Systems, processes, and workflows– oh my! Automations, to-do lists, and organization– let’s gooooo! Efficiency specialist is probably my favorite work title. I love to get into the details and figure out how to make things better and more efficient. I love to save time and ensure no task is left behind.
Monday.com is the best system to increase work efficiency and task management. In this post, you’ll learn the top 5 things I love about the system. Check it out with a free trial.
1. My Work. This section is the launch pad for my day. The beautiful thing about My Work is ALL of the boards you have roll up to this overview of the work assigned to you.
There is no more going to multiple lists or flipping through pages to grab each task. Task tracking is made easy. My work centralizes your tasks and can easily be customized to give you precisely what you need.
This is my top reason for loving Monday. I used to get so frustrated when I had to click 5-10 different boards in other systems to ensure nothing was missed—the user-friendly platform streamlines task management.
2. Documents. Monday’s workdocs allow for collaboration, brainstorming, consistency, and planning all in one place.
You can create a template and use it over and over as a standard practice for a specific type of work or project. It is kind of like a multi-media whiteboard. Notes, ideas, and images can all be stored in one place inside of Monday. This feature saves time and increases efficiency as you aren’t spending precious minutes searching for the correct document for each project or task.
3. Import/Export Functionality. Have an antiquated Excel sheet you’ve been using for project and task management? You can transform the entire sheet into a fully functioning Monday board within minutes.
Need your work to be exported to Excel? No problem! You can transform your board into a beautiful Excel sheet with just a few clicks.
Easy export into Excel makes sharing simple.
4. Automations. Ok… maybe this is my favorite part (I think I could have said that for each item so far). Manual, repeated work wastes so much time.
This feature allows you to create custom automations to perform tasks without you! There are many options for pre-built automations to guide you, but you can also completely create one from scratch. Automation is the key to increased efficiency.
5. Time Tracking (Pro). This feature isn’t available until you have a pro account, but if you need to know how much time is spent on tasks or need time-tracking for billing clients, this feature is so cool.
When I first started freelance writing, I purchased a time-tracking system to track hours to invoice clients accurately. The system does what it’s meant to do, but when I learned I could track this in Monday, I was in love. Need a report to share? See #3; you can export it to Excel and deliver the details to your client.
As I continue to use Monday more and more, there are more features I love. I have said it before, and I’ll say it again: the only system worth investing in is the one you’ll use. If you think Monday could be beneficial for you, let’s chat.
