3 Key Benefits of High-Level and Low-Level Boards on monday.com

Remember these 3 key benefits of high-level and low-level boards on monday.com:
1. Manage your time and your employee's time.
2. Manage your budget.
3. Manage your resources.
This video will be incredibly helpful in managing your projects.
================================================================================
🌟 Welcome to Simpleday - where we make Monday into the best part of your week! 🌟
================================================================================
[ FREE RESOURCES ]
🎁 Stay Updated & Inspired: Subscribe for new content, freebies, and tips directly in your inbox: simpledaysolut...
🎁 1:1 Consultation: Claim your free 30-minute consultation with me: calendly.com/s...
🎁 Start Your Journey with monday.com: Get started here: try.monday.com...
🎁 ISO 9001 Documentation Checklist: Download our free checklist for mandatory and non-mandatory documents: simpledaysolut...
================================================================================
[ WORK WITH ME ]
💪 MONDAY.COM CLUB: Join my EXCLUSIVE club for expert support, coaching sessions, workshops, and a vibrant community to maximize your monday.com experience: simpledaysolut...
💪 UDEMY COURSE: Master High-Level Low-Level Boards in monday.com with my comprehensive Udemy course: www.udemy.com/...
💪 MONDAY.COM TEMPLATES: Streamline your business operations with our monday.com templates, access everything you need to succeed with OrganizerPro: simpledaysolut...
💪 LIVE TRAINING: Participate in our 2-hour live training to empower your team with monday.com mastery: simpledaysolut...
💪 ISO 9001 COMPLIANCEPRO: Simplify your ISO 9001 Certification process with our specialized solution: simpledaysolut...
================================================================================
[ KEEP IN TOUCH ]
🔗 LinkedIn: Connect with me on LinkedIn: / tara-horn-571858a
🔗 KZbin Channel: Subscribe to my KZbin channel for more tips and tutorials: ‪@mastering-monday‬
🔗 Website: Explore more resources on our website: simpledaysolut...
================================================================================
[ OTHER MASTERING MONDAY.COM VIDEOS ]
►► • A Step-By-Step Guide T...
►► • Manage Multiple Projec...
►► • How To Build A KPI Das...
►► • Track Tasks Or Overall...
►► • How to Automate Time T...
►► • Automating Cross-Board...
►► • The Ultimate monday.co...
►► • Leads Management In Mi...
►► • Connect Multiple Board...
►► • How to Use a Mirror Co...
================================================================================
[ YOUR VOICE MATTERS ]
💌 Share your suggestions, feedback, or success stories with monday.com. Your insights help us improve and connect with our community!
================================================================================
[ RELATED SEARCHES ]
monday.com
tutorial monday.com
monday.com quick tutorial
monday.com tutorial for beginners

[@mastering-monday]

Hey everyone, it's Tara! Do you find it complicated to understand and implement high-level and low-level structures on monday.com? If so, check out my course "Mastering High-Level Low-Level Boards in monday.com" on Udemy. In less than an hour, you will: • Understand how a high and low-level structure can help you better manage projects • Learn how to set up this structure • Identify ways to automate a high-level low-level structure to maximize efficiency • See some concrete examples of how this structure can be used in different organizations + Get some FREE monday.com templates! ⭐ Enroll Now: www.udemy.com/course/mastering-high-level-low-level-boards-in-monday-com/

[@FrankHarv]

Hi Tara, great video, and re: the "work management" license, now it's clear one can't have the "emails and activities" aspect that had been in work management. I've got lots built out, in work management... I'm not very happy re: what Monday has done here, leaving no feature still in place for those aspects if you have a Work Management license. I have users on CRM and Work Management but for different jobs / different functions... is the only solution to just move everything to a "CRM" license? Does it seem they are really wanting it to be just CRM re: the platform?

[@tbdh1215]

Hi, so yes there have been a number of changes within the monday.com structure. As far as I know, if you have the CRM, you should also have the emails and activities in Work management. If that is not the case, you can reach out to monday.com support or you really can move everything just to the CRM.

[@mastering-monday]

Thanks and so glad you enjoyed this. I do want to preface my reply with stating that my opinion here is based on what I know today. This is something that has been changing so my answer may be different in a couple of month ;-). You certainly can work with both, just check if the pricing makes sense for you. Meaning it may be cheaper to just be on one product. For sure you can move all of your boards over to the CRM and they should work fine. I do NOT think that monday wants everything on the CRM, meaning as far as I know that is not their strategy. I think they will continue to build out each product with unique features so you need to see what features you need and then which product has it. I hope that helps!