Monday for Beginners - An Introductory Cours…

In this comprehensive beginner-level course, you will learn most of the functionality that can be found on the Monday platform.

Monday is a simple but intuitive work operating system (work OS) that allows businesses to customize their own work management software. Teams can connect collaboratively as they run workflows and projects.

This course will teach you how to create boards, dashboards, and automation on Monday. You will also learn how these different components can work together to build an end-to-end work OS. We begin by giving you a broad overview of the platform’s features before diving into each element in greater depth. The course also includes exercises so you can immediately practice what you’ve learned.

We prepared this course using Google Chrome on a Windows OS. Monday is a browser-based platform, however, so it should look no different regardless of what browser you choose to work with. If you are looking at learning and using Monday, this is the course to get you started.

This course covers:

Setting up an account and logging in for the first time
An overview of the Monday user interface
How to create and delete boards
Essential columns and board templates
Adding data to boards and connecting boards
Searching, sorting, and filtering board data
How to add additional board views
Using calendar, workload, form, Kanban, and Gantt board views
Working with notifications, inbox, and my work
How to share a full board on a public URL
Creating dashboards and adding basic widgets
Printing and presenting dashboards
How to add automation and integrations to a board

This course includes:

2+ hours of video tutorials
36 individual video lectures
Certificate of completion
Course files to help you follow along

Here's what our students are saying...

"This course is exactly as advertised. It is a beginner-level course. If you have spent time with Monday, you will likely find it too introductory. However, if you haven't done more than enter a few things into a basic board, this course will help you take the next steps to dive deeper into its functionality. I particularly liked the thorough presentation of the material as well as the exercises at the end of each section that help to reinforce the lessons learned. I think that is what puts it above traditional Udemy trainings. It is a well-planned course." -Brandi Day

"I came to this course after dealing with a number of so-called consultants on a freelance website who I hoped could help me build my Monday boards and explain how the thing works. That wasted time and money. This course, which I have completed in two days has set me up with the basics that I need to build the processes in my business and to save my small team considerable amounts of time and effort. It's a well-paced course delivered in an easy to understand manner at just the right pace. I pretty well managed to complete all of the exercises, though one or two proved a little more challenging due to my own issues in understanding. " -David Carter

What's inside

Learning objectives

Setting up an account in monday and logging in for the first time
Learn monday's user interface
Learn how to create and delete boards
Learn essential columns and board templates
Adding data to boards and connecting boards
Learn about searching, sorting, and filtering board data
Learn how to add additional board views
Using calendar, workload, form, kanban, and gantt board views

Working with notifications, inbox, and my work
Learn how to share a full board on a public url
Creating dashboards and adding basic widgets
Printing and presenting dashboards
Learn how to add automations and integrations to a board
Show more
Show less

Setting up an account in monday and logging in for the first time
Learn monday's user interface
Learn how to create and delete boards
Learn essential columns and board templates
Adding data to boards and connecting boards
Learn about searching, sorting, and filtering board data
Learn how to add additional board views
Using calendar, workload, form, kanban, and gantt board views
Working with notifications, inbox, and my work
Learn how to share a full board on a public url
Creating dashboards and adding basic widgets
Printing and presenting dashboards
Learn how to add automations and integrations to a board
Show more
Show less

Syllabus

Introduction

Introduction to the Course

WATCH ME: Essential Information for a Successful Training Experience

DOWNLOAD ME: Course Exercise Files

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Provides a comprehensive introduction to Monday.com, a popular work operating system, enabling users to customize their work management software and enhance team collaboration

Begins with a broad overview of the platform's features before diving into each element in greater depth, making it accessible for newcomers to the Monday.com platform

Includes exercises to immediately practice what's learned, reinforcing knowledge and building practical skills in using Monday.com for real-world applications

Covers essential aspects such as creating boards, dashboards, and automations, which are fundamental for building an end-to-end work OS within the Monday.com environment

Teaches how to add automations and integrations to boards, which can significantly enhance efficiency and connectivity with other tools and platforms

Prepared using Google Chrome on a Windows OS, but the course explicitly states that the browser-based platform should look no different regardless of the browser chosen

Reviews summary

Effective introduction to monday basics

According to learners, this course is an effective introduction to Monday.com, particularly for absolute beginners. Students found it to be well-paced and delivered in an easy-to-understand manner. It provides the essential basics needed to start using the platform for business processes. Learners highlighted the value of the included exercises, noting that they reinforce lessons and help in applying concepts immediately. The course is seen as a practical solution for those looking to efficiently implement Monday.com workflows in their work, even saving time and effort compared to other resources. However, note that this course is strictly for beginners and not suitable for those with prior Monday.com experience.

Clear delivery at a comfortable pace.

"It's a well-paced course delivered in an easy to understand manner at just the right pace."

"I particularly liked the thorough presentation of the material..."

Exercises solidify learned concepts.

"...the exercises at the end of each section that help to reinforce the lessons learned."

"I pretty well managed to complete all of the exercises, though one or two proved a little more challenging..."

