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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 [email protected]

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
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Provides a practical guide to using Monday.com, enabling users to independently manage projects without prior project management experience, which is ideal for those new to the platform
Teaches users to create and customize dashboards, which is essential for tracking project progress, managing resources, and optimizing workload distribution within Monday.com
Explores automations and integrations within Monday.com, which can significantly enhance project efficiency and streamline workflows by connecting with other systems like Gmail and Zoom
Covers team member invites, board permissions, preferences, and privacy settings, which are crucial for effective team collaboration and data security within the Monday.com environment
Includes updates from November 2021, which may not reflect the latest features and functionalities of Monday.com, potentially requiring users to adapt the learned techniques to newer versions

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Reviews summary

Practical beginner's guide to monday.com

According to learners, this is a highly practical and beginner-friendly guide to using Monday.com for project management. Students appreciated the clear explanations and the ability to follow along step-by-step, making it easy to learn core functionalities like creating boards, setting up automations, and using dashboards. While excellent for getting started, some feedback suggests it could delve deeper into more advanced topics or complex scenarios for experienced users.
Instructor is easy to understand.
"The instructor explains everything in a clear and concise manner."
"His step-by-step guidance made learning easy."
"I appreciated the simple language and examples used."
"The instructions were very clear and easy to follow along."
Excellent introduction for new users.
"As someone new to Monday.com, this course was incredibly helpful."
"Perfect for beginners with no prior project management experience."
"It starts from the very basics, signing up for the free trial."
"Even without experience, I felt confident setting up my first project."
Learn essential Monday.com functions.
"Covers the essential features of Monday in a simple way."
"I learned a lot about boards, columns, automations and more."
"Now I understand how to use dashboards and different views effectively."
"It shows you how to create boards, manage tasks, and build dashboards."
Easy to follow along and apply immediately.
"This is a great course to learn how to use monday.com."
"It is very practical and easy to follow, learning from zero to the essential features."
"I found myself easily following along and creating my own boards."
"The hands-on approach really helped me grasp the concepts quickly."
Could benefit from more depth.
"While great for basics, it doesn't cover more advanced features in depth."
"I was hoping for more complex automation examples."
"Good foundation, but could use material on specific integrations or advanced use cases."
"It's introductory, don't expect expert-level content."

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: A Novel 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:
Project Manager
The role of a project manager involves planning, executing, and closing projects. This course focusing on Monday as a project management tool helps build a foundation toward managing projects effectively. Using Monday you can create professional project plans and manage team resources and project progress independent of prior experience. If you aspire to become a project manager, this course shows you how to resource your team effectively, improve team communications, and track progress which is crucial for success in the field.
Team Lead
A team lead guides and coordinates a team to achieve project goals. This course on Monday is directly relevant, providing the skills to manage team member invites, permissions on boards, and privacy settings. The course also teaches how to use time tracking functions to resource your team effectively. For a team lead, the course's focus on automations and integrations is valuable for optimizing workflow and productivity.
Business Analyst
A business analyst identifies business needs and recommends solutions. This course on Monday gives you the ability to track project progress, and to communicate productively as a team. You can use the skills that are taught to integrate Monday with other systems, automate tasks, and create custom dashboards to track progress. The course's emphasis on customizing dashboards for tracking progress and managing workload will be useful when analyzing project data.
Operations Manager
Operations managers oversee the efficient running of an organization's activities. This Monday course shows how to manage multiple systems effectively through integrations, while also showing how to manage a team. By creating dashboards and custom views, you can ensure the team is working efficiently and effectively. For an operations manager, the course's instruction on dashboards, automations, and integrations will be helpful for optimizing operational workflows.
Scrum Master
A scrum master facilitates the agile development process and ensures the team adheres to scrum principles. This course shows you how to manage projects efficiently through creating project plans and views. The course may be useful for leveraging Monday to visualize workflows, track progress, and manage workloads. A Scrum Master who wishes to enhance project tracking and communication might find value in this course.
Program Manager
The program manager oversees multiple related projects. This course assists you in creating efficient project plans, resource allocation, and progress tracking using Monday. The course's instruction on managing multiple systems through integration, is especially useful for managing dependencies between projects. For a program manager, understanding Monday's capabilities in automation and reporting is beneficial.
Data Analyst
A data analyst examines data to draw conclusions and make recommendations. This course may be useful by providing you with the skills to extract and analyze data related to projects. You will gain experience integrating Monday with other systems, and creating dashboards that track project progress. Data analysts can leverage Monday to visualize project data and identify trends.
Management Consultant
A management consultant advises organizations on how to improve their performance and efficiency. This course focusing on Monday, may be useful in showing how to manage projects effectively. In the course, you will also learn how to create custom dashboards to track progress. A management consultant could use Monday to implement and monitor project management strategies.
Product Owner
A product owner defines and manages the product backlog in agile development. This course on Monday may be useful in helping you track project progress, manage team communications, and track resource allocation. In the course, you will learn about multiple systems that integrate with Monday. Product owners can utilize Monday to visualize project timelines, manage tasks, and facilitate team collaboration.
Marketing Manager
A marketing manager develops and implements marketing strategies. This course may be useful for organizing and managing marketing projects within Monday. You'll also learn how to create professional project plans and track project efficiency. A marketing manager could use the skills from this course to coordinate marketing campaigns, track performance metrics, and manage resources efficiently.
Human Resources Manager
The human resources manager oversees employee-related functions within an organization. This Monday course may be useful in organizing and managing HR projects. You can create dashboards, track progress, and manage employee-related tasks. A human resources manager might leverage Monday to streamline HR processes, manage employee data, and track key performance indicators.
Software Developer
A software developer designs, develops, and tests software applications. This Monday course may be useful in helping you manage software development projects. You will be able to create project plans, track progress, and manage team communications. Software developers can utilize Monday to collaborate on coding tasks, manage bug reports, and track project milestones.
Educator
Educators teach students in academic or vocational settings. This course may be useful in setting up and managing an educational group or project. You can create different views and project plans and set up automations for communications. Those in education might find this course offers skills critical to managing their organization.
Researcher
Researchers conduct investigations to discover new knowledge or insights. This course may be useful for researchers who want to organize and manage research projects. The training will show you how to create project plans and dashboards, track progress, integrate systems, and manage team member invites. They may use Monday to manage and analyze research data.
Accountant
Accountants prepare and analyze financial records. This course may be useful for accountants who want to manage financial projects. You will learn how to create project plans, track progress, and manage team communications. Accountants may utilize Monday to organize financial data, track budgets, and manage project timelines related to finance.

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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