A-Z Guide to Using Monday.com for Beginners

1. What is Monday.com?

Monday.com is a powerful cloud-based platform that allows businesses to create their own work management tools and applications. In simple terms, it acts as a "virtual assistant" that helps you organize your work smoothly and easily, without the hassle of dealing with chaotic files or spreadsheets. From the very beginning, Monday.com has continuously developed, integrating automation features, creating smart workflows, and even building a large user community.

On June 10, 2021, Monday.com officially entered a new era by becoming a publicly traded company listed on the Nasdaq. To date, the platform has conquered over 225,000 customers worldwide, helping them turn their work ideas into reality. And don't forget, Monday.com's journey has just begun!

2. Steps to Get Started with Monday.com

To begin with Monday.com, preparing your account and setting it up is a crucial first step. Let's explore the very easy process of signing up and setting up your account!

Step 1: Register an Account Go to the Monday.com website and click "Sign Up" to get started. You can quickly register using your Google account or simply provide your email.

Step 2: Provide Basic Information After entering your email, you'll fill in your personal details such as name, password, and account name. Don’t forget to select your job role in the company so Monday.com can "suggest" features suitable for your work.

Step 3: Choose the Features You Need Depending on your usage purpose (e.g., project management, marketing, etc.), you will select the features that best help your team work more efficiently. After making your selections, Monday.com will automatically create a dashboard for you!

Step 4: Invite Team Members Once your account is set up, you can invite team members to join the project immediately. If you're not ready yet, don't worry, you can invite them later after completing the setup steps.

3. How to Use Monday.com

Monday.com is a great tool that helps you organize tasks and collaborate with team members, whether you're running a small business or part of a large corporation. Below is a detailed, easy-to-understand guide on how to use Monday.com:

3.1 Step 1: Create a New Workspace

When you first start, you'll see a new "Workspace" appear on the left side of the screen. A Workspace is where the entire team or department works on a shared project.

Create a New Workspace with Monday.com

To create a new Workspace: You can click on the three-dot icon (ellipsis) and rename the Workspace. For example, I will name it "New Store for Cookie Company" to track the opening of new stores for Cookie Company.

Create or Edit a Workspace: After renaming, simply click on the Workspace to enter and start adding boards for your work.

3.2 Step 2: Add a New Board

After entering the new Workspace, you'll see a blank screen because no boards have been created yet. Don’t worry, you can create a board immediately!

By clicking on this "+" sign, a new window will pop up, allowing you to create a new board. I will use this board to track the opening of Cookie Company stores in Ho Chi Minh City.

You can set privacy permissions for this board, such as allowing everyone in the organization to view it or limiting access to a specific group of people.

Next, you can choose the terminology to use on this board. Here, I will select "Items" and then click "Create board."

3.3 Step 3: Create and Manage Workgroups

Now that you have your board, let's start dividing the work. Each board will contain multiple groups, and each group will have different tasks.

For example: To open a store in Ho Chi Minh City, there are three main workgroups:

• Planning the grand opening
• Hiring employees
• Building the location

Move Groups: You can easily move workgroups to change the order of priority. If you want to build the location before hiring employees, just click and drag the workgroup to the top.

3.4 Step 4: Add Items to the Groups

Each task on the board can contain many details to ensure no tasks are missed.

Within each group, you can add specific tasks. For example: For the "Planning the grand opening" group, you can add tasks like "Organize a cookie-eating contest" or "Hold a lottery with cookie-related prizes."

Add Items to the Group

3.5 Step 5: Add Sub-items and Updates

Sub-items: If a task has multiple small parts, you can add sub-items to break down the work. For example: To organize a cookie-eating contest, you may need 17 tons of flour. You can add all of these small tasks as sub-items.

After adding sub-items, you can discuss and update information directly on these tasks. To help the team have detailed information, upload files like cookie recipes or work instructions, which can all be attached to each task.

Add Sub-items and Updates

3.6 Step 6: Manage Tasks with Columns and Forms

Columns: Monday.com allows you to add various types of columns to track different information, such as: Responsible Person, Status, Date, and many other columns. This helps you organize tasks more easily.

For example: You can assign Tiến and Tùng to be responsible for the task "Organize contest" and track their task status via the Status column.

Add Priority Columns: You can add a priority column to highlight important tasks. For example: The task "Buy materials for the contest" can be marked as high priority.

3.7 Step 7: Communicate and Collaborate

One of the strengths of Monday.com is the ability to collaborate directly on the platform without needing to send emails or use external messaging tools.

Chat and Discuss: You can add notes, updates, and chat directly within each task. Simply use the @ symbol to tag someone in the team and receive immediate feedback.

Notifications and Updates: Team members will receive notifications whenever there are changes to tasks or new feedback. This helps reduce work overload and ensures that no one misses important information.

3.8 Step 8: Manage Projects with Different Views

Kanban View: If you want to track task progress in a Kanban format, you can switch to this view. Each task will be displayed as a card, and you can drag the card to the "Completed" column when the task is finished.

My Work View: If you want to see all the tasks assigned to you, click on "My Work" to view the tasks you need to complete for the week.

3.9 Step 9: Create a Copy of a Board for a New Project

Duplicate a Board: When a new project begins, such as opening a branch in Hanoi, you can duplicate the current board to save time. Just click on the three-dot icon of the board, select "Duplicate," and choose the elements you want to copy, such as structure and tasks, then modify the information for the new project.

4. Conclusion

In conclusion, this article has provided detailed and helpful information on how to use Monday.com to manage projects effectively. Equipped with powerful features and a user-friendly interface, Monday.com will help you organize tasks and communicate within your team easily. If you're looking for a platform to improve your workflow, Monday.com is definitely a choice worth considering.

If you want to explore more management tools, don't forget to visit the BENOCODE website to find additional helpful solutions to optimize your work!