What’s the difference between automation and integration?

Automation in monday workflows helps streamline tasks by setting up processes that run automatically. Integrations connect monday.com with external tools, making it easy to bring in data and keep everything aligned. Workflows combine these features, giving you a seamless way to manage your tasks across and beyond the platform, pulling together all the moving pieces in one place.

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Why should I use monday workflows?

monday workflows take your project management to the next level. They allow you to automate repetitive tasks, giving your team more time to focus on strategic, big-picture goals. It’s designed to help your team work smarter, not harder, so you can grow your business efficiently. monday.com is a game-changer for staying organized and productive.

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Can I use multiple boards in a workflow?

Absolutely! monday workflows are built to work across multiple boards. They connect all parts of your process, making it easier to manage complex projects that span different teams or departments.

Can my workflows work across different workspaces?

Not yet—workflows are currently contained within a single workspace. If this is something you’d like to see, head over to the feedback section on monday.com forums to share your thoughts.

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How much do monday workflows cost?

Workflows count toward your plan’s automation action limits. Pricing depends on your company’s plan and how many automation actions you use. When you create a workflow, you can choose whether it’s public, private, or shared with external users, ensuring flexibility to fit your needs.

Using monday.com workflows can significantly enhance your team’s efficiency by breaking projects into smaller, actionable tasks. By setting clear goals and deadlines, you’ll boost productivity and stay ahead of schedule.

monday.com is designed to help your team stay organized and achieve milestones with ease. With 24/7 support, it’s always there to guide you through any challenges. Whether you’re managing a small project or a growing business, monday workflows provide a clear path to success, allowing you to divide tasks, track progress, and deliver results efficiently.

Try a free trial of monday.com to see how it can help you transform your workflows and drive your business forward!

monday.com is a personal productivity assistant that helps people tick off their to-dos without feeling stressed by the number of tasks on the list. It also has a rich set of features, functionalities, and user interface, making it the show-stopper in marketplace apps. 

Here are the top apps from the best project Management Software, monday.com.

Jira

You can sync projects and issues between Jira and monday.com. Jira is a true powerhouse for overall project management. Its robust features make it a go-to and essential tool for several teams. This integration would allow you to have the best of both worlds. You can ensure that all project updates, issues, and tasks are reflected automatically across both platforms. It is one of the best Project Management software types. 

Zapier

It is the ultimate tool that will help you unlock monday.com’s maximum potential. Using its smooth integration, you can connect monday.com to several apps and automate workflows like you have never done before. You can say goodbye to manual data entry and welcome a streamlined work process. 

Microsoft Teams

You can enhance collaboration and teamwork in your projects using Microsoft Teams and monday.com. In the current work environment, highly effective communication and smooth collaboration are essential for project success. Microsoft Teams is a compelling communication and collaboration platform that lets teams meet, chat, collaborate, and call in one place. 

Using monday.com with Microsoft Teams, you can combine project management and communication flow, creating a central hub for your project requirements. 

Trello

With Trello, you can import boards straight from Trello into monday.com to begin project management. If you are already a fan of Trellos intuitive and visual interface, you will be thrilled to know that you can also import boards from Trello to monday.com. 

This seamless integration will let you take advantage of monday.com and its powerful project management options while also keeping the familiarity of Trello. You can avail of monday.com subscriptions to get all the features from monday.com in a smooth flow. 

Outlook Calendar

Managing appointments and schedules is a very important part of project management. Having Outlook Calendar integration with monday.com will allow you to sync your schedules between monday.com and Outlook Calendar, ensuring that no meetings or deadlines are missed and everyone is on the same page. 

You can use these apps with monday.com, which is also the best software for project management. You can also avail yourself of a monday.com trial to ensure this is the right software for you. monday.com milestones will help you track your progress and ensure you make the most of your everyday business meetings and ideas. 

Introduction

At monday.com, you can see through their values of transparency and commitment; they can help you build stronger communication flows with your team members and let you notify, assign tasks, update, and chat with your teammates using one account all in, all single go.

