HOW TO USE MONDAY.
COM
EFFECTIVELY
What is monday.com?
monday.com is a Work Operating System (Work OS) that powers teams to run
projects and workflows with confidence. It is a cloud-based platform that
allows companies to create their own applications and work management
software.
It’s a simple, but intuitive, Work OS for teams to shape workflows, adjust to
shifting needs, create transparency, connect collaboratively, and stop doing
manual grunt work. monday.com makes teamwork click.
DASHBOARD OVERVIEW
1. Task Title - have a direct bearing on you and your team's ability to
understand the work that needs to be done and your teams' ability to do it
effectively.
2. Project Title - describes the whole assignment or project in one sentence.
3. Conversation Bar - it is used to create conversation or put some updates
about the project tasks.
4. Activity Logs - is where you can see the record of how you spend your time
or who are the persons viewed the project tasks.
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5. Notification - notifies you every time the task is complete or action has been
taken within your team. It will also notify you from your linked email so that
you cannot miss a thing.
6. Inbox - Used for internal communication within your team.
7. My Work - here you can see what the job is scheduled for you.
8. Premium Subscription - to benefit from additional features not included in a
Basic Account.
9. Integration Apps - applications that work together with monday.com.
10. Invite Members - Used to add relevant members for the project to be done.
11. Add Button - By clicking the add button you can simply add some columns
to your project dashboard.
12. Date - Date of the project task started.
ADD BUTTON VIEW
13. TimeLine - To set the due date of a task to be done.
14. Sub-Items - Used to add some particular item related to the project task.
15. Assigned Person - In this button, you can edit whoever you want from your
team to complete the project task.
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The Dashboards
Dashboards are a great way to display what's important in just one place. With
15 available widgets, users can now understand project progress, track budget,
estimate teammates’ workload, and much more! It helps to keep your team
focused and motivated on high-level goals and boost productivity!
What are dashboards?
Dashboards are here to facilitate your workflow and make sure you stay
updated on what is happening on multiple boards. Create summaries, reports,
and get a high-level view of everything that is important to you! Select and
organize groups from multiple boards in one dashboard. Centralize your data
in one location, and use our widgets to have all the tools and information you
need in one view.
TYPES OF DASHBOARDS
PROJECT MANAGEMENT MARKETING CAMPAIGNS PLANNING
SALES PIPELINE CONTENT MANAGEMENT CALENDAR
SPRINTS LEAD MANAGEMENT
TRACKING PAYMENT Etc.
CREATIVE PROJECTS
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Things to do to set up your own
projects in monday.com
monday.com gives teams the ability to build custom work applications for any
workflow. You can construct your applications to meet your specific
operational requirements and make your platform insanely valuable. From
precise project planning to detailed jargon, the platform naturally modifies
itself to be ‘to each their own.’
Follow this link to get started: monday.com
STEP 1 - Create a board
A board is a place to organize everything you need to do - a project, a to-do
list, CRM, schedule... With multiple board types, our Main boards create
transparency within the company, all users in the account can see and use
these boards. Shareable boards can be used with outside guests and Private
boards are frequently used for confidential work. Check out this article to learn
more about each board type. You can customize all boards to your needs. We
will start with our main boards, just click “New” and name your board!
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STEP 2 - Choose a template
We offer pre-defined templates to help easily get started or you can start from
scratch and customize to your needs. Check this out to learn how to use the
board templates
To add a template, simply click on "choose template". You can also select the
option "start from scratch" to start with a blank board.
STEP 3 - Create your groups
A board is made of groups. A group is a color-coded section on your board
that will contain your tasks. A group can be a week, a month, a specific step of
a project, or whatever you want.
To add a new group to your board, hover over the title of any existing group
and you will see an arrow appearing on the left side. Click it and choose "Add
Group". Alternatively, clicking on the down-facing arrow next to the "New
Item" button will also allow you to add a new group.
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To add a template, simply click on "choose template". You can also select the
option "start from scratch" to start with a blank board.
After renaming the group as you wish, press enter, and you are done!
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STEP 4 - Add your items
Now that you've created your first board, you can start to create new items
which is an individual row (or line item) in a group and they can represent
anything and everything from tasks, projects, clients, and more, according to
the set-up that you choose to create!
