Course Content
Introduction to Monday.com
Introduction to Monday.com! In this module, you'll learn the basics of what Monday.com is and why it's a powerful tool for project management and team collaboration. We'll explore its key features, how it can benefit your organization, and provide practical examples of its usage. By the end of this module, you'll have a solid understanding of what Monday.com offers and how it can transform your project management practices.
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What is Monday.com and why is it useful?
01:06
Key Features and glossary of Monday.com
Getting Started with Monday.com
Welcome to Module 2: Getting Started with Monday.com! This module is designed to help you set up your Monday.com account and get started with your first workspace and board. We'll walk you through the process of creating an account, navigating the interface, setting up your first board, and customizing columns to fit your project needs. By the end of this module, you'll be ready to start organizing and managing your projects effectively.
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Creating an Account
Setting Up Your First Board
03:19
Navigating Monday.com Views
Welcome to Module 3: Navigating Monday.com Views! Monday.com offers a variety of views to help you visualize and manage your projects efficiently. In this module, we'll introduce you to the different views available, such as Kanban, Calendar, Gantt, and Chart views. You'll learn how to customize these views to suit your project needs and gain insights from your data. By the end of this module, you'll be able to choose and set up the most appropriate views for your projects, enhancing your project management capabilities.
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Understanding Different Views
Setting Up Kanban View
02:21
Utilizing Gantt View
00:00
Utilizing Calendar and Chart Views
00:00
Quiz: Modules 1-3
Congratulations on completing the first three modules of our Monday.com e-learning course! To help reinforce your understanding of the concepts covered, we have prepared a comprehensive quiz. This quiz will test your knowledge of the basics of Monday.com, how to get started with the platform, and how to navigate the various views available. It includes multiple choice, true/false, and matching definitions questions to ensure you grasp the foundational aspects of Monday.com. Good luck, and let's get started!
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Quiz: Modules 1-3
Collaborating with Your Team
In this module, you'll learn how to effectively collaborate with your team using Monday.com. We'll cover how to invite team members, assign tasks, communicate within the platform, and utilize integrations to streamline your workflow.
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Inviting Team Members
Assigning Tasks
Communicating Within Monday.com
00:00
Using Integrations
Advanced Features and Customization
In Module 5, we'll delve into the advanced features and customization options available in Monday.com. You'll gain practical skills in tailoring the platform to suit your specific project management needs and discover additional functionalities that can enhance collaboration and productivity.
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Customizing Columns and Views
Creating Automations
00:00
Quiz: Modules 4 & 5
Congratulations on completing other two modules of our Monday.com e-learning course! To help reinforce your understanding of the concepts covered, we have prepared another comprehensive quiz. n this quiz, you'll encounter multiple-choice questions, true/false statements, and matching definitions, all focused on assessing your knowledge of how to effectively utilize Monday.com for team collaboration and customization. Whether you're a beginner looking to explore the basics or an experienced user seeking to deepen your understanding of advanced features, this quiz will help reinforce your learning and identify areas for improvement.
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Quiz: Modules 4 & 5
Creating a Project Management Flow
In Module 6, you'll learn how to create and manage a project from start to finish using Monday.com. Each lesson will guide you through specific steps in Monday.com to ensure a seamless project management flow.
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Planning Your Project
00:00
Executing and Monitoring Your Project
Managing Changes and Risks
00:00
Closing and Reviewing Your Project
Monday.com for Non-Profits
In Module 7, we'll explore how nonprofit organizations can leverage Monday.com's free offerings to streamline their operations, enhance collaboration, and drive impact.
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Introduction to Monday.com for NonProfits
Getting Started with Monday.com for NonProfits
Utilizing Monday.com Features for NonProfit Workflows
Ready-Made Templates for NonProfits
00:00
Final Quiz: Getting started with Monday.com
Congratulations! You have reached the end of the course. Throughout the modules, you have gained comprehensive knowledge about Monday.com's features, capabilities, and best practices. This final quiz will test your understanding and ensure you're ready to apply what you've learned in your own projects. Good luck, and remember, you can always revisit the course materials if needed. Let's get started!"
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Final Quiz: Getting started with Monday.com
Getting started with Monday.com
About Lesson

In this lesson, we’ll explore how to customize columns and views in Monday.com to adapt the platform to your unique project requirements. Let’s dive into the step-by-step process:

  1. Custom Columns

    • Start by identifying the specific data points you want to track for your project. Then, create custom columns in Monday.com to capture this information. To do this, click on the ‘+’ icon beside the last column in your board, select ‘Column Center,’ and choose the type of column that best fits your data, such as a text column, number column, or dropdown column.

  2. Column Settings

    • Once you’ve added custom columns to your board, you can further customize their behavior and appearance by adjusting column settings. Click on the column header to access the column settings menu. Here, you can set default values, configure column permissions, and customize the column’s appearance to match your preferences.

  3. Saved Views

    • To save a customized view in Monday.com for easy access and sharing, first, configure your board layout and filters to match your desired view. Then, click on the ‘Views’ dropdown menu at the top right corner of your board and select ‘Save current view as…’. Give your view a descriptive name and click ‘Save.’ You can now access this saved view anytime from the ‘Views’ dropdown menu.

  4. Advanced Filters

    • Advanced filters in Monday.com allow you to focus on specific subsets of data within your board. To use advanced filters, click on the ‘Filter’ icon at the top right corner of your board. Here, you can set multiple filter conditions based on various criteria, such as status, assignee, or date range, to refine your data and extract valuable insights.
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