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monday.com Configuration

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monday.com is a Work Operating System (Work OS) that supports your team in effortlessly planning, operating and managing multiple projects within one easy-to-use platform. 

Using customisable designs, intelligent features, bright colours and playful visuals to help you organise your team’s workload, monday.com brings energy back into the workplace – and we ought to know, we use it!

How do I get started with monday.com?

As a UK Gold Partner of the monday.com, our dedicated team of accredited experts will help you to configure the system to meet the specific requirements of your business’ operations.

Following consultation with our sales team, you’ll be partnered with your own project manager to guide you – via your personal project mailbox – through the process of configuring your bespoke monday.com operating system. 

When you first enter this partnership we’ll come together to design a statement of work that encapsulates the vision you have for your project, including deliverables, timelines, and necessary actions for success. This document should be viewed as a guide that can be looked back on at any point for reference and support. 

monday configuration

When completing your monday.com configuration, our experts will manage this process in steps, ensuring you and your team are satisfied with each segment and how it can be used. This is a great opportunity for you to give us feedback on how we can adapt the program to better address your needs.

Depending on the level of complexity of the monday.com configuration, we’ll conduct training sessions with your team to ensure that you are comfortable and confident in using all functions of the system. Your training will also be recorded so that you can revisit it at any point.

Discover more about our monday.com training and how it can help.

What are the benefits of working with enable.services?

At enable.services, we’re not only passionate about monday.com, we’re passionate about people. That’s why we work closely with you and your team to understand your business goals and to design a bespoke system that enables success.

By partnering with us, you’ll benefit from:

  • A team that is proactive and knowledgeable in providing digital solutions for business.
  • Software solutions that allow you to focus on innovation, productivity and efficiency.
  • A team that offers long term support in developing your digital platforms and supporting your needs.

To find out more about how we can help shape the future of your business, contact us today.

Understanding automations in monday.com

Automations can be as simple or as complex as you need, with the option to create your own automated workflows or select from pre-prepared templates. Whatever option you choose, automations on monday.com will help you and your team reduce the time spent on manual tasks – optimising efficiency and productivity across your workflow.

For example, you can create an automation that moves an item from one group to another when the status is set as ‘done’. Or, you can create an automation that, when the status of an item changes to a predefined category, the due date is pushed by a prescribed number of days and an update is created using pre-approved text. 

At enable.services we’ll not only configure the automations for you, but can map out exactly what should be automated and at which stage. By working together to streamline these processes we can establish a system that effectively works for you and your team.

automations we can add with monday configurations

What are monday.com integrations?

Turn monday.com into your own personal work hub by seamlessly syncing data from other digital platforms. With an extensive range of out-of-the-box integration apps – including Outlook, Microsoft Teams, Dropbox and Google Drive – you can include a range of services to your dashboard that will help to increase productivity and efficiency.

Depending on your current software, you may require more tools to directly integrate with your monday.com system. With software such as Zapier and Integromat, our configuration team can create a centralised hub for your business that operates consistently and accurately with various data.

Using your monday.com dashboard

Your monday.com dashboard gives you a high-level overview of your team’s work, whether that’s in a bar chart, pie chart, or displayed as a summary of specific figures that highlight actioned tasks and achievements. For example, this could relate to closed/won deals in a month.

At enable.services we believe no project is too big or too small. Therefore, if you require additional help with your monday.com configuration or want to arrange a consultation to discuss the benefits of this platform, get in touch with our expert team today.