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The Complete Monday com Guide From Zero to Hero in PMO & CRM
Rating: 4.4 out of 5(36 ratings)
137 students

The Complete Monday com Guide From Zero to Hero in PMO & CRM

Learn Monday com like a Pro! Go from the basics to using AI Tools, and creating a CRM and Project Management systems
Created byNir Sharoni
Last updated 10/2024
English

What you'll learn

  • You will master Monday CRM and Project Management Systems by building a unique use case.
  • You will learn how to use Monday AI tools to ease your workday and enrich your system.
  • You will learn how to create automations in Monday to make your work faster!
  • Learn how to use and build a real life system setup that was implemented for over 100 clients worlwide from a licensed monday partner.

Course content

2 sections • 35 lectures • 3h 31m total length

  • Basic Definitions of a Project and a CRM4:35
  • PMO & CRM
  • Set up your Monday.com account3:37
  • Monday.com Subscription Pricing5:42
  • Monday.com Pricing and Plans
  • Basic Terms (Mondictionary)5:45
  • Permissions8:33
  • Last quiz before the fun begins
  • Build your first board and your first automation!8:39
  • Add columns to your first board11:34
  • Building your second board8:25
  • Connect your boards7:39
  • Cross Boards Automations8:28

    Master cross-board automations in Monday.com by using the AI task generator to create stage tasks, connect boards, map columns, and duplicate automations for efficient project management and dashboards.

  • Columns and Automations quiz
  • The Gantt Chart6:37
  • Dashboards5:10
  • Item Card3:56
  • Last Quiz for the projects section!

Requirements

  • No experience needed - I'll teach you everything you need to know
  • A Mac or PC computer with access to the internet
  • No paid software required for the first month - you will get a dedicated link for one free month of trial.

Description

Welcome to the - The Complete guide to CRM & Project Management, the only course you need to learn how to use Monday in the best way possible from a real life implementer.

With an experience of over 100 projects done by me you will be exposed to the best content avilable online when it comes to Monday.

You don't need more than 10 hours!

This course was built to feet anyone who whishes to enrich their knowladge and will not take up too much of your time to start seeing results!

This course will take you from no knowladge at all to actual operating system.

  • This course has been updated to date and you will get a resource board that will update with the most recent news about Monday.

  • This course contains hands on experience with the system and was developed after having instructed dozens of employees and clients on different implementations within Monday.

  • There is no course like that online. This is the only course online that shows real life system with fun exampls and full use of Monday AI tools.

Throughout this course, we will cover:

  • Projects Management Method from defenition to solutions.

  • Automations in Monday.

  • Reccomended Apps you can use in Monday.

  • Practical exampls of AI use in the system.

  • Every current feature of the CRM and the Projects Management products.

  • How to create forms and share them vie website, QR code or any other way with external users.

  • The limits of the system and best practises

ARE YOU READY TO START?!


Let's Go!



Who this course is for:

  • If you want to manage your leads, opportunities and CRM in the best way possible within Monday, then take this course.
  • If you want to start your own implementation business by building your own dedicated systems within Monday and other similar products, this is the best way to start.
  • If you are an experienced user and looking for to expand your knowledge - here you can find out all you need to know about Monday's CRM and Project Management abilities.
  • If your organization uses Monday and want to upgrade it to a better use.
  • If your organization uses lots of Excel Sheets and Manual work - You can learn how to save valuable time for what's really important.

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