You can use these services in many ways, from monday.com support to streamline tasks within your company and ensure you have all your team members directly linked. 

What is a team?

A team is any group working together to achieve a shared goal. In any workplace, this might be a project team, department, cross-functional department, functional department, or management team in your company.

The people in the team you form on the monday.com account may be updated, modified, and communicated all in one go as a team. 

The team’s page

The Teams page is the central place to see and manage teams on your account. To locate this, click on the profile pictures and select “Teams” from the menu bar. Here, you will see a list of existing teams on your account.

To access the team you are looking for, search for it or click on its name on the left side of the screen.

Who are the team owners?

Once you have added the members to your team, you may define who will be the team owner for this one. Team owners will be the people who can perform specific actions, including editing the team, adding or removing team members, gaining the name or the team image, creating similar sub-teams, and much more. To make another person the team’s owner, click on the crown icon on the far right of their names. 

Adding members to the team:

Once you download monday.com, you must follow certain steps to get the system running. Once you are ready to add members, you can follow these steps. 

To add members to your team, you can start by selecting the team over the left side of the screen. Now click over the “Add team members” button and select the team members you wish to add. Now click on the blue button saying “Add” on it. 

You may also add the pending users here because they will be included in your team once they have joined your account.

How to remove members?

You may remove team members from your team by clicking on the three-dot menu to the right of their name and tapping on “Remove from team.” This will remove the member from that specific team. 

Oversee team content

You can check your team page’s “Content” tab to understand everything your current team is involved in. Here, you will find the list of dashboards, boards, workspaces, and focus your team has already subscribed to. 

These are some tools you can use monday.com to help you understand project management software. There are several ways you can improve the progress of your project, but the best one is to organize everything and assign tasks well-checked.  

A business can get highly overwhelming, mainly when you have just started it and have yet to finalize the flow of projects for your business. Effective project management can be a game changer for small businesses with limited resources.

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What is project management?

It is the practice of organizing, planning, and overseeing your business resources to acquire goals in a defined time frame. If you were doing something like this on monday.com, it would be named monday.com milestones. Project management is essential because projects are complex, involve many tasks and resources, and come with tight deadlines.

Not using proper project management makes it easy for projects to be left behind schedule and exceed the given budget. Hence, project management is needed to keep the projects on track and achieve milestones quickly.

Here are a few helpful tips for project management for new business owners:

Track the tasks using individual timelines

Track every task in a project by its timeline. By dividing the tasks into tangible timeframes, teams can ensure they complete all the steps and lessen the risk for every stage or process. 

Use collaborative apps

Many business teams report saving many hours just by having a centralized system to keep things on track for deadlines, tasks, and conversations about projects. It allows you to remain focused and organized once you move through the functions of any of your projects.

Using different apps with monday.com can be a lifesaver for you to make the most of your project timeline. monday.com subscription can help you acquire more in a limited timeframe. 

Support a set of continuous improvements

It would help if you encouraged a culture of continuous and experimentation improvement. Instead of hesitating to try fresh approaches or make changes during your business progress, small businesses must always embrace innovation and learning.

This process will involve testing new tools, gathering feedback from stakeholders and team members, and analyzing data to recognize improvement areas. By harboring a culture of continuous improvement and experimentation, all budding businesses can adapt quickly to changing surroundings, stay ahead of their competition, and improve efficiency.

Project management through micro tasks

Small businesses should break their projects down into more tasks. You can assign every person or team member some tasks or a portion of a single task so that it is easier to keep track of how well the project is going. This will also ensure that no information is slipping through the cracks. Having a defined ownership would help improve accountability so that the tasks are finished on time. 

Collect feedback consistently

Consistent feedback collection lets people get real-time updates on how the project is progressing. Project managers who want to grow their small business by acing projects and improving deliverability should communicate with the team members to recognize how efficiency can be improved. 

