Monday User Training Course - Beginner To Expert Course from Udemy

In this Monday user training course, I explain how to use all of the features inside Monday, helping users go from a beginner to expert.

At the start of this course, I go over the key areas of the Monday system to help get you underway with using the system.

As you work further into the course, I explain more advanced features of the Monday system, including views, automation, the CRM system, all the columns, and many other features available inside the system.

There are over 3 hours of content in this course to help guide you through the various features of Monday. I have broken down the course into sections. In each section, I cover a specific feature or function of the system in detail. Feel free to skip ahead to any relevant section of the course that you wish to learn.

If you have any further questions during the course, you are more than welcome to get in touch. I would be more than happy to answer any questions you do have.

This course will take you from a Monday beginner to an expert, allowing you to utilise all of the features inside of your Monday system.

I hope you enjoy the course.

Nick

What's inside

Learning objectives

What is monday
How to use monday

Manage data inside monday
Full system training

What is monday
How to use monday
Manage data inside monday
Full system training

Syllabus

Introduction

Welcome To The Course

Workspaces Explained

What Are Workspaces?

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Provides a comprehensive overview of Monday's features, which is useful for new users looking to understand the platform's capabilities

Covers advanced features like automations and CRM, which helps users optimize their workflows and leverage Monday for business processes

Includes a section on importing data, which is helpful for users migrating from other systems or consolidating information into Monday

Explores various column types, which enables users to customize their boards and track relevant data points effectively

Examines views and dashboards, which allows users to visualize data and gain insights from their Monday boards

Requires users to have a Monday account to fully utilize the training, which may present a barrier for those unfamiliar with the platform

Reviews summary

Monday.com: good beginner overview, lacks depth

According to students, this course provides a great overview and is a solid introduction for anyone new to monday.com. Learners found the instructions clear and the course helpful for understanding the platform's basics, including boards, items, and columns. However, a significant portion of reviewers felt the course was too basic at times and lacked detail, especially regarding specific use cases or workflows for different teams. While it's considered a good starting point, some felt it didn't deliver on the promise to take users to an "expert" level.

Instructor's explanations are easy to follow.

"The instructions on the course were great and helped me understand some of the nuances about monday.com."

"The pace is manageable, and the instructor's explanations are clear."

"The way the instructor explained the core concepts made them easy for me to understand."

Excellent starting point for new users.

"This course is a great overview on how to use Monday.com. I definitely recommend this course for anyone new to monday.com."

"The Monday User Training Course is a solid introduction to the platform, covering key features like boards, items, and columns effectively."

"Highly recommended. The instructions on the course were great and helped me understand some of the nuances about monday.com."

"I found this course to be a very helpful starting point for understanding the basics of Monday.com."

Doesn't cover expert strategies or workflows.

"Course seems incomplete. It doesn't really go into detail on anything. It just names the parts of Monday.com. Not useful at all."

"I wish it went more into detail on how to best use Monday.com for different use cases/workflows. For example, how to best use it for a marketing team vs. a product team vs. sales team."

"However, it felt a bit basic at times, and I was hoping for more advanced tips or best practices for specific workflows. Good starting point, but not quite the 'expert' level promised."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Monday User Training Course - Beginner To Expert Course with these activities:

Review Project Management Fundamentals

Show steps

Refresh your understanding of project management principles to better utilize Monday.com's features for planning, tracking, and executing projects.

Browse courses on Project Management

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Review the basic principles of project management.
Familiarize yourself with common project management methodologies.
Identify how Monday.com features align with project management concepts.

Workflows in Monday.com: The Ultimate Guide

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Review a book on Monday.com workflows to gain a deeper understanding of how to design and implement effective workflows in the system.

View Alter Ego: A Novel on Amazon

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Obtain a copy of the book on Monday.com workflows.
Read the book and take notes on key concepts and techniques.
Apply the concepts and techniques to your own Monday.com workflows.

Explore Advanced Monday.com Tutorials

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Deepen your understanding of advanced Monday.com features by following tutorials on topics like complex automations, integrations, and custom dashboards.

Show steps

Search for tutorials on advanced Monday.com features.
Follow the tutorials and implement the steps in your own Monday.com workspace.
Experiment with different configurations and settings.

Four other activities

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Automation Challenge: Build 5 Automations

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Sharpen your automation skills by creating five different automations in Monday.com to streamline common tasks and processes.

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Identify five tasks or processes in Monday.com that can be automated.
Design the automations to streamline the tasks or processes.
Implement the automations in Monday.com.
Test the automations to ensure they are working correctly.

Document Your Monday.com Workflow

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Solidify your understanding of Monday.com by documenting a specific workflow you use in the system, including boards, columns, automations, and integrations.

Show steps

Choose a workflow in Monday.com that you want to document.
Describe the purpose of the workflow and the steps involved.
Create a visual representation of the workflow using diagrams or flowcharts.
Write a detailed explanation of each step in the workflow.

