How to Manage Projects and Resources in monday.com | WEBINAR about New Portfolio Features скачать в хорошем качестве

How to Manage Projects and Resources in monday.com | WEBINAR about New Portfolio Features

✨Discover Smarter Project Management with monday.com Watch our webinar to learn How to Manage Projects in monday.com, and refine product planning, development, and tracking—all in one intuitive platform. In this video we are going to compare a monday.com PRO plan vs an Enterprise plan so you can understand the different ways to manage the project based on your plan. Perfect for project managers, teams, and leaders looking to boost efficiency, collaboration, and visibility across projects. 🔓 Unlock expert tips, real use cases, and automation hacks to supercharge your workflow. Timestamps: 00:00 - Introduction and Webinar Overview 00:43 - Agenda and Speaker Introduction 01:17 - Three Project Management Methods Overview 01:48 - Key Components: Boards, Dashboards, Resource Management 02:17 - About Simple Day and Speaker Background 03:20 - Project Planning Fundamentals 04:52 - Understanding User Roles and Access Needs 06:39 - Pro vs Enterprise Plan Differences 08:51 - New Portfolio Feature Introduction 10:45 - Method 1: High-Level/Low-Level Boards (Pro) 13:41 - Pro Dashboard and Workload Management 15:52 - Method 2: Sub-Items Approach (Pro) 18:35 - Enterprise Portfolio Features Overview 19:57 - Website Development Company Use Case 21:46 - Creating New Projects and Templates 24:36 - Project Health and Snapshot View 26:23 - Resource Planner Feature 28:42 - Capacity Manager Overview 29:46 - Automatic Dashboard Creation 31:28 - Portfolio Summary and Benefits 32:56 - Special Offer and Free Audit 34:06 - Q&A: Sub-items vs Tasks 35:14 - Closing and Next Steps ================================================================================ 💥 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