Monday.com tutorial: Getting started and tips for beginners

monday.com screenshots

A Monday.com tutorial

In fast-paced growth environments, the right tool setup makes all the difference between a smooth journey to success and a chaotic struggle to keep up.

Therefore, you will need an updated Monday.com tutorial to harness the power of this versatile project management tool to kick-start your projects with confidence and clarity.

How to make a basic implementation of monday.com?

Follow these steps to start with the basic settings of your project:

Visit the Monday.com website and sign up for a new account

Go to monday.com and click on the “Get Started” button, and continue with your Google account or with your email address. You will be asked about your work requirements. We suggest filling out this information because Monday.com uses it to tailor your platform experience, do some personalized recommendations, and suggest templates according to your needs. 

Monday.com front page screenshot

Create a New Workspace and then add new boards

Making an analogy, consider your workspace as a central hub that houses various departments (boards) and their respective teams. Each department can have its own projects, tasks, and workflows that are unique to that department’s needs. For boards, you can choose a template that best suits your project type or start from scratch.

Set Up Columns Customize your board

By adding columns that represent the various aspects of your project. Common columns include “Item Name,” “Assignee,” “Status,” “Due Date,” “Priority,” and more. You can create new columns by clicking on the “+” sign on the right side of the board.

Add Items

You can call them tasks, projects or customize a name that makes sense to your organization. Keep in mind that items are individual tasks to be managed.

Customize Your Board

View Use the board’s customization options to tailor the view to your preferences. Also, you can add different board options later.

Now that you have the basic setup, the basic screen setting will be available along with a brief tutorial on how to start.

Pro tip

Stay away from setting up Monday.com as a glorified to-do list. There has to be some structure and thought process that you should put first on paper in order to plan how your projects would look like reflected on your Monday.com setup.

Monday.com collaboration options

Monday.com is good at creating collaborative environments for your team. Check out some options that you will have available:

Centralized Workspace:

Every project will have a dedicated workspace. Think of it as your digital headquarters, where all project-related activities, discussions, and updates will take place.

Structured Boards:

Within your workspace, you can set up boards to represent different aspects of your project. Boards provide a visual representation of tasks and stages.

Collaborative Cards:

Cards represent each task. Cards hold essential information, such as assigned team members. You can also avoid excessive email exchanges and keep the conversation organized by using the comments section on the tasks.

@Mentions and Notifications:

Need someone’s attention on a specific task or update? Use the @mention feature. By tagging a team member in a comment, they’ll receive a notification.

Integrations and Automations:

Connect the platform with tools your team already uses, such as Slack or Google Drive, to seamlessly share information and files. Automations save time and reduce manual tasks.

Attach Documents and Files

Upload relevant files and documents directly for easy access and reference. Click on a task, go to the updates section, and attach any file.

Pro tip

Pro tip: Stay away from using Monday.com as a document repository in order to avoid sensitive documents to float across teams and external clients. 

Set Up Automations

Monday.com offers automation features to trigger actions automatically based on specific events or criteria, check out this article to know more about them.

Track Progress and Make Adjustments

Regularly review your project’s progress on the board. Update task statuses, mark completed tasks, and make adjustments as needed to keep the project on track.

Pro tip

Make sure to visit your boards and update them DAILY. The system is only as good as the information you put in it. 

Monitor Deadlines

Use Monday.com’s deadline tracking features to keep a close eye on impending due dates. This helps ensure that no tasks fall behind schedule.

Generate Reports

For detailed insights into your project’s performance, you can use Monday.com’s reporting features to create visual representations of project data, such as task completion rates, workload distribution, and more.

By following this guide, you can set up and manage your project efficiently using Monday.com’s intuitive interface and powerful features.

You will recognize a good project implementation when there is a sense of easiness and pertinence during the entire process. This is only possible if the platform is effectively adjusted to your project’s specific requirements. We are experts in implementing projects on Monday.com and other platforms. Ask for a personalized consultation call here.

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