We empower teams to manage everything in one workspace and pride ourselves in the ability to get up and running quickly, to get started fast with hundreds of visual and customizable templates.<\/p>\n
Automations. Integrations. Visualized views. All in a low\/no-code environment. You name it, and we are here to help you work without limits.<\/p>\n
In this article, we\u2019ll highlight some of the many benefits of jumping into a Work OS platform like monday.com and provide some easy ways to get started.<\/p>\n
Let\u2019s dive in.<\/p>\n
First, a bit more about our Work OS<\/h2>\n
A Work OS is ideal for businesses and teams who are:<\/p>\n
- \n
- Passionate about improving customer experience<\/li>\n
- Bogged down by silos that disrupt work processes and make it hard to locate critical data<\/li>\n
- Struggle with agility and meeting deadlines<\/li>\n<\/ul>\n
A Work OS enables every team to create and connect the tools they need to run projects and processes in one place. Collaboratively, teams move fast towards the organization\u2019s goals by performing cross-functional, cross-disciplinary work that\u2019s always aligned, streamlined, and visible to everyone involved.<\/p><\/blockquote>\n
Test now<\/a><\/p>\n
Boards are your friend.<\/h2>\n
A dashboard (or board, we call it) is the core of monday.com. Each board is comprised of various building blocks which create the desired structure for each team and its projects.<\/p>\n
Boards are where groups of items are held \u2013 virtual whiteboards where projects are stored. They serve as the foundation for tracking everything from day-to-day tasks to month\/year-long projects.<\/p>\n
![\"Work](\"https:\/\/support.monday.com\/hc\/article_attachments\/360024546900\/Screen_Shot_2021-04-04_at_14.08_1.png\")
<\/p>\nThe basic makeup of a board includes groups, columns, and items \u2013 all fully customizable:<\/p>\n
- \n
- Groups<\/a> help organize and segment board information<\/li>\n
- Columns<\/a> make it easy to store, reflect and refer to all data<\/li>\n
- Items<\/a> are individual tasks, projects, clients, products, and so on<\/li>\n<\/ul>\n
Everything in your board is fully customizable, including the board columns, status labels, item values, and more! You will find some of the customization settings in the board settings menu on the top right corner.<\/p>\n
Learn more about the basics of boards<\/a>.<\/p>\n
Ready to take your board to the next level? Start testing out some of our board views \u2013 visualize your board’s information in multiple ways (colors, graphs, shapes, and more) to analyze and report on your board data!<\/p>\n
![\"Work](\"https:\/\/support.monday.com\/hc\/article_attachments\/360020688040\/image_1__13_.png\")
<\/p>\nLooking for a particular view? Here are a few of our more popular ones:<\/p>\n
- \n
- The Files View<\/strong>: This view makes it super-easy to see all uploaded files in one place. View as a list or as thumbnails. Download, preview, and\/or open in the update section. Learn more about the files view<\/a>.<\/li>\n
- The Map View<\/strong>: This view shows your location (and that of your team members) in one single map. See how it works<\/a>.<\/li>\n
- The Timeline View<\/strong>: This view is a visual representation of the dates and timelines of your ongoing projects. See \u201cat-a-glance\u201d tasks and project deadlines and plan accordingly. Read more in this article<\/a>.<\/li>\n
- The Gantt View<\/strong>: This view turns your board data into a functional Gantt-style chart \u2013 flexible, responsive, and visual. Quickly see dependencies between items. Learn more about Gannt view here<\/a>.<\/li>\n<\/ul>\n
Read about all of our board views here<\/a>.<\/p>\n
Try monday.com<\/a><\/p>\n
Get started with a template, then automate and integrate<\/h2>\n
You are more than welcome to start from scratch with a brand-spankin\u2019 new board. However, most of our customers choose from one of our 200+ templates<\/a>.<\/p>\n
These ready-made templates are fully customizable for every industry, business, and team.<\/p>\n
![\"Work](\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/09\/monday.com-template-options.png\")
<\/p>\nHere are three of our more popular templates:<\/p>\n
- \n
- CRM<\/strong>: Capture leads, track sales pipelines, and manage contacts<\/li>\n
- Powerful campaign planning<\/strong><\/a>: Plan all your upcoming campaigns in a visual way<\/li>\n
- Advanced project management<\/strong><\/a>: Manage simple to complex projects across multiple teams and departments.<\/li>\n<\/ul>\n
Once you\u2019ve picked your template(s), it\u2019s time to save yourself some time and effort.<\/p>\n
Enter automation.<\/p>\n
Automation …<\/p>\n
- \n
- Frees up employees to work on things that drive revenue<\/li>\n
- Eliminates menial, repetitive tasks<\/li>\n
- Means extra productivity without the need to hire new staff<\/li>\n
- Reduces the chance of human error<\/li>\n<\/ul>\n
monday.com automations allow you to use an event (like the changing of a status) to trigger an action (like sending a notification). Our \u201cautomation recipes\u201d are pre-defined combinations of triggers and actions. Learn more here<\/a>.<\/strong><\/p>\n
You can automate just about anything in monday.com:<\/p>\n
![\"\"](\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/09\/Integration-Automation-1024x298.png\")
<\/p>\nWant to learn more about automation? Read this blog post<\/a>.<\/p>\n
The last step is to connect monday.com with the tools you already use … INTEGRATION!<\/strong><\/p>\n
Already use Slack? No problem. \u200b\u200bShare information, updates, and files in Slack #channels directly inside monday.com (learn more<\/a>). Is your team deep into Gmail? All good. Automatically convert emails into action items to track and manage inside monday.com (read how<\/a>).<\/p>\n
The best part? All monday.com integrations can be set up in just a few clicks. Use our recipes with ease. No code required!<\/p>\n
- Powerful campaign planning<\/strong><\/a>: Plan all your upcoming campaigns in a visual way<\/li>\n
- The Map View<\/strong>: This view shows your location (and that of your team members) in one single map. See how it works<\/a>.<\/li>\n
- Columns<\/a> make it easy to store, reflect and refer to all data<\/li>\n
- Groups<\/a> help organize and segment board information<\/li>\n