A Crashcourse In Monday Work & Project Management

Get up and running quickly with Monday Work & Project Management.

What you'll learn

Sign Up for Monday (Dont Worry it's Free)

Navigate the System Efficiently and Effectively

Create and Use Boards & Columns to Manage Tasks, Projects and Workloads

Create and Use Gantt Charts to Visualize your Project Timelines

Fix Mistakes and Tack User Activity

Create Automations to Streamline Workflows and Increase Efficiency

Integrate with Third Party Applications

Manage User Permissions and Access

Requirements

All you need is internet access and a willingness to learn, we'll use a free Trial of Monday to get you going.

Description

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.

Overview

Section 1: Getting Started

Lecture 1 Signing Up

Lecture 2 Navigating Monday

Lecture 3 Completing your Profile

Lecture 4 Basic Setup & Aesthetics

Lecture 5 Administration

Section 2: Workspaces

Lecture 6 An Intro to Workspaces

Section 3: Organizing your Workspace

Lecture 7 Create your First Board

Lecture 8 Create Logical Groups Within Your Board

Lecture 9 Let's Create Some Project Tasks

Lecture 10 Adding Sub-Items to your Tasks

Lecture 11 Who Gets to Access my Boards?

Section 4: Display & Customize Workflow Data

Lecture 12 The Basics of Columns

Lecture 13 Project & Task Timelines

Lecture 14 Calculate Durations and Set Up Automatic Reminders

Lecture 15 Creating Dependencies Between Tasks

Lecture 16 Using the Formula Column

Section 5: Project - Let's Create Our First Project Management Board

Lecture 17 Your first Board

Section 6: Visualizing Your Data and Workflows

Lecture 18 Tracking Project Progress using the Gantt Chart View

Lecture 19 Exporting your Gantt Charts

Section 7: Fixing Your Mistakes and Monitoring Activity

Lecture 20 Using the Trash Feature

Lecture 21 Monitor Activity & Changes with the Activity Log

Section 8: Automations in Monday

Lecture 22 A Basic Automation Example

Section 9: Integrate & Automate with Third Party Tools

Lecture 23 A Basic Integration Example

Section 10: Level Up your Workspace

Lecture 24 Adding a Workspace Dashboard

Section 11: Tools, Tips and Tricks

Lecture 25 A Personalized View (My Work)

Lecture 26 Filtering Data

Lecture 27 Sorting Data

Lecture 28 Grouping Data

Lecture 29 Search Functionality

Lecture 30 Hiding Columns

Lecture 31 Pinning Columns

Section 12: Control User Access and Permissions

Lecture 32 User Roles and Permissions

Lecture 33 Control who can see and Edit Columns

Lecture 34 Control who can Access and Edit your Boards

Lecture 35 A Summary of User Access and Permissions

Section 13: Project - Test out your new Skills

Lecture 36 Testing out your new Skills

Section 14: Conclusion

Lecture 37 Conclusion

Anyone new to Monday,People and Project Managers,Employees & Team Members,Business Owners,Anyone Considering using Monday in their Business or Workplace