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These are some tips for a small business owner to make your business successful with time. Using project management applications or software such as monday.com inventory management can be your game-changer for managing every task promptly and in order. You can succeed greatly by changing how you deal with business tasks. Avail monday.com subscription and enjoy a series of services and tools to help you streamline the functions and ensure everything gets done quickly. 

So, you’re ready to take your productivity on the road? Perfect! The monday.com mobile app is here to help you stay connected and manage your tasks, no matter where you are.

Whether you’re in a coffee shop, on a train, or just lounging on the couch, the monday.com mobile app keeps you in tune with your team with just a few taps. Let’s dive into how to get started and make the most of this nifty tool.

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Download the App

First things first, let’s get the app on your phone! Head over to your app store—whether you’re an Apple aficionado or a Google devotee—and search for “monday.com”. It’s usually the first one that pops up, so you can’t miss it. Tap that download button, and voilà, you’re one step closer to seamless team collaboration.

Log in or Create an Account

Now that the monday.com mobile app is on your phone, it’s time to log in. If you’re already a member of the monday.com club, just enter your credentials, and you’re in. But if you’re new to the platform, no worries!

The app makes it super easy to create an account. Just follow the prompts, and you’ll be up and running in no time. Plus, if you’re unsure about committing, you can test the waters with a premium free trial. So, go ahead, take it for a spin!

Mobile vs. Desktop: What’s the Difference?

Here’s where the fun begins—exploring the monday.com mobile app. You might notice that it feels a bit different from the desktop version. That’s because it’s designed specifically for your mobile experience.

Think of it as monday.com’s little sibling—compact, thumb-friendly, and perfect for on-the-go use. While the desktop version gives you a widescreen view with all the bells and whistles, the mobile app is your streamlined, portable project management tool.

Navigating the App

Navigating the monday.com mobile app is a breeze, once you get the hang of it. The app is generally viewed vertically, but don’t let that limit you. You can use it in a few clever ways that your desktop just can’t compete with!

– Zoom In and Out: Need to get a better look at your boards? No problem! Simply pinch two fingers together on your screen to zoom out and see more of your board at once. Want to focus on something specific? Spread those fingers apart, and you’ll zoom right in.

– Landscape Mode: Here’s a trick! Turn your phone sideways, and bam, you’re in Landscape Mode. This is super handy if you’re working with a board that has a lot of columns. Now, you can see them all at once without scrolling left and right like a madman.

A Few Limitations

While the monday.com mobile app is a powerhouse, it does have a few limitations—after all, it’s a mobile app, not a magic wand! Some board views, like the Gantt, Workload, Chart, and Form views, aren’t available on the app. So if you’re used to these on your desktop, just remember they’ll be waiting for you when you’re back at your computer.

Conclusion

And there you have it! With the monday.com mobile app, you’ve got the power of team collaboration right in your pocket. While it’s not a replacement for the desktop version, it’s an excellent companion that ensures you’re always in the loop, no matter where you are. So go ahead, download the app, and take your productivity to new heights!

B2B e-commerce used to be straightforward: businesses would throw up a website, wait for orders to roll in, and that was that. But just like VHS tapes and answering machines, those days are long gone.

Nowadays, the e-commerce landscape has transformed completely. It’s a fast-paced world where:

•  Engagement happens 24/7
•  Communication is personalized and direct
•  Customers expect seamless experiences across multiple channels

Businesses no longer have the luxury of sitting back and waiting for things to happen. Instead, they actively reach out to customers, meeting them wherever they are—whether that’s on social media, through email, or even on mobile apps. This is the “always-on” world of B2C e-commerce, where companies know they need to be proactive to stay relevant.

When it comes to B2B e-commerce, however, the perception is often different. Many still imagine it as an outdated, clunky process, where an old-school website just waits around, hoping for traffic. But that’s no longer the case. Today’s B2B buyers are as tech-savvy and demanding as their B2C counterparts. They expect the same level of convenience, efficiency, and personalization in their buying experience. The once-wide gap between B2B and B2C e-commerce is shrinking, and fast.

