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Monday User Training Course - Beginner To Expert Course

Nick Boardman

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.

Read more

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

Enroll now

What's inside

Learning objectives

  • 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?
Read more
Creating A New Workspace
Manage Your Workspaces
Boards Explained
What Are Boards?
Adding A Board
Managing Boards
Adding Template Boards
CRM Template Board Explained
Columns Explained
What Are Columns?
Status, Priority & Label
People, Numbers & Timeline
Date, Text & Long Text
Connect Boards, Mirror & Check Box
Link, World Clock & Item ID
Phone, Location & Files
Group, Tags & Vote
Rating, Creation Log, Last Updated
Auto Number, Progress Tracking & Button
Dependency, Dropdown & Week
Formula, Country & Colour Picker
Time Tracking, Hour, Email
Managing Columns
Views & Dashboards Explained
What Are Views & Dashboards?
Dashboards Explained
Gantt & Timeline Views
Files Gallery, Map, Workload & Chart Views
Calendar, Kanban & Card Views
Form
Managing Views
Automations Explained
What Is Automation & Integration
Creating & Managing Automations
Integration Options Explained
Items Explained
What Are Items
Creating & Managing Items
Item Views Explained (Emails, Invoices, Updates)
Importing Data
Notifications, Inbox, My Work & Search Explained
Notifications Explained
Inbox Explained
My Work Explained
Search Explained
Admin
Adding Users & Creating Teams
Managing Deleted & Archived Records
Managing My Profile

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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
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
Show steps
  • 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
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 on Amazon
Show steps
  • 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
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
Expand to see all activities and additional details
Show all seven activities
Automation Challenge: Build 5 Automations
Sharpen your automation skills by creating five different automations in Monday.com to streamline common tasks and processes.
Show steps
  • 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
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
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
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:

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.
Cover image
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
Paperback
Check
Alter Ego
Kindle Edition
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Effort
3 total hours
Via
Udemy
Instructor
Nick Boardman
Language
English
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