Monday : Project Management For Beginners from Udemy

Welcome to the course Monday : Project Management For Beginners.

The only course you need to get started with Monday and to start managing projects effectively as a project manager.

This course is developed on the latest user interface.

Here Is What You Get By Enrolling In This Course:

Word-By-Word Explanation: In the entire hands on course, I explain each and every step along the way.

Awesome Quality Content: Over 5+ hours of HD Videos.

Well Structured & Easy To Learn: Course has been specially designed to make it easy for the students to learn Monday starting from a basic level and gradually moving up to advance concepts.

24 X 7 Support: I will always be there to guide you in your journey to become a Monday expert.

Let's take a look at what exactly we will be learning in the course.

The entire course is divided into 10 major sections.

Section 1: Introduction to Monday.

We will first start off by learning what exactly Monday is and what are the different use cases of Monday.

As Monday is a versatile tool, it has multiple applications and you need to be familiar with the different use cases Monday has.

We will learn the different pricing plans Monday has to offer as well as learn how to setup an account on Monday.

Section 2: Creating workflows in Monday.

After having a brief introduction about Monday, we will then learn how to start using the platform.

We will learn what are workspaces in Monday and how to create multiple workspaces.

We will learn how to add boards and groups to these workspaces and learn how to add items or tasks to boards and groups.

We will learn how to invite members to join our boards, create teams and assign tasks to members and teams.

Section 3: Columns.

Columns allow you to define attributes for the tasks you have in your workflow, in this section we will learn about how we could use columns to define our tasks. We will learn the different type of columns Monday has to offer and what are the uses of different column types.

We will learn how to add column descriptions and also learn how to add subitems to the already present items to create a hierarchical structure in our tasks.

Section 4: Updates & Notifications.

As Monday is a collaboration tool, being able to communicate with teams is a crucial feature to have. Monday provides us the ability to communicate with teams and its members using a feature called updates. Using updates we could contextualise team communication and collaboration around a specific task.

Notification is another feature which Monday provides so that all the team members stay up-to-date with the tasks and items which are relevant to them. We will learn the different types of notifications Monday has to offer and how and when a specific member of the team will be notified.

Section 5: Search & Filtering

Monday also provides us the ability to search anything across all the boards using the search anything feature.

Using which we could search anything related to our project by using keywords. This feature makes using Monday more efficient as we could quickly find tasks, updates and files without having to scroll through them. It also provides the ability to add multiple filters all at once so that we could filter out items on our boards as per our needs. It allows us to perform filtering on the basis of multiple parameters.

Section 6: Dashboard & Widgets

Monday also provides us a feature to create reports and summaries of the current project status. We could generate dynamic reports using the Dashboards and widgets provided my Monday. There are multiple pre-built widgets which could be used to visualise and report data, the only thing we need to do is set parameters to these widgets and they will pull data from our workflows and report it inside the dashboard.

This feature also allows us to export these dashboards as PDF files and print and share them with anyone we want to.

Section 7: Working With Files

While working and collaborating on projects, you need to share and exchange files. Monday allows you to upload, download and collaborate with files. It has the ability to upload different versions of a file and communicate on them by the means of updates. We could also control the permissions so as to which members or teams are able to access certain files.

Section 8: Automation & Integrations

Monday provides us a feature to automate certain mundane and repetitive tasks in our boards thereby reducing the time and effort required to do them. There are multiple pre-built automation recipes provided by Monday which could be used to automate almost anything within the Monday platform. Integration allows us to integrate Monday with other external platforms and tools like GitHub, Asana, Slack, Gmail and a lot more. It allows us to perform automations inside these platforms by integrating Monday with them.

Section 9: Exploring Features

In this section we will explore some additional advanced features provided by Monday. We will start off by learning how to use the formula column in Monday which allows us to dynamically update a cell value by creating a formula. We will also learn how to share our Monday boards with external users like clients and freelancers. Along with it, we will also explore a lot more features such as, exporting to Excel, creating templates from boards, using themes & shortcuts, conditional colouring, batch actions, deadline mode & bolt switch.

