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George Smarts

My Monday Intermediate to Advanced course covers all the advanced best practices and features you need to know in order to become a real PRO

Monday is a great tool to have in your project management portfolio of skills.

I will walk you through every step of using Monday to efficiently manage projects.

This course will give you a deep understanding of Monday's functionality by using hands-on, contextual examples designed to showcase why Monday is awesome and how to use it like an experienced project manager.

By the end of the course you'll be able to:

Read more

My Monday Intermediate to Advanced course covers all the advanced best practices and features you need to know in order to become a real PRO

Monday is a great tool to have in your project management portfolio of skills.

I will walk you through every step of using Monday to efficiently manage projects.

This course will give you a deep understanding of Monday's functionality by using hands-on, contextual examples designed to showcase why Monday is awesome and how to use it like an experienced project manager.

By the end of the course you'll be able to:

· Connect High-Level and Low-Level boards

· Agile Project Management in Monday

· Create a Project Approval Board

· Utilize the Whiteboard for collaboration

· Monday Online Docs

· Additional functionality such as file management

·  How to restrict file permissions for specific users

· Admin options

· Monday Apps Marketplace

· Monday Labs overview

· Integrations with Zoom, Gmail, Outlook, Twillio for automatic SMS and voicemails.

and much, much more.

Enroll today and enjoy:

  • Lifetime access to the course

  • High quality, up to date video lectures

  • Practical Monday course with step by step instructions for each feature

Thanks again for checking out my course and I look forward to seeing you in the classroom :)

Enroll now

What's inside

Learning objectives

  • What is the difference between low-level and high-level boards
  • Manage budgets using monday
  • Agile project management in monday
  • Setup a request/project intake process
  • Display status of multiple projects at the same time
  • Collaboration best practices
  • Monday tips and tricks

Syllabus

Introduction
Monday.com features for productivity
Batch Actions
Use a Whiteboard within Monday.com!
Read more

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Covers advanced best practices and features, which helps experienced project managers become proficient with Monday
Explores integrations with Zoom, Gmail, and Outlook, which are essential tools for project managers to communicate and collaborate
Teaches agile project management techniques within Monday, which is a valuable skill for managing projects in dynamic environments
Examines admin options and the Monday Apps Marketplace, which allows project managers to customize and extend the platform's functionality
Requires learners to understand the difference between low-level and high-level boards, which may require prior experience with project management methodologies
Features Twilio integration for automatic SMS and voice calls, but this requires a paid feature, which may be a barrier for some learners

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Reviews summary

Practical intermediate to advanced monday

According to students, this course offers a practical and hands-on approach to mastering intermediate to advanced features of Monday.com for project management. Many learners highlight the clear explanations and relevant examples provided, which make complex topics easy to grasp. The course is seen as particularly strong in covering advanced functionalities like integrations, automation, and setting up different board types (High-Level/Low-Level). While broadly praised for its depth and utility in real-world scenarios, a few reviews suggest certain niche or highly advanced topics could benefit from slightly more in-depth coverage. Overall, it is considered a highly valuable resource for professionals looking to become proficient Monday.com users.
Highly relevant for project managers.
"This course is directly applicable to my role as a project manager using Monday.com."
"Helped me understand how to use Monday.com more effectively for project management tasks."
"The course topics are exactly what a professional using Monday.com needs."
"Provides useful insights for managing projects at an intermediate/advanced level."
Instructor explains complex topics clearly.
"Instructor is clear, concise, and easy to follow."
"Explanations were very clear and easy to understand, even for less familiar features."
"The course is well-structured, and the instructor explains everything step-by-step."
"Appreciated the clarity in teaching complex Monday.com concepts."
Explores useful advanced Monday features.
"Found the sections on integrations and automation particularly valuable for advanced workflows."
"The course delves into key advanced functionalities, like connecting boards and setting up dashboards, which is very helpful."
"Explains complex features I struggled with before, like Digital Asset Management and user permissions."
"Great overview of Monday.com features for productivity and project management."
Uses hands-on examples for real-world use.
"The way he breaks down complex topics using real-world examples made everything click into place."
"Loved the practical, hands-on examples that show exactly how to apply features."
"The hands-on approach is fantastic; I could follow along easily and see how it works in practice."
"Learned practical ways to use Monday.com features daily."
Could go deeper on some topics.
"Would have liked slightly more depth on advanced automation use cases."
"Some specific integrations were mentioned but could benefit from a deeper dive."
"While comprehensive, a few niche areas felt a bit brief."

