The Assist Agency
The Assist Agency
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monday.com | Filter and Customise your Board View
In this video we break down all of the different options to view your board. This includes filters and dynamic views to make it super easy for your team to see all the information they need on a busy board.
For more information on our monday.com system build services, please contact us at hello@theassistagency.co or visit www.theassistagency.co
Interested in using monday.com for your business? See more information here: try.monday.com/m810pgyxzxxh
Переглядів: 896

Відео

monday.com | How to bulk import existing data
Переглядів 1,1 тис.11 місяців тому
If you are considering making the switch to @mondaydotcom but you're concerned about how to get all of your existing data into the system, all you need is your existing data in excel or csv format! In this video I show you the step by step process to import your existing info into monday.com - it takes only minutes! For more information on our monday.com system build services, please contact us...
monday.com | New Product Feature: Work Schedules! (How To Set Up)
Переглядів 2,9 тис.11 місяців тому
🛎 New Product Feature Alert! In this video we go through how to set up the new beta feature of work schedules, and how it ties into the Workload widget. With this feature you are able to pre-determine working days and hours of your team, and any scheduled time off for travel, off sites, public holidays and more. This is a great feature to accurately and realistically plan your resource allocati...
monday.com | Make Your Employee Onboarding a 10/10
Переглядів 546Рік тому
In this video we show how to create a stress-free employee onboarding experience which is scalable, and repeatable. We utilise a dedicated onboarding board and dashboard which gives your new employee everything they need to succeed. For more information on our Operations Management Systems and Automation services, please contact us at hello@theassistagency.co or visit www.theassistagency.co Int...
monday.com | HOW TO: Set Up High/Low Level Boards
Переглядів 3,9 тис.Рік тому
In this video we dive deeper into a step by step of creating High and Low Level boards from scratch within @mondaydotcom We utilise templates, automations, connect board and mirror columns. This use case is for a service based business who is looking to track billable hours and hourly rates. For more information on our Operations Management Systems and Automation services, please contact us at ...
monday.com | Revolutionise Your Meetings with monday docs!
Переглядів 1,7 тис.Рік тому
In this video we look at how we can get the absolute most out of our team meetings with monday docs. These docs allow you to collaborate, and integrate your monday boards, files, images, UA-cam videos so much more to ensure that your team stays productive and on track. If you need assistance setting up your business systems, automations and process improvements, contact me via the below! www.th...
monday.com | Creating Dashboard Views 📈
Переглядів 227Рік тому
To continue from our previous video on Project Management (High Level/Low Level Boards) we now dive into creating our dashboard views! This allows you to collate and view all of your data with visually appealing graphs, charts and more! For more information on our Operations Management Systems and Automation services, please contact us at hello@theassistagency.co or visit www.theassistagency.co...
monday.com | Project Management (High/Low Level Boards) | Part 1
Переглядів 3,4 тис.Рік тому
In this video we detail using monday.com for Project Management. We show the capability of linking High Level (Macro) boards, with the Low Level (Micro) boards to see an overview of multiple project statuses, as well as the individual project information. For more information on our Operations Management Systems and Automation services, please contact us at hello@theassistagency.co or visit www...
monday.com | The Ultimate Database for Event Planners!
Переглядів 772Рік тому
When we say we know a place, this is what we mean! This here is the Event Planners dream. Utilising the functionality of monday.com, I can store and grow an invaluable database of venues and vendors which will enable me to present the best options for my clients. I can tag, filter, sort, create particular views and best of all, link my contact profiles directly with mondayCRM to ensure all of m...
monday.com | Manage & Store your SOPs!
Переглядів 999Рік тому
Manage and store your SOPs (Standard Operating Procedures) with monday.com. Using automation and third party integration, you will be able to create, store, manage and review your SOPs with ease! If you need assistance setting up your business systems, automations and process improvements, contact me via the below! www.theassistagency.co hello@theassistagency.co Are you interested in maximising...
Morgan Maclean Director & Founder, The Assist Agency
Переглядів 60Рік тому
The Assist Agency is a leading Executive Support and Operations Management company. Created with one mission in mind: Utilise a combination of executive and personal support, with the implementation of a bulletproof operational process, to assist businesses and entrepreneurs achieve sustained growth and scale. We aim to do just that as a professional extension of your brand, with the flexible a...