Section 10: Project

This section consist of a final project which allows you to summarise every concept you have learned in the course. We will build a workflow for a company by adding the project approval process. We will setup automations to create the approval process, we will learn how we could create a board dynamically from a template whenever a project is approved, we will also learn how to move project related tasks along different project phases. We will also learn how to create multiple views for the board to track budget, expenses and project performance. Finally we learn how to create a detailed dashboard to create a summary of activities across various boards.

In addition to the Udemy 30-day money back guarantee, you have my personal guarantee that you will love what you learn in this course. If you ever have any questions please feel free to message me directly and I will do my best to get back to you as soon as possible.

Make sure to enrol in the course before the price changes.

Take yourself one step closer towards becoming a professional Django developer by clicking the "take this course button" now.

Join the journey.

Sincerely,

Ashutosh Pawar

What's inside

Learning objectives

Learn the latest user interface for monday
Learn how to use monday as a project management tool
Learn how to create workflows
Learn how to automate mundane tasks in workflows

Learn how to integrate platforms like gmail & slack with monday
Learn how to create dashboards for reporting
Create a project management workflow project with approval process

Learn the latest user interface for monday
Learn how to use monday as a project management tool
Learn how to create workflows
Learn how to automate mundane tasks in workflows
Learn how to integrate platforms like gmail & slack with monday
Learn how to create dashboards for reporting
Create a project management workflow project with approval process

Syllabus

Course Introduction

Introduction To Course

How To Use This Course

Introduction To Monday

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Provides a comprehensive introduction to Monday, covering everything from account setup to advanced features like automation and integrations, which is great for those new to the platform

Teaches how to create dynamic reports using dashboards and widgets, which allows project managers to visualize data and share project status updates with stakeholders

Explores team communication and collaboration using updates and notifications, which helps team members stay informed about relevant tasks and project developments

Covers automation and integration with tools like Gmail and Slack, which can significantly improve efficiency and streamline project workflows

Focuses on the latest user interface, which ensures learners are working with the most current version of the platform and its features

Requires learners to create an account on Monday, which may involve choosing a pricing plan and could present a barrier to entry for some learners

Reviews summary

Comprehensive introduction to monday.com

According to learners, this course offers a largely positive introduction to using Monday.com for project management, particularly for those starting out. Students find the content clear and well-structured, making it easy to follow the step-by-step guidance. The course provides a solid foundation covering core features like workflows, boards, items, and dashboards. Many appreciate the practical, hands-on approach, including the final project, which helps solidify understanding and provides real-world application. While some mention minor UI differences due to platform updates, the course is generally seen as up-to-date and relevant, enabling beginners to quickly get started and manage projects effectively using Monday.com.

Minor discrepancies due to Monday.com updates.

"Monday.com's interface changed slightly since the course was recorded, but it's still very easy to follow along."

"Some minor UI elements look different now, but the core functionality demonstrated is still accurate and applicable."

"The course uses the latest UI mostly, but be aware of potential small visual changes in the platform itself over time."

Logical flow from basics to advanced topics.

"The course structure is logical and easy to navigate, building from basic concepts to more complex features."

"Content is well organized into sections, making it simple to find specific topics or review material."

"Starts simple and gradually introduces more advanced features like automation and integrations. Good pacing."

"The module progression felt very natural and helped me build my understanding step by step."

Hands-on examples and final project are helpful.

"The final project brought everything together and allowed me to apply what I learned in a realistic scenario."

"Loved the hands-on demos and practical exercises. They really helped me grasp the concepts."

"Learning by doing in the project section was the most valuable part for me."

"The course doesn't just explain, it shows you how to use the features with practical examples."

Covers all essential Monday.com features.

"The course covers all the key features of Monday.com, from creating boards to setting up automations and dashboards."

"I learned how to effectively use workspaces, boards, items, columns, and even formulas. Very thorough."

