monday.com Tutorial: An Easy, Step-By-Step Guide

Hands down, monday.com is one of the best project management platforms you will come across. Its intuitive, advanced,and incredibly simple to use. Even a teenager can get started with it quickly. But yes, you need to know how to use it to leverage it the right way.

When it comes to understanding monday.com, you’ll find the best help at worktables.io. We are here to guide you on how to use the platform with this easy-to-follow monday.com tutorial.

Important Takeaways from the Guide

• monday.com is a robust work management system. It is not just a tool, but an entire system that streamlines your workflows, allowing you to manage your projects quickly and easily.
• With monday.com, you can add all your teams, in-house, remote, or hybrid, to your workspace and align them.
• You will learn how to set up your account, create boards, and organize them. 
• You can access the tool with the monday.com free trial that allows you to check almost all of its advanced features. That said, the platform also offers subscription tiers with access to more cutting-edge features.

In this monday.com tutorial, we will guide you on how to get started with setting up your account on monday.com, setting tasks on it, and creating your entire workspace on the system.

monday Project Management Tutorial: Setting Up Your Account

At worktables.io, we have checked and worked with tons of project management apps and tools. So far, we like monday.com the best! It is quite an easy platform to understand, use and benefit from. 

If you are new to project management tools, you’ll be ready to use this platform after this monday project management tutorial. Even if you are aware of this tool, you’ll still learn something valuable from this monday.com tutorial. Let’s begin then.

Step #1: Sign Up on monday.com to Use the Platform

First things first, sign up on monday.com and create your account on it. Start with the monday.com free trial to test the tool’s features. Once you get a hang of them, select a subscription tier according to your business requirements, teams and budget.

• Visit the monday.com website.
• On the homepage, tap on the ‘get started’ option you see on the menu right on the top.
• Add in your email to sign up on the platform.
• You can also sign up with your Google account.
• Just make sure to save your password somewhere safe for easy access.

Step #2: Provide Basic Data & Agree to the Service Terms

Once you have provided your email details, the platform will need your name as well as a name for your account. Remember to thoroughly read the ‘Privacy Policy’ and ‘Service Terms’ prior to moving forward. Once you accept those, you’ll proceed to the next step.

Step #3: Describe Your Usage of monday.com

Next, you will have to specify how you will be using this particular platform.

• The platform will then ask you about the reason to use monday.com: business, work, etc. Check the suitable option.
• Choose your particular role.
• Also select the number of people in the organization, and those you’d want to add in your team.
• Also, specify the areas you’d like to take care of. For instance, software development, marketing, sales, product management, advertising,etc.
• Ensure to choose the right option for each question.
• Click continue when you are through with this step.

Step #4: Add Your Team Members Involved In a Project

Now it’s time to invite your team members to join a project’s workspace. You’ll have the option to decide which member to give admin privileges to.

• Tap on the ‘invite your team’ option that you see. Make sure to add your team members’ emails to the project first.
• Delegate different tasks to the right team member.
• In case you don’t have a team yet, you can click on the ‘remind me later’ option.

Next, you need to set up your board as well as your workspace on the platform.

Setting Up The First Board and Workspace on monday.com

So far, we have covered the basics of setting up your account on monday.com. 

Putting up your first board on monday.com is crucial. Boards on the platform serve as its main building blocks. They constitute items, subitems, columns and groups. The items can be meetings, deals, purchases, clients and other things. Every item that you see on the board will be used to track one particular instance.

It is easy to create a board using the 200+ templates on monday.com. They are all customizable. With so many available options, you can find something suitable with your business’s needs. 

Now let’s move further in this monday.com tutorial and learn how to set up your workspace and board.

Step #1: Create Your Very First Board

The platform will require you to make your first board on it. 

• Enter the board’s name.
• It is best to name the board once you are aware of your tasks.
• When you are done, tap on the ‘next’ button.

Step #2: Select The Tasks You’d Like to Work On

Now, you have to mention the tasks you wish to manage on monday.com

• You will see multiple options to choose from. 
• Choose the employees, leads,projects, and items you’d like to manage.
• You’ll see a radio button with the options. Click on it to choose your desired option.
• Tap on next to move forward.

Step #3: Add In Your Existing Projects

Working as a project manager, it is likely you have a lot of projects to manage and track. With the monday.com free trial, you can add a maximum of three projects to begin.

• Click in the respective fields.
• Enter the name of the project.
• Repeat these steps for every project.
• In case you aren’t managing numerous projects, delete the fields.

Click on next to continue the process.

Step #4: Create Groups on Your Workspace

Once you have listed your projects, it’s time to create groups on your workspace.