So, what’s really the difference between B2B and B2C e-commerce, and how can B2B businesses elevate their game to meet modern expectations?

Understanding B2B vs. B2C E-commerce

At its core, B2B stands for “business to business,” while B2C means “business to consumer.” B2B e-commerce involves selling products or services to other businesses via online platforms. Think of a company selling office furniture, specialized software, or bulk paper supplies to other businesses—that’s B2B in action.

On the flip side, B2C e-commerce is all about selling directly to individual consumers, like someone buying a new laptop or a pair of shoes online.

But B2B e-commerce is a different beast from B2C. It’s often more complex, with buyers engaging in more in-depth research and making decisions based on specific needs rather than impulse or marketing-driven desires. B2B buyers usually have strict guidelines and budgets, which means tactics that work in B2C—like upselling or add-ons—don’t pack the same punch in the B2B space.

Historically, B2B companies didn’t put much emphasis on enhancing the customer journey. The logic was simple: businesses would find what they needed, make a purchase, and move on.

But this approach doesn’t cut it anymore. As more B2B buyers expect a consumer-like experience, B2B companies are realizing that they need to step up their game.

So, how can B2B organizations close the gap and offer a top-notch e-commerce experience?

Here are a few key strategies:

1. Personalization: Just like B2C shoppers, B2B buyers appreciate tailored experiences. Offering personalized product recommendations based on previous purchases or browsing behavior can make a significant difference.
2. Streamlined Processes: B2B transactions are often more complex, with multiple decision-makers involved. Simplifying the process with easy-to-use interfaces, quick reordering options, and transparent pricing can reduce friction.
3. Omnichannel Presence: B2B buyers are active on various platforms, just like B2C consumers. Having a presence across different channels—be it email, social media, or even mobile apps—ensures that you meet your customers wherever they are.
4. Efficient Support: Providing quick and effective customer support, whether through chatbots, dedicated account managers, or comprehensive FAQs, helps build trust and ensures a smooth purchasing process.

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In conclusion, the world of B2B e-commerce is evolving rapidly. What was once a staid, predictable process has become a dynamic environment where customer expectations are higher than ever.

By adopting strategies from the B2C playbook and focusing on personalization, efficiency, and omnichannel engagement, B2B companies can not only meet but exceed these expectations, positioning themselves as leaders in the digital marketplace.

Setting up an out-of-office email might not be the first thing you think of before going on holiday, but it’s super important. Without it, you risk eroding the trust between you and your customers or partners. Quick response times show how responsible and professional your company is.

Your clients need to feel they can rely on you, even when you’re not around. Before you take time off, make sure to set up an out-of-office email response. Let your clients and business partners know you’re away but will be back soon. While they expect prompt replies, everyone deserves a break. Just keep your contacts in the loop.

In this guide, we’ll cover the essentials of creating the best out-of-office Email. You’ll find tips for writing a great automated email and some ready-made examples and templates. By the end, you’ll be ready to craft an out-of-office message that leaves a positive impression. Let’s dive in!

What is an Out-of-Office Email?

An out-of-office email, also called an “away message” or “vacation message,” is an automatic reply sent to people who email you while you’re away. It usually tells them you’re not available, when you’ll be back, and how to reach someone else if they need help.

Most email systems have a feature for setting up out-of-office messages, but some might need you to set a rule or filter to send the message automatically.

What to Include in Your Out-of-Office Email

When writing your out-of-office email, make sure to include:

Exact Dates You’ll Be Away: Let people know when you’ll be unavailable, so they can plan accordingly.

Your Return Date: This helps people know when they can expect a reply from you and plan when to reach out again.

Reason for Your Absence: While optional, telling people if you’re on a business trip or vacation can help reduce follow-ups. They’re less likely to contact you if they know you’re on holiday.

Alternate Contacts: Provide names, phone numbers, and email addresses of colleagues who can help while you’re away. This way, your clients and partners can still get the support they need.

