Monday User Training Course - Beginner To Expert Course

Discover how workspaces separate your monday.com system into distinct areas, reducing chaos and controlling access for marketing, finance, and sales. Learn to create, manage, and assign users across workspaces.

Create and customize a new workspace in monday dot com. Name it, choose an icon and color, set open or closed access, and invite members.

Manage your workspaces in Monday.com by configuring access, inviting members, and adjusting permissions, then customize boards, dashboards, and docs to support collaborative work.

Discover how boards function inside monday.com workspaces, learn to create, set up, and manage boards, and tailor columns to capture project and marketing data.

Add a new board to your workspace by pressing the plus button. Name it, choose a privacy option (main, private, shareable), set access, and define items such as leads.

Master board management in monday.com by creating groups and items, importing examples, and using search, filters, sorts, and grouping to streamline work; apply conditional coloring and set default item values.

Discover how to speed up board setup on monday.com by using templates, ready-made campaigns, and folders, including email marketing and CRM templates as a time-saving foundation.

Explore how a monday.com crm template organizes leads, accounts, contacts, and deals, using leads as a dumping ground, qualification steps, and activities to manage a sales pipeline with a dashboard.

discover how columns in monday.com serve as the backbone for tracking data across records, including date and unique reference number columns, and learn to set up and use column types.

Learn to add the first three Monday.com columns—status, priority, and label—using the plus button, customize them, and assign colors to items for better organization.

Learn to add and configure people, numbers, and timelines in monday.com, assign users to items, and set up milestones for onboarding or CRM projects using currency units.

Learn to add and configure date, time, text, and long text columns in monday.com boards. Set due dates, add times, and use emoji options to annotate each item.

Connect boards in monday.com with a two-way connection and mirror column to share data across boards, then add and customize a check box to track items and color the tick.

Add and configure three monday.com columns—link, world clock, and item id—by entering a web address with display text, selecting a timezone, and copying the unique item reference.

Explore the phone, location, and files columns in monday.com: track contact numbers with country flags, store global addresses with map view, and attach or link files from diverse sources.

Explore group columns to instantly reallocate items between groups, create and assign tags for search (up to 100 per item), and set up a vote with voters and color options.

Explore rating, creation log, and last updated columns on a monday.com board, including configuring star or heart scales, tracking creator and creation date, and monitoring last updates by users.

Master auto number, scope settings, and prefix customization in monday.com bottom columns. View progress tracking 0–100 linked to status columns and explore the button column for automation.

Discover how dependency, dropdown, and week columns work in monday.com, connect dates, set automations, and use these features for flexible project planning.

Explore Monday.com's formula, country, and color picker columns: create complex formulas from multiple fields, assign country with flag, and pick exact colors for design-ready boards.

Discover how to use the time tracking, hour, and email columns in Monday.com to log time against tasks, export to Excel for invoicing, and send emails directly from the platform.

Learn to manage monday.com columns using settings and the three-dot menu to add descriptions, restrict edits and views, customize types, and duplicate, collapse, or delete columns, including date options.

Explore how views and dashboards inside monday.com reveal data insights from multiple angles, using widgets to track deals revenue and monitor projects.

Explore monday.com dashboards, add and customize widgets (battery view, numbers, to-do list, time tracking) to visualize board data, track progress, and gain per-user updates.

Learn to use gantt and timeline views in monday.com to manage projects with timeline columns, filters, baselines, dependencies, and export options.

Explore how to use monday.com views: files gallery, map view, workload view, and chart view, with steps to enable them via add view and more views.

Explore calendar, kanban, and cards views in monday.com; learn to filter by date and person and configure color, groups, and split views for efficient project management.

Learn to create and customize monday.com forms to capture data from links or websites, configure fields and conditions, and share or embed forms.

Manage your monday.com views by using the timeline view menu to favorite, rename, duplicate, delete, or set a default view, then share or embed with a live link.

Discover how to automate tasks in monday.com using triggers and actions, and explore basic integration to transfer data between apps.

Learn to automate with monday.com using templates or custom automations built from triggers and actions. Configure triggers like when dropdown changes, then create an item in a group.

Explore how to integrate monday.com with apps like Slack and Stripe to automate workflows. Create triggers, criteria, and actions across boards to connect systems and streamline tasks.

Define items in monday.com as records, lines of information tied to topics like contacts, accounts, leads, deals, or projects, and manage them by updating data, notes, emails, and quotes.

Add new items to your Monday board with the new button or bottom option, then manage items using open, move, duplicate, copy link, and add sub items.

Explore item views in monday dot com, including updates, files, and activity logs, and manage communications with emails, comments, and invoices.

import items into monday.com via the import tool to mass import data from a csv or excel file, map columns, and set duplicate handling to create new items.

Learn how to use monday.com notifications to view unread, mentioned, and assigned alerts, manage them with the top-left sign and the three-dotted menu, and access profile settings.

Explore the Monday dot com inbox to manage all messages, like and reply to updates, and switch between inbox view options such as updates, CRM, and bookmarked updates.

Master the monday.com my work page to manage assigned tasks, track overdue and upcoming work, and customize views by people, boards, status, and date columns.

Learn how to use the monday.com search to find everything across boards, updates, files, people, and tags. Access search from bottom left and prepare for the next module on admin.

Add users to your Monday.com workspace by invite link or email, choosing member or viewer access; then create and manage teams to organize access and memberships.

Learn how to recover deleted or archived items using the recycle bin and archive, including restore options, permanent deletion, and 30-day retention.

Learn how to manage your monday.com profile, update personal information and profile picture, adjust language and working status, and customize notifications, password, and session history.