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Harriet Payne

Monday Complete Beginners Course - A Practical Guide to using Monday as a Project Management Tool

Do you want to manage your own independent project but you’re worried you don’t have a project manager or any project management experience? Then using Monday will allow you to create a project plan and perform the ongoing management of your project without the need for a project manager or even any previous experience of creating or managing projects.

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Monday Complete Beginners Course - A Practical Guide to using Monday as a Project Management Tool

Do you want to manage your own independent project but you’re worried you don’t have a project manager or any project management experience? Then using Monday will allow you to create a project plan and perform the ongoing management of your project without the need for a project manager or even any previous experience of creating or managing projects.

Or maybe you work for a company which uses Monday and you’d like to learn how to use it in more detail or get your head around where all those updates are coming from. Then this course will also allow you to understand the ins and outs of Monday and how you are being assigned work.

This course is a practical follow along course meaning you will be able to sign up for Monday straight away and start creating your own project plans in real time as I show you how to do it.

I am a full time project manager and have years of experience managing projects on Monday and will be able to share with you not only the basics but also my recommendations, and tips and tricks which will allow you to make the most of Monday and also manage your project with optimal efficiency.

After taking this course you will:

  • Sign up for Monday

  • Create and manage your own boards and dashboards

  • Create different views and project plans

  • Be a pro at setting up and using automations

  • Manage multiple systems effectively using integrations

  • Expertly lead your team through your project

  • Resource effectively

  • Communicate productively as a team

Whether it be using Monday as a team member or to fully manage your own project or organisation this course will give you everything you need to be a success on Monday. Take this course today, and begin your journey to having a full fledged project managed on Monday.

Are there any course requirements or prerequisites?

No previous experience required

This course comes with a 30 day money back guarantee.

If you have any further questions you can contact me at hpaynecourses@gmail.com

Enroll now

What's inside

Learning objectives

  • Using monday to create and manage project plans
  • Create professional and presentable project plans
  • Resource your team effectively using appropriate time tracking functions
  • Independently manage your projects with no project management experience
  • Track project progress and efficiency
  • Integrate monday with other systems

Syllabus

Review the different plans offered, sign up for the free trial and explore the main menu items
Introduction
Signing Up
The Main Menu
Read more
Getting Started Quiz
Create and fill in a board and explore the basic column and menu options
Wrap Up
Creating Your Board - First Things First
Filling in Your Board
First Look at Columns
Other Board Essentials
Creating Your First Board Quiz
Learn to use every column and view option
Looking at Columns - Essentials
Looking at Columns - Super Useful
Looking at Columns - Team Power-Up
Looking at Columns - Board Power-Up
Discovering Different Views - Gantt
Discovering Different Views - Calendar, Chart, Kanban, Form
Discovering Different Views - Timeline, Workload, Files
Building Out Your Board Quiz
Create and customise the most useful dashboards
Using Dashboards to Track Progress
Using Dashboards for Resourcing
Using Dashboards to Manage Workload
Creating Dashboards Quiz
Learn the basics of setting up automations and integrations
NOVEMBER 2021 UPDATES
Up Your Game with Automations
Get Your Head around Integrations
Gmail Integration Example
Zoom Integration Example
Automations & Integrations Quiz
How to manage team member invites, board permissions, preferences and privacy settings
Covering off the Admin
Tying Things Up Quiz
Smaller Updates
Workdocs and Card View

Save this course

Save Monday: Project Management on 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: Project Management on Monday with these activities:
Review Project Management Fundamentals
Reinforce your understanding of core project management concepts before diving into Monday's specific features. This will help you apply the tool more effectively.
Show steps
  • Review the project lifecycle phases.
  • Familiarize yourself with common project management terminology.
  • Understand the roles and responsibilities within a project team.
Read 'Project Management for Dummies'
Gain a solid foundation in project management principles to better utilize Monday's features and manage projects effectively.
Show steps
  • Read the book cover to cover.
  • Take notes on key concepts and methodologies.
  • Relate the concepts to Monday's features.
Manage a Personal Project on Monday
Apply your learning by managing a real-world project using Monday. This hands-on experience will solidify your understanding of the tool and its capabilities.
Show steps
  • Choose a personal project to manage.
  • Create a board and set up columns.
  • Track progress and manage tasks.
  • Reflect on your experience and identify areas for improvement.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Document Your Monday Workflow
Solidify your understanding by creating a guide or tutorial on how you use Monday for project management. This will force you to think critically about your workflow.
Show steps
  • Outline your Monday workflow.
  • Create screenshots and videos to illustrate your process.
  • Write clear and concise instructions.
  • Share your guide with others and gather feedback.
Explore Advanced Monday Features
Deepen your expertise by exploring advanced features like integrations, automations, and custom dashboards. This will help you optimize your project management workflow.
Show steps
  • Identify advanced features you want to learn.
  • Find tutorials and documentation on those features.
  • Experiment with the features in your own projects.
  • Document your findings and share them with others.
Contribute to Monday Community Forums
Reinforce your knowledge by helping others in the Monday community. Answering questions and sharing your expertise will solidify your understanding.
Show steps
  • Join the Monday community forums.
  • Browse the forums for questions you can answer.
  • Provide helpful and accurate responses.
  • Contribute to discussions and share your insights.
Read 'The Monday Method'
Gain a deeper understanding of the philosophy and best practices behind Monday.com to maximize its potential for your projects.
View Alter Ego on Amazon
Show steps
  • Read the book and take notes.
  • Reflect on how the concepts apply to your own projects.
  • Experiment with different strategies and techniques.

Career center

Learners who complete Monday: Project Management on Monday will develop knowledge and skills that may be useful to these careers:

Reading list

We've selected two 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: Project Management on Monday.
This book, written by the founders of Monday.com, provides insights into the philosophy and best practices behind the platform. It offers a deeper understanding of how to leverage Monday.com to improve team collaboration and project execution. adds depth to the course by providing the original vision behind the software.
Provides a broad overview of project management principles and practices. It's a great resource for beginners who want to understand the fundamentals before using Monday.com. While not specific to Monday, it provides the necessary context for effective project management.

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