"Excellent overview of the different aspects of the platform, including integrations and file management."

"Explains widgets, search, filtering, and notifications effectively, giving a full picture of the tool's capabilities."

Excellent for those completely new to Monday.com.

"As a complete beginner to Monday.com, this course explained everything step by step in a very clear way."

"Perfect introduction to Monday for someone who has never used it before. Very easy to follow along."

"The course is great for beginners, breaking down the complexity of the platform into manageable steps."

"I found the course very accessible and easy to understand even with no prior experience with project management tools."

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 For Beginners with these activities:

Review Project Management Fundamentals

Show steps

Reinforce your understanding of core project management concepts to better grasp Monday's implementation.

Show steps

Review the project lifecycle phases.
Study key project management terms.
Practice creating a simple project plan.

Read 'Project Management for Dummies'

Show steps

Gain a broader understanding of project management principles to better utilize Monday's features.

View Project Management For Dummies on Amazon

Show steps

Read the book cover to cover.
Take notes on key concepts.
Relate the concepts to Monday's features.

Set up a personal task management board

Show steps

Apply the course concepts by managing your own tasks and projects within Monday.

Show steps

Create a new board in Monday.
Add columns to track task status, priority, and deadlines.
Populate the board with your personal tasks.
Use Monday's features to manage and track your progress.

Four other activities

Expand to see all activities and additional details

Show all seven activities

Document your Monday workflow

Show steps

Solidify your understanding by creating a guide on how you use Monday for project management.

Show steps

Choose a specific workflow you use in Monday.
Document each step of the workflow with screenshots and descriptions.
Explain the purpose of each column, automation, and integration.
Share your documentation with others for feedback.

Build a project dashboard

Show steps

Practice creating a comprehensive dashboard to visualize project progress and key metrics.

Show steps

Identify the key metrics you want to track.
Select appropriate widgets to display the data.
Configure the widgets to pull data from your boards.
Customize the dashboard to make it visually appealing and informative.

Contribute to Monday.com community forums

Show steps

Deepen your understanding by helping others and learning from their questions and solutions.

Show steps

Join the Monday.com community forums.
Browse the forums for questions related to project management and Monday.
Share your knowledge and experience to help others.
Learn from the questions and solutions posted by other users.

Read 'The Fast 50'

Show steps

Learn how to work faster and more efficiently with Monday.

View Alter Ego: A Novel on Amazon

Show steps

Read the book cover to cover.
Take notes on key concepts.
Relate the concepts to Monday's features.

Career center

Learners who complete Monday : Project Management For Beginners 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, ensuring they are completed on time, within budget, and to the required quality standards. This course helps build a foundation in project management by teaching how to use Monday, a versatile platform for creating and managing workflows. The course emphasizes practical skills like creating workspaces and boards, defining task attributes using columns, and facilitating team communication and collaboration. Learning to automate mundane tasks and integrate platforms such as Gmail and Slack aligns directly with a Project Manager's need to streamline processes and improve team efficiency. The final project is especially relevant for real-world application and success as a Project Manager.

See salaries and explore the career path for Project Manager

Project Specialist

A Project Specialist helps in the planning, execution, and closing of projects, ensuring they are completed on time, within budget, and to the required quality standards. This course helps build a foundation in project management via Monday, a versatile platform for creating and managing workflows. The course emphasizes practical skills like creating workspaces and boards, defining task attributes using columns, and facilitating team communication and collaboration. Learning how to automate mundane tasks and integrate platforms such as Gmail and Slack aligns directly with a Project Specialist role. The final project is especially relevant for real-world application and success as a Project Specialist.

See salaries and explore the career path for Project Specialist

Workflow Manager

A Workflow Manager designs, implements, and optimizes workflows to improve organizational efficiency and productivity. This course is highly relevant, focusing on using Monday to create and manage workflows effectively. It covers essential skills such as creating workspaces and boards, defining task attributes using columns, and automating mundane tasks. The course also teaches how to integrate Monday with other platforms like Gmail and Slack, which is crucial for streamlining processes across different systems. Understanding features such as search and filtering allows a Workflow Manager to quickly find tasks, updates, and files. The final project provides practical experience in building a complete workflow, which a Workflow Manager can directly apply to real-world scenarios.

