Master Monday: Streamline Project Management & Productivity

Name: Master Monday: Streamline Project Management & Productivity
Rating: 4.8 (148 reviews)

Monday Essentials: Manage Teams and Projects Like a Pro, Optimize Workflow and Collaboration for Success.

Highest Rated

Created byKhair ullah

Last updated 3/2025

English

English [Auto],

What you'll learn

How to Set Up and Customize Boards
Workflow Automation
Task and Project Management
Use Monday’s collaboration tools to communicate with team members and stakeholders.
Use dashboards, Gantt charts, and timelines to monitor project progress.
Connect Monday with other apps like Slack, Google Drive, and more.
Allocate resources and track team performance for better project management.
Leverage advanced Monday features like reporting, time tracking, & integrations for comprehensive project control.

Course content

4 sections • 17 lectures • 1h 21m total length

CREATE YOUR ACCOUNT5:10
Create and verify your Monday.com account, sign up with Google, explore pricing from free forever to pro and start a 14-day trial, then set up your board named Monday Course.
OVERVIEW OF INTERFACE4:18
Take a guided tour of the monday.com interface, including the left navigation panel, home page, inbox, calendar-driven my work view, and app marketplace integrations like DocuSign and themes.

CREATING FIRST BOARD4:21
Create a blank board from scratch, name it energy conference, choose main privacy, customize item labels, and add a description to clarify the board’s purpose.
CREATING GROUPS FOR TASK5:38
Organize your monday.com projects with color-coded groups and items, using clearly named categories like attendee, venue, and speaker. Create, move, rename, collapse, expand, archive groups, and export to Excel.
WORKING WITH ITEMS4:27
Organize tasks by groups like attendees, speakers, and venue, rename items, and create sub items; use Monday.com features to move, duplicate, convert, copy links, and recycle deleted items.
OTHER COLUMNS6:16
Explore how to add and customize columns in monday.com to build workflows, including assigning tasks, tracking status and due dates, editing labels, and adding timeline columns.
INVITE PEOPLE3:30
Invite teammates to monday.com by email, have them accept invitations, and join the workspace. Assign tasks to individuals or multiple people, monitor status, and receive email notifications to support collaboration.
STARTING FORM TEMPLATE4:23
Create a board from a template to prefill items, groups, and columns, then customize posting schedule, post copy, content category, leads, and design status.

UPDATE TASK8:01
create and customize task updates in conversations to streamline project management; attach files from multiple sources, mention teammates, format text, set statuses and due dates, and preview documents.
DAY TO DAY WORK7:11
manage day-to-day operations by tracking tasks, updates, and status across boards; filter by person or advanced criteria, sort and customize views, and monitor notifications in inbox.
RENAME,DELETE,DUPLICATE AND OTHER SETTINGS6:07
Learn how to rename, duplicate, delete, archive, and manage board settings to organize projects efficiently, including how to duplicate structure, copy updates, and control sharing.
DIFFERENT VIEWS3:38
Learn to add and switch Monday.com views—file gallery, dashboard, Gantt, and timeline—to visualize data and boost productivity across projects.
CREATE A TEMPLATE3:49
Learn to turn an energy conference board into a reusable template by saving it as a template, then reuse it to create new boards with controlled permissions.

CREATE FOLDERS5:16
Create and organize folders by naming them, moving boards into folders, creating docs, and collapsing views to keep your social media planner tidy and efficient.
CREATE WORK SPACES3:15
Create additional workspaces to organize boards beyond the default, naming them by department like marketing. Customize each workspace with logo, banner, description, and manage members, then move boards between workspaces.
AUTOMATION3:29
explore automations with templates or from scratch, using triggers such as status changes to notify teammates, test, and manage automation availability on pro plans.
SOME SETTINGS2:18
Explore your monday.com profile settings to update personal info, adjust working status and online indicators, manage notifications and language, and customize theme and session history.

Requirements

Willingness or Interest to learn about Monday for Project Success.

Description

CRITICAL NOTICE Prior to Enrollment:

This course does not serve as a substitute for official vendor materials necessary for certification exams. It lacks endorsement from the certification vendor, and participants will not receive official certification study materials or a voucher as part of this course.

Are you looking to master Monday, the powerful project management tool that can revolutionize the way you manage tasks, teams, and projects? This comprehensive course is designed to take you from beginner to expert in using Monday, whether you’re managing a small team or overseeing large projects. By the end of this course, you will have the skills to organize tasks, collaborate efficiently, and streamline your project workflows using Monday.

Monday is a cloud-based work operating system (Work OS) that helps teams manage and streamline their projects, tasks, and workflows in one central platform. It provides a visual, flexible interface where users can organize, track, and collaborate on projects efficiently. The platform is highly customizable, allowing teams to build their own workflows, set deadlines, assign tasks, and monitor progress in real-time.

This course covers everything you need to know to make the most out of Monday. We’ll explore how to create and manage boards, set up workflows, track project progress, and collaborate with team members in real-time.

You’ll learn how to customize dashboards, use automation to save time, and manage resources efficiently. With Monday’s powerful tools, you’ll be able to visualize project progress, stay on top of deadlines, and ensure that everyone is aligned on the team’s goals.

Whether you’re new to Monday or already familiar with its basic features, this course will take your skills to the next level.

You’ll gain hands-on experience in managing complex workflows, integrating third-party apps, and leveraging Monday’s features to drive productivity.

We’ll walk you through real-world examples and practical scenarios that help you understand how to apply these features in everyday project management.

By the end of this course, you will be able to confidently manage projects using Monday, communicate effectively with your team, and optimize processes to meet deadlines and objectives.

It’s widely used by businesses for project management, customer relationship management (CRM), marketing campaigns, and even HR and recruitment processes, as it helps improve communication, visibility, and productivity.

Join me and transform how you handle projects with Monday!

Thank you

Who this course is for:

Project Managers – Looking to streamline workflows and manage projects more effectively.
Team Leaders and Supervisors – Who want to improve collaboration and task delegation within their teams.
Business Owners and Entrepreneurs – Seeking to optimize project management and resource allocation.
Freelancers – Who need a flexible system to organize and track multiple projects or clients.
HR and Operations Professionals – Interested in using Monday for managing recruitment, onboarding, or internal processes.
Anyone New to Monday – Individuals who are just starting with Monday and want to maximize its features for personal or professional use.

Master Monday: Streamline Project Management & Productivity

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Requirements

Description

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