Build a Custom CRM Dashboard in Monday.com

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Apply your Monday.com knowledge by building a custom CRM dashboard to track leads, manage customer interactions, and analyze sales performance.

Show steps

Define the key metrics you want to track in your CRM dashboard.
Design the layout of your dashboard and choose appropriate widgets.
Configure the widgets to display the desired data from your Monday.com boards.
Test and refine your dashboard to ensure it provides accurate and actionable insights.

Contribute to Monday.com Community Forums

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Enhance your understanding and help others by actively participating in Monday.com community forums, answering questions, and sharing your knowledge.

Show steps

Join the Monday.com community forums.
Browse the forums and identify questions you can answer.
Share your knowledge and expertise to help other users.

Career center

Learners who complete Monday User Training Course - Beginner To Expert Course will develop knowledge and skills that may be useful to these careers:

Monday Administrator

A Monday administrator is responsible for the overall management and optimization of the Monday platform within an organization. This role includes setting up workspaces, boards, and automations, as well as managing user access and permissions. This course provides comprehensive training on all the features inside Monday, from basic functionalities to advanced features like CRM integration and custom column configurations. Mastering these skills can equip an individual to confidently manage and customize a Monday system to meet specific organizational needs. The course covers the creation of workspaces and boards, and the management of views, automations, and integrations. One who takes this course builds a great foundation for administering Monday.

See salaries and explore the career path for Monday Administrator

Workflow Automation Specialist

Workflow automation specialists design and implement automated processes to improve efficiency and reduce manual tasks. A deep dive into all the features inside Monday enables workflow automation specialists to leverage the platform's automation capabilities to streamline business operations. By mastering the creation and management of automations, as well as understanding integration options, workflow automation specialists can create customized solutions that meet specific organizational needs. The course provides extensive training on automation and integration, helping specialists design and implement effective workflow solutions. Workflow automation specialists will find this course indispensable for maximizing their use of Monday.

See salaries and explore the career path for Workflow Automation Specialist

Project Manager

Project managers oversee project planning, execution, and completion, often using platforms like Monday to track progress and coordinate tasks. This course, with its focus on all features inside Monday, helps project managers effectively utilize the system for managing projects, assigning tasks, and monitoring deadlines. The training covers essential aspects such as board management, column customization, and automation setup, enabling project managers to streamline their workflows and improve team collaboration. The course also includes detailed explanations of views and dashboards, which can be invaluable for tracking project progress and identifying potential roadblocks. With this course, project managers can maximize the effectiveness of Monday to ensure projects are completed on time and within budget.

See salaries and explore the career path for Project Manager

Account Manager

Account managers oversee client relationships, ensuring client satisfaction and business growth. A course that offers comprehensive training on Monday helps account managers effectively use the platform to manage client interactions, track project progress, and improve communication. By understanding how to customize columns, automate follow ups, and generate reports, account managers can optimize their workflows and enhance client engagement. The course includes a detailed explanation of CRM template boards for managing client relationships inside Monday. This knowledge is extremely helpful for any account manager.

See salaries and explore the career path for Account Manager

Team Lead

Team leads guide and support their teams, ensuring tasks are completed efficiently and effectively. A course that explains all the features inside Monday helps team leads use the platform to organize tasks, track progress, and facilitate communication within their teams. By mastering Monday's boards, columns, and automation tools, team leads can create a structured and collaborative work environment. The course specifically addresses the management of items, notifications, and user profiles, which are essential for effective team coordination. With this course, team leads can use Monday to enhance team productivity and ensure that projects stay on track.

See salaries and explore the career path for Team Lead

Customer Relationship Manager

Customer relationship managers focus on building and maintaining strong relationships with customers, often using CRM systems like Monday. The course helps customer relationship managers effectively use Monday's CRM features to manage customer interactions, track leads, and improve customer satisfaction. By understanding how to customize columns, automate follow-ups, and generate reports, customer relationship managers can optimize their workflows and enhance customer engagement. The course includes a detailed explanation of the CRM template board, providing a practical starting point for managing customer relationships within Monday. This Monday knowledge is extremely helpful for any customer relationship manager.

See salaries and explore the career path for Customer Relationship Manager

Scrum Master

Scrum masters facilitate Agile project management methodologies, ensuring that teams follow scrum principles and practices. A course covering all the features inside Monday helps scrum masters leverage the platform to manage sprints, track progress, and facilitate team collaboration. By learning to customize boards, automate tasks, and generate reports, scrum masters can optimize the scrum process within Monday. The course specifically addresses the management of items, views, and notifications, which are essential for effective sprint management. This knowledge is extremely helpful for any scrum master.

