Project management
Project Management is the process of  managing all the activities to make the project a success. Projects don't go on indefinitely, though you could have several types of the same project.

There are basically different kinds of software that can be used for this purpose;

1. Monday.com
2. Click Up
3. Asana
4. Trello
5. Airtable, e.t.c.

So we will be talking about Monday and Click ups basically,

MONDAY.COM CRM
Monday.com  formerly known as Dapulse, is business management software designed for teams. It can be used in various business-oriented capacities, from project management and marketing pipelines to human resources and customer relationship management.

The Monday software OS provides everything your company needs, effectively transforming your phone, tablet, or desktop into an all-in-one digital workspace. Create custom boards, add and tag tasks, then view your business' entire workflow from a Kanban, calendar, or chart lens to attain meaningful insights about overall productivity. With user permissions, activity logs, and time-tracking, every team member can view and contribute as needed, bringing entire workplaces under one (digital) roof.


When you sign up and log in to Monday for the first time, the app guides you through a short tutorial showcasing all the basic features. You’ll see an overview of the different sections within Monday’s backend and even get the chance to create your very first board, or project hub.

Monday’s UI is gorgeous, with clearly defined sections, pleasant colors, and minimal clutter. Despite the vast quantity of features available, viewing and understand the different elements within Monday’s workspace is clear as can be.
It’s so inviting, in fact, that it’s hard to resist simply jumping.
Why Monday CRM?
There is a vast range of Task that can be done with Monday and they include;

1. CRM services
2. Project Roadmaps
3. Content Calendars
4. Email Marketing Campaign Trackers
5. Monday Cross board Automation
6. Scheduling/Calendar Management
7. Lead capturing
8. Work Project management
9. Workspace and Work Management Construction, e.t.c.


MAJOR FEATURES OF THE MONDAY CRM

1. Workspace
2. Board
3. Group
4. Dashboard
5. Forms
THE MONDAY WORKSPACE
Below, you have an overview of what the Monday workspace looks like. The workspace is basically where you get all your work done. in the workspace, you create  boards, charts,  groups, animations and so on. and you can also have more than one workspaces on your account.
BOARD/ GROUPS
A board is the place where your groups of items are held. It's a virtual white board where projects are stored as a way to keep track of everything from everyday tasks to month/year long projects
A group is a color coded section on your board that will contain your tasks. A group can be a week, a month, a specific step of a project, or whatever you want. To add a new group to your board, hover over the title of any existing group and you will see an arrow appearing on the left side
CHARTS/ DASHBOARDS/ PULSE
With the dashboard on monday, you can select and organize groups from multiple boards in one dashboard. Centralize your data in one location, and use the widgets to have all the tools and information you need in one view
monday.com  also uses what it calls 'pulses. ' Pulses are blank slates that can accept all kinds of information. You could, for example, use one pulse for an entire project, and then use the integrated checklists feature as your task list, or attach a simple text file with all your tasks

LEAD CAPTURE FORM
In most CRM systems, the term lead capture designates a process of saving lead information in order to attempt converting the lead to a paying customer​​​​​​​. below, you can see what a lead capture form looks like when designed with monday.

The Clickup and Monday interface have quite similar characteristics which we will explore.

CLICKUP

The clickup workspace
Workspaces act as containers for all of your workflows. You can join or create as many Workspaces as you like - and easily switch between them.

you should NOTE that ClickUp is separated at the Workspace level, so it is not possible to view or transfer information across Workspaces. If you need to see everything in one place, we recommend creating one Workspace to manage everything.

The most common way to easily manage and prioritize your tasks. Asana users will feel right at home. And there's so much more!

Never perform tedious, repetitive action again. We’ve eliminated the monotonous nature of project management at every level of the platform via the multitask toolbar. See what it can do!


It's about time that someone combines everything you need related to time in one platform! 

ClickUp's Calendar View is your place for planning, scheduling, and resource management. 


Agile Boards visualize tasks by status in a pipeline for drag and drop usability. This allows you to easily move tasks through your workflow. Board View is the go-to view for agile teams, but every user can utilize the convenience offered here.


We heard you, project managers! We built our own beautiful Gantt View so you can plan out projects, manage time spent, and dictate deadlines.

5. Map view

Looking for your next job location, real estate listing, or delivery address for an upcoming task?

Coupled with the Location Custom Field, clearly see where your tasks, destinations, or any relevant location falls on a map! Pins can be customized to display the color of the task status, priority, or even a custom dropdown field.

6. Activity view

Wonder what activity is happening in a List, Folder, Space, or your entire Workspace? Add an Activity view anywhere to get an aggregated view of all activity across that location. Filter for people and type to get granular with the activity you see.

You can even click into individual profiles to view what each user has been up to in ClickUp!

7. Box view

Box view helps you answer these three questions:
What are people working on?
What have people done?
Who needs more tasks and who has too many tasks?
8. Mind Maps

Create your own free-form Mind Map for planning and organizing projects, ideas, or start building off of what you've already created in ClickUp. The world is your oyster!

9. Table view

In Table view, every row is the same height, every field is a column, and by default, there is no separation by List or status. Overall, Table view offers a more condensed view - great for viewing a ton of information at once.

10. Timeline view

Plan your work over time or create visual Roadmaps with Timeline view! Similar to Gantt (except you can have multiple Tasks per row), Timeline is a linear way to visualize your schedule with flexible organization.

11. Workload view

Plan and monitor your team's work capacity with Workload view! Based on Timeline view, Workload allows you to visualize your team's capacity and manage resources.
AUTOMATION ON CLICKUP
Page views

1. Doc View

Create, collaborate, and keep all of your work in one place by creating wikis and docs for whatever you're working on.


Talk about items unrelated to specific tasks - in any view or location in ClickUp. These give you all the same power of attachments, notifications, unfurled task links, and even embedding.


Embed almost any site or app that your Workspace needs within ClickUp so that ClickUp becomes the only app your team needs.

4. Form view

Streamline your intake process with Form view. Build beautiful forms to collect information and create tasks in ClickUp!
PROJECT MANAGEMENT
Published:

Owner

PROJECT MANAGEMENT

Published:

Creative Fields