Monday.com Tutorial for Beginners | Free All-In-One Project Management & CRM Software

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  • Опубліковано 27 сер 2024

КОМЕНТАРІ • 135

  • @StewartGauld
    @StewartGauld  9 місяців тому

    ✅Claim your FREE Monday account here (or the 14-day free trial of a premium plan) ➜
    mondaycom.grsm.io/stewartgauld3125
    *(I'm an affiliate with Monday, meaning we will get a commission if you buy through them at no extra cost to you. This helps support our channel so I thank you in advance!)

  • @user-zu9qu7bi8m
    @user-zu9qu7bi8m Рік тому +7

    Just starting a small business. Thank you for being so clear in your instruction. You have been such a great help. I may upgrade when my business gets off the ground if needed.

    • @StewartGauld
      @StewartGauld  Рік тому

      Hey,
      All the best with your new small business!

  • @dorseydixon4672
    @dorseydixon4672 2 роки тому +13

    Loved finding this tutorial, I just started a new role using this software and your breakdown definitely helps lay a foundation! Thank you so much kind sir

    • @StewartGauld
      @StewartGauld  2 роки тому

      I’m glad this helped you so much. Thanks!

  • @StanSpeeder
    @StanSpeeder 2 роки тому +10

    Great Tutorial. I have watch many different ones on different things. Yours stands out because you skip the busy work like naming items. That is usually where my attention drifts off! I am looking forward to seeing more.

    • @StewartGauld
      @StewartGauld  2 роки тому

      Awesome, thank you! I appreciate the feedback.

  • @kumarrokade3028
    @kumarrokade3028 3 роки тому +2

    Thanks for the video Mate, Congrats we are 60k strong now, Let's hustle even more harder & achieve 100k in coming months.🤘

  • @lancerooney3398
    @lancerooney3398 Рік тому +1

    Many thanks for an informative tutorial, Stuart.

  • @florenceijeoma4763
    @florenceijeoma4763 2 роки тому +1

    Thank u so much, u are an excellent tutor👍 and I like dat u are always smiling😊

  • @raykat5496
    @raykat5496 2 роки тому +1

    Thank you Stewart - excellent delivery!

  • @vivi011108
    @vivi011108 7 місяців тому

    Someone said this was complex in the comments, I think it's too simple. Hopefully it was just a simple tutorial but I wanted to know if you can add documents to tasks, write notes from meetings on tasks, create dependencies. Build tasks in a task view and view them in kanban, be able to adjust them and it updates the tasks based on that.

    • @StewartGauld
      @StewartGauld  7 місяців тому

      Everything you just mentioned you can do inside Monday. We have an updated tutorial coming out next month. Thanks!

  • @lazreinmalikabdullatif5718
    @lazreinmalikabdullatif5718 2 роки тому +2

    Thank you for a great presentation.That was very useful and helpful.

  • @socialforbrokers2990
    @socialforbrokers2990 Рік тому

    Really useful thanks for the straightforward easy to follow video, appreciate it

  • @wasfiehattas850
    @wasfiehattas850 Рік тому +1

    Fantastic explanation of the system. Much appreciated.

  • @user-sc6ue9hj8g
    @user-sc6ue9hj8g Рік тому

    Thank you for a great presentation.That was very useful and helpful.. Love the presentation! Subbed!.

  • @jennyviesolis0828
    @jennyviesolis0828 Рік тому +1

    love this tutorial. Very informative.

  • @anthonyjones8027
    @anthonyjones8027 2 роки тому +1

    A lot to absorb, but really big help to get going.

  • @MuhammadSufyanNadeem
    @MuhammadSufyanNadeem 7 місяців тому

    Great one

  • @janmyers985
    @janmyers985 2 роки тому

    Love the haircut, Stewart!

