Monday.com

What is Monday.com?

Monday. com is an adaptable work operating system (Work OS) that allows teams of all sizes to Create and Collaborate with Anyone, Anywhere. Here is an extensive manual that includes all you have to know about harnessing the power of Monday. com and can range from setting up your first board all the way to automating even most complex workflows.

How to use monday.com?

Getting Started:

1. Join : Start a Workspace then click monday. com and register for a free trial. Get Organized with your Workspace on all the projects and teams!

2. Create Your First Board : Click "Add" and select "New Blank board." Give your board a name and choose the desired view (Kanban, Calendar etc) based on what suits best for your project.

Adding Structure:

1. Columns: These represent different stages of your workflow (e.g., To Do, In Progress, Done). Click "Add Column" and customize its title and type (text, numbers, dates, etc.).

   
2. Groups: Organize related items within columns. Click "Add Group" within a column and name it appropriately.         

   

3. Items: These represent individual tasks, projects, or anything you need to track. Click "Add Item" and fill in details like name, assignee, due date, and more.

   

Power Up Your Board:

1. Widgets: Enhance your board's functionality by adding widgets. Click the "+" icon in the top right corner and choose from a variety of widgets like charts, calendars, and file viewers.

2. Item Details: Click on an item to access detailed information, add comments, upload files, and collaborate with team members.

   

3. Integrations: Connect monday.com with other tools you use (e.g., Dropbox, Slack) to streamline data flow and automate tasks.

Advanced Features:

1. Automation: Automate repetitive tasks to save time. Click "Automate" and set up rules based on specific actions or triggers.

2. Formulas: Create custom formulas to calculate data within your boards and gain valuable insights.

3. Dashboards: Create a central hub to visualize data and track progress across multiple boards.

Beyond the Basics:

monday.com offers a vast library of pre-built templates for diverse needs (marketing campaigns, project management, etc.). Explore these templates and customize them to fit your specific workflow.

Remember: This guide provides a foundational understanding of monday.com. As you explore further, you'll discover even more advanced functionalities that can be tailored to your unique needs. With its intuitive interface and powerful features, monday.com can become a central hub for your team's success!

Additional Tips

• Utilize monday.com's vast help center and online resources for in-depth tutorials and troubleshooting.
• Explore the monday.com community to connect with other users and share best practices.

By mastering monday.com's functionalities, you can unlock a world of possibilities for streamlined workflows, enhanced collaboration, and ultimately, achieving your business goals.

Monday.com Features

• Workspaces: Organize projects, departments, or clients in dedicated workspaces.
• Boards: Visual Kanban boards for managing tasks, projects, or initiatives.
• Items: The building blocks within boards, representing tasks, projects, clients, etc.
• Groups & Columns: Organize items within boards using groups (like stages) and columns (data types like text, dates, or assigned people).
• Views: Kanban boards, calendars, timelines, charts, and more to visualize data in different ways.
• Updates: A central stream keeps everyone informed about activity across boards.
• @Mentions: Directly mention team members in updates and comments for better awareness.
• Dashboards: Create custom dashboards for a high-level overview of key metrics and progress.
• Automation: Automate tasks based on triggers and conditions for streamlining workflows.
• Forms: Build forms to collect information directly into monday.com.
• Docs: Collaborate on documents directly within workspaces with the built-in editor.
• Integrations: Connect with various third-party apps and services (e.g., Google Drive, Slack, Zoom).
• Security: Role-based access control, data encryption, and audit logs for robust security.

Monday.com Benefits

• Improved Team Collaboration: A centralized platform fosters communication and transparency, keeping everyone informed and aligned.
• Enhanced Project Management: Visualize project progress with Kanban boards, timelines, and various views for better decision-making.
• Increased Efficiency: Automate repetitive tasks and streamline workflows to save time and effort.
• Flexibility and Customization: Tailor boards and workflows to fit your specific team needs and project requirements.
• Centralized Communication: Reduce email clutter and keep all project discussions within the platform.

Monday.com Pricing Plans

• Individual (Free): Up to 2 users, limited boards, and 200 MB storage.
• Basic ($9/user/month): Unlimited items, 5 GB storage, and basic integrations.
• Standard ($12/user/month): Advanced features like automation and dashboards, 20 GB storage.
• Pro ($17/user/month): Everything in Standard, plus more in-depth analytics and integrations, and 100 GB storage.
• Enterprise (Custom Pricing): Contact sales for custom pricing and features for large organizations.