Views
Monday.com is all about visualisation, and ‘views’ are the absolute manifestation of that.
Monday.com has views for any occasion, allowing you to organise and analyse your data in a way that suits whatever task or project you’re working on. You can switch back and forth between multiple views at any time using the navigation menu on the Main Table.
The only thing we’d mark it down for here is that some of the most useful views are only available higher up the payment scale. We get that you need to reserve some features for the big spenders, but it feels a little mean-spirited to deny those on the Standard plan access to the Chart view, which we found particularly useful.
Here’s a full list of Monday.com’s views:
- The Files View – allows you to see all files uploaded within your board in one place
- The Map View – see all the locations related to your projection on a handy map
- The Timeline View – visualise the dates and timelines of your ongoing projects
- The Gantt View – a flexible, responsive chart that helps you track milestones and the relationships between tasks
- The Chart View – create reports for specific boards, and visualise data in pie, bar, and line chart format
- The Calendar View – visualise all tasks that have a date/timeline column
- The Kanban View – visualise your board in Kanban format
- The Forms View – convert any board into a form that you can send to your contacts
- The Workload View – gives a clear view of how tasks are divided up across your team
Check out more info on Monday.com’s Views.
Integrations
One of Monday.com’s biggest strengths is its large number of integrations with popular business tools, including Zendesk, Slack, Shopify, Microsoft 365, and Zoom to name just a few.
It’s a great way to make the day-to-day running of your business even more efficient, and to enable the flow of discussion and collaboration across multiple platforms without losing the thread of things.
For example, you can schedule a meeting in Zoom as part of a project that’s being managed on Monday.com, and set up notifications so everyone involved is alerted to any changes.
However, you can only use integrations on the Standard plan and the Pro plan, and you’re limited to a certain number of ‘actions’ per month. An action is any event that occurs while using Monday.com in conjunction with another tool, e.g. Creating an item on the board or notifying board users of a status change. So, if you use Gmail to send an email to an email column within Monday.com, which will notify multiple users, you’ll use up multiple actions.
Automations
Automations are another handy feature that are only available on the Standard and Pro plans. They’re also measured in actions.
Automations help you save time and streamline your work by allowing you to use an event, such as a particular date, to trigger an action, such as a task reminder.
You can create ‘automation recipes’ for any sequence of events and actions. These are especially useful for triggering reminders for recurring tasks, or ensuring a status change results in a particular action taking place.
You’re limited to 250 actions for both integrations and automations on the Standard plan (£9 per seat per month), which is fine for small businesses that use simple automations and only occasionally rely on external tools.
However, custom automations and two-way syncs with external tools you use every day are going to eat up your actions fast. If you’re a mid-sized business, you’re probably better off on the Pro plan (£14 per seat per month), which allows 25,000 actions for integrations and automations.
via https://www.AiUpNow.com/ by Henry Williams, Khareem Sudlow
