
Learn to sign up for Monday.com, set up a demo account, choose project management (PMO) as your focus, create your first board, and review pricing plans.
Navigate Monday's home, inbox, and boards to access updates, assignments, and favorites, explore workspaces, view and organize items in my work, and customize settings via your avatar.
Complete your Monday.com profile by editing personal information, profile picture, and contact details. Choose a job title, manage teams, set working status, and customize notification, language, region, and password settings.
Explore how to adjust the personal Monday page theme by opening the avatar menu, selecting light, dark, night, or system default, and previewing the look.
Explore Monday.com administration basics by accessing admin features, configuring profile and account settings, managing weekend options, exporting backups, branding, board defaults, users, security, apps, billing, and permissions.
Set up and manage Monday.com workspaces to organize boards, projects, portfolios, and other items across teams, with customizable icons, colors, and privacy, and assign members and permissions.
Create your first Monday board by adding from scratch or using templates, set privacy and guest permissions, and tailor default fields for project management in this course.
Explore how to organize projects in Monday by creating and managing groups within a board, including renaming, coloring, duplicating, and collapsing groups for initiation, planning, execution, and closeout.
Learn to structure a project in a Monday board by turning items into tasks, organizing phases, and managing task details, updates, and activity logs.
Add sub-items to tasks in Monday, assign owners, statuses, and dates, and customize columns; navigate with expand and hide arrows, and batch-delete sub-items for streamlined project management.
Explore board privacy in Monday by comparing main, shareable, and private boards, learn how to change board types, invite guests, and control access within and outside your organization.
Learn how to manage Monday columns by adding and rearranging columns, configuring status and priority labels with colors, assigning people, and applying editing and viewing restrictions.
Learn to create and configure a timeline column in monday, set start and end dates, link to a status column, and monitor deadlines with color indicators.
Connect the timeline with a duration column to auto adjust milestones as you set durations, and set up due date reminders with customizable emails.
Learn to set up dependencies in Monday, including finish-to-start, start-to-start, finish-to-finish, and start-to-finish, with lags and strict or flexible modes that update timelines and date columns.
Learn to use Monday's formula column to calculate person hours by multiplying hours per day by duration and people, using if conditions on priority (critical or not).
Build your first monday.com board with multiple groups and core columns, configure timeline, dependency, and formula, populate fields, test time tracking, and refine your setup.
Learn to create and customize a full-page Gantt chart in Monday.com, manage dependencies, edit and add tasks, and use baselining and color cues to track project progress.
Learn how to export Monday's Gantt charts to Excel or PDF, enabling data manipulation and easy sharing of your project timelines.
Learn to use the trash feature in monday.com to recover, undo, restore, or permanently delete items within 30 days, and understand the archive option for long-term storage.
Monitor activity and changes with the activity log to see who changed what. Export to Excel, filter by person, and review board-level versus task-level updates for timelines.
Learn to create automations in monday.com using a status change trigger, such as done, to set the priority to low. See how to test automations and view activity logs.
Explore Monday integrations to link third-party apps via the apps marketplace and set up purchase order numbers with an auto increment template using a po prefix on a finances board.
Explore how to add and manage workspace items beyond boards in Monday, including documents, dashboards, forms, and folders, with templates, privacy options, and rich editing.
Kickstart Your Monday Work Management Journey with Ease!
Are you new to Monday and looking for a quick, efficient way to master the essentials? This crash course is designed just for you!
In this Monday Work Management Crash Course, you’ll learn all the fundamental tools and techniques to manage projects, teams, and workflows. Whether you’re a team member or a manager, this course gives you the foundation you need to start using Monday to its fullest.
Using a practical, project-based approach, you’ll explore key features that will help you streamline your work and boost productivity. By the end of the course, you'll be confidently navigating the platform and managing tasks, projects, and teams with ease.
What You’ll Learn:
How to sign up and set up your Monday account.
Navigating and managing workspaces to organize your projects.
Creating and customizing boards to manage tasks and workflows.
Using different column types to track team progress and key metrics.
Building Gantt charts to plan and monitor project timelines.
Exporting and importing data to and from Monday.
Using simple automations and third-party integrations to save time.
This course is perfect for anyone who is new to Monday or wants a quick and comprehensive introduction to the platform. If you need to get up and running fast, this crash course is the perfect place to start!
MasterClass vs. Crash Course: Which One is Right for You?
Both my Masterclass and Crash Course will provide you with a strong foundation in Monday Work Management. However, the Masterclass offers a deeper, more detailed exploration of advanced features and techniques that can truly transform how you work. Here’s a breakdown of some of the additional content offered in the Mastercalss which is not available in the Crash Course:
Comprehensive Board Views: While the Crash Course covers the critical and fundamental Gantt chart view, the Masterclass takes a step further, introducing you to additional board views like Workload and Kanban views, which offer deeper insights into project and resource management.
Excel Integration: The Masterclass covers importing and exporting boards and items with Excel, making it ideal for those managing large datasets or projects that require frequent data manipulation outside Monday. This feature is not included in the Crash Course.
Advanced Automations: In the Masterclass, you'll explore additional automation types and examples.
Deeper Integration: The Masterclass offers advanced insights into integrating third-party tools, such as email providers, to streamline communications and improve efficiency. We'll also look at how to integrate Excel sheets directly into your Monday Project Management system.
Exclusive Features: In the Masterclass, you’ll dive into additional useful features like conditional coloring, a powerful tool for improving visual management of projects.
Which Course Should You Choose?
The Crash Course is perfect if you're looking for a fast-paced, practical overview of Monday Work Management. It gives you the essential tools to start managing teams and projects quickly.
The Masterclass is the right choice if you're ready to explore advanced features, automate workflows more comprehensively, and integrate additional tools for enhanced productivity. If you want deeper control over your projects and team management, the Masterclass is for you.
Whichever path you choose, you'll walk away with the skills needed to use Monday effectively. But for those looking to truly master Monday and unlock its full potential, the Masterclass is where you need to be.