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 - Intermediate to Advanced with these activities:
Review Agile Project Management Principles
Reinforce your understanding of Agile principles, as this course covers Agile project management within Monday.com.
Browse courses on Agile Project Management
Show steps
  • Read articles or watch videos explaining Agile methodologies.
  • Review the Agile Manifesto and its principles.
  • Take a short quiz on Agile concepts.
Review 'Project Management for Dummies'
Gain a foundational understanding of project management principles, which will help you better utilize Monday.com for project management.
View Alter Ego: A Novel on Amazon
Show steps
  • Read selected chapters from 'Project Management for Dummies'.
  • Focus on chapters related to project planning and execution.
  • Relate the concepts to the features of Monday.com.
Review 'Agile Project Management with Kanban'
Deepen your understanding of Agile methodologies, particularly Kanban, which is relevant to project management within Monday.com.
Show steps
  • Read the book 'Agile Project Management with Kanban'.
  • Take notes on key concepts and principles.
  • Reflect on how these principles can be applied in Monday.com.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Create a Personal Project Management Board
Apply the concepts learned in the course by setting up a personal project management board in Monday.com to manage your own tasks and projects.
Show steps
  • Sign up for a Monday.com account (if you don't already have one).
  • Create a new board and customize it with relevant columns and groups.
  • Add your personal projects and tasks to the board.
  • Use the features learned in the course to manage your projects effectively.
Document Monday.com Integrations
Solidify your understanding of Monday.com integrations by creating documentation on how to integrate it with other tools like Zoom, Gmail, and Outlook.
Show steps
  • Choose a few Monday.com integrations to focus on.
  • Research the integration process and available features.
  • Create a step-by-step guide with screenshots and explanations.
  • Share your documentation with other students or on a relevant forum.
Build a Project Status Dashboard
Practice creating a project status dashboard in Monday.com to visualize the progress of multiple projects at the same time.
Show steps
  • Identify the key metrics you want to track.
  • Create a dashboard in Monday.com and add relevant widgets.
  • Connect the dashboard to your project boards.
  • Customize the dashboard to display the information clearly and effectively.
Contribute to Monday.com Community Forum
Engage with the Monday.com community by answering questions, sharing tips, and contributing to discussions on the official forum.
Show steps
  • Visit the Monday.com community forum.
  • Browse the forum for questions related to topics covered in the course.
  • Answer questions and share your knowledge with other users.
  • Provide helpful and informative responses.

