Monday Project & Work Management - The Masterclass

An in-depth guide to managing projects, workloads and teams using Monday.

What you'll learn

Sign up for Monday & get your Free Pro Trial

Master Monday Boards & Columns for Effective Storage of Data and Tracking Project Progress

Analyze Data Using Views & Formulas

Level up your System Through the use of Third Party Integrations

Create Automations using the Monday Native Tools, as well as Thrid Party Tools

Manage Workloads & Projects using Specialist Tools Including Gantt Charts

Communicate with Collegues, Store Data & Files in a Centralized, Online System

Manage Time Spent on Tasks and Projects

Administration: Manage User Access and Permissions

Requirements

Internet Access

No software needed - We'll use a free trial of Monday

Description

Master Monday Work Management and Transform the Way You Lead Projects!Are you ready to take your project and work management skills to the next level? Welcome to the Monday Work Management Masterclass—a comprehensive guide that will turn you into a master of one of the most powerful and popular productivity platforms in the world.Whether you're managing small teams, overseeing complex projects, or streamlining your daily tasks, this course will equip you with all the advanced tools, techniques, and strategies you need to make Monday your ultimate work hub.What You’ll Learn:Expert Project Management: Learn how to create, manage, and scale projects within Monday using industry-leading strategies.Board Mastery: Go beyond the basics and explore advanced board features—use powerful views like Gantt charts, calendars, and timeline views to track progress and improve efficiency.Optimized Collaboration: Master how to collaborate effortlessly with teams, assign tasks, manage resources, and stay on top of every detail.Advanced Automation & Integrations: Learn how to set up custom automations, create workflows, and integrate Monday with third party tools and applications to take your system to the next level.Data and Workflow Analysis: Gain insights into your workflow with dashboards, reporting tools, and data visualization to make informed decisions that drive success.Practical Applications & Real-World Examples: Work through real-world case studies and practical examples that will empower you to apply what you've learned immediately in your role.Why This Masterclass?This masterclass is for those who are serious about mastering Monday. By the end of the course, you’ll not only understand Monday, but you’ll own it—using its advanced features with confidence to manage teams, deliver projects, and increase productivity across your organization.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: Signup & Setup

Lecture 1 Signup

Lecture 2 General Navigation

Lecture 3 Complete your Profile

Lecture 4 Setup and Theme

Lecture 5 Administration

Section 2: Workspaces

Lecture 6 Workspaces

Section 3: Boards

Lecture 7 Creating Boards

Lecture 8 Groups

Lecture 9 Items

Lecture 10 Sub-Items

Lecture 11 Board Types

Section 4: Columns

Lecture 12 Navigation and Basic Column Types

Lecture 13 The Timeline Column

Lecture 14 Duration, Due Date and Reminders

Lecture 15 Calendar Settings and Synchronization

Lecture 16 Timeline Dependencies

Lecture 17 The Formula Column

Lecture 18 The Date Column

Lecture 19 The Progress Column

Lecture 20 Time Tracking

Lecture 21 The Text Column

Lecture 22 Monday Documents

Lecture 23 The Files Column

Lecture 24 The Email Column

Lecture 25 The Button Column

Lecture 26 Connecting Boards and the Mirror Column

Section 5: Project 1 - Develop a Project Management Board

Lecture 27 Create your first Board

Section 6: Board Views

Lecture 28 The Gantt Chart View

Lecture 29 Exporting Gantt Charts

Lecture 30 The Chart (Graph) View

Lecture 31 The Calendar View

Lecture 32 The Kanban View

Lecture 33 The File Gallery View

Lecture 34 The Workload View

Lecture 35 The Form View

Section 7: Data Imports, Exports and Fixing Errors

Lecture 36 Using the Trash and Archive

Lecture 37 Using the Activity Log

Lecture 38 Exporting Data to Excel

Lecture 39 Importing Items from Excel

Lecture 40 Creating a Board using Excel

Section 8: Automations

Lecture 41 Status based Automations

Lecture 42 Button Press Automations

Lecture 43 Notification Automations

Section 9: Integrations

Lecture 44 Automatically Generate a Serial Number, Sequence Number or ID Number (AutoID)

Lecture 45 Integrate an Excel Sheet Directly into your Board View (Smart Spreadsheets)

Lecture 46 Integrate your Email System with Monday (Gmail)

Section 10: Workspace Items

Lecture 47 Documents

Lecture 48 Dashboards

Lecture 49 Folders

Section 11: Useful Features

Lecture 50 The "My Work" View

Lecture 51 Filtering Data

Lecture 52 Sorting Data

Lecture 53 Grouping Data

Lecture 54 Search Fuctionality

Lecture 55 Hiding Columns

Lecture 56 Pinning Columns

Lecture 57 Conditional Coloring (Conditional Formatting)

Lecture 58 Setting Default Item Values

Lecture 59 Editing Data in Bulk

Lecture 60 Keyboard Shortcuts

Section 12: Privacy, Access and Permissions

Lecture 61 Creating Teams

Lecture 62 Administration & User Permissions

Lecture 63 Restricting Column Editing and Viewing

Lecture 64 Board Access & Permissions

Lecture 65 A Summary of Privacy & Access

Section 13: Project 2 - Test Your New Skills

Lecture 66 Project 2 - Views, Integrations, Automations and more…

Section 14: Conclusion

Lecture 67 Conclusion

Team Managers who want to streamline task management and improve team collaboration.,Project Managers looking to optimize project tracking, resource allocation, and deadlines.,Business Owners considering Monday to manage operations and enhance workflow efficiency.,Anyone New to Monday who wants a comprehensive understanding of its core features and advanced capabilities,Freelancers or Consultants managing multiple clients and projects, seeking a powerful tool to stay organized.,Professionals in Operations, HR, or IT who need to manage processes, teams, or workflows in a centralized system.,Companies Scaling Up and needing to establish efficient project management practices for growing teams.