• In the initial setup, you can create two groups to track your teams,tasks, and processes.
• Name your groups if you wish to. It is better to name them to distinguish between different groups.
• If you don’t need more than one group right now, delete the extra ones.

When you are through with this step, tap on ‘get started’ to proceed.

Step #5: Set Up A Second Board

You can also make another board.

• To make a board outside this set-up process, hover to the work management view.
• You will see the ‘+add’ option towards the left side.
• Click on it.
• Next, tap on the ‘new board’ option.

Once you are through with these steps, you are done with setting up your basic workspace and boards. Let’s move ahead with this monday project management tutorial.

Now it’s time to organize your boards.

Organize Your Boards on monday.com

Once your account is set up, and your first board is ready, you need to organize it to make the most of the monday.com platform.

Set Up Columns and Use Them

The tool uses columns organized in a table-view so you get information on team members and tasks at-a-glance. Your board comes with integrated columns which include status, person, date and project.

Add Columns To Groups

It is quite simple to add columns to different groups.

• You will see a ‘+’ sign on every column’s right hand side.
• Click on it, and then select the column you wish to add.
• In case you cannot see the desired column, tap on the option titled ‘more columns’ on the menu’s bottom.
• Spend some time analyzing the different column options you see. There are time-tracking widgets for employees, time zones and projects. The more you analyze these tools, the better you’ll understand them.

Organize Your Columns

Organizing columns is rather straightforward. Here’s how you can do it easily:

• To organize columns in a logical flow, long press on the column you wish to move.
• Then drag it towards the right or left side so you can reposition it.
• When you see it in the right position, let go of it.

Delete the Columns You Don’t Want

If you have added several columns in a project, but realize later that you don’t really need them, you can always delete them.

• Tap on the three small dots you see in the column’s top right corner.
• Select them, and choose the delete option.
• monday.com keeps the deleted columns safe in its recycle bin for a period of 30 days from the time of deletion. You can reactivate them during this time period if you wish to retrieve them.

So far in this monday.com tutorial, you have learnt all the steps to create your boards, organize them and use them. Now let’s find out how you can organize your team on it.

How To Organize Your Team on monday.com?

It is now the right time to add your team and organize it. Managing your team is the core reason you decided to use monday.com. Now that you have set up the basics on it, let’s move towards your team.

Add Your Team Members

If you haven’t yet added your profile picture on your account, do it now. Click on it and choose your team. You’ll see all the members added to the account. Plus, you can add new members as well.

After you select the desired individuals, name your team. It is best to upload a good team picture too so you can easily identify the members working on different tasks. Once you have a team in place, you can then add an entire team to a board.

Add In Dates and Statuses

Excellent project management entails adding deadlines and tracking different projects. Add the starting and ending times/ of projects so you can easily map out its timeline.

You can include the suitable dates by creating a date column. , create a status column to track your tasks. Once these columns are ready, your team members can easily update the status of their tasks.

Communicate Using the Updates Option

You’ll see an ‘updates’ section. It helps you quickly tag the relevant team members in different messages. With this feature, you can conveniently communicate with the concerned team members regarding different tasks,projects, and progress.

In order to @mention, tap on the @mention option. You can also punch in the @ symbol and then choose a team member or team by using the drop-down menu. Everyone has the option of liking messages, replying to updates, uploading files, and adding images to messages.

With that, our basic monday.com tutorial comes to an end. We are positive you’ll be in a strong position to easily use the platform and set up your workspace on it.

Conclusion: Manage Your Projects Successfully with monday.com

We are hopeful this quick and simple monday project management tutorial will prove to be quite helpful for you. monday.com is a brilliant tool that can bring unmatched productivity and growth in your work. You can harness its true potential once you start using it. Go through this basic monday.com tutorial, and implement all the steps. In case you feel stuck somewhere, feel free to reach out to use at worktables.io, and our team will facilitate you.

FAQs

1. Is monday.com easy or difficult to use?

The usability of monday.com is brilliant. This project management tool is very easy-to-understand and use. Also, there are many detailed monday.com tutorials available online that provide you with step-by-step guidelines on how to use the platform.

2. Can you use monday.com project management system for your personal use?

Yes, anyone can use monday.com project management tool for their personal use. You can create a free account on it, and get access to its tools to handle your personal tasks and projects.

3. What can you use monday.com for?

You can use monday.com for managing a variety of projects. Whether you handle a marketing team, supervise an advertising team or handle sales, you can use monday.com to manage projects related to these fields. In addition, monday.com is a great project management tool for businesses from all types of industries including technology, real estate, agriculture, education, healthcare, personal development, food and beverage and the like.