  • @NelliotesIramsarsth
    @NelliotesIramsarsth Рік тому

    Great Tutorial. I have watch many different ones on different things

  • @pl3666
    @pl3666 Рік тому

    Given the number of ads and other interruptions, this is the first - and last - time I will view any of your videos.

    • @StewartGauld
      @StewartGauld  Рік тому

      Hey mate,
      Sorry about that. I appreciate the feedback.

  • @yogitabhatoa6941
    @yogitabhatoa6941 Рік тому +1

    Very greatful video for a beginners. Thank you Sir :)

    • @StewartGauld
      @StewartGauld  Рік тому

      I’m glad you found this helpful 😊

  • @thatgirl_kieth
    @thatgirl_kieth 3 роки тому

    Thank you so much for this tutorial. Really big help for our team!

  • @emanueleleschiera5171
    @emanueleleschiera5171 2 роки тому +1

    Well explained!

  • @toseeornot2see
    @toseeornot2see Рік тому

    Love the presentation! Subbed!

  • @joeyhawthorne297
    @joeyhawthorne297 10 місяців тому

    anybody get a "workspace" count? great vid thank you!

  • @alexxenaosas2416
    @alexxenaosas2416 2 роки тому +1

    Thank you m8 , helpful tutorial ! Subscribed , tho the platform from a new user it might seem like a lot , I mean this looks sooooo complicated , I'm sure if u give it time and use the platform you will learn it easy !

    • @StewartGauld
      @StewartGauld  2 роки тому

      Glad it helped! Yes take your time to get used to the structure of Monday and you'll be flying in no time!

  • @jeffreypettijohncomposer6663

    So helpful1 Thank you.

  • @wesellanybiz
    @wesellanybiz 2 роки тому +1

    I signed up to this today, can’t seem to figure out how to connect buyer leads with seller leads? Obviously I’m the broker in the middle!

    • @StewartGauld
      @StewartGauld  2 роки тому

      Hey mate,
      We have a tutorial that shares how to use this platform as a CRM if you want to check it out.

  • @mehrinali4783
    @mehrinali4783 Рік тому

    Thank you!

  • @jeanobrien1938
    @jeanobrien1938 2 роки тому +2

    I actually liked the presentation, the product seems very user friendly. Thank you! How do you save your work, or is it saved automatically?

    • @StewartGauld
      @StewartGauld  2 роки тому

      Glad it was helpful! Your work is automatically saved.

  • @uzoigwestella8050
    @uzoigwestella8050 Рік тому

    Thanks

  • @stevereich7070
    @stevereich7070 2 роки тому +1

    IS there a way to discuss this with a live person? We are looking at this but have several questions.

    • @StewartGauld
      @StewartGauld  2 роки тому

      Hey Steve,
      Have you been in touch with Monday?

  • @sarak9552
    @sarak9552 11 місяців тому

    Is there a way to export the data into excel sheet if needed?

    • @StewartGauld
      @StewartGauld  11 місяців тому

      Yes you can import into Monday or export if need be.

  • @EdzDayuha
    @EdzDayuha 2 роки тому

    thanks for this!

  • @aliansari4691
    @aliansari4691 2 роки тому

    amazing job

  • @AlexinOslo
    @AlexinOslo Рік тому

    Why don't use use the kanban boards for the group display.

    • @StewartGauld
      @StewartGauld  Рік тому

      You can for sure. This just depends on how you like to view your projects. I personally prefer a list view.

  • @alejandoramirez4510
    @alejandoramirez4510 3 роки тому +2

    Hi broo greeting from cuba we folow you from here you are very fomous here thank you for your tutorial your the best .hi broo tell me iff posible you record a tutorial to builld a land page bat with on web google site . Saludos desde cuba.

    • @StewartGauld
      @StewartGauld  3 роки тому

      Hi mate!
      Thanks for leaving a comment! Your welcome! We have made a single page website with Google Sites, you can see that tutorial on our channel. Enjoy!