STEP 5 - Add your columns
So, now that your tasks are listed, it’s time to start adding columns. Think of the
columns as a way to represent any kind of data relating to your items, or as a
way to build out a process needed to complete the items on your board.
monday.com offers many different column types to
fit your needs, from a People column to a Status column, Formula column, Date
column, and much more! Check out the full list here.
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Once you have your tasks listed and your columns created, you can start
getting the team working on the board.
STEP 6 - Start turning things Green
Assign Tasks
monday.com brings transparency and relevance to all your team members,
allowing everyone to see the big picture of a project and really find purpose in
their work. All team members can see the various aspects of a project and
collaborate within — but first giving ownership to each step is key. Use the
People Column to assign a task to a team member! The person assigned will
receive a notification letting them know they are now assigned to a task and
can get working.
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Communicate within the task
Use the updates section to keep everyone in the loop; ask questions, write
updates, upload docs, and add some laughs with our gifs. You can use the
@mention to communicate with your team. Check out this article to read more
on how it works.
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Subscribe to board
Use the subscribe option to keep everyone on top of projects or follow the
projects you are interested in. By subscribing to boards you can easily organize
the important boards you visit, but most importantly you will receive updates
on all tasks within your inbox.
Stay up-to-date
All your updates from boards you are subscribed to (following) are instantly
listed within your personal Inbox, never miss an update!
Update your tasks
Use the status column to mark your progress. Nothing is prettier than seeing a
green board, this means that all is done!
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Add a dashboard
STEP 1 - Add a dashboard
Click on the + Add icon located next to the workspace you'd like to add that
dashboard to. Next, click on "Dashboard" as shown below:
Alternatively, you can also add a dashboard directly from your preferred
folder. Click on the three dots menu next to your folder's name and click on
"create dashboard in folder" as shown below:
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STEP 2 - Choose your dashboard type
You can choose whether you want your dashboard to be public or private.
If your dashboard is public, it will be visible by everyone in
your account
If you choose the private option, your dashboard will be
visible by yourself and the selected team members you are
inviting to it.
We will be explaining this further later on in this article.
STEP 3 - Pick your boards
Click "Boards" in the top left corner of your dashboard to select the boards
you'd like to connect to your dashboard. When you begin to connect your
boards, you'll see a list of recently used boards for your convenience. If you are
looking for a specific board, you can search for it in the search bar! When you
are finished, click "Done" and head to the next step!
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STEP 4 - Add the widgets
Your dashboard is made of different widgets. You can use each widget to
display specific information from any board. To add a new widget, simply click
on the add widget icon and select the type of widget you would like to
display.
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Who can see my dashboard?
There are two types of dashboards: Main Dashboards and Private Dashboards.
Main Dashboards
If your dashboard is the Main Dashboard, everyone in your account will be
able to see it. In your Main Dashboard, you can also invite guests.
Private Dashboards
If you choose the private option, then your dashboard will be visible to
yourself and the selected team members or guests you are inviting to it.
You can share your Private Dashboard with your team members and guests
super easily! Click on the "Share" icon located on the upper right of your
dashboard. Click "Subscribers & Guests" to invite your team members or
guests.
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You can also share your dashboard with colleagues who aren't part of your
account! Click on the "Share" icon located on the upper right of your
dashboard. Click "Invite to this dashboard" to send a link or email invitation to
your colleagues to make them read-only viewers of your dashboard.
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You can change your dashboard from main to private and vice versa at any
point. Click on the three dots menu located on the upper right of your
dashboard and select "change type to" as below:
Here are some links that provide clear tutorials about how to set up a monday.com account.
YouTube
https://youtu.be/piDQKQmr2H4
Step by Step on Setting Up Link:
https://support.monday.com/hc/en-
us/articles/115005305649-How-to-get-started-
with-monday-com
Step by Step on Adding Dashboard:
https://support.monday.com/hc/en-
us/articles/360002187819-What-are-the-Dashboards-?
abcb=56961
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Jeff J Hunter
Founder VA Staffer
Pre-Trained, Pre-Vetted Executive
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