КОМЕНТАРІ

  • @marcuslatham7000
    @marcuslatham7000 Місяць тому

    Worked perfect!

  • @artfulescape
    @artfulescape Місяць тому

    This is helpful but the title is misleading. I'm looking for a project management board that's tailored to scheduling and managing events. This is just a venues crm.

  • @chrismathews5709
    @chrismathews5709 Місяць тому

    This was super helpful, thank you! My question is, if you have a team meeting each week, how do you set this up to be a running meeting doc and not just a 1 shot doc. I like to have all the notes from all the meetings in 1 doc instead of having to go back to all the previous docs and search for whatever it is I'm looking for.

  • @youtungtv
    @youtungtv 2 місяці тому

    Nice video, I would love to see how it was built. Thanks!

  • @sanvasaephan648
    @sanvasaephan648 3 місяці тому

    Hi everyone, I have two columns -one for "Budget" and the other one is for "Actual Spending". I want my third column "Remaining Budget" that shows the difference between the two to be automated. Does anyone know how to do it? Thank you - Sam

  • @AG-le3ee
    @AG-le3ee 5 місяців тому

    is there a way to break work tasks down hour by hour or at least am / pm? not all task last square on whole days. Some are through the night too.

  • @robdaynes4129
    @robdaynes4129 6 місяців тому

    How do you add the action items section that you show in the video?

  • @kristinastubblefield7846
    @kristinastubblefield7846 8 місяців тому

    Do you assist people setting up their Monday workflow and boards?

  • @coleapparel-rm
    @coleapparel-rm 8 місяців тому

    Thanks for the helpful walkthrough. Has part 2 released yet?

  • @יניבבןשושן-ט2ו
    @יניבבןשושן-ט2ו 8 місяців тому

    A wonderful video!! Can you please explain how did you build the two boards? For example, how did you create the columns of the timeline and the late days in front of the baseline

  • @GaMeRBOy-xd3lw
    @GaMeRBOy-xd3lw 9 місяців тому

    very helpful content please keep it up! want more videos just like this one 💯

  • @PretheshP
    @PretheshP 10 місяців тому

    Thank you

  • @ReneeErridge
    @ReneeErridge 10 місяців тому

    Love this video! curious: How do you add a project to the low-level client board once that board is already in existence? is there a way to automate that rather than adding & linking it manually?

  • @shoaibali278
    @shoaibali278 10 місяців тому

    Great Video.Can you Please explain the Mapping view?

  • @shoaibali278
    @shoaibali278 10 місяців тому

    Very Clear audio with very clear concept. Thank you for sharing such useful content. Stay happy

  • @jameson9334
    @jameson9334 11 місяців тому

    'Promo sm'

  • @haslinaomar-f1o
    @haslinaomar-f1o 11 місяців тому

    hi , great video! do you provide the template for us to download?

    • @TheAssistAgency
      @TheAssistAgency 11 місяців тому

      Hi there! I can if you would like! Do you mean a downloadable template from the Monday marketplace?

    • @ericwalden5656
      @ericwalden5656 6 місяців тому

      ​@@TheAssistAgency do you have a Monday template avaliable? The example you used is a great starting point.

  • @renatacontursi2454
    @renatacontursi2454 Рік тому

    thank you! I love it

  • @vidoma1
    @vidoma1 Рік тому

    Hey I love how you set up your project management on Monday. Good inspiration for my own project. One point though: Mirrored columns have a colored line under them. In your case its green. However, when a column has that "i" it means, it has a description. I'm guessing when you mirror a column, Monday automatically adds a set description to the column. It's important to note you can either change the current or add a custom description on any column by using the 3 dots on the column -> Settings -> Edit description.

  • @control4you
    @control4you Рік тому

    And I was thinking this is a how-to video. Not helpful 👎👎

    • @TheAssistAgency
      @TheAssistAgency Рік тому

      Hi there, thanks for commenting! Appreciate the feedback. This video is an overview of how high level and low level boards work together. We will definitely be creating a how-to video 👍

    • @quincyjonesiii409
      @quincyjonesiii409 5 місяців тому

      @@TheAssistAgency So well laid out 👏🏽 I'd love to get this template, is that possible? Thanks again for a great breakdown that is super useful. QD