Monday - Project Management - The Complete Beginners Course

Set up your monday.com account by choosing a plan, starting a free pro trial, and creating your first board for project management, while selecting roles and basic configurations.

Explore the Monday.com interface, including the top navigation bar, left sidebar, and central board view. Learn how to use notifications, profiles, free trial details, boards, dashboards, workspaces, and automation.

Explore Monday.com’s structure by organizing your account into workspaces and boards, then create a dedicated IT projects workspace and a website redesign board for practical learning.

Organize the Monday board for the website redesign by creating groups: planning and research, design phase, development, testing phase, and launch, and customize group colors to structure the project.

List and manage project tasks across goals, design, development, testing, and launch phases using an example Excel file, including task descriptions from start to post launch.

Set a project timeline by assigning due dates in order and track task statuses such as not started, in progress, on hold, and done.

Invite team members by email, set admin, member, or viewer access, and assign each task to owners for design, development, testing, deployment, monitoring, and feedback.

Explore adding and configuring columns in Monday to track tasks, owners, status, due dates, and budgets, using numbers, drop-downs, text notes, and files with more column options.

Monday allows us to create subtasks for tasks, assign different owners, update progress, and manage multiple steps in a design phase.

Explore task options, customize with updates, tag teammates, and update via email, while tracking activity and files; duplicate, export, archive, move, or convert items, and preview dashboards or charts.

Learn to use monday.com board-level and port-level communication to update projects, tag everyone, and receive notifications without meetings for every item.

Explore board level, workspace level, and global search in monday to quickly find items, projects, and updates, using filters like assigned to, my files, and date.

Explore powerful filtering in monday: use quick and advanced filters, filter by person, group, owner, due date, or budget, and save custom views for future use.

Learn the sorting functionality to order tasks by budget or due date, apply ascending or descending sorts, and combine criteria for views like biggest budget items or owner sorting.

Learn monday board functionality: hide and pin columns, group by status or due date, adjust item height, apply conditional coloring, and set default values for streamlined project views.

Navigate board management: the activity log with undo, time/group/column filters, search, and Excel export; manage discussions, notifications (mute and custom), and archiving with trash restore and upcoming automations.

Explore the different views in monday.com, from the main table view to calendar and chart. Learn how the default table view supports editing, sorting, filtering, and grouping for various roles.

Explore the Kanban view, a visual workflow board of cards in status columns for agile and Kanban teams to track progress, move cards, update due dates, and view details.

Explore the calendar view to track deadlines, meetings, and milestones with date, week, month, or timeline modes. Color by status, owner, or priority, and optionally sync with Google Calendar.

Master the Gantt view as an advanced timeline for full project management planning, including dependencies, milestones, and critical paths, with baselines, snapshots, and labeling for large structured projects.

Explore the chart view to turn board data into visual graphs and dashboards, switch between pie, donut, line, bar, and area charts, and customize labels, values, and budgets.

Explore the file view to access all uploaded files in a centralized space, search for files, name them clearly, switch between grid and list views, and manage versions.

Explore the doc view in monday.com, a shared interactive embedded document for project documentation, meeting notes, and agendas with templates, customization, and widgets for collaboration.

Turn a board into an online form with the form view, creating a new item in the main table from each submission.

Organize your monday.com space by creating department-based workspaces and folders. Rename the IT projects workspace to project management and move projects into folders to keep structure and permissions clear.

Import your plan from Excel and upload to Monday to create a new board quickly, then customize columns like task name, description, status, priority, owner, due date, and estimated hours.

Browse Monday's template center to explore ai powered templates, marketing, and project management templates, then use a template to create boards, views, and documentation for faster project setup.

Learn to build and customize a monday dashboard from scratch using widgets and data sources, connect boards, and present interactively in present mode for confident project meetings.

Explore Monday automations to eliminate manual work by automating repetitive tasks with templates or custom rules. Trigger actions like status changes, task creation, or notifications, moving items and assigning owners.

