Monday : Project Management For Beginners

Explore monday.com, a cloud-based platform to build custom work-management apps without coding, enabling collaboration, updates, dashboards, and integrations with major tools for remote teams.

Discover Monday.com use cases by team, business, and workflow; explore 200 workflows with templates for marketing, sales, IT, and project management, including wedding planning and remote work.

Explore Monday.com pricing, from a free plan for up to five members to basic and enterprise options, including per-seat rates and annual versus monthly billing.

Create and set up a monday.com account, sign in via email or Google, invite teammates, and build a food delivery app board with design and development tasks and core columns.

Learn how workspaces group boards to manage multiple projects, create and name new workspaces with open or closed privacy, and access boards, members, and permissions.

Learn to manage workspaces with multiple boards, groups, and tasks by creating, renaming, duplicating, moving, archiving, and sharing boards with teammates, guests, or clients.

Learn how groups organize tasks on a board, including creating, coloring, collapsing, prioritizing groups, and managing items with add, duplicate, rename, export, and archive for workflow.

Learn to manage IT project workflows by creating groups and items, adding tasks such as design user interface and developing web, Android, and iOS apps, and assigning tasks to teams.

Invite members, create teams, and assign tasks to a team or individual on the project board. Learn about bulk invites, viewing team members, and broadcasting updates to the right group.

Learn to add and customize columns for tasks, including status, date, and priority, track progress with labels, and drag and drop columns to tailor your project board.

Add and customize number columns with budgets and units, define timelines, and track time for tasks in a workflow. Explore text, email, and file columns to extend the task list.

Add descriptive column descriptions to your project board using the three-dots menu and settings. Use column information to explain start date and budget.

Learn how to break tasks into subtasks or sub items, manage their nested structure, and map statuses and columns so parent items reflect sub item progress.

Learn to coordinate a website layout task by posting updates, starting conversations, tagging teammates, and receiving email notifications, while using rich text formatting to discuss design in one centralized place.

Explore how monday.com notifications keep your project aligned, detailing where to view alerts (inbox, bell, email, desktop, mobile, Slack) and when they trigger (admin changes, mentions, assignments, deletions).

Learn how to use monday.com search everything to find tasks, updates, files, and people, apply filters, and tag items for precise results.

Learn how sorting tasks by priority, budget, and alphabetical order works, including manual and sub sort, save settings, and how refresh preserves order.

Explore how to filter items on a board using simple search, quick suggestions, and complex queries; learn to create dynamic personal views, prioritize tasks, and hide unnecessary columns.

Dashboards provide a high-level view of project data, centralizing progress, budget, and workload in one place. Learn to create dashboards, customize widgets like the battery widget, and visualize task status.

Learn to add a chart widget, switch to a pie chart, customize the x axis to show status, and display the count of tasks by status to visualize project progress.

Explore using the numbers widget to display the total project cost by summing the budget, configuring settings, and displaying the dollar sign on the dashboard.

Learn to visualize project data with a bar chart widget on the dashboard by configuring x and y axes to show task names, budgets, and time spent per task.

Learn how to add and configure the calendar widget to visualize tasks on a calendar, set start dates and timelines, and use the timeline widget for a time based view.

Add the timeline widget to the dashboard to view time-sensitive tasks in a timeline with per-person perspectives, drag-and-drop rescheduling, and options to zoom, export to Excel, or enter full screen.

Learn how the Gantt widget visualizes task timelines and dependencies, showing how design, wireframe mockups, and start dates determine the order and scheduling of web and Android app tasks.

Discover how to add a countdown widget, set a target date like December 31, 2022, and customize units from days to months to motivate your project team on a dashboard.

Filter dashboard data by person, priority, or status to view targeted tasks, budgets, timelines, and print, share, and export dashboards. Combine filters for development or design to refine insights.

Print, share, and export a dashboard, save it as pdf, and present it in tv mode for clean, full-screen presentations.

Learn to manage, share, and access files in Monday.com using updates, the status box, a files column, and the file gallery, with previews and zip downloads.

Collaborate on files by posting comments and updates in the file gallery, use annotations to communicate changes, and track updates with numbered entries to notify teammates.

Learn how to download files in monday.com by using the files tab to download a single file via the file gallery or download all files in a zip format.

Manage file permissions and board permissions to control access to files on the board. Learn to handle uploads up to 500 MB by compressing files or using cloud storage.

Master board permissions by assigning owners, inviting teammates, and using the crown icon to grant ownership. Configure viewing and editing rules, including enterprise plan limits and updates-only mode.

Understand automation and integration in Monday dot com, plan requirements and a 15 day trial, with examples like moving items between groups and automating with Gmail and Slack.

Master Monday.com automation by configuring triggers, conditions, and actions to streamline workflows. Create a simple automation that notifies when a task status changes to done.

Learn multi step automation in Monday.com by triggering on done status. Configure steps to notify and move the item to the done group, with an option to add more steps.

Explore preset automation recipes in monday.com, using automation center templates to create, customize, and automate item creation, status changes, notifications, due dates, and dependencies.

Learn how to edit, duplicate, and save monday.com automations as templates, manage on/off toggles, customize notifications and recipients, and review automation activity in the automation center.

Learn how to create integrations that automate tasks between monday.com and external apps like Gmail and Slack, using the integration center and recipes.

Learn to build a Gmail integration in monday to auto email when a task status becomes stuck, connect Gmail, and set a subject like 'stuck task' for the listed recipient.

Learn to integrate Slack with Monday by connecting a Slack workspace, selecting a channel, and auto-notifying a channel when an item's status changes to done.

Discover how the Monday.com formulas column turns tasks into Excel-like cells, calculating totals by multiplying time tracked by hourly rate and supporting discount calculations.

Learn how to share a board with external guests, invite them by email, and manage their permissions to view, create items, edit columns, and assign tasks on shareable boards.

Learn to create forms in a Monday workspace to collect data, run surveys or votes, customize fields, publish via links or QR codes, and build dashboards from results.

Learn to display form data in a dashboard using a table and widgets. Visualize ratings and vote distribution with charts, and update fields like project manager.

Export your Monday.com board to Excel, choose to include updates, download and edit the resulting spreadsheet, and note that importing from Excel is trickier; next, explore templates.

Learn to create a template from an existing board by converting it to a main board, saving it as a template, and reusing it to quickly create new boards.

Learn to change Mondaq.com themes from light to dark or system default and access shortcuts for Mac and Windows, including creating groups, new columns, and collapsing groups to boost productivity.

Discover how the canvas in monday.com enables real-time collaboration on drawings and notes, with shapes, text, images, task lists, and shareable links for guest access.

Apply conditional coloring in Monday to color cells or rows when money spent is zero or less, or dollars per hour meets the condition, using the paint bucket icon.

Learn how batch actions apply changes to multiple items at once, including moving, duplicating, exporting to Excel, archiving, and deleting.

Enable deadline mode by connecting the date column to the status column, so deadlines appear with task status on your board and timeline column, showing overdue and done on time.

Master the bold switch in monday.com to quickly search across boards, dashboards, docs, and workspaces using command B or ctrl B.