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MonoDesk by Envato
Creative Pros
What you do Graphic Designers Website Creators Video Creators How you work Solo Freelancers Small Teams
Features
Today Co-Worker Win work Leads Research Meetings Proposals Deliver Projects Planner Time Tracking Teams Get paid Invoices Relationships Clients Client portals Client updates Integrations Zapier MCP
Pricing About More
Help Blog Playground
Get started free Log in
Help Centre / Discover & leads / Video guides

Discover & leads: video guides

Short walkthroughs for this part of MonoDesk, straight from the team.

Getting started
  • What is MonoDesk?
  • Add your first client
  • Create a project & let MonoDesk draft the tasks
  • Customise your MonoDesk menu
  • Video guides
Planner & Today
  • Plan your week in the Planner
  • The Today page
  • Connect Google Calendar
Projects & tasks
  • The task board
  • Inside a task
  • Labels & subtasks
  • Project files
  • Milestones: on the board and in the portal
Clients
  • Client profiles & brand colours
Client Portal & updates
  • Set up your Client Portal
  • Share a project through the portal
  • What your client sees (and approves)
  • Send a Client Update
  • Video guides
Discover & leads
  • Research a business
  • Plan a meeting
  • Host a meeting and get the recap
  • Set up Discover (once)
  • Research a lead
  • Run the call with Meeting Host
  • Video guides
Co-Worker (AI)
  • What your Co-worker can do
  • Video guides
Proposals & invoices
  • Create & send a proposal
  • Create & send an invoice
Time tracking
  • Track your time
Teams & account
  • Invite your team
  • Your profile & settings
  • Choosing which features show
  • FAQ & troubleshooting
Integrations
  • Connect Claude, ChatGPT and other AI tools (MCP)
  • Connect MonoDesk to Zapier
All video guides

Discover & leads · Video guides

MonoDesk Discover: Introduction and Overview

Watch on YouTube

Deep research prospective clients with MonoDesk Discover

Watch on YouTube

Turn deep research into a structured call agenda

Watch on YouTube

Generate a post call summary and create a professional proposal

Watch on YouTube

Want the rest? Browse all video guides.

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