Effective project management begins with thorough planning. In this lesson, we’ll cover how to plan your project using Monday.com.

  1. Defining Project Scope and Goals

    • Start by creating a new board for your project. Click on the “+ Add” button in the left sidebar and select “New Board.” Name your board according to your project and choose a template if necessary.
    • Define your project scope and goals by creating a group on your board. Click “Add Group” to create a new group for your project objectives.

  2. Setting Milestones and Deadlines

    • Add milestones to your board as individual items. Click “Add Item” to create tasks and label them as milestones.
    • Set deadlines by adding a “Date” column. Click on the “+” at the top of the board, choose “Column,” and select “Date.” Assign deadlines to each milestone.

  3. Allocating Resources

    • Use the “People” column to assign team members to each task. Click “+” at the top of the board, choose “Column,” and select “People.” Assign the appropriate team members to each milestone and task.
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