Monday Masterclass: From Beginner To Advanced [2023]

Learn to Use Monday for Better Workflows, Increased Productivity, and Improved Collaboration in Any Organization.

What you'll learn

How to create a Monday .com account and create project boards.

How to structure plans using groups, create new tasks, and assign tasks.

How to use basic and advanced columns to organize information.

How to share boards with outside users, create private boards, and use advanced column features like column formulas.

How to use search and filter functions to find information.

How to visualize information using different views like the calendar, files, timeline, forms, chart, workload, and Kanban views.

How to use the dashboard and other useful features like exporting and importing data, using shortcuts, and applying templates and themes.

How to integrate Monday .com with other tools like Microsoft Teams and OneDrive.

How to automate routine tasks using automation features.

How to set up a project management office (PMO) for an organization, including structuring a PMO workspace, setting up a project request process (PRP), portfoli

How to use the project board and high-level view dashboard to manage projects, increase productivity, and improve collaboration.

Requirements

There are no specific requirements or prerequisites for taking this course. However, students should have a basic understanding of project management and collaboration concepts, as well as experience using computers and the internet.

Description

This course is a comprehensive guide to using Monday .com, a powerful project management tool that can help individuals and organizations streamline their workflows, increase productivity, and improve collaboration. The course is designed for beginners who have no prior experience with Monday .com, as well as intermediate users who want to deepen their knowledge and explore advanced features.The course is divided into seven sections, each covering a different aspect of Monday .com. Section 2 introduces the basics of the platform, including creating a Monday .com account, creating project boards, and structuring plans using groups. It also covers how to create new tasks, assign tasks, and use basic columns to organize information.In Section 3, learners will delve into more advanced board and column settings, including sharing boards with outside users, creating private boards, and using advanced column features like column formulas. The section also covers advanced permission and restriction settings, as well as how to search and filter information.Section 4 explores the different views available in Monday .com, such as the calendar, files, timeline, forms, chart, workload, and Kanban views. Learners will discover how to use these views to visualize information and gain insights into their projects.In Section 5, learners will learn about the dashboard and other useful features, including how to export and import data from Excel, use shortcuts to save time, and apply templates and themes to customize the platform.Section 6 explores integration and automation, covering the importance of integration, how to integrate with Microsoft Teams and OneDrive, and other integration tips. The section also covers automation, which can help automate routine tasks and free up time for more important work.Finally, Section 7 focuses on setting up a project management office (PMO) for your organization. Learners will discover what a PMO is, how to structure a PMO workspace, and how to set up a project request process (PRP), portfolio management process (PMP), and portfolio management board (PMB). The section also covers how to use the project board and high-level view dashboard.By the end of this course, learners will have a deep understanding of how to use Monday .com to manage projects, increase productivity, and improve collaboration. Whether you are a solo entrepreneur or part of a large organization, this course will give you the skills and knowledge you need to succeed with Monday .com.

Overview

Section 1: BASICS OF MONDAY.COM

Lecture 1 Creating Monday account

Lecture 2 Creating Project Board

Lecture 3 Structure Plan Using Group

Lecture 4 Create New Tasks

Lecture 5 Assign Tasks

Lecture 6 Column Basics

Lecture 7 How to Communicate with Monday

Section 2: Advanced Board and Column Settings

Lecture 8 Share Boards with Outside Users

Lecture 9 Private Boards

Lecture 10 Columns - Advanced Features

Lecture 11 Column Formulas

Lecture 12 Advanced Permission and Restriction Settings

Lecture 13 Search and Filter Functions

Section 3: THE VIEWS OF MONDAY.COM

Lecture 14 Calendar View

Lecture 15 Files View

Lecture 16 Timeline View

Lecture 17 Forms View

Lecture 18 Chart View

Lecture 19 Workload View

Lecture 20 Kanban View

Section 4: DASHBOARD AND USEFUL FEATURES

Lecture 21 All About Dashboards

Lecture 22 Export and Import from Excel

Lecture 23 Shortcuts

Lecture 24 Templates

Lecture 25 Themes

Section 5: INTEGRATION & AUTOMATION

Lecture 26 What is Integration and Why is it Important?

Lecture 27 Integration with Microsoft Teams

Lecture 28 Integration with OneDrive

Lecture 29 Other Integration Tips

Lecture 30 Automation

Section 6: SETTING UP PMO FOR YOUR ORGANIZATION

Lecture 31 What is PMO - Project Management Office

Lecture 32 Structuring PMO Workspace

Lecture 33 Setup your PRP - Project Request Process

Lecture 34 Setup your PMP - Portfolio Management Process

Lecture 35 Finalize the PMB - Portfolio Management Board

Lecture 36 How to use Project Board

Lecture 37 High-Level View Dashboard

Project managers and team leaders who want to streamline their workflows, increase productivity, and improve collaboration within their teams.,Business professionals who want to learn how to use Monday for project management and collaboration in their day-to-day work.,Entrepreneurs and small business owners who want to improve their project management processes and collaboration with their teams and clients.,Students and recent graduates who want to enhance their skills in project management and collaboration using a modern, cloud-based tool.,Anyone who wants to learn how to use Monday .com for personal project management and collaboration, such as organizing household tasks, planning events, or managing personal projects.