You can also customize it to match your needs. also introduced a new feature called “My Work,” where you get everything assigned in one single place. Since the dashboard is ready for you to use, you can start creating a standardized workflow for any Customer requests. Create an efficient and standardized workflow for any Customer requests. This template comes pre-built to help you manage all incoming customer support requests in one place and boost your customer satisfaction. Here’s the Kanban View of the same dashboard:
Here’s the preview of the “Customer Requests” template:
You can also preview the templates before launching them. If you don’t want to start from scratch, you can use Monday’s pre-built dashboard based on your requirements.Īnd you’ll further get multiple templates for each of these scenarios.įor example, the “Freelancer” category has four templates for different scenarios, including campaign planning, event planning, customer requests, and “single project.” There are also options to filter them by time, group, column, team member, name, among other attributes. What’s more, you can view complete board activity, last viewed, and updates. You can customize every part of your dashboard and different viewing options, including the colors, count items, and more.įor more options, lets you add third-party apps like Airtable, Word Cloud, Pivot Board, Collaborative Whiteboard, etc. While this is the main table, you can also get a timeline view and many other viewing options. One of its key selling points is that you can assign a single item or task to as many members as you want. An item can be a task, a campaign, a lead, a feature, employees, or anything else you define. You can further add items to the group you created. A group can be a project phase, a time frame, deal stage, or anything you define. There’s also an option to organize your work by grouping items together. A board can be a project, marketing plan, sales pipeline, quarterly roadmap, or anything you’d like.
You can create a board and name it whatever you want. Monday has a similar user interface to Asana. You can plan different business goals with your team, including the company goal planning process, market share goals, business objective goals, corporate goals, etc. On the other hand, the timeline layout lets you visualize how different tasks map out over time.Īsana also lets you add company goals to help teams prioritize and connect work to your organization’s objectives. For instance, the list view helps you immediately view your tasks, see priority tasks, and when work is due. Plus, you can view your project in four layouts for your dashboard: List, Board (Kanban View), Timeline, and Calendar.Įach layout has its benefits. In addition, you can also import a spreadsheet from a third-party tool. It also lets you add meeting details, communication channels, among other essential information.Įither start from scratch or use ready-to-use templates by Asana. You can start by creating a project, welcoming your team, and setting the flow. Asana:Īsana has an intuitive and colorful user interface – with everything available to you in a few clicks. Let’s see how they stack up against each other in detail. Monday: Detailed Comparison.īoth and Asana are powerful project management tools.
Suitable for small businesses, small teams, and medium-sized businesses.Automation rules to avoid repetitive tasks.Task management and workflow management.It allows you to create projects, tasks, subtasks, add team members, add attachments, and much more. Asana:Īsana is a lightweight project management and task management tool for managing all your projects. They offer ease of use and core features you would expect from a project and task management system.īesides, they provide features for team management, resource management, workspace collaboration, etc.
#HOW TO GET TO BOARD VIEW IN ASANA SOFTWARE#
Project Management and Task Management.Īsana and Monday are two of the best project management software tools.