Onboarding on Monday.com

Starting at

$

25

/hr

About 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

monday.com

Slack

Slack

Trello

Trello

Industries

Business Management
FinTech & Payments
Logistics & Supply Chain