In this brutally honest review, I’m going to give you all the dirt on why the default task management setup in Monday CRM is pretty much useless.
And who better to spill the beans than a Monday-obsessed, ADHD-brained Monday coach and consultant? After all, nobody needs effective task management and loves lists more than an ADHD-er.
And it’s not all bad news either. It is possible to build a kick-ass task management system in Monday CRM. And, in this video, I’m going to give you a sneak peek inside my Tasks Board 2.0 setup for Monday CRM and show you all the killer features I’ve built into it that you don’t get with the default setup.
INTERACTIVE DEMOS
Check out my collection of Interactive Demos where you can test key features of my Task Board 2.0 setup here https://mondaywiki.kit.com/3759a0ea86
CLICKABLE/SEARCHABLE TRANSCRIPT + VIDEO
https://share.descript.com/view/e3r4cmnbyPZ
TIMESTAMPED CHAPTERS
00:00 Introduction: The Brutal Truth About Monday CRM’s Default Task Management
00:43 Overview of Default Setup in Monday CRM
01:16 The Problem with Sub Items
03:11 Limitations of Automations and Connections
05:38 The Inadequacies of ‘My Work’
07:43 Building a Better Task Management System
09:10 Sneak Peek: My Task Board 2.0
13:14 Conclusion and Next Steps
CLICKABLE/SEARCHABLE TRANSCRIPT + VIDEO
Use the link below (paid community members only) to watch the video with a clickable and searchable transcript. This will allow you to instantly skip to any part of the video you want to watch just by searching for and clicking on the appropriate text in the transcript. And if the phrase or word you are searching for occurs more than once, the search results will show you all the occurrences with a timestamp so you can choose and navigate to the right one.