  • @puttheavideotv
    @puttheavideotv Рік тому

    Thank you

  • @troybankston5539
    @troybankston5539 2 роки тому

    thank you

  • @jodesh64
    @jodesh64 2 роки тому

    when I add a calendar I am wondering if I am bale to change the color of the entry currently tit is purple and I would like to be able to colour code depending on the persons who is looking after it

    • @StewartGauld
      @StewartGauld  2 роки тому

      Hey Jodie,
      I will have to look into this. I'm quite sure you can.

  • @ferialmansour6382
    @ferialmansour6382 Рік тому

    Fantastic for beginners. Does this Template work for multi projects? How?

    • @StewartGauld
      @StewartGauld  Рік тому

      Thanks! You can use templates to manage multiple projects or you can connect them via automations.

  • @sarak9552
    @sarak9552 11 місяців тому

    Is it suitable for ab organization with huge large projects? I’m afraid if we start using it after while monday team will stop improving it, can we rely on it for saving our projects data and details and archiving them.

    • @StewartGauld
      @StewartGauld  11 місяців тому

      Hey!
      Yes it sure is. They have suitable plans as your brand scales. You can always migrate your data. However, Monday is a great option for enterprise with complex and many projects on the go.

  • @discoveryoutdoorskcfishing236
    @discoveryoutdoorskcfishing236 Рік тому +6

    WAY to complex. Anyone have a suggestion that is SIMPLE? I have a service company. We need something where you simply add a customer and move it along the timeline from one to do spot to another. Add notes on calls or emails, record phone calls with it or send text with it and upload picture links.

    • @StewartGauld
      @StewartGauld  Рік тому

      What was so complex?
      Okay, in that case. You should check out a simple CRM like HubSpots free CRM.

    • @rajhiemdanielspublic2290
      @rajhiemdanielspublic2290 Рік тому +1

      Exactly !!!!!! Omg this is insane it’s stupidly complicated for something simple

    • @StewartGauld
      @StewartGauld  Рік тому

      @@rajhiemdanielspublic2290 Do you find Monday quite hard to navigate?

    • @kevstr432
      @kevstr432 Рік тому

      I have a software I’ve built for my dad that he is uses for his concrete truck driving business. I would love to see if it fits your needs or if I can add tailored custom features for you.

    • @MauroCamoranesi16
      @MauroCamoranesi16 Рік тому

      @@kevstr432 that’s awesome

  • @user-hg6ew2wy5g
    @user-hg6ew2wy5g Рік тому

    The CRM is not included in the "FREE" Version...

    • @StewartGauld
      @StewartGauld  Рік тому

      Yes that is correct. Only the project management has a free plan.
      7/5/23

  • @JimmyKendo83
    @JimmyKendo83 Рік тому

    It’s impossible to use as an actual project manager. It looks good but is so complex and difficult to get columns working together. Awful.

    • @StewartGauld
      @StewartGauld  Рік тому +1

      Hey mate,
      What do you mean by that? Have you tried setting up automations?

  • @chrisalaniz2274
    @chrisalaniz2274 Рік тому +1

    The mouse clicking sound is painful.

    • @StewartGauld
      @StewartGauld  Рік тому

      Thanks for the feedback, we have improve our production since then. Thanks!

  • @raja.mubbasshir9072
    @raja.mubbasshir9072 Рік тому

    How to add more subitems, means a subitem to a subitem? from 1.1 to 1.1.1
    thanks

    • @StewartGauld
      @StewartGauld  Рік тому

      Hey mate,
      You can't move a subitem to subitem. Although, look at automations and you can setup this for future events involving your subitem.

  • @arminegroup
    @arminegroup Рік тому

    is there a calendar on this platform? this will be useful tools for team members to know time availability for appointments. any comment or guidance on this?

    • @StewartGauld
      @StewartGauld  Рік тому

      Hey Armine,
      Yes, you can connect your own calendars or use the built in calendar.

