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.