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Monday for Beginners: Taught by a Certified Expert
Rating: 4.1 out of 5(13 ratings)
37 students

Monday for Beginners: Taught by a Certified Expert

Learn Monday from a Certified Advanced Workflow Builder. Master the basics and start efficiently organizing your work.
Created byLiam Bailey
Last updated 8/2024
English
English [Auto],

What you'll learn

  • Create and manage architecture (boards, items, subitems, etc.) in Monday.
  • Create beautiful dashboards to help visualize key data in Monday.
  • Automate your/your team's work in Monday with it's powerful automation system.
  • Confidently teach another beginner how to use Monday.

Course content

6 sections • 31 lectures • 3h 8m total length

  • Workspaces in monday.com4:35

    Explore how monday.com workspaces organize boards, a work dock, and a dashboard, with folders, templates, and customizable icons, while covering privacy, membership, and when to use multiple workspaces for efficiency.

  • Boards in monday.com15:05

    Explore monday.com boards: manage board types (main, shareable, private), permissions, and owners; track activity with the activity log, customize notifications, and export or import items and templates.

  • Groups in monday.com3:12

    Understand how groups organize items in monday.com while preserving the board's column structure, and use batch selection, collapse/expand, and actions like add, duplicate, move, rename, color, export, or delete.

  • Items in monday.com7:41

    Learn how items drive monday.com, handling duplication, export, archiving, and cross-board movement while leveraging item views, updates, files, and activity logs along with quotes, invoices, and emails.

  • Subitems in monday.com5:23

    Explore how subitems in monday.com attach to a main item with independent column structures, and learn converting subitems to main items, batch selecting, and using subitem summaries for reporting.

  • Updates in monday.com3:39

    Discover how updates enhance team communication within items and subitems using a rich text editor, attachments, emojis, and mentions, with checklists to track progress and update templates.

Requirements

  • No prior experience is needed. This course will provide you all of the knowledge that you need.

Description

Are you new to Monday and eager to learn how to make the most of this powerful WorkOS platform? Whether you're a solo entrepreneur, a team leader, or someone simply looking to get organized, this course is designed to help you master the basics and beyond.

Welcome to "Monday for Beginners: Taught by a Certified Expert." My name is Liam, and I'm a certified advanced workflow builder, implementor, and developer by Monday. As the lead architect and workflow designer at a digital workflow consulting firm, I've spent countless hours building, optimizing, and living within the Monday platform, creating efficient workflows for companies big and small across various industries.

In this comprehensive course, you'll learn how to navigate Monday and understand everything that it has to offer. We'll dive into the essential components like workspaces, boards, groups, items, and subitems, so you can organize your data effectively. You'll also explore the powerful column options, board views, and dashboards that will help you visualize your work and keep your team on track.

We'll also cover automations and workflows to save you time and reduce manual tasks, ensuring that you and your team can focus on what really matters.

By the end of this course, you'll have the knowledge and confidence to work, build, and even teach others how to use Monday within your organization. So, if you're ready to get organized and maximize your productivity, join me in this course and let's get started on your journey to mastering Monday!

Who this course is for:

  • Employees of a company that uses Monday
  • Business owners who implemented Monday into their workflow
  • Business owners considering implementing Monday into their workflow
  • Businesses looking to use Monday as a CRM

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