Project Management with monday.com

Course details

Are you a project manager or project team member looking for better—and maybe even more fun—ways of managing your projects? In this course, Jess Stratton shows how to use monday.com, a cloud platform for project management that can handle workflows like sales pipelines, event planning, recruiting, social media campaigns, bug tracking, and more. Jess takes you through the process of using monday.com, starting with creating a board, then adding tasks, items, assigning them, and creating some automations to make your projects more efficient.

Learning objectives
Create and customize a new board tailored to specific project needs.
Identify and implement advanced monday.com workflow features.
Compare different views (like Kanban, Calendar, Timeline) and templates for efficient project management.
Develop and apply task assignment strategies in monday.com.
Create and configure automations for routine tasks such as notifications, due date reminders, and status changes.

Concepts

0. Introduction

01 - Manage your projects effectively with monday.com

1. Get Started

02 - Choose and create a board
03 - Create groups for tasks
04 - Create task items
05 - Add columns to the workflow
06 - Invite members and assign tasks
07 - Create a board from a template

2. Maintain a Board

08 - Add an update to a task
09 - Day-to-day task management
10 - Copy, rename, or delete a board
11 - Add views to a board
12 - Start a board discussion and view activity

3. Organize and Automate

13 - Create folders for docs and boards
14 - Add additional workspaces
15 - Create automations
16 - Create dashboards to aggregate data visually
17 - Explore general settings
18 - Create teams

Conclusion

19 - Work towards becoming a project management expert

Project Management with monday.com

Authors

Jess Stratton