Introduction to Monday.com: Basics and Getting Started Training Course

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Duration

1 Day

Course Overview

This course introduces participants to the fundamentals of Monday.com, a popular work management platform. Participants will learn how to navigate the platform, create boards, and manage basic workflows. With hands-on exercises, they will gain practical experience using Monday.com to track tasks, collaborate with teams, and streamline project management processes. This course is ideal for those new to Monday.com who want to understand the core features and how to use them effectively.

Format of Training

Instructor-led sessions on Monday.com features and functionalities
Hands-on exercises for creating boards and managing workflows
Group discussions on best practices for using Monday.com in team projects
Case studies of successful Monday.com implementations in different industries

Course Objectives

Understand the key features and benefits of Monday.com.
Navigate the Monday.com platform and customize boards.
Create and manage boards for task and project tracking.
Build and manage basic workflows using Monday.com tools.
Collaborate with team members through updates, comments, and notifications.
Organize and filter tasks, priorities, and deadlines using Monday.com.
Apply Monday.com’s features to streamline work management and improve team collaboration.

Prerequisites

No prior experience with Monday.com required
Basic familiarity with project management tools and workflows
Willingness to participate in hands-on activities and platform exploration
Interest in improving work management and team collaboration using Monday.com

Course Outline

Day 1
Session 1: Introduction to Monday.com

Overview of Monday.com as a work management platform
Navigating the platform and understanding the main interface
Key features: Boards, Views, and Workflows

Session 2: Creating and Customizing Boards

Understanding the different types of boards: Kanban, Gantt, Table, Calendar
Setting up and customizing boards for team projects and tasks
Hands-on lab: Creating a simple board for task management

Session 3: Managing Tasks and Workflows

Adding tasks, assigning owners, setting due dates, and tracking progress
Using columns, statuses, and labels to organize tasks and workflows
Practical exercise: Creating and managing a workflow on Monday.com

Session 4: Collaboration and Communication in Monday.com

Using updates, comments, and notifications to communicate with team members
Sharing boards and collaborating on tasks and projects
Group activity: Collaborating on a project within Monday.com

Session 5: Organizing and Tracking Progress

Using filters and views to track priorities and deadlines
Monitoring progress with dashboards and reporting tools
Hands-on lab: Organizing tasks and visualizing progress with different views

Bespoke Option

We are open to customizing this program to align with your specific learning objectives. If your team has particular goals or areas they wish to focus on, we would be happy to tailor the course outline to meet those needs and ensure the program supports the achievement of your desired outcomes.

Need help with the right course to choose?

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