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Getting Started in Monday.com

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Getting Started in Monday.com

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Getting Started in Monday.com

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Contents

  • 1. Introduction
    • Free Introduction to the Course
      04m 26s
    • Free Setting up an Account and Logging in for the First Time
      02m 41s
  • 2. First steps with Monday.com
    • Free High-Level Overview of the UI
      03m 14s
    • Free Overview of Workspaces, Boards and Items
      06m 11s
    • Free Overview of Dashboards
      05m 26s
    • Overview of Automations and Integrations
      08m 38s
  • 3. Creating Boards
    • Creating (and Deleting) Boards
      04m 18s
    • Essential Columns - People, Status and Date
      06m 04s
    • Deadline Combos
      02m 49s
    • Essential Column Detail - Numbers and Text
      02m 38s
    • Board Templates
      03m 58s
    • Exercise 1
      03m 07s
  • 4. Working with Board Data
    • Adding Data to Boards
      06m 29s
    • Searching, Sorting and Filtering
      04m 08s
    • Item Properties and Details
      05m 56s
    • Exploring Sub-items
      03m 01s
    • Connecting Boards
      04m 51s
    • Exercise 2
      04m 38s
  • 5. Board Views
    • Adding Additional Board Views
      05m 51s
    • Calendar and Workload Views
      09m 00s
    • Kanban and Gantt Views
      06m 30s
    • Form Views
      06m 16s
    • Exercise 3
      02m 22s
  • 6. Using Monday.com as a Team
    • Notifications and Inbox
      06m 01s
    • My Work
      03m 11s
    • Search Everything
      04m 15s
    • Sharing a Full Board on a Public URL
      01m 48s
    • Exercise 4
      02m 24s
  • 7. Introducing Dashboards
    • Creating Dashboards - Adding Basic Widgets
      05m 41s
    • Widget Details – Chart and Calendar
      07m 20s
    • Printing & Presenting Dashboards
      02m 51s
    • Exercise 5
      03m 40s
  • 8. Automations & Integrations
    • Adding Automations to a Board
      06m 34s
    • Adding Integrations to a Board
      05m 26s
    • Exercise 6
      03m 44s
  • 9. Conclusion
    • Conclusion
      01m 35s
  • Description
  • Course Resources
  • Shortcode Not working

Getting Started in Monday.com

  • DURATION: 2.47 hours
  • VIDEOS: 36
  • LEVEL: Beginner

In this short but comprehensive course, we teach you most of the functionality found on the Monday.com platform.

Monday.com is a cloud-based work operating system (work OS) that allows companies to create their own work management software. It’s a simple but intuitive work OS that gives teams the tools they need to run projects and workflows and collaborate effectively.

This course will teach you how to build boards, dashboards, and automation and show how these different building blocks can work together to become an end-to-end work OS. We start by giving you a broad overview of the platform’s features before we dive into each one in greater detail. The course also includes practice exercises to test what you’ve learned.

We used Google Chrome on a Windows OS when we prepared the course, but since Monday.com is a browser-based application, it should look exactly the same no matter which browser you use. This course is aimed at beginners, so if you are brand new to Monday.com, then this is for you!

The course covers:

  • How to set up an account and log in for the first time
  • An overview of the Monday.com user interface
  • How to create and delete boards
  • Using essential columns and board templates
  • Adding data to boards and connecting boards
  • How to search, sort, and filter board data
  • Adding additional board views
  • Using calendar, workload, form, Kanban, and Gantt board views
  • Using notifications, inbox, and my work
  • Sharing a full board on a public URL
  • Creating dashboards and adding basic widgets
  • Print and present dashboards
  • How to add automation and integrations to a board

Getting Started in Monday.com

The course comes with course instructor and exercise files compressed into .zip format. You will need to download the .zip files to your PC or Mac (the files are not compatible with a mobile device) and unzip them. Once unzipped, all of the course files will reside in one folder.

Click on the below to open Dropbox in a new browser tab, then click on “Download” in the top right-hand corner.

  • Monday.com Exercise Files
  • Monday.com Instructor Files

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