Monday Project & Work Management - The MasterClass

learn to create and manage workspaces in monday.com, organize boards, projects, portfolios (enterprise), documents, and apps, customize icons and colors, and apply privacy and permissions for project and finance teams.

Learn to create and edit boards in monday.com, choose from scratch or templates, set privacy levels, and manage project work within a main board.

Learn how to organize a project in Monday using groups to represent phases, rename and color them, and add tasks as items across initiation, planning, execution, and closeout.

Learn to organize a project board by converting items to tasks, structuring phases, and managing tasks from scoping and quotes to execution and closeout, with activity logs and detail views.

Create and manage sub items within a main item in Monday, assign owners, statuses, and dates. Add columns, navigate, and expand, delete, or hide sub items for efficient task tracking.

Explore the three board types: main, shareable, and private, and learn how visibility changes when you switch between them, invite guests, and manage access within your Monday account.

Learn to create and customize Monday columns, including priority, status, and person; reorder columns, assign tasks, tune status labels with colors, and manage edit or view restrictions.

Add a timeline column, set start-to-end dates, and add a description; link it to the status column to track progress and deadlines with indicators.

Link the timeline with a duration column to auto adjust as you set durations. Create and connect the duration column, then set durations and reminders with automations and custom emails.

Learn to synchronize the timeline with your calendar, configure the timeline column with weekend options, and manage durations and calendar subscriptions in Google Calendar or Outlook.

Learn to create and manage dependencies in Monday, including finish-to-start, start-to-start, finish-to-finish, and start-to-finish, with lag, strict or flexible modes, and automatic timeline adjustments.

Explore how to use Monday's formula column to calculate person hours by combining priority, duration, and people count, with Excel-like functions for dynamic project work management.

Configure the date column as a due date type in Monday, connect it with a status column to show days left and overdue alerts, and automate reminders before deadlines.

Navigate and customize a progress tracking column in Monday, linking priority and status columns, adjusting the completion color and weighting for project progress.

Add and use a time tracking column to monitor task hours, start and pause timers, and evaluate budget with a simple if formula comparing time tracking seconds to person hours.

Add a text column, choose between long or standard text, and set it as a comment column to store notes beside each task.

Explore Monday documents for project work management to store detailed notes with rich formatting—headings, bullet points, checkboxes, and attendance registers—plus dynamic values like dates and time tracking.

discover how to add a file type column in Monday, upload and store files from Dropbox, PC, or webcam, drag and drop, and preview or download pdfs and documents.

Add the email type column to your Monday board to email team members and clients directly from the board, with to and subject fields auto populating from your task.

Add a button column to Monday board and set up an automation that notifies you when the button is pressed. Customize the button text and color to fit your workflow.

Learn how to connect boards and use the mirror column in Monday to pull purchase order status from a finances board into a project board, with one-way and two-way options.

Create your first monday.com board by building a two-group, eight-column project with timeline, dependency, and formula columns, then populate data to test time tracking.

Explore monday.com’s Gantt chart view to manage dependencies, baselining, and the critical path, using docked or full-screen views, filters, grouping, and color legends.

Export gantt charts from Monday to pdf or excel via the top-right more options, then manipulate the data or share the chart with others.

Explore the chart view in Monday to create and customize widgets, select chart types, set x and y axes, apply calculations, and use benchmarks, filters, and groups for task hours.

Explore the calendar view in Monday, adjusting docked or full-screen layouts and what’s displayed. Color by priority, group, or status; show hours in week view; filter with the color legend.

Master the Kanban view in Monday to drag tasks by priority and status, view updates in the main table, and customize cards with time tracking and comments.

Add a files gallery view to display and manage files, attach items, upload and track versions, search, open, download, or delete files, and switch to full screen or docked view.

Explore the workload view to see each team member’s capacity and overload. Switch timelines and compare effort versus person hours, then export data to Excel.

Explore the work form, a powerful form view to add data to the main table, share tasks with teams or clients, and customize security, layout, and question settings.

Discover how to fix mistakes in Monday.com by using the trash and archive, undo deletions, and restore items. Learn to permanently delete, filter, and search to manage data in bulk.

Explore how the activity log tracks who changed tasks and when, with board- and item-level views, filtering, and Excel export for analysis of project timelines and dependencies.

Export your Monday board to Excel by selecting tasks or groups, including updates and time tracking, then export either the full board or a filtered view for shareable data.

Learn to import data from Excel into monday.com by exporting a board, mapping columns, and selecting create new items, skip items, or overwrite existing items, with noted limitations.

Learn to create a Monday.com board from an Excel import by dragging Excel sheet onto Monday.com, selecting first row and column, and configuring status, date, and a people column.

Explore Monday's automations, focusing on status-based automations that trigger actions like changing priority when a status changes to done, with conditions and activity logs for debugging.

Learn to automate item archiving in monday by creating a button press automation that fires only when the status is done, with options to view and restore archived items.

Learn to create time-based notification automations in Monday for project and work management, including setting daily reminders, selecting recipients, reviewing run history, and exploring automation templates.

explore monday integrations to link your finance board with third-party apps, install an auto id or auto increment app, and generate purchase order numbers with a prefix and six digits.

Install a third-party smart spreadsheet app to create an Excel sheet view on a Monday.com board, and use basic Excel functionalities like sum, export, and import.

Connect Gmail to monday.com and use a status-based automation to send emails when a task status changes to done, including item name, user name, priority, timeline and time tracking.

Learn to add documents in a Monday workspace, using blank or template documents, set privacy, apply meeting notes templates, and leverage editing tools and media embedding.

Add a workspace dashboard by linking boards, and use widgets such as Gantt charts and pie charts for a course project timeline overview.

Organize projects by creating folders as logical groups in your workspace, drag items into boards, documents, and dashboards, then rename, color, or collapse them to stay neat.