Monday.com 101
Monday.com is a customizable
project management platform designed to help your team complete projects
efficiently, collaborate effectively, and make life easier. Cut down on long
email chains by posting updates, uploading files, and sharing links all within
Monday itself. Find more detailed resources on Monday.com's Knowledge
Base.
Once you have been
invited to a group, you will receive an email that looks something like this:
Once you click
"Accept Invitation", you will be redirected to the group account,
where you can create a profile and get started!
Platforms for Monday.com
You can use Monday.com on your
web browser, in the desktop app, or on the mobile app.
Using the Web Browser
To use the web browser, just
log into your account from Monday.com by clicking the Login
button in the top right of the window.
Using the Desktop App
To use the Desktop App, first
download the program to your computer. Click the link below for the app on
your computer operating system.
Desktop app for Mac
Desktop app for Windows
If you have any difficulty downloading the program to your
computer because of Admin permissions, please contact the Helpdesk for support.
See this article for detailed
instructions on how to get started with the Desktop App.
Using the Mobile App
Using your phone's App Store,
search monday.com and download the app. The app logo should look like the
image below.
See this article for detailed
instructions on how to get started with the mobile app.
Glossary
Monday.com has a lot of different
terms that can be confusing. Let's break down the language and define the
terms to help you get the most out of the platform. If you're looking for a
term that isn't listed here, see this
article for a more comprehensive glossary.
Workspace
Think of workspaces as large, organizational folders used to categorize the content
between teams and departments. These help you better manage multiple
departments, teams, and projects in one unified place. See this
article for more details about Workspaces.
Board
Boards are where individual projects live. Think of it as a virtual
whiteboard where projects are stored as a way to keep track of everything from
everyday tasks to month/year-long projects. See this article for more details about
Boards, including different board types.
Board Views
Visualize
your board's information in multiple different ways with different views. See
a timeline for your project, view all the deadlines in a calendar, or find all
the uploaded files for a project. See this
article for more details on Board Views.
Dashboard
Dashboards are a great way to display data from multiple boards all in one
place. They give you a big-picture view of your team's projects and progress.
For example, you can see the progress for all of the courses within a
certificate program. See this
article for more information about Dashboards.
Widget
Widgets are fun little apps that you can add to your dashboard and
customize however you like! If you think of your dashboard as a corkboard,
widgets would be all of the images, calendar, sticky notes, and documents you
pin up! See this
article for more information about using Widgets with Dashboards.
Group
A Group is a color-coded section
on your board that contains your items (rows). You can have multiple groups on
a board, which allow you to organize and categorize your items in a manner that
best suits your needs. A group can be a week, a month, a phase of a project, or
whatever you want! See this
article for more details about how to use Groups.
Item
Items are essentially individual tasks within your project or task board.
You can also make subitems to break a bigger task into smaller components,
which is especially useful if multiple people need to complete things in order
to finish the task as a whole. See this
article for more information about Items.
Column
Columns are part of the foundation of your board and allow you to
customize your board to best suit your needs. Add due dates, assign people to
specific tasks, upload files to the task, indicate the status of an item, and
more! See this
article for more details about the different Column options.
Navigating the Monday.com Layout
Below is an image of the Monday.com Home Page. Monday has
robust resources available directly from this page. On the right-hand side,
there is "Getting Started" to find tutorials, "Help Center"
for asking questions and finding troubleshooting answers, and "Join a
webinar" for live walkthroughs if you are interested. You can also use
"Quick Search" to easily find boards, dashboards, documents, and
workspaces.
Monday.com Sidebar
On the left-hand side of the window is the Sidebar. This is
your navigation bar for the platform. Below is an explanation for each icon.
·
Home
Page
brings you back to this main screen, which is your central hub for all
information across projects.
·
Work
Management
allows you to navigate to your workspaces and boards. See the section
"Navigating Work Management" for details.
·
Notifications are where you receive
all of the information that's specifically relevant to you. You can customize
your notifications in your Profile Settings, see the section "Customizing
Your Notifications" for instructions. See this
article for more details about Notifications.
·
The Inbox
is where you will see all updates from boards you are a member of, even if you
are not specifically mentioned in that update or assigned to each item. You can
think of this as a news feed, where you can see everything your team has posted
on those specific boards. It is a great way to make sure you stay up to date
with all of the important changes and communication within your account! See this article for more details about
the Inbox.
·
My
Work showcases
all tasks that have been assigned to you so you can visualize all your work in
one place. Rather
than having to jump between boards and dashboards to check what's happening, My
Work centralizes this information for your convenience. You can also customize
it according to your needs! See this
article for more details about the My Work feature.
·
Favorites
allows
you to access bookmarked boards quickly! To add a board to your favorites, you can click on the star icon
to the right of its title. An alternative option is to right-click on a board's
title from the left pane of your account and selecting "Add to
favorites" from the resulting menu. See this
article for more details about Favorites.
·
Apps opens up the apps
marketplace. Selected apps can be found in the apps marketplace for you to
explore and install. These function similarly to web-browser extensions by
allowing you to add more features to get the most out of Monday! See this
article for more details about apps marketplace.
·
Invite
Members
should only be done by an Account Admin. There are currently limited spots
available. Please email digital.learning@ptsem.edu for assistance.
·
Search
Everything
allows you to search for anything across all of your boards! Search filters allow you to get
specific with your search. Want to filter which tasks are marked as
"Stuck" across all of your boards? You can! See this
article for more details about using this advanced search feature.
·
Help gives you easy access
to the robust Monday.com knowledge base for any
questions or issues.
·
Your
"profile picture" is the circle in the left corner of the bottom of
your screen.
Use this to change your Working Status and access My profile settings,
where you can customize notifications.
Customizing Your Notification
Settings
Unless you plan to check Monday daily, we recommend setting
robust email notifications so you can stay up to date on the progress of
projects and be reminded of any upcoming deadlines.
To customize your settings:
1. Click your profile picture circle in the lower left corner,
then select My Profile from the menu.
2. Click the Notifications tab.
3. Open up the dropdown menus to set your notification settings
for each notification type.
Navigating work management
With Workspaces, you can view
Workspaces you've been added to, create a new Workspace for your office or
group, add people to the Workspace so they can view the boards, and navigate
between the boards within your Workspace. For more details on Workspaces, see this article.
Changing Item Status
The Status Column is a key factor in helping you plan, organize,
and track all of your team's work. Easily see if a task is yet to be completed,
in progress, done, or any custom status!
To change the status of an item, click the status column and
select the desired status from the dropdown menu.
Assigning Items
With the People Column, you can assign each item to a specific
team member or multiple members! It allows you to visually see who is
responsible of what and give ownership of tasks to your team. This also is how
you can view all the tasks for which you are personally responsible. To assign
someone to an item or change the assigned person, hover over the People column
for the item and click
the blue '+' sign to see the list of available users. Use this list to add or
remove users from the task.
Communicating With Updates
Cut down on multiple email
threads for communication by using the Updates section! The updates section allows you and your team to communicate,
inside an item, keeping all the conversations about a specific task or project
in the same place and in context. This can be used to centralize all
communication related to an item as well as adding attachments and gifs. To
use the Updates feature, click the speech bubble next to an item.