Learn best practices for managing automations on a project management board, avoiding overuse, and using editing, prioritizing, duplicating, templating, and running history to stay organized.

Explore building smarter automations with multiple conditions and actions, like notifying only when a status changes to stock for a specific owner, and adding design-phase filters.

Integrate Monday with tools like Slack, Outlook, and Google Calendar to automate notifications. Learn to trigger channel alerts when data arrives, items are created, or statuses change.

Explore the monday apps marketplace, the app store for monday.com, and learn to install, manage, and integrate apps and automations that extend monday's native features for diverse workflows.

Download the Monday mobile app via QR code or email download link to review boards on the go, and set notification preferences to stay updated without spam.

Learn how to use Monday shortcuts to add a new column quickly on a board with ctrl shift c, and explore the shortcuts menu to find useful options.

Discover how to track time with the time tracking column on a Monday board, start and stop timers, and optionally integrate Harvest to save costs on time management for teams.

Leverage the dependency column to link tasks by due date or timeline, so completing a task advances the next one and updates the Gantt timeline automatically.

Explore Monday AI functionality in beta to help users get more productive and use the tool more easily.

Discover how Monday sidekick AI acts as a digital worker on boards, analyzes project status, highlights bottlenecks, and generates milestone reports.

Explore ai on individual tasks in the development phase to adjust due dates, budgets, and owners via the ai button in a beta hosting and domain setup.

Explore ai powered columns to translate notes into Spanish, summarize inputs, and automate labeling for cross-border projects.

Explore monday.com's ai powered appbuilder, monday vibe, and learn how simple prompts build budget dashboards and project budget trackers with real time KPIs, beautiful visualizations, and actionable intelligence.

Explore Monday administration to customize your Monday experience, access settings via the profile in the top-right corner, and preview the options covered in upcoming lessons.

Explore general settings in Monday.com, including profile and account URL, weekend customization and hide/show options, data export, and flexible work schedules for multiple teams across time zones.

Customize Monday branding with logos and email headers, and set board defaults. Adjust features like link previews, GIF controls, AI options, and notifications to balance usefulness and spam.

Navigate directory settings across five tabs: users, invitations, departments, board ownership, and automations ownership. Manage user roles, pending and sent invitations, and ownership transfers.

Explore how monday.com security settings differ by plan, with two-factor authentication and board permissions on the pro plan, and enterprise unlocking advanced options like single sign on and HIPAA compliance.

Learn how to configure connections and automations on monday.com, including integrations, internal automations with AI, and personal API tokens, while monitoring billing, usage stats, and board archiving.

Explore the monday.com administration center, including the enterprise-only content directory, apps, and web apps. Configure permissions and custom roles, and use the cross account copier to migrate boards between accounts.

Set up a top-level workspace named 'projects', create project subfolders, and add boards or dashboards to keep multiple projects organized.

practice creating a new board from the Product Marketing Lounge template, add a Kanban view prioritized by status, and adjust automation to notify subscribers one day before the timeline.

Learn to create a new board using the product marketing launch template, build a kanban view based on priority, and adjust automations to notify one day before the timeline.

Amend existing dashboards and boards in monday.com using the product marketing launch template, delete a widget, exclude backlog and post, and adjust the gantt to show campaign planning and status.

Explore the Monday dashboard features, switch to full screen, and use widgets and a Gantt view to highlight KPIs and statuses for executives.

Explore board options for the marketing launch plan: filter stock items, switch budget to pounds, add time-tracking, invite two people with tasks, and test an automation.

Filter stuck items, switch budgets to pounds, and show the most expensive item, then add time tracking, hide columns, invite teammates, and test an automation with notifications.

Use Monday's advanced single project template to plan a personal or work goal (e.g., PMP certification), amend columns, finalize the plan, and execute while tracking progress.

Use the advanced single project template in monday to manage a PMP certification project, keeping items simple with item, status, and due date to boost accountability and productivity.