Looking to jumpstart your monday.com journey? You’ve come to the right place! This quick start article will help you learn all the basics to get going.
Just imagine getting to work and your email inbox is empty, everyone on the team knows what they are working on, everyone understands the big picture and you can easily see the progress of all tasks— not only this, you can communicate with the team directly on the task! 🙌
Step 1 - Create a board
A board is a place to organize everything you need to do - a project, a to-do list, CRM, schedule... With multiple board types, our Main boards create transparency within the company, all users in the account can see and use these boards. Shareable boards can be used with outside guests and Private boards are frequently used for confidential work. Check out this article to learn more about each board type. You can customize all boards to your needs. We will start with our main boards, just click “New” and name your board!
Step 2 - Choose a template
We offer pre-defined templates to help easily get started or you can start from scratch and customize to your needs. Check this out to learn how to use the board templates.
To add a template, simply click on "choose template". You can also select the option "start from scratch" to start with a blank board.
Step 3 - Create your groups
A board is made of groups. A group is a color coded section on your board that will contain your tasks. A group can be a week, a month, a specific step of a project, or whatever you want.
To add a new group to your board, hover over the title of any existing group and you will see an arrow appearing on the left side. Click it and choose "Add Group". Alternatively, clicking on the down-facing arrow next to the "New Item" button will also allow you to add a new group.
Once done, a new group will appear on your board. You can click on the words "New Group" to name the group as you wish!
After renaming the group as you wish, press enter and you are done!
Step 4 - Add your items
Now that you've created your first board, you can start to create new items which is an individual row (or line item) in a group and they can represent anything and everything from tasks, projects, clients, and more, according to the set-up that you choose to create!
Step 5 - Add your columns
So, now that your tasks are listed, it’s time to start adding columns. Think of the columns as a way to represent any kind of data relating to your items, or as a way to build out a process needed to complete the items on your board. monday.com offers many different column types to fit your needs, from a People column, to a Status column, Formula column, Date column and much more! Check out the full list here.
Once you have your tasks listed and your columns created, you can start getting the team working on the board.
Step 6 - Start turning things Green
- Assign Tasks
monday.com brings transparency and relevance to