See salaries and explore the career path for Workflow Manager

Project Coordinator

A Project Coordinator supports Project Managers by assisting with administrative tasks, tracking project progress, and ensuring smooth communication among team members. This course is particularly relevant for Project Coordinators, providing them with the skills to efficiently manage project tasks and workflows using Monday. Learning to create and manage boards, assign tasks, and track progress using columns and updates will significantly enhance their organizational capabilities. The course helps them become more proficient in project management, improving their support to project managers. A Project Coordinator can leverage this course to become a more valuable asset in project teams.

See salaries and explore the career path for Project Coordinator

Team Coordinator

A Team Coordinator provides administrative and operational support to a team, ensuring smooth communication, task management, and project execution. This course is beneficial for a Team Coordinator, focusing on using Monday to manage workflows and enhance team collaboration. It covers essential skills such as creating workspaces and boards, assigning tasks to members, and tracking progress using columns and updates. The course also teaches how to automate mundane tasks and integrate Monday with other platforms, which is crucial for streamlining processes. Learning to create dashboards for reporting provides tools for monitoring team performance. A Team Coordinator can use this course to improve team coordination and overall project success.

See salaries and explore the career path for Team Coordinator

Team Lead

A Team Lead guides and supports a team to achieve its goals, overseeing tasks, fostering collaboration, and ensuring project success. The course on Monday is directly beneficial for a Team Lead, as it covers essential aspects of team management, communication, and task tracking. Learning to create workflows, assign tasks to members and teams, and use updates and notifications ensures that team members stay up-to-date and effectively collaborate on specific tasks. The course's emphasis on automation helps Team Leads streamline repetitive tasks, while the dashboard features provide tools for reporting and summarizing project status. A Team Lead can use this course to improve team coordination and project execution.

See salaries and explore the career path for Team Lead

Program Manager

A Program Manager oversees multiple related projects, ensuring they align with organizational goals and deliver coordinated benefits. This course helps build skills in managing projects and workflows using Monday. The course provides tools to create workspaces and boards, define task attributes, and manage team communication. Learning to create dashboards for reporting and to automate tasks can significantly improve a Program Manager's ability to monitor and control multiple projects. The final project, focused on creating a project management workflow with an approval process, is particularly relevant for Program Managers.

See salaries and explore the career path for Program Manager

Process Improvement Specialist

A Process Improvement Specialist analyzes and optimizes business processes to increase efficiency, reduce costs, and improve quality. This course helps build a foundation in using Monday to manage and improve workflows. The course emphasizes practical skills such as creating workspaces and boards, defining task attributes, and automating mundane tasks. Learning to integrate Monday with other platforms and use dashboards for reporting aligns directly with a Process Improvement Specialist's need to streamline processes and improve performance. The final project demonstrates how to create a complete project management workflow, directly applicable to real-world process improvement initiatives.

See salaries and explore the career path for Process Improvement Specialist

Resource Manager

A Resource Manager is responsible for allocating and managing resources, including personnel, equipment, and budget, to ensure project success. The skills learned from the course, such as creating workflows, assigning tasks to members and teams, and using updates and notifications, helps track resource allocation and utilization. The ability to create dashboards for reporting and automate tasks helps Resource Managers monitor and optimize resource usage. A Resource Manager can use this course to better organize and manage resources across multiple projects.

See salaries and explore the career path for Resource Manager

Scrum Master

A Scrum Master facilitates agile project management, ensuring the team follows Scrum practices and removes impediments to progress. This course is useful because, as a Scrum Master, one uses project management tools to track sprints, tasks, and team progress. The skills taught in the course, such as creating workflows, assigning tasks, and using dashboards can help Scrum Masters to effectively manage and monitor sprint progress. Learning to automate tasks and integrate Monday with other platforms can also improve team efficiency and collaboration. Scrum Masters can use this course to better visualize and manage agile projects.

