Getting Started in Monday.com

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