About the course
Monday.com is a powerful Work Operating System (Work OS) designed to help teams manage their workflows, projects, and everyday tasks with clarity, efficiency, and strong collaboration. This comprehensive 2-day training course provides participants with the foundational knowledge and practical skills needed to effectively set up, manage, and utilise Monday.com. It aims to empower individuals and teams to streamline their work processes, enhance communication, gain valuable insights, and ultimately improve productivity and project outcomes.
The course begins with an introduction to the Monday.com platform, guiding you through navigating the interface and setting up your personal workspace. You will then dive into the core functionality of creating and customising different types of boards to suit various work management needs, adding and organising items (tasks, projects, etc.) within groups, and understanding how to effectively use subitems and dependencies to manage detailed work. A significant focus is placed on visualising your work using different board views, such as the default Table view, Kanban for workflow, Gantt for timelines, and Calendar for date-based planning.
You will gain practical skills in leveraging Monday.com's built-in automation capabilities to eliminate repetitive manual tasks using pre-built and custom recipes, and learn how to implement collaboration features like updates, mentions, and file sharing to improve team communication directly on items. Key skills for tracking progress and reporting are developed through setting up dashboards with insightful widgets and generating customisable reports. The course also covers integrating Monday.com with other tools and exploring advanced features and permissions.
Through extensive hands-on labs integrated throughout the two days, culminating in a comprehensive practical project, participants will gain practical experience applying all the core features to manage real-world scenarios, leaving equipped to effectively implement and use Monday.com within their teams or organisations.
Instructor-led online and in-house face-to-face options are available - as part of a wider customised training programme, or as a standalone workshop, on-site at your offices or at one of many flexible meeting spaces in the UK and around the World.
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- Understand Monday.com as a Work OS and effectively navigate its interface and workspace.
- Create and customise different types of boards, adding and configuring various column types to manage specific workflows.
- Add and manage items (tasks/projects) and groups, including using subitems and dependencies for detailed work breakdown.
- Set up and utilise different board views (Table, Kanban, Gantt, Calendar, etc.) to visualise work data in various ways.
- Implement workflow automation using pre-built and custom recipes to streamline repetitive tasks.
- Collaborate effectively with team members using updates, mentions, and file sharing features.
- Set up dashboards with widgets to track progress and visualise data across multiple boards.
- Generate and customise reports for project and work management analysis.
- Understand how to integrate Monday.com with other tools and explore advanced board settings and permissions.
- Apply learned concepts to manage a practical project scenario within Monday.com through a comprehensive hands-on exercise.
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This 2-day training course is designed for teams and individuals who are new to Monday.com and want to learn how to effectively use the platform for work and project management, collaboration, and tracking. It is ideal for:
Project Managers and Team Leads responsible for managing team work and projects.
Team Members needing to manage their tasks, collaborate, and track progress within Monday.com.
Administrators setting up and managing Monday.com for their organisation or team.
Anyone needing to streamline workflows and improve visibility using Monday.com.
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Participants should have:
Basic computer literacy, including navigating websites and using standard office applications.
A Monday.com account (trial or paid) to use during the labs. Please confirm if participants need to set this up beforehand or if accounts will be provided for the course.
No prior experience with Monday.com or similar project management software is required.
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This Monday.com course is available for private / custom delivery for your team - as an in-house face-to-face workshop at your location of choice, or as online instructor-led training via MS Teams (or your own preferred platform).
Get in touch to find out how we can deliver tailored training which focuses on your project requirements and learning goals.
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Introduction to Monday.com
Welcome, course objectives, and introductions.
Understanding Monday.com: Its purpose as a Work Operating System (Work OS) and how it helps teams manage workflows.
Overview of Monday.com’s platform, core concepts (Boards, Items, Groups, Columns), and key features.
Creating your Account and Setting up your Workspace.
Navigating the Monday.com Interface: A detailed tour of the Home screen, Inbox, My Work, Notifications, Search, and basic Admin sections.
Hands-On Lab: Account and workspace setup, exploring the main interface components and personal settings.
Building Your First Boards and Managing Items
Understanding different Board Types: Main, Shareable, and Private boards and their use cases.
Creating Your First Board: Starting from a template or from scratch.
Adding and Customizing Essential Columns: Status, Person, Date, Text, Numbers, Checkbox, Dropdown, etc.
Adding and Organising Items (Tasks, Projects, Leads, etc.) within Groups.
Working with Subitems: Breaking down items into smaller, manageable tasks.