Urgency Instructions: Give instructions on how to reach you in case of an emergency or urgent matter.

At Worktables, we understand how crucial it is to keep communication smooth, even when you’re not around.

Our project management tools can help automate these processes, making sure your business keeps running seamlessly. With Worktables’ project management expertise, you can take time off without worrying about client trust or business efficiency.

Let’s start with a couple of quick questions…

Do you often find yourself procrastinating throughout the day? Do you have difficulty managing your tasks and time effectively? Do you end up searching online for tips to boost your efficiency and productivity?

It’s time to move beyond those overused tips. Incorporate productivity hacks that truly work and deliver results.

Productivity is your ability to complete tasks within a set timeframe. It’s crucial for maintaining a healthy work-life balance since you have a limited number of hours each day. Ensuring you complete your tasks within this time isn’t always easy.

Given our already busy lives, it can be challenging to accomplish everything we hope to. The key is to maximize productivity within a given timeframe without feeling overwhelmed. Prioritizing is essential for enhancing productivity, so before planning anything, prioritize the tasks you need to tackle.

The Worktables team have got together to provide you with our best hacks to being more productive in your business. Start these today and boost your workflow!

Focus on Three Tasks

This approach is simple and versatile, applicable to any situation.

When faced with a daunting list of tasks, select three key items to prioritize for the day. This method helps you initiate progress and create a structured plan with clear timelines, ensuring other tasks aren’t neglected.

Your three priority tasks can evolve based on changing needs, so flexibility is key. However, it’s crucial to finish what you start.

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The 80/20 rule.

This principle suggests that 80% of effects come from 20% of causes, illustrated by the idea that 80% of revenue comes from 20% of clients.

This concept can apply to any task. The core idea is that 80% of your output is achieved with just 20% of your effort. The critical aspect to manage is your commitment.

By aligning your tasks with this principle, you can allocate your effort and attention according to the desired efficiency and importance of each task. Not everything requires 100% effort. This strategy helps you manage time and tasks effectively.

Avoid setting unrealistic expectations of 100% effort and results for every task, as this will lead to disappointment.

Tackle the Toughest Task First

Inspired by Mark Twain’s idea that starting your day with a challenging task, akin to eating a live frog, makes the rest of the day easier. The idea is straightforward: once you’ve faced the worst, everything else seems manageable.

Applying this to work means identifying the most difficult task on your list and completing it first. This boosts your confidence and productivity, enabling you to tackle the remaining tasks more efficiently.

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Minimize Distractions

Especially from phones and social media.

Research indicates that a considerable portion of our day is wasted on phones and social media, which not only reduces productivity but also strains our eyes and minds.

A fatigued brain is less efficient and productive.

To maximize productivity and end the day feeling accomplished and relaxed, avoid using your phone while working. You’ll observe significant improvements in a short period.

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Use a Platform like monday.com

As the leaders in monday.com support, it might sound quite bias of us to say “get monday!” – but, there once was a time people didn’t use it. 

And during that time, business owners – just like you – were constantly seeking the ultimate project management tool.

Don’t get us wrong, there are many project management tools out there. But, monday.com is definitely the top drawer.

Best part – you can see if it fits your business for free. Click here for a monday.com FREE Trial

In today’s fast-paced work environment, efficiency and seamless communication are paramount. monday.com, a leading project management tool, stands out by offering integrations that streamline various aspects of your workflow.

Here, we highlight three essential integrations: LinkedIn, Mailchimp, and Slack. These integrations can significantly enhance your productivity and collaboration, making monday.com an even more powerful ally in your professional toolkit.

LinkedIn Integration: Connecting Professional Networks

The LinkedIn integration with monday.com is a game-changer for professionals looking to streamline their recruitment and networking processes. With this integration, you can import LinkedIn profiles directly into your monday.com boards. This feature is especially beneficial for HR teams and recruiters who manage numerous candidates.

