Getting started with monday.com South Africa
Once you have decided to get going with monday.com, you will need to know the basics to get started on your journey. So, without beating around the bush, let us dive right in!
Start by creating a board – the real monday.com basics
Your boards on Monday.com South Africa are home to all the aspects of your projects. Here, you will put in all your project details, what needs to be done, the related schedules and customer relationship management systems. You can create boards based on departments or projects; the choice is yours. This provides transparency and accountability throughout the business. You can also determine who can see what board by creating shareable boards.
To create your first board, simply click on “New” and create a name for the board. You can then decide if you want to use an existing template for your board or if you would like to create a new one specifically for your business.
You will also need to create your groups – monday.com basics
Your boards will consist of groups, these are the colour coded sections of your board that contain your business tasks. These groups can relate to a time frame or different project steps. To add a group to your board, hover over an existing group’s title and select add to a group. This will create a new tab at the top of your board. Give your group a name and you are good to go.
Do not forget your tasks
You have got your boards and added your groups. Now’s the time to delegate your tasks accordingly. There is no restriction to the number of tasks you can add, so do not be afraid to list it all. Just make sure that you keep all related tasks on the correct board.
Next, you will add the progress columns relating to what needs to be done on the job. You can list people or task status changes, whatever you would like to stay on top of. Once it has all been populated, your teams can start working on completing their assigned tasks.
Onwards and upwards
Now that you are all set up, you can stay up to date on all aspects of your business. This increased transparency creates accountability and ensures that everyone knows what needs to be done and by when.
Sign up to monday.com South Africa – Activation or Trial Link
Interested in exploring monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.
Book a call for monday.com Pro Services in South Africa and Africa
Once you have an active account Syscor can assist with a full consulting and professional services stack, including:
- Process design
- Workflow design
- Workspace builds
- Board builds
- App integration
Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com. Thus making us very experienced. Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.
Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services. We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.
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