Mastering Monday Streamlining Business Operations

Automate approvals, asset tracking, credit card spend, and manage inventory with smarter workflows in Monday
What you'll learn
Learn how to use Monday Automations to increase efficiency
Learn how to use Monday Workflows between multiple boards
Learn how to setup up boards for Approval Request
Learn how to use Monday for Credit Card Expense Management
Learn how to use Monday for Multi-Level Approvals via form submission
Learn how to use Monday for Asset Management
Learn how to use Monday for Supplies Ordering & Inventory Management
Requirements
Beginner level experience of how to use Monday Project Management Software
Must have Monday Pro License
Some features require Monday Enterprise License
Description
Managing business operations can feel overwhelming when processes are spread across emails, spreadsheets, and disconnected tools. That's why this four-part training series is designed to help you harness the full power of Monday to simplify and automate some of the most time-consuming workflows in any organization.In this series, you'll learn how to:Streamline multi-step approvals (e.g., reimbursements, requests, compliance reviews) so nothing falls through the cracks.Automate equipment requests and asset management, ensuring that new hire equipment, assignments, and offboarding are handled consistently and securely.Improve credit card management by centralizing receipts, transaction approvals, and vendor visibility so finance teams stop chasing employees for documentation.Optimize supplies ordering and inventory management by setting up multi-item request forms, automating reorders when stock drops below thresholds, and building dashboards for forecasting.The skills taught in this course are easily transferrable to other parts of your organization. Each session goes beyond theory, showing you practical setups, automation recipes, and real-world use cases that can be adapted to fit any industry. By the end of this series, you'll have the tools to create workflows that are faster, smarter, and fully transparent — helping your organization save time, reduce errors, and gain control over its most critical operational processes.Students will gain hands-on knowledge of how to:Build multi-step approval workflows across multiple boards.Automate asset assignment and lifecycle management.Create credit card receipt collection systems with approval checkpoints.Automate reorder triggers based on real-time inventory levels.Reduce manual handoffs and communication gaps with automated notifications.Customize workflows to adapt to different industries and applications.Improve accountability by linking requests, tasks, and assets to the right owners.Create forms that allow users to enter multiple items
Who this course is for
Project Managers
Business Operations Leaders
Anyone looking to increase their team efficiency
Anyone looking to expand their knowledge on Monday
Any organization that wants to learn how to use Monday to build and manage workflows
Homepage

https://www.udemy.com/course/mastering-monday-streamlining-business-operations/

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