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Course Outline

Lead Projects Successfully

Introduction to Monday.com: Basics and Getting Started Training Course

Rating

9/10

Duration

1 Day

Course Overview

This course introduces participants to the fundamentals of Monday.com, a popular work management platform. Participants will learn how to navigate the platform, create boards, and manage basic workflows. With hands-on exercises, they will gain practical experience using Monday.com to track tasks, collaborate with teams, and streamline project management processes. This course is ideal for those new to Monday.com who want to understand the core features and how to use them effectively.

Format of Training

  • Instructor-led sessions on Monday.com features and functionalities
  • Hands-on exercises for creating boards and managing workflows
  • Group discussions on best practices for using Monday.com in team projects
  • Case studies of successful Monday.com implementations in different industries

Course Objectives

  1. Understand the key features and benefits of Monday.com.
  2. Navigate the Monday.com platform and customize boards.
  3. Create and manage boards for task and project tracking.
  4. Build and manage basic workflows using Monday.com tools.
  5. Collaborate with team members through updates, comments, and notifications.
  6. Organize and filter tasks, priorities, and deadlines using Monday.com.
  7. Apply Monday.com’s features to streamline work management and improve team collaboration.

Prerequisites

  • No prior experience with Monday.com required
  • Basic familiarity with project management tools and workflows
  • Willingness to participate in hands-on activities and platform exploration
  • Interest in improving work management and team collaboration using Monday.com
Course Outline

Day 1
Session 1: Introduction to Monday.com

  • Overview of Monday.com as a work management platform
  • Navigating the platform and understanding the main interface
  • Key features: Boards, Views, and Workflows

Session 2: Creating and Customizing Boards

  • Understanding the different types of boards: Kanban, Gantt, Table, Calendar
  • Setting up and customizing boards for team projects and tasks
  • Hands-on lab: Creating a simple board for task management

Session 3: Managing Tasks and Workflows

  • Adding tasks, assigning owners, setting due dates, and tracking progress
  • Using columns, statuses, and labels to organize tasks and workflows
  • Practical exercise: Creating and managing a workflow on Monday.com

Session 4: Collaboration and Communication in Monday.com

  • Using updates, comments, and notifications to communicate with team members
  • Sharing boards and collaborating on tasks and projects
  • Group activity: Collaborating on a project within Monday.com

Session 5: Organizing and Tracking Progress

  • Using filters and views to track priorities and deadlines
  • Monitoring progress with dashboards and reporting tools
  • Hands-on lab: Organizing tasks and visualizing progress with different views

Bespoke Option

We are open to customizing this program to align with your specific learning objectives. If your team has particular goals or areas they wish to focus on, we would be happy to tailor the course outline to meet those needs and ensure the program supports the achievement of your desired outcomes.

Course Enquiry

Further Learning Opportunities

Introduction to Monday.com: Basics and Getting Started Training Course

This course introduces participants to the fundamentals of Monday.com, a popular work management platform.

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Introduction to Monday.com: Basics and Getting Started Training Course

Course Name: Introduction to Monday.com: Basics and Getting Started Training Course

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