Monday.com Automation Setup & Training

200.0 USD

200.0 USD peopleperhour Technology & Programming Overseas
230 days ago

Description

Monday.com Automation Setup & Training, Project goal
To effectively set up and automate stages in monday.com for a mortgage broker, enabling efficient update communication with clients, realtors, and lawyers.
Scope of work- Set up tailored stages in monday.com for mortgage processing.- Automate the stages to send update emails upon movement to a new stage.- Guide and train on setting up and automating stages within the platform.

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Overview: We are looking for a developer to assist in building the first phase of a web-based subscriber dashboard called the "Subscriber Portal." This portal serves as a reserved area for members with different access levels (e.g., Personal and Business accounts). The project focuses on post creation and interactive functionality tailored to member type. This is part of a staged rollout that will eventually integrate with a broader service marketplace module. Objective: To develop a modular, mobile-responsive member dashboard with key features depending on user type. This is a backend+frontend implementation that includes interface creation, function triggers, and workflow validation. Deliverables: • A fully functional and testable subscriber dashboard (Subscriber Portal) • Page structure and access logic for Personal vs. Business accounts • Admin interface for managing member access and post history • Rotating hub element (UI component) with notification markers or alerts • Action buttons for Business users: [Connect], [Reserve], [Call] • Member-facing features for both Personal and Business: post creation, inbox, and profile edit • Integration-ready code and database mapping • Post-implementation integration guide with documentation Required Skills: • PHP (ideally with CodeIgniter or Laravel framework experience) • MySQL or similar RDBMS • Experience building secure, scalable member dashboards • Front-end familiarity with HTML/CSS/JS for interactive UI components Nice to Have: • Experience with modular builds for integration with future service marketplace add-ons • Familiarity with user role segmentation and tiered subscription plans Timeline: • Target start: Immediately after candidate selection • Duration: 3 weeks for development and testing Additional Notes: • This project is part of a larger roadmap. • The second stage of development will focus on expanding this member portal to support a marketplace-style posting and service connection area. • Please note: branding and internal names will be shared once selected. For now, refer to the module as the "Subscriber Portal." To Apply: Please provide examples of past work involving member dashboards, subscription-based platforms, or similar user segmentation systems. Include any relevant GitHub or portfolio links. Interviews may include a short paid test task.  
516.0 USD Technology & Programming peopleperhour Overseas
2 days ago

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