Monday 2022 / Project management

Create a monday trial by visiting the Money.com page, entering your email, adding your full name and password, and continuing to explore features after agreeing to terms and privacy policy.

Create and customize a new workspace to organize multiple projects in one account. Set the background color and icon, and choose open or closed access, noting closed workspaces are enterprise-only.

learn to create boards from scratch or templates, set a board name and privacy (main, shareable, private), and choose what to manage. explore template center and import data options.

Manage your course with a customizable board by using the description field to guide the team, and create groups of items that reflect course stages, with color adjustments.

Organize a project board by adding items as tasks or posts, use sub items to capture smaller goals, and explore boards, workspaces, templates, and data import.

Explore how to use the column center to add and customize default and other column types for your board, matching data types to tasks and managing projects effectively.

Use the person column to assign one or more users to a specific item, even the whole team, and notify them when a task is created.

Explore the status column to track task progress with customizable labels, including adding and editing labels, assigning priorities, and applying new pink 'help' labels to lectures.

Assign due dates with the date column and connect it to a status column to track on-time versus overdue items, then set the deadline and add a timeline column.

Use a numbers column to allocate hours per task or lecture, rename it, and use sum to total time. Add a text column for brief notes and reminders about workspaces.

Learn to communicate with teammates in Money.com by using the start conversation and mention features to notify and update teammates, keeping everyone on the same page.

Explore adding owner and status at the subitem level, customize with other columns from the column center, and use labels for enhanced subitem data and pro features.

Create and use a text column of tags to group items and assign priorities across boards, with tags syncing across main boards and enabling universal search.

Create a tribal shareable board, invite a freelancer as a guest, and set up item groups, columns, and a file column to upload videos from your computer or cloud drives.

Learn to create a private board, invite only designated members, organize group items by team member, assign each lecture as an item, and set hourly salaries to manage project finances.

Connect the boards column and mirror columns let you see and edit data across boards; changes instantly reflect in the mirrored hours column for payroll calculations.

Add a formula column to multiply salary per hour by hours spent, auto-updating as values change, using the multiply function to link salary and hours columns.

Explore board permissions, including view permissions and added permissions, and how enterprise accounts shape who can edit everything, edit content, or update assigned items.

Configure column permissions to restrict edits or views, manage board owners, and invite specific team members to become owners.

Access the chart view, adjust settings to choose a chart type, and visualize progress by item and sub-item with 13% completed, 60% of videos remaining, and groups at 25% complete.

Learn to add and customize a timeline view in a project board, choosing timeline and date columns, grouping by the person column, and applying colors to track tasks over time.

Explore the Kanban view and learn to customize item displays by choosing columns, such as sub items and person sections, and grouping items by status or date.

Create filter views by selecting a column and filtering by status or assignee, such as 'working on it' assigned to Julia, then save the view so she sees her lectures.

Utilize the integration center to connect multiple software through Gmail integration recipes and automate email notifications when a lecture changes to done, including status, due date, and priority details.

Learn to automate work processes using the automation center, applying pre-made automation recipes to update item status, assign users, and move items between groups.

Create a custom automation recipe with the automation recipe builder, using triggers like when a person is assigned and items in a group, plus notifications and emails to streamline workflows.

Create a new dashboard by adding it, naming it, and setting main privacy. Connect data sources and add widgets to display data from ports in one place.

Explore the table region to view data from all boards in one place within the dashboard. This widget helps managers see all items without clicking between boards.

Use the battery widget to automatically add battery data to the dashboard and track completed tasks across all connected ports. Open settings to select boards and columns for the widget.

Explore a calendar widget on the dashboard to view items from all boards in one calendar, choose data sources (timeline or date column), and color the calendar by board.

Thank you for your time; I hope this project management course was helpful. Let me know if you have any follow-up questions or feedback; I'll be happy to help.