Career center

Learners who complete Monday - Project Management - Intermediate to Advanced will develop knowledge and skills that may be useful to these careers:
Project Manager
A project manager is responsible for planning, executing, and closing projects. This course helps current and aspiring project managers deepen their understanding of Monday.com, a powerful tool for managing projects efficiently. The course covers how to connect high-level and low-level boards, implement agile project management methodologies, create project approval boards, and utilize whiteboards for collaboration, which are all essential skills for any project manager. The 'Monday - Project Management - Intermediate to Advanced' course provides hands-on examples that demonstrate how to leverage Monday.com's functionality to manage projects like an experienced manager.
Program Manager
A program manager oversees a group of related projects, often with the intention of improving an organization's performance. The 'Monday - Project Management - Intermediate to Advanced' course offers insights into using Monday.com to visualize the status of multiple projects and manage budgets effectively. The course teaches specifically how to use high-level boards for program management, which prepares you to coordinate initiatives across different teams. As a program manager, you can leverage Monday.com's features, as taught in this course, to connect high-level and low-level boards for a comprehensive overview of project progress.
Project Coordinator
A project coordinator supports project managers by handling administrative tasks, tracking project timelines, and ensuring that project documentation is up to date. This course helps project coordinators enhance their skills in using Monday.com, a popular project management tool, to streamline their workflows. The 'Monday - Project Management - Intermediate to Advanced' course covers essential topics such as file management, collaboration best practices, and integrations with other platforms, all of which can help project coordinators perform their tasks more efficiently and effectively. With improved proficiency in Monday.com, project coordinators can better support project managers and contribute to overall project success.
IT Project Manager
IT project managers oversee technology related projects from conception to completion. The 'Monday - Project Management - Intermediate to Advanced' course will benefit those who want to utilize Monday.com to manage their projects efficiently. The course teaches how to connect high-level and low-level boards, use agile project management methodologies and manage budgets. You will be able to track project timelines and deliverables effectively.
Digital Project Manager
A digital project manager oversees projects related to digital initiatives such as website development, marketing campaigns, or software implementations. The 'Monday - Project Management - Intermediate to Advanced' course will be useful for digital project managers who want to use Monday.com to manage their projects efficiently. The course covers essential topics such as file management, collaboration best practices, and integrations with other platforms, all of which are critical for managing digital projects. With improved skills in using Monday.com, digital project managers can better plan, execute, and deliver successful digital initiatives.
Process Improvement Specialist
Process improvement specialists identify and implement strategies to optimize business operations. This course helps process improvement specialists learn the ins and outs of Monday.com, which can be used to streamline project workflows. By taking this course, you will learn how to document and visualize workflows as well as how to integrate this software with other business applications. The 'Monday - Project Management - Intermediate to Advanced' helps these specialists leverage Monday.com to drive efficiency and effectiveness across various projects and processes.
Scrum Master
A scrum master facilitates agile project management methodologies within a team. The 'Monday - Project Management - Intermediate to Advanced' course provides hands-on training in agile project management specifically within Monday.com. The course may assist a scrum master in implementing agile practices, managing sprints, and tracking progress effectively. The course teaches how to manage projects in an agile manner, which prepares a scrum master to facilitate scrum events and ensure that the team adheres to agile principles.
Team Lead
Team leads guide and motivate their team members to achieve common goals. The 'Monday - Project Management - Intermediate to Advanced' course focuses on using Monday.com to improve collaboration and task management which may be useful to team leads. The course teaches how to use whiteboards for collaborative brainstorming, how to archive completed tasks to maintain focus, and how to restore deleted items. With skills taught in this course, a team lead can use Monday.com to enhance team productivity and ensure that everyone is aligned on priorities.
Business Analyst
Business analysts identify business needs and determine solutions to business problems. A business analyst should understand how to use tools like Monday.com to analyze and improve project management processes. This course helps business analysts gain proficiency in using Monday.com to set up request/project intake processes, manage budgets, and display the status of multiple projects. With the insights gained from the course, business analysts can design and implement solutions that leverage Monday.com to streamline project workflows and improve overall efficiency.
Resource Manager
A resource manager is responsible for allocating resources, such as personnel, equipment, and materials, to projects and initiatives. The 'Monday - Project Management - Intermediate to Advanced' course offers skills in using Monday.com to manage resources effectively. You will learn how to use features such as project approval boards, file management, and integrations with other platforms to streamline resource allocation processes. A resource manager can use these skills to monitor resource utilization and make informed decisions.
Workflow Automation Specialist
A workflow automation specialist designs and implements automated processes to improve efficiency and reduce manual effort. The 'Monday - Project Management - Intermediate to Advanced' course may be helpful for those who want to use Monday.com to automate project management workflows. The course covers integrations with tools like Zoom, Gmail, and Outlook, which can be leveraged to automate various tasks and streamline communication. With improved knowledge of Monday.com's automation capabilities, workflow automation specialists can design and implement solutions that minimize manual intervention and improve overall productivity.
Product Manager
A product manager guides the development and launch of products. The 'Monday - Project Management - Intermediate to Advanced' course is helpful for those who use Monday.com as part of their toolset. The course covers integrations with other platforms, which can be valuable for coordinating tasks and communication across different teams. With improved knowledge of Monday.com, a product manager can plan, execute, and track progress of all projects effectively.
Change Manager
Change managers guide organizations through periods of transition by implementing strategies to minimize disruption and maximize adoption. They often need to manage projects and coordinate with various teams to ensure successful change initiatives. The 'Monday - Project Management - Intermediate to Advanced' course may be useful for change managers who want to use Monday.com to plan, execute, and monitor change projects. The course covers topics such as project approval boards, collaboration best practices, and integrations with other platforms. By learning how to use Monday.com effectively, change managers can better manage change initiatives, track progress, and ensure that all stakeholders are aligned.
Operations Manager
An operations manager ensures that an organization is running as smoothly and efficiently as possible. Operations managers will likely appreciate the course's coverage of Monday.com's capabilities for file management, integrations with tools like Zoom and Gmail, and admin options, all features that are essential for streamlining workflows. The 'Monday - Project Management - Intermediate to Advanced' course may be helpful for those looking to enhance their operational efficiency, with sections, for example, on how to restrict file permissions for specific users and leverage integrations with other platforms.
Solutions Architect
Solutions architects design and implement technology solutions to meet business needs. They often need to manage projects and coordinate with various teams to ensure successful implementation. The 'Monday - Project Management - Intermediate to Advanced' course can assist solutions architects in enhancing their project management skills using Monday.com. The course covers topics like connecting high-level and low-level boards, agile project management, and integrations with other platforms. Solutions architects can leverage these skills to better manage projects, track progress, and collaborate with team members effectively.

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 - Intermediate to Advanced.
Focuses on Agile project management using the Kanban method. Given the course's emphasis on Agile Project Management within Monday.com, this book provides a deeper understanding of Kanban principles and how to apply them in a project management context. It will help learners leverage Monday.com's features to implement Agile workflows effectively. This book great resource for those looking to enhance their Agile project management skills.
Provides a broad overview of project management principles and practices. It covers the fundamentals of project planning, execution, and control. While not specific to Monday.com, it provides a solid foundation in project management concepts that will enhance your understanding of the course material. It is more valuable as additional reading to provide background knowledge.

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