Monday for Beginners - An Introductory Course to Monday

Discover monday.com’s user interface, from the inbox and left-hand menu to workspaces and boards, with apps marketplace, my work calendar, and powerful search for all updates.

Learn to manage bookings with monday dotcom by building workspaces, boards, and items, and configuring columns like person, email, timeline, and status.

Build dashboards to visualize real-time data from multiple boards with widgets, enabling the team to surface insights and monitor bookings and inquiries.

Explore how automations and integrations turn boards into a work operating system, triggering actions, sending reminders, and linking tools like Gmail and Office 365 to coordinate data across workflows.

Create and delete boards on monday.com, explore privacy options—main, private, and shareable—and invite teammates or external guests, then assign a board owner and modify or delete boards.

Explore the people, status, and date columns on Monday dot.com boards, assign tasks to teammates, customize statuses with colors and mark done statuses, and sync dates with Google Calendar.

Link the person, status, and date columns with the deadline column to track deadlines and show on-track or missed indicators; optionally add a deadline combo.

Explore three Monday board columns—text, long text, and numbers—to capture contractor details, long-form task information, and task budgets, with dollars units and adjustable summary rows.

Leverage board templates to speed setup by saving boards as templates and using built-in templates from the template center for tasks like blog planning with calendar and Kanban views.

Create a guest contacts board by customizing a prebuilt template: remove unused columns, add numeric bookings, people, date, rating, value added tax checkbox, country picker, and bronze-silver-gold loyalty levels.

learn to add data to boards by capturing individual items, bulk entry, or importing from spreadsheets; organize with status groups, map columns, and handle duplicates.

Explore how to search, sort, and filter data on a monday.com board. Learn real-time full-text search, single and multi-column sorting, and advanced filtering to quickly find and organize bookings.

Explore item properties on Monday by adding columns, descriptions, and visibility controls, then update items with a rich text editor, attachments, and in-context teammate notifications.

Explore monday.com sub items and learn how to nest detailed items under a parent, with configurable sub item columns, expand-collapse behavior, and parent-item summaries through aggregation.

Connect boards to view all maintenance data in one place. Create one directional or bi directional links with mirrored columns, like email and contractor's telephone number, preserving data integrity.

Demonstrate building two boards from the excel import: a cleaning crew board, and a cleaning schedule board, with mirrored contact info and a multi-select rooms dropdown plus a three-status workflow.

Discover additional board views in monday, including calendar, workload, kanban, and form views. Learn to create custom views with the monday apps framework and save or rename charts and timelines.

Explore calendar and workload views in Monday to visualize bookings with color by status. Use a guests × days formula to calculate booking effort and monitor capacity to avoid overbooking.

Explore kanban and gantt views in monday.com, mapping booking statuses to kanban columns and visualizing task dependencies with a timeline and interactive drag-and-drop.

Explore the form view to capture new data by auto-generating a form from your board, share it online, route submissions to the right group, and customize questions including mandatory fields.

Create a guest feedback board in monday with a form, using new submissions and reviewed groups, and add ratings for overall, cleanliness, and value along with a long feedback field.

Explore how Monday.com notifications and inbox enable in-context team communication by configuring notification preferences, receiving updates, and tracking items from the bell icon to the inbox.

Discover My Work, a Monday feature you access from the left menu, showing all tasks assigned to you across boards, organized by due date from overdue to no-date tasks.

Learn how to use search everything in monday dot.com to find items across all boards, edit results in place, filter by date, and navigate via keyboard shortcuts.

Learn to share a monday.com board view publicly using the share feature, producing a plain URL or embeddable iframe, and manage access with start and stop sharing.

Practice updating the Lorenzo Harvey item and using the search everything feature to find updates containing climate summit, and link contacts in the concierge column.

Create dashboards that aggregate data from multiple boards using widgets like numbers and charts. Resize and drag widgets, and configure them with settings and filters in view and edit modes.

Build and customize chart and calendar widgets on a multi-board dashboard, selecting chart types, input boards and groups, a monthly x axis, and color by board.

Export dashboards to pdf or individual widgets as png, reformat as needed, and display on a TV screen using Monday's share, print, export, and TV mode features.

Add a numbers column named cost with a dollar prefix to the cleaning schedule board, import cleaning data from Excel, and adjust the chart to display total costs per month.

Create and manage board automations in monday.com by configuring triggers and actions, test with new inquiries, and review automation activity to streamline guest workflows.

Discover how monday dot com integrations connect tools into a cohesive work operating system by using triggers and actions, such as sending emails via Gmail after checkout.

Develop automation that marks a paid booking as complete one day after departure and implement an integration to email the guest when a new booking inquiry is received.

Explore monday.com essentials—from creating accounts to inviting members and building boards with groups and columns, managing items and data with automations, integrations, dashboards, and board views.

Master scheduling management in project work by defining scope, sequencing activities, estimating durations, allocating resources, and using tools like Gantt charts and critical path analysis.