See salaries and explore the career path for Scrum Master

Business Analyst

Business analysts examine organizational processes and recommend improvements, and they often use tools like Monday to visualize and manage data. This course helps business analysts leverage Monday's features to create custom dashboards, analyze workflows, and identify areas for optimization. By learning to use the system's columns, views, and automation capabilities, business analysts can gain deeper insights into business operations and develop data-driven solutions. The course's comprehensive coverage of Monday's features, from workspaces to integrations, enhances a business analyst's ability to use the platform for process improvement and strategic decision-making. For a business analyst that wants to build up data driven solutions using Monday, this course is an excellent place to start.

See salaries and explore the career path for Business Analyst

Operations Manager

Operations managers oversee the day-to-day activities of an organization, ensuring that processes run smoothly and efficiently. An explanation of all the features inside Monday helps operations managers use the platform to streamline workflows, manage resources, and monitor performance. By learning to create custom boards, automate tasks, and generate insightful reports, operations managers can optimize operational processes and improve overall efficiency. The course covers essential aspects such as data importing, user management, and integration options, which are critical for aligning Monday with other organizational systems. Operations managers can ensure operational excellence by taking this course and applying insights to their Monday configurations.

See salaries and explore the career path for Operations Manager

Volunteer Coordinator

Volunteer coordinators recruit, train, and manage volunteers for nonprofit organizations or community programs. The Volunteer coordinator can use Monday to organize volunteer schedules, track hours, and communicate with volunteers. By learning to customize boards, automate tasks, and generate reports, coordinators can streamline volunteer management within Monday. The course covers communication features, which are essential for effective volunteer engagement. This training will help volunteer coordinators manage volunteer tasks effectively using Monday.

See salaries and explore the career path for Volunteer Coordinator

Digital Marketing Coordinator

Digital marketing coordinators manage and execute digital marketing campaigns, often using project management tools to track progress and coordinate tasks. This course that explains all the features inside Monday assists digital marketing coordinators effectively using the platform to manage campaigns, track metrics, and collaborate with team members. By mastering Monday's boards, columns, and automation features, digital marketing coordinators can streamline their workflows and improve campaign performance. The course's coverage of views, dashboards, and integration options helps digital marketing coordinators monitor campaign progress and optimize strategies. Those in digital marketing can enhance their ability to manage campaigns within Monday after taking this course.

See salaries and explore the career path for Digital Marketing Coordinator

IT Support Specialist

IT support specialists provide technical assistance and support to users, often managing systems and resolving issues. A course covering all the features inside Monday helps IT support specialists use the platform to track support requests, manage user accounts, and streamline IT processes. By understanding the system's administrative functions, notification settings, and integration options, IT support specialists can efficiently manage IT operations within Monday. The course includes detailed explanations of user management, workspace configurations, and search functionalities, which are essential for effective IT support. Support specialists can enhance their ability to manage IT operations within Monday after taking this course.

See salaries and explore the career path for IT Support Specialist

Human Resources Coordinator

Human resources coordinators assist with various HR functions, including onboarding, training, and employee management. A course that explains all the features inside Monday helps HR coordinators use the platform to manage employee data, track training progress, and streamline HR processes. By understanding the system's administrative functions, user management features, and integration options, HR coordinators can efficiently manage HR operations within Monday. The course includes detailed explanations of user profiles, team management, and data importing, which are critical for effective HR administration. Taking this course can enhance an HR coordinator's ability to manage HR tasks within Monday.

See salaries and explore the career path for Human Resources Coordinator

Real Estate Manager

Real estate managers oversee the management and operation of properties. A course that teaches all the features inside Monday may help real estate managers use the platform to track property listings, manage tenant information, and streamline maintenance requests. By learning to customize boards, automate tasks, and generate reports, real estate managers can optimize their workflows and improve property management efficiency. The course includes detailed explanations of data importing, user management, and integration options, which are critical for managing properties. This knowledge will help a real estate manager manage property management tasks effectively using Monday.

See salaries and explore the career path for Real Estate Manager

Data Analyst

Data analysts collect, analyze, and interpret data to provide insights and support decision-making. This course may help data analysts use Monday's data management and reporting features to visualize data, identify trends, and develop actionable insights. By learning to customize columns, create dashboards, and generate reports, data analysts can leverage Monday to enhance their data analysis capabilities. The course covers various column types and views, enabling data analysts to effectively organize and present data. For data analysts looking to expand their skills in Monday, this course may provide a solid foundation.

See salaries and explore the career path for Data Analyst

Reading list

We've selected one books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Monday User Training Course - Beginner To Expert Course.

Alter Ego

Save

Provides a comprehensive overview of creating and managing workflows in Monday.com. It covers a wide range of topics, from basic workflow design to advanced automation techniques. This book useful reference for users who want to optimize their workflows and improve their productivity in Monday.com.

Alter Ego: A Novel

Paperback

Monday User Training Course - Beginner To Expert Course

What's inside

Learning objectives

Syllabus

Traffic lights

Save this course

Reviews summary

Monday.com: good beginner overview, lacks depth

Activities

Career center

Reading list

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