    • @arminegroup
      @arminegroup Рік тому

      @@StewartGauld thank you

    • @StewartGauld
      @StewartGauld  Рік тому

      @@arminegroup Welcome

  • @dedraromero9781
    @dedraromero9781 2 роки тому

    Are you able to drag and drop pictures to projects? I work at a swimming pool Construction company and we need to document pictures.

    • @StewartGauld
      @StewartGauld  2 роки тому +1

      Hey mate,
      You can simply add attachments like images to your projects, tasks, subtasks etc.

    • @dedraromero9781
      @dedraromero9781 2 роки тому +1

      If I make a new board for each project for our pools, can it bridge over to project overview and or project details?

  • @CharleneWangNutritionWellness
    @CharleneWangNutritionWellness 2 роки тому +1

    Thank you so much! You're adorable.

  • @kamalesharjun4866
    @kamalesharjun4866 Рік тому

    Hey Guys, @ CRM does anybody know how to remove auto-add of the recipient’s name from the subject field on

    • @StewartGauld
      @StewartGauld  Рік тому

      Hey mate,
      Are you meaning when sending a notification or email?

    • @kamalesharjun4866
      @kamalesharjun4866 Рік тому

      @@StewartGauld Hey Stewart, thank you for getting back. Yes, I was asking for when emailing directly from Monday.

  • @tolimishkin2369
    @tolimishkin2369 2 роки тому

    Hi Stewart, do you have anyone in spanish who I can talk to explain my needs and see if Monday suits me?

    • @StewartGauld
      @StewartGauld  2 роки тому

      Hey Toli,
      Unfortunately we don't. Do you find english hard to follow?

  • @melaniediaz9017
    @melaniediaz9017 Рік тому

    Do you offer any one on one coaching with this?

    • @StewartGauld
      @StewartGauld  Рік тому

      Hey mate!
      We are reintroducing this service as we speak.

  • @user-rn2md5rf5o
    @user-rn2md5rf5o Рік тому

    How can I integrate my WhatsApp into my Monday?

    • @StewartGauld
      @StewartGauld  Рік тому

      I will look into creating a video for this.

  • @siaoyangh6925
    @siaoyangh6925 2 роки тому

    9:00

  • @ricardomorey8557
    @ricardomorey8557 Рік тому

    literally 4:00 min until any useful information begins.

  • @charliekickham991
    @charliekickham991 Рік тому

    forget this software if you need to output a PDF of your Gantt

  • @martingregson7136
    @martingregson7136 Рік тому

    It's not simple nor is it visually pleasing, if it was I wouldn't need to watch this

    • @StewartGauld
      @StewartGauld  Рік тому

      fair enough mate. After watching this do you feel more comfortable?

  • @jbradhowe1
    @jbradhowe1 Рік тому

    3 minutes in and I"m still waiting for you to quit selling and start teaching. Ha and now a commercial while i'm typing this. I obviously have the program and am just looking for a tutorial. Complete waste of time.

    • @StewartGauld
      @StewartGauld  Рік тому

      Sorry to hear you didn't get any value!

  • @Natasha-fp2xz
    @Natasha-fp2xz 2 роки тому

    It’s not simple at all it’s very complex

    • @StewartGauld
      @StewartGauld  2 роки тому

      Hey Natasha,
      Are you finding this quite a hard tool to use?

  • @marksoberay2318
    @marksoberay2318 2 роки тому

    Zero content in the first 2 minutes

    • @StewartGauld
      @StewartGauld  2 роки тому +1

      Hey Mark,
      Sorry that you feel that way. I'm sure some people get value from the intro.
      Cheers!

    • @221b-Maker-Street
      @221b-Maker-Street 2 роки тому +3

      It's called a friendly introduction! It oils the wheels of humanity and how we communicate, unless one mistakenly believes stripping such things out of human interaction online somehow equals 'optimisation'.

  • @buddyforbes7157
    @buddyforbes7157 Рік тому

    Thank you!