By automatically syncing LinkedIn data, you can create and update candidate profiles, track their progress through the hiring pipeline, and ensure no detail is overlooked. Additionally, this integration allows you to keep all communication and notes about a candidate within monday.com, providing a centralized hub for recruitment activities.

The LinkedIn integration simplifies the often cumbersome process of managing professional connections and job applicants, making your HR operations more efficient and organized.

Mailchimp Integration: Elevate Your Marketing Campaigns

For marketing teams, the Mailchimp integration with monday.com is indispensable. This integration allows you to synchronize your Mailchimp campaigns with your monday.com boards, offering a unified view of your marketing efforts. By linking Mailchimp data to monday.com, you can automate the process of tracking email campaigns, subscriber lists, and performance metrics.

This integration enables you to visualize campaign data in real-time, making it easier to monitor engagement rates, open rates, and conversions. Moreover, you can set up automations to notify your team about campaign milestones or issues, ensuring timely responses and adjustments. By bringing Mailchimp insights directly into monday.com, your team can collaborate more effectively, strategize based on up-to-date information, and ultimately enhance the impact of your marketing initiatives.

Slack Integration: Enhancing Team Communication

Effective communication is the backbone of any successful team, and the Slack integration with monday.com ensures that your team stays connected and informed. This integration allows you to link monday.com updates directly to Slack channels, bridging the gap between task management and team communication.

With this integration, you can receive real-time notifications in Slack about project updates, deadlines, and comments on tasks. This immediate flow of information helps to keep everyone on the same page, reducing the chances of miscommunication or overlooked tasks. Additionally, you can create monday.com items directly from Slack, streamlining the process of adding new tasks or updating existing ones without switching platforms.

The Slack integration also supports automated reminders and status updates, ensuring that your team is always aware of upcoming deadlines and project statuses. By integrating Slack with monday.com, you enhance the efficiency of both communication and project management, leading to more cohesive teamwork and successful project outcomes.

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Integrating LinkedIn, Mailchimp, and Slack with monday.com can transform your workflow, making your processes more streamlined, efficient, and collaborative. These integrations bring critical external data and communication into one central platform, empowering your team to work smarter and achieve better results. Whether you’re in recruitment, marketing, or general project management, leveraging these integrations can elevate your productivity and drive your success.

Effective inventory management is essential for any business, and having the right tools can make a significant impact. This article explores how partnering with Worktables, a certified monday.com partner, can enhance your inventory management using monday.com’s versatile platform.

Why use monday.com for Inventory Management

Customizable Boards

Worktables can help you design and customize monday.com boards to perfectly match your inventory structure. This customization makes it easy to track items, quantities, and statuses, providing a clear and organized overview of your inventory.

Automations

With Worktables’ expertise, you can set up automations within monday.com to streamline your inventory processes. Automations can trigger actions based on changes in your inventory, reducing manual efforts and improving efficiency.

Integration Capabilities

Worktables can integrate monday.com with other essential tools in your business workflow. This integration creates a seamless process across various business operations, enhancing overall productivity and accuracy in inventory management.

I Need Help Setting Up Inventory on monday.com

If you need assistance setting up your inventory on monday.com, Worktables offers comprehensive solutions and guides. Schedule a free consultation with their monday.com experts to discuss your business needs. Worktables will help you transform your monday.com platform into an effective inventory management system tailored to your specific requirements.

Long-term Cost-effectiveness

Investing in custom inventory management solutions with monday.com through Worktables may require an initial investment, but it can lead to substantial long-term savings. By creating bespoke inventory solutions, you eliminate ongoing license and maintenance fees. This cost-effective approach allows retailers to design and deploy custom monday.com inventory management apps with the support of dedicated monday.com consultants from Worktables.

Conclusion

When traditional inventory management methods become inadequate, partnering with Worktables to develop a custom solution on monday.com can be highly effective. monday.com-powered inventory management apps, designed by Worktables consultants, help retailers modernize processes and enhance efficiency.

These tailored solutions incorporate essential features and functionalities, making the app a powerful tool for managing your inventory effectively.