Monday

Getting Started

Monday is a versatile work operating system that allows teams to manage projects, workflows, and tasks in a collaborative environment. To get started, sign up for a Monday account and create your first board. You can choose from various templates tailored to different use cases, such as project management, marketing campaigns, or software development.

Once your board is set up, use the intuitive interface to customise columns, add tasks, and assign team members. Each task can include details such as due dates, status updates, and attachments. Explore different views, such as Kanban, Gantt, or calendar, to visualise your project timelines and progress. Share your boards with team members to facilitate collaboration and communication.

Key Features

• Customisable Boards: Create boards tailored to your specific workflows, allowing for flexible organisation of tasks, projects, and processes. Custom fields and column types enable detailed tracking of various elements.
• Multiple Views: Visualise projects in different formats, including Kanban boards, Gantt charts, calendar views, and more. This flexibility helps teams manage tasks according to their preferred working style.
• Automation Capabilities: Streamline workflows by automating repetitive tasks using Monday’s built-in automation features. Set up triggers and actions to save time and reduce manual effort.
• Integration with Other Tools: Connect Monday to various third-party applications, such as Slack, Google Drive, and Zapier, to enhance functionality and centralise work in one place.
• Collaboration and Communication: Facilitate team collaboration through comments, mentions, and file sharing within tasks. Stay updated on progress and changes with notifications and activity logs.

Use Cases

• Project Management
  Use Monday to plan, track, and manage projects across teams. Create a centralised board to monitor progress, assign tasks, set deadlines, and ensure alignment on goals and deliverables.
• Marketing Campaigns
  Organise and manage marketing campaigns by tracking tasks, deadlines, and performance metrics. Customise boards to include campaign details, target audiences, and content calendars for a streamlined workflow.
• Product Development
  Manage the product development lifecycle by using Monday to track feature requests, bugs, and releases. Collaborate with development and design teams to ensure timely delivery and quality control.
• HR Recruitment Process
  Streamline the recruitment process by creating boards to track job postings, applications, and candidate evaluations. Use custom fields to manage candidate details and facilitate collaboration among hiring teams.
• Event Planning
  Plan and manage events by organising tasks, timelines, and resources in Monday. Track registrations, logistics, and communications to ensure successful event execution and coordination.

Tutorials

Useful Links

Management Platform | monday.com

Project Management Software

monday.com