How to Use Monday.com Effectively? Seven Steps Guide

Monday.com, formerly known as Dapulse, is among the most popular project management and collaboration tools on the market. It offers several features to help organize and keep track of your work. However, because Monday.com combines CRM, project management, and collaboration tools into one single platform, it may not always be so straightforward to get started. There are several features you have to wrap your head around, which can be a bit tricky. So, to help optimize your entire workflow, here is a step-by-step guide on how to use monday.com effectively.

Setting up your account on Monday.com is pretty simple. You can follow the guide below and start using monday.com for project management in 6 simple steps.

Step 1: Open your favorite browser and visit the monday.com website. Here you can see a get started button on the bottom or on the top right of your screen.

Step 2: After you tap on ‘Get Started,’ you will have an option to either sign up using your email address or you can continue with your Google account.

Step 3: Now enter your Full name, and account name, and press the continue button.

Step 4: You will now be asked a few questions like your role in the company or the size of your team. Answer them and press continue.

Step 5: You can now invite members to your Monday.com account and give them admin or other privileges.

Step 6: Enter your project name and wait for a while for Monday.com to set up your account.

That’s it. You can now start using monday.com for project management and team collaboration purposes.

Step Two. Create Projects

Once your Monday.com account is set up, you will be greeted with an intuitive board that acts as the heart of your Monday.com account. A board is a place where all the information about your project is presented. It is super customizable and gives your team members a quick overview of the project.

You can either create a new board from scratch or import data into a new board using CSV or Spreadsheet files. Monday.com also allows you to import data from other project management tools like Asana, Trello, or Jira. You may also use a pre-made template provided by Monday.com to start quickly.

To create a new board from scratch, you press the add icon, tap on ‘New Board’, enter your board name, and press the ‘Create Board’ button.

To import a CSV file, press the add icon and tap on import data.

If you want to get started quickly, you can tap on the add icon and select the ‘choose from template’ option. Then find the template you like and press the use template button to get started.

After you import your template, you can always go back and customize your board by adding rows and columns in your board.

Step Three. Automate Your Projects

Once you have set up your board, you can create multiple projects within this board to allow all members to work on the project together. However, if you do not want to do repetitive work over and over again, Monday.com offers a powerful automation tool that can simplify the process for you.

You can automate your project by setting up trigger events. For example, when a team member completes a task, you could set it to trigger a notification to the project manager.

To set up automation, follow the steps below:

Step 1: Click to access the Automations Center on the top right of your screen and then select “Add New Automation.”

Step 2: Choose a trigger. ( A trigger is any event that calls for a specific action to be taken.)

Step 3: Select a condition from the dropdown menu.

Step 4: Select an action. This action will be executed if the Trigger and condition are executed.

If you do not want to create automation from scratch, you can choose pre-made automation from the ‘Automation center’ provided by Monday.com.

Automation can truly elevate your experience using Monday.com, and we highly recommend you join a free webinar where you can learn more about the automation offered by Monday.com.

However, do note that automation is available only on paid subscriptions and not on Monday.com’s free basic plan.

Step Four. Integrate with Third-Party Tools

One key advantage of Monday.com as a project management tool is that it eliminates the need to use separate third-party apps and integrates all your office applications in one interface. Monday.com offers an extensive list of third-party app support where you can download your favorite apps like Slack, Google Calendar, Gmail, Invasion, and more.

Once downloaded, you can access these apps from your Monday.com dashboard, eliminating the need to switch between different apps.

To integrate third-party apps, press the app icon on the side of your board and install the app.

Step Five. Create Different Views

To better check your projects, Monday offers several ways to present information that is easy to understand. You can switch between views and select the one that best suits your project. Here is how to create different views on Monday.com.
To add a new view, click on the + icon located top left of your project.

From here you can see tables, dashboards, charts, Gantt, Kanban, Cards, and more, and choose the one most appropriate for you.

Step Six. Find the Specific Tasks Quickly

It is easy to get overwhelmed if multiple projects are open on different boards. So a quick way to find specific tasks quickly is to press the command+B (Macbook) or Windows+B (Windows) on your keyboard to promptly bring out the quick search feature. Here you can type the task name and find it quickly at a glance.

You can also follow the image below to access a quick search option.

Step Seven. Keep Track of the Projects

Monday.com makes it extremely easy to keep track of your projects. You can use the built-in comment feature to update sections to keep everyone on your team in the loop. To access the comment feature, open any sub-task and click it to find the comment feature, or click on the comment icon in the upper right corner of your Doc.

Effectively communicating between teams on projects is very important to ensure the success of a project. Monday.com ensures this by providing comment that allows you to easily communicate with team members and keep track of the projects.

To notify a team member, simply use the @mention followed by your message.

Once a message is sent, the person will get a notification. They can also get an overview of the message on the “I was mentioned” tab from their project board.

You can also mention multiple members or an entire team by using the @mention sign and then selecting “everyone on this item/board/workspace” or “everyone at [group name].

Monday.com’s comment feature works throughout their platform, here, we will show you to comment on specific sections in your document, simply highlight the area on the text, image, or files, and a toolbar will appear. You can find the comment section here.

Conclusion

Users unfamiliar with project management or scheduling tools may initially find Monday.com to be a bit intimidating. There are so many features in place that most users can be overwhelmed. However, our 7-step guide on how to use monday.com should cover the basics and get you started using Monday.com in no time.

FAQS About Monday.com

Is Monday.com Easy to Use?

Yes, Monday.com is fairly easy to use compared to other project management tools. However, some of its features, such as creating automation, may have a slight learning curve.

Is Monday Good for Small Business?

Monday.com offers a free basic plan which makes it perfect for small to medium-sized businesses that can not afford to spend money on expensive software.

What is Monday.com Best Used For?

Monday.com combines CRM, project management, and collaboration tools, making it perfect for team collaboration and managing complex projects.