Excellent starting point for new users.

"This course is exactly as advertised. It is a beginner-level course."

"If you haven't done more than enter a few things into a basic board, this course will help you take the next steps..."

"It set me up with the basics that I need to build the processes in my business..."

Learn skills directly applicable to work.

"It set me up with the basics that I need to build the processes in my business and to save my small team considerable amounts of time and effort."

"This course helped me quickly set up processes in my business."

Too introductory for experienced users.

"It is a beginner-level course."

"If you have spent time with Monday, you will likely find it too introductory."

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 for Beginners - An Introductory Course to Monday with these activities:

Review Project Management Fundamentals

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Reviewing project management fundamentals will help you better understand how Monday.com can be used to manage projects effectively.

Browse courses on Project Management

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Read articles on project management methodologies.
Watch introductory videos on project management concepts.
Review the project management lifecycle.

Recreate Board Templates

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Practicing recreating board templates will reinforce your understanding of board structure and column types.

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Select a board template from the Monday.com template library.
Recreate the template from scratch in your own workspace.
Compare your recreated template to the original, identifying any differences.

Explore Advanced Monday.com Features

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Following advanced tutorials will expose you to more complex functionalities within Monday.com, expanding your understanding beyond the basics.

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Search for tutorials on specific Monday.com features.
Follow along with the tutorials, implementing the steps in your own Monday.com workspace.
Experiment with different settings and configurations.

Four other activities

Expand to see all activities and additional details

Show all seven activities

Workflows in Monday.com

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Reviewing this book will provide a deeper understanding of workflows.

View Alter Ego: A Novel on Amazon

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Read the book, taking notes on key concepts and techniques.
Implement the techniques in your own Monday.com workspace.
Reflect on how the book has improved your understanding of Monday.com.

Create a Project Management Board for a Fictional Project

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Starting a project will allow you to apply what you've learned in the course to a practical scenario, solidifying your understanding of Monday.com.

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Define the scope and goals of your fictional project.
Create a board in Monday.com with relevant columns and groups.
Add tasks, assign owners, and set deadlines.
Use automations to streamline the workflow.

Document Your Monday.com Workflow

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Creating documentation will help you internalize the steps involved in setting up and managing workflows in Monday.com.

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Choose a workflow you've created in Monday.com.
Document each step of the workflow, including screenshots and explanations.
Share your documentation with others for feedback.

Build a Dashboard Mockup

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Creating a dashboard mockup will help you visualize and plan effective dashboards for different purposes.

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Identify a specific use case for a Monday.com dashboard.
Sketch out the layout and widgets you want to include in the dashboard.
Build the dashboard in Monday.com, adding the widgets and configuring them to display relevant data.

Career center

Learners who complete Monday for Beginners - An Introductory Course to Monday will develop knowledge and skills that may be useful to these careers:

Project Manager

A project manager oversees the planning, execution, and completion of projects, ensuring they are on time and within budget. This course helps build a foundation for project management by providing an understanding of work operating systems like Monday. Learning to create boards, dashboards, and automation within Monday directly translates to improved project tracking, data visualization, and streamlined workflows. The course's emphasis on Gantt charts and Kanban boards can also enhance a project manager's ability to visualize and manage project timelines. Anyone who wishes to become a project manager may find taking this course helpful.

See salaries and explore the career path for Project Manager

Project Coordinator

A project coordinator supports project managers and teams, ensuring projects run smoothly. This role involves tracking tasks, managing timelines, and facilitating communication. This course helps build a foundation for project coordination by providing an understanding of work operating systems like Monday. Learning to create boards, dashboards, and automation within Monday directly translates to improved project tracking, data visualization, and streamlined workflows. The ability to effectively use Monday, as taught in this course, makes a project coordinator more efficient and organized, helping them to contribute to project success. Anyone who wishes to become a project coordinator may benefit from taking this course.

See salaries and explore the career path for Project Coordinator

Team Lead

A team lead is responsible for guiding and supporting a team to achieve its goals. This involves assigning tasks, monitoring progress, and ensuring effective communication. This course helps team leads to improve team collaboration and workflow management. Learning how to create boards, manage notifications, and automate tasks within Monday can significantly enhance a team's efficiency. The course's focus on building an end-to-end work operating system directly supports a team lead's need to create a structured and collaborative environment. Individuals who want to become team leads may benefit from taking this course.

See salaries and explore the career path for Team Lead

Workplace Strategist

A workplace strategist analyzes how physical and digital spaces impact employee productivity and collaboration, recommending improvements. This course provides an understanding of how work operating systems like Monday can be customized to enhance team collaboration and workflow management. Learning to create boards, dashboards, and automation within Monday directly translates to the workplace strategist's function of optimizing the digital workspace. Workplace strategists would greatly benefit from this course.