See salaries and explore the career path for Scrum Master

Agile Coach

An Agile Coach guides organizations in adopting Agile methodologies, improving team performance, and fostering a culture of continuous improvement. This course is useful for Agile Coaches who need to introduce and implement project management tools within a team. Learning to use Monday to create workflows, automate tasks, and generate reports helps Agile Coaches demonstrate how to effectively manage projects and improve team collaboration. The course's emphasis on integration also aligns with the Agile Coach's need to connect different systems and processes. An Agile Coach can use this course to promote the adoption of Agile practices by showcasing the benefits of using a project management platform.

See salaries and explore the career path for Agile Coach

Business Analyst

A Business Analyst identifies and analyzes business needs, recommending solutions to improve efficiency and effectiveness. This course can be useful for Business Analysts by providing them with a practical understanding of how to use Monday to manage projects and workflows. Learning to create workflows, define task attributes using columns, and use dashboards for reporting can give them insights into how to improve business processes. The ability to integrate Monday with other platforms also aligns with the Business Analyst's need to analyze and improve system integrations. The Business Analyst can leverage the knowledge gained from this course to design and implement more efficient workflows within an organization.

See salaries and explore the career path for Business Analyst

Change Manager

A Change Manager guides organizations through transitions, ensuring smooth adoption of new processes and systems. This course can be useful because Change Managers often need to manage the implementation of new tools and workflows, and this course will introduce them to the Monday platform. Learning to create workflows, automate tasks, and integrate Monday with other platforms helps facilitate the adoption of new systems. The dashboard features provide tools for monitoring progress and communicating updates to stakeholders. Change Managers can use this course to better manage projects and improve the success of organizational changes.

See salaries and explore the career path for Change Manager

Operations Manager

An Operations Manager oversees the daily functions of an organization, ensuring processes run smoothly and efficiently. This course may be useful because Operations Managers often need to manage projects and teams, and this course introduces them to Monday as a tool to improve project management. Learning to create workflows, assign tasks, and use dashboards is relevant for monitoring and improving operational processes. The course's emphasis on automation can help Operations Managers streamline repetitive tasks and improve overall efficiency. The ability to integrate Monday with other platforms also aligns with the Operations Manager's need to manage multiple systems and processes. Operations Managers can use this course to gain insights into how technology can enhance operational workflows.

See salaries and explore the career path for Operations Manager

Systems Analyst

A Systems Analyst researches problems and plans solutions for computer systems. They recommend software and systems to best fit a company's needs. This course may be useful because Systems Analysts are often required to work with project management software and must have a good understanding of workflow engineering. By learning to use Monday, the systems analyst is exposed to project management and team collaboration methods via project management software. This course will allow the systems analyst to recommend such project management solutions and integrations to other teams.

See salaries and explore the career path for Systems Analyst

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 For Beginners.

Project Management For Dummies

Save

This is the Spanish version of 'Project Management for Dummies'. It offers the same accessible introduction to project management principles for Spanish-speaking learners. It can be particularly helpful for understanding the foundational knowledge needed before diving into specific project management tools like Monday.com. is more valuable as background reading.

Project Management For Dummies

Paperback

Project Management For Dummies

Kindle Edition

Alter Ego

Save

Provides a comprehensive overview of project management principles and practices. It's a great resource for beginners to build a solid foundation before diving into Monday.com. The book covers essential topics such as project planning, execution, monitoring, and control, offering practical advice and real-world examples. It serves as a valuable reference throughout the course and beyond.

Alter Ego: A Novel

Paperback

Monday

Project Management For Beginners

What's inside

Learning objectives

Syllabus

Traffic lights

Save this course

Reviews summary

Comprehensive introduction to monday.com

Activities

Career center

Reading list

Share

Similar courses