Setting up Dependencies between items to manage project timelines.
Hands-On Lab: Creating multiple boards of different types, adding and configuring a variety of columns, populating boards with items and groups, using subitems and dependencies.
Visualising and Organising Work with Views
Understanding Board Views: Visualizing your board data in different formats to gain insights.
Setting up and Customizing the Table View (the default view).
Implementing and using the Kanban View for workflow management.
Setting up and navigating the Gantt View for project planning and tracking timelines.
Configuring and using the Calendar View for date-based planning.
Overview of other useful views (e.g., Files View, Form View, Map View - demonstrating relevant ones).
Filtering and Sorting Board Data: Finding the information you need quickly.
Hands-On Lab: Adding and configuring multiple views on your created boards (Table, Kanban, Gantt, Calendar), practicing filtering and sorting.
Workflow Automation
Introduction to Automation in Monday.com: Streamlining repetitive tasks and reducing manual effort.
Understanding Automation Recipes: The Triggers-Conditions-Actions framework.
Exploring and Using Pre-built Automation Recipes for common workflows.
Setting up Custom Automation to match your specific processes (e.g., moving items, assigning people, sending notifications based on criteria).
Tips and Best Practices for designing effective and efficient automations.
Hands-On Lab: Setting up and thoroughly testing a variety of pre-built and custom automation recipes on your boards.
Collaboration and Communication
Collaborating Effectively with Team Members: Assigning ownership, using the "Person" column.
Communicating in Context: Using the "Updates" section on items to add comments, ask questions, and provide status updates.
Using Mentions (@) to directly notify colleagues.
Sharing Files and Documents directly within item updates.
Utilising Monday.com’s Built-in Communication Tools: Understanding the Inbox, Notifications, and Profile settings for staying updated.
Hands-On Lab: Practicing team collaboration features: assigning tasks, adding formatted updates/comments, mentioning team members, sharing files on items.
Tracking Progress and Reporting
Setting up Dashboards: Creating central hubs to aggregate data from one or multiple boards.
Understanding and Using Dashboard Widgets: Adding and configuring various widgets to track progress, visualise data, and monitor key metrics (e.g., Battery, Numbers, Chart, Timeline, Table, Workload, etc.).
Generating and Customizing Reports based on board data to gain insights into project status, team workload, etc.
Identifying and Interpreting Key Metrics and Analytics available within Monday.com for project and work management.
Hands-On Lab: Creating a new dashboard, adding and configuring a range of different widgets to display and visualise data from your boards, generating and customising a report.
Integrations and Extending Functionality
Integrating Monday.com with other Tools and Applications: Overview of the Integrations Centre and its capabilities.
Setting up and configuring basic integrations (e.g., integrating with email, Slack, Google Calendar, etc.).
Exploring the Monday.com Marketplace: Discovering additional apps, widgets, and functionalities developed by Monday.com and third parties.
Overview of Advanced Board Settings and Permissions: Controlling who can view, edit, or manage items and boards, setting up column permissions and board administrators.
Hands-On Lab: Setting up one or two simple, commonly used integrations, Browse the marketplace for useful additions, reviewing advanced board settings and permission options.
Practical Application and Review (Extended)
Comprehensive Guided Practical Project: Participants will work through a more substantial real-world scenario, applying the concepts and features learned throughout the course to build out a complete workflow, project management board, or team workspace from start to finish. This could involve setting up multiple interconnected boards, dashboards, automations, and integrations.
Applying Learned Concepts to Real-World Scenarios: Discussion of how to translate different types of work (e.g., marketing campaigns, software development sprints, HR onboarding) into Monday.com workflows.
Best Practices and Tips for using Monday.com effectively within a team or organisation.
Review of key features covered over the two days and extended Q&A.
Discussing Next Steps for continuing to explore and leverage Monday.com.
Course Wrap-up.
Hands-On Lab: Dedicated extended time for working on the comprehensive practical project.
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Monday.com Help Centre: Guides, tutorials, and troubleshooting articles. https://support.monday.com/hc/en-us
Monday.com Blog: Provides tips, use cases, updates, and best practices. https://monday.com/blog/
Monday.com Integrations Centre Documentation: Guides on connecting Monday.com with other tools. https://support.monday.com/hc/en-us/sections/360001171019-Integrations
Monday.com Automation Centre Documentation: Guides on setting up and using automations. https://support.monday.com/hc/en-us/sections/360001130059-Automations
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