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Free Monday Course for Beginners (Project Management Tutorial)

BY 7mxvx
July 9, 2025
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Monday.com Beginners Course Summary

Introduction

  • Course Duration: 15-minute tutorial.
  • Objective: Learn to manage projects with Monday.com.
  • Trainer: Lois Amora, IA - Project management coach with over six years of experience.

Course Structure

  1. Objective Overview:

    • Understand Monday.com's purpose and features.
    • Learn to create and set up a Monday.com account.
    • Manage projects using Monday.com for various use cases.
    • Explore Monday.com's best practices.
  2. Key Learnings:

    • Distinction between boards and items/poses in project management.
    • Importance of visualization and dashboard creation.
    • Introduction to automations, integrations, templates, and project documentation.
  3. Modules Overview:

    • Navigating Monday.com homepage and workspace setup.
    • Case study project creation and documentation.
    • Customization of columns and project phases.
    • Prioritization, task tracking, and time/resource management.
    • Automations, dashboards, and template usage.

Detailed Exploration

  • Monday.com Overview:

    • Cloud-based work operating system for planning and tracking.
    • Features include customizable boards, task management, team collaboration, and integration with various tools.
    • Used for both project management and CRM functionalities.
  • Key Features:

    • Customizable boards to represent projects.
    • Visual dashboards for project status and team workload.
    • Time/Resource management and diverse project views (List, Kanban, etc.).
    • Automations and integration capabilities.

Practical Application

  • Account Creation:

    • Step-by-step account setup (email-based).
    • Workspace creation for personal and professional projects.
    • Folder and document creation for organizing project aspects.
  • Workspace Customization:

    • Creating and managing multiple workspaces categorized into personal, work-related, etc.
    • Adding items such as folders, documents, and boards for efficient organization.
  • Boards and Items:

    • Boards as main workspaces for organizing tasks.
    • Items/poses as individual tasks within boards.

Conclusion

  • Course Recap: Coverage of Monday.com's features and its integration with project management.
  • Follow-up: Invitation to explore further advanced topics and complete projects in the full course linked in the description for detailed learning on automations and data-driven decisions.

Additional Information

  • Enrollment in Advanced Course: Opportunity to delve deeper into Monday.com's abilities with hands-on exercises and practical projects for more advanced users.
    Free Monday Course for Beginners (Project Management Tutorial)