Setting up new project intake in Monday.com 📊 | Form and Automations | PMO & Project Management
Barb Groff from Echolocity guides you through setting up an intake sheet in monday.com for efficient project tracking. Learn how to create workspaces, boards, and essential columns like requester, status, and approval date. Follow along to streamline project management and enhance collaboration in Monday.com.
Chapters:
00:00 Creating an Intake Sheet in a Monday board
00:40 Create a New Workspace
2:15 Adding Columns for Project Intake, Review + Approvals
4:30 Add a Priority Column with Custom Labels
5:45 Add a Date Column
7:15 Create an Intake Form
8:47 Monday Board Automations
➡️ Resources for You:
Our Website - https://www.echolocity.com/
Meet with Us - https://www.echolocity.com/schedule-m...
Our LinkedIn - / echo-consulting-pm
Subscribe Here: https://www.youtube.com/c/EchoConsult...
➡️ Recommended Playlists:
Monday.com Tutorials & Tips → • Monday.com: Tutorials & Tips
Project Management → • Getting Started with a Project Manage...
Webinars → • Webinar: Selfcare & Wellness
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