See salaries and explore the career path for Workplace Strategist

Workflow Analyst

A workflow analyst examines and improves business processes to enhance efficiency and productivity. This often involves mapping current workflows, identifying bottlenecks, and implementing solutions. Given the focus on creating and customizing work management software, this course may be useful for a workflow analyst. The ability to design boards, dashboards, and automation within Monday mirrors the core responsibilities of analyzing and optimizing workflows. An understanding of how to connect different components to build an end-to-end work operating system is highly relevant. Individuals interested in process improvement would greatly benefit from this course.

See salaries and explore the career path for Workflow Analyst

Office Manager

An office manager oversees the administrative and operational functions of an office. This includes managing schedules, coordinating events, and ensuring the office runs smoothly. This course can help improve an office manager's organizational skills through the use of work operating systems. Learning to create boards, manage notifications, and automate tasks within Monday can significantly enhance the efficiency of office operations. The course's focus on dashboards and data visualization can also aid in tracking key office metrics. Individuals who want to become office managers would likely find this course relevant.

See salaries and explore the career path for Office Manager

Business Analyst

A business analyst analyzes business processes and systems to identify areas for improvement. This role involves gathering data, documenting requirements, and recommending solutions to stakeholders. This course is helpful for a business analyst because it provides a practical understanding of how work operating systems can be customized to meet specific business needs. Learning to create dashboards, automate tasks, and integrate different tools within Monday aligns with the business analyst's responsibilities of streamlining processes and improving efficiency. A business analyst would benefit from this course.

See salaries and explore the career path for Business Analyst

Operations Manager

An operations manager oversees the day-to-day activities of an organization, ensuring that everything runs smoothly and efficiently. This course may be useful for an operations manager, because learning to create dashboards, automate tasks, and integrate different tools within Monday aligns with the operations manager's responsibilities of streamlining processes and improving efficiency. The course's focus on data visualization can also aid in tracking key performance indicators and making data-driven decisions. This course is relevant to an operations manager.

See salaries and explore the career path for Operations Manager

Process Improvement Specialist

A process improvement specialist analyzes and improves organizational processes to enhance efficiency, reduce costs, and improve quality. This course may be useful for a process improvement specialist, because learning to create boards, automate tasks, and integrate different tools within Monday aligns with the process improvement specialist's responsibilities of streamlining processes and improving efficiency. The course's focus on data visualization can also aid in tracking key performance indicators and measuring the impact of process improvements. Individuals interested in process improvement would likely find this course relevant.

See salaries and explore the career path for Process Improvement Specialist

Business Operations Specialist

A business operations specialist focuses on improving the efficiency and effectiveness of a company's operations. This role includes analyzing data, streamlining processes, and implementing new technologies. This course may be useful for a business operations specialist, as it provides the skills to customize work management software and create dashboards for data visualization. The course directly aligns with the specialist's responsibilities of optimizing workflows and improving team collaboration. Individuals interested in business operations would likely find this course relevant.

See salaries and explore the career path for Business Operations Specialist

Scrum Master

A scrum master facilitates the agile development process, ensuring the team adheres to scrum principles and practices. This role involves removing impediments, facilitating meetings, and coaching the team. This course may be useful for a scrum master, because learning to create boards, manage notifications, and automate tasks within Monday can significantly enhance a team's ability to track progress and collaborate effectively. The course's focus on Kanban boards aligns with the scrum master's responsibilities of visualizing workflow and managing sprints. Those who wish to become scrum masters may find this course helpful.

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Management Consultant

A management consultant advises organizations on how to improve their performance and efficiency. This often involves analyzing business processes, identifying problems, and recommending solutions. This course may be useful for a management consultant, because learning to create dashboards, automate tasks, and integrate different tools within Monday aligns with the management consultant's responsibilities of streamlining processes and improving efficiency. The course's focus on data visualization can also aid in tracking key performance indicators and measuring the impact of process improvements. Those who wish to become management consultants may find this course relevant.

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Administrative Assistant

An administrative assistant provides support to executives and staff, performing tasks such as scheduling appointments, managing correspondence, and organizing files. This course can help administrative assistants improve their organizational skills. Learning to create boards, manage notifications, and automate tasks within Monday can significantly enhance the efficiency of administrative tasks. The course's focus on sharing boards and managing data can also aid in improving team collaboration. An administrative assistant would likely find this course relevant.

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Data Analyst

A data analyst collects, cleans, and analyzes data to provide insights that can inform business decisions. This course may be useful for a data analyst, because learning to create dashboards and visualize data within Monday provides a practical understanding of how data can be used to track performance and identify trends. The course's focus on sorting, filtering, and connecting boards can also enhance a data analyst's ability to extract meaningful information from data. To work as a Data Analyst, a master's degree may be required.

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Data Entry Clerk

A data entry clerk is responsible for accurately entering information into computer systems and databases. Although seemingly unrelated, this course introduces helpful concepts in data entry and management. Learning to add data to boards, sort, filter, and connect boards within Monday can significantly improve the efficiency and accuracy of data handling. In this course, you can grasp ways data is organized, managed, and reported in a business setting. Individuals who want to become data entry clerks would likely find this course helpful.

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