Onboarding on Monday.com
Starting at
$
25
/hrAbout this service
Summary
Migrated client information from Excel into Monday.com, creating a structured board tailored to the client’s workflow. The data was cleaned, organized, and formatted for easy navigation, giving the team a simple and efficient system to manage client records.
Process
Built the board in Monday.com and created the required columns.
Imported the data from Excel to Monday.com.
Mapped the imported data to the correct fields.
Verify that the data has been successfully imported.
What's included
Clean, organized Monday.com board with ready-to-use client data.
Fully set up Monday.com board with imported client data Organized and formatted records for easy navigation Cleaned data (duplicates removed, consistent formatting applied) User-friendly system ready for client team use
Skills and tools
Project Manager
monday.com
Slack
Trello
Industries
Business Management
FinTech & Payments
Logistics & Supply Chain