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Simon Sez IT

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.

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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:

  1. 2+ hours of video tutorials

  2. 36 individual video lectures

  3. Certificate of completion

  4. 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

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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

Syllabus

Introduction
Introduction to the Course
WATCH ME: Essential Information for a Successful Training Experience
DOWNLOAD ME: Course Exercise Files
Read more
DOWNLOAD ME: Course Instructor Files
Setting up an Account and Logging in for the First Time
First Steps with Monday.com
High-Level Overview of the UI
Overview of Workspaces, Boards and Items
Overview of Dashboards
Overview of Automations and Integrations
Section Quiz
Creating Boards
Creating (and Deleting) Boards
Essential Columns - People, Status and Date
Deadline Combos
Essential Column Detail - Numbers and Text
Board Templates
Exercise 1
Exercise 3
Working with Board Data
Adding Data to Boards
Searching, Sorting and Filtering
Item Properties and Details
Exploring Sub-items
Connecting Boards
Exercise 2
Board Views
Adding Additional Board Views
Calendar and Workload Views
Kanban and Gantt Views
Form Views
Printing & Presenting Dashboards
Using Monday.com as a Team
Notifications and Inbox
My Work
Search Everything
Sharing a Full Board on a Public URL
Exercise 4
Introducing Dashboards
Creating Dashboards - Adding Basic Widgets
Widget Details – Chart and Calendar
Exercise 5
Automations & Integrations
Adding Automations to a Board
Adding Integrations to a Board
Exercise 6
Conclusion

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Save Monday for Beginners - An Introductory Course to Monday to your list so you can find it easily later:
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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 for Beginners - An Introductory Course to Monday with these activities:
Review Project Management Fundamentals
Reviewing project management fundamentals will help you better understand how Monday.com can be used to manage projects effectively.
Browse courses on Project Management
Show steps
  • Read articles on project management methodologies.
  • Watch introductory videos on project management concepts.
  • Review the project management lifecycle.
Recreate Board Templates
Practicing recreating board templates will reinforce your understanding of board structure and column types.
Show steps
  • 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
Following advanced tutorials will expose you to more complex functionalities within Monday.com, expanding your understanding beyond the basics.
Show steps
  • 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
Reviewing this book will provide a deeper understanding of workflows.
View Alter Ego on Amazon
Show steps
  • 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
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.
Show steps
  • 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
Creating documentation will help you internalize the steps involved in setting up and managing workflows in Monday.com.
Show steps
  • 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
Creating a dashboard mockup will help you visualize and plan effective dashboards for different purposes.
Show steps
  • 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:

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 for Beginners - An Introductory Course to Monday.
Provides a comprehensive guide to creating and managing workflows in Monday.com. It covers advanced topics such as automation, integration, and reporting. This book valuable resource for users who want to take their Monday.com skills to the next level. It is best used as additional reading.

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