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

✅ Claim your FREE Monday account here (or the 14-day free trial of a premium plan) ➜

*(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!)

In this Monday tutorial, I share how you can get started with project management as well as CRM activities through Monday’s all-in-one productivity platform.

Monday is now a leading all-in-one project management and CRM software due to Monday’s simplicity and visually pleasing user interface.

This powerful platform now offers a generous free plan for up to 2 seats, allowing freelancers and small businesses the opportunity to get started with project management and CRM activities for free.

► Here is the Monday CRM tutorial for beginners we mentioned in this video:

► Watch my updated Monday tutorial from 2024 here:

► Watch how you can use Monday for product management in 2024:

► Today we cover the following chapters in this Monday tutorial:

0:00 Intro
01:20 Getting started
01:54 Pricing
03:34 Monday Dashboard
03:56 Workspaces
04:50 Create folders
05:51 Create a board
07:44 Create groups
09:00 Add items (tasks)
09:44 Columns
11:59 Add sub-items
12:23 Project views
13:10 Automate
14:44 CRM Capabilities
18:17 Outro

► Are you interested in joining our small business community?

Let me know if you found this Monday tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.

Thanks for watching and enjoy!

#monday #crm #projectmanagement

[StewartGauld]

✅Claim your FREE Monday account here (or the 14-day free trial of a premium plan) ➜

*(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!)

[CatherineOrlando-sw]

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.

[dorseydixon]

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

[StanSpeeder]

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.

[kumarrokade]

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

[GabrielleMullen-tm]

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

[socialforbrokers]

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

[vivi]

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.

[raykat]

Thank you Stewart - excellent delivery!

[florenceijeoma]

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

[pl]

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

[lancerooney]

Many thanks for an informative tutorial, Stuart.

[wasfiehattas]

Fantastic explanation of the system. Much appreciated.

[lazreinmalikabdullatif]

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

[NelliotesIramsarsth]

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

[anthonyjones]

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

[thatgirl_kieth]

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

[alexxenaosas]

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

[yogitabhatoa]

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

[jeanobrien]

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