monday CRM Training

Workise is the most experienced partner specializing in monday.com in Latin America. We have served over 300 customers and provided more than 4,000 hours of services. Workise holds the Platinum Partner and Advanced Delivered Partner badges. Our training, implementation, optimization, and continuous evolution services ensure that your team becomes proficient in using monday CRM and that your day-to-day operations are more agile, integrated, and efficient.

The online basic training (6 hours) is available in Portuguese, English, or Spanish and covers the following topics:

a) General Features:

• Profile Configuration
• Search Tool
• My Work Area (Configuration, Use)
• Inbox (Use)
• Workspaces (Configuration, Types, Permissions)
• Frames (Types, Permissions, Structure, Elements, Sub-Elements)
• Columns (Types, Functions, Uses)
• Practical Exercises

b) Automation, Integration, and Panels:

• Visualization Tools (All Types)
• Board Panel Setup and Use
• Desktop Panel Setup and Use
• Graph and Metric Setup
• Automations (Structure, Use Cases, Best Practices)
• Integration Automations (Applications)
• Practical Exercises

The online advanced training (9 hours) is available in Portuguese, English, or Spanish and covers the following topics:

a) General Features:

• Profile Configuration
• Search Tool
• My Work Area (Configuration, Use)
• Inbox (Use)
• Workspaces (Configuration, Types, Permissions)
• Frames (Types, Permissions, Structure, Elements, Sub-Elements)
• Columns (Types, Functions, Uses)
• Practical Exercises

b) Automations, Integrations, and Panels:

• Visualization Tools (All Types)
• Board Panel Setup and Use
• Desktop Panel Setup and Use
• Graph and Metric Setup
• Automations (Structure, Use Cases, Best Practices)
• Integration Automations (Applications)
• Practical Exercises

c) Advanced Features:

• Formulas
• Connections Between Frames
• Automatic Frame Connections
• Structuring Methodologies
• Common Use Cases
• Practical Exercise