We offer you personalized training at the level of teams and departments [80 participants during 6 recorded sessions of one hour each]
- The most relevant capabilities of the platform:
What is the solution purpose?, Glossary; Access platforms supported; Login method; Inviting other users; Import and export from Excel; Work hierarchy study; User activity log; The basic functions of the columns; Different types of columns; Changing the type of columns; List of all existing formulas; Combinations of columns; Correlations of columns; Work spaces; The settings section and favorite projects; Organization of projects in folders; Archiving and unarchiving; Trash can; How to maintain cleanliness at the account level; How to communicate with the team; How to assign an activity or a project to a person; How to define a team; Setting up ads; Sending and receiving emails from within the application.
- Overview in reference to permissions and notifications:
Shareable panels; Private job boards; Duplication of work panels; Vertical security of the account at column level; Security at the horizontal level at the level of work panels and rows; What are the account roles (admin, user, etc.); Transferring the rights of a work panel; Permissions within the account; Setting account-level permissions;
- Forms, Dashboards and Automations:
Realization of formulas; Display panels of aggregated information from various work panels; making automations without development or code.
- Configuration of complex workflows using the advanced functions of the platform.
Application of best practices for enrollment [one-hour session with 80 participants]
Implementation of the best tested solution methodologies for a successful adoption:
- Presentation of the types of tested workflows and "best practice" information in the realization of a project.
- Structuring security, access and establishing the hierarchy of accounts [30 min session for a number of 80 people].
This stage involves completing the creation of the Security structure under the supervision of the consultant: Assigning correct roles according to the level of rights required for each user; Configuration according to each level of rights ; panels and workspaces; Structuring accounts and establishing security at individual account level, understanding statistics at individual account level and applicable permissions at tenant level (general account settings).
Optimization of business processes [30 min session with a number of MAX 4 people]
Consulting on the subject of the best methods of optimizing business processes with the help of the monday.com solution:
- Practical demonstration referring to the user level of access, more specifically to be able to create personal work processes that can be attached to general processes.
Sessions on using the solution to establish how to use formulas, dashboards, graphical views, pivot tables, and more to create accurate reports, gain insights, and make data-driven decisions through reporting and configuration.
If you need more information on any of the stages, please contact us. If you want to start implementing and using monday.com services, fill in the form below and our experts will contact you.