Learn How To Manage Employee Capacity In monday.com | Workflow Tutorial | Tara Horn скачать в хорошем качестве

Learn How To Manage Employee Capacity In monday.com | Workflow Tutorial | Tara Horn

The secrets of efficient team management with Tara Horn, a certified monday.com partner. Learn how to manage employee capacity with this step-by-step tutorial, applicable to business owners and department managers. Tara guides you through a real-world coaching business scenario, demonstrating the setup of interconnected boards on monday.com for Deals, Client Management, and Employee Capacity. Discover the power of monday.com automation to seamlessly track clients, assign coaches, and dynamically calculate workloads. Streamline your operations, optimize resource management, and make informed decisions for your team. Like, subscribe, and stay tuned for more monday.com insights from Tara Horn. Timestamp: 00:00 - Introduction: Managing employee capacity in monday.com 00:23 - About Tara and Simpleday 00:35 - Use Case: Coaching business with multiple coaches 00:57 - Three-Board Setup: Deals, Client Management, Employee Capacity 01:21 - Employee Capacity Board: Current clients vs. available capacity 01:50 - Deals Board: Automations for won deals and coach assignment 02:19 - Workflow Demo: Heather signs up on Basic Plan 02:47 - Client Management Board: Automatic grouping by coach 03:14 - Automations Explained: Counting clients and connecting boards 04:17 - Completing clients: Clearing connections and updating capacity 05:00 - Summary: Automated capacity tracking for any business ================================================================================ 💥 Welcome to Simpleday! 💥 💡 Hit SUBSCRIBE to stay updated on more productivity and monday.com tips! ================================================================================ FREE RESOURCES 🎁 Newsletter: Get the latest intel, updates, and pro-tips on monday.com weekly -- straight to your inbox for free! Subscribe here: https://tinyurl.com/3hbf8czn 🎁 Free Consultation: Claim your free 30-minute consultation with me: https://calendly.com/simple-day/30-mi... 🎁 Free Workflow Checklist: Simplify your projects with the High Level & Low Level Workflow Setup Checklist. Download it here: https://simpledaysolutions.com/monday... ================================================================================ WORK WITH ME 💪 Let’s Chat: Book a free 30-minute consultation to discuss your needs and get personalized support. Schedule here: https://calendly.com/simple-day/30-mi... 💪 Start with monday.com: Begin your journey and unlock the full potential of monday.com. Get started here: https://tinyurl.com/monday-com 💪 Take the next step: master monday.com with a full on-demand course. 43 practical videos to teach you everything you need to build your perfect workflow. https://simpledaysolutions.com/on-dem... 💪 Build better boards, faster, with our custom templates. We've built 10+ monday.com templates to help businesses like yours get up and running faster. Get started now! https://simpledaysolutions.com/templa... ================================================================================ JOIN THIS CHANNEL 💥 Join this channel to get access to perks: ‪ / @mastering-monday KEEP IN TOUCH 🔗 LinkedIn: Connect with me on LinkedIn: / tara-horn-571858a 🔗 Website: Explore more resources on our website: https://simpledaysolutions.com/ ================================================================================ OTHER MASTERING MONDAY.COM VIDEOS ►► • A Step-By-Step Guide To Building High-Leve... ►► • Manage Multiple Projects with Time Trackin... ►► • How To Build A KPI Dashboard In monday.com... ►► • Track Tasks Or Overall Project Progress Us... ►► • How to Automate Time Tracking in monday.co... ►► • Automating Cross-Board Information Matchin... ►► • The Ultimate monday.com Hack: Showing Subi... ►► • Leads Management In Minutes with monday.co... ►► • Connect Multiple Boards in monday.com #mon... ►► • How to Use a Mirror Column in Automations ... ================================================================================ RELATED SEARCHES monday.com tutorial monday.com monday.com quick tutorial monday.com tutorial for beginners