns. Some of the key features include:
- Content planning: You can use monday.com to plan your content calendar, assign tasks and deadlines and track progress.
- Content creation: Team members can share their content for review and approval. Once approved, move the piece to the next step in the content pipeline.
- Content curation: Teammates can share links and add comments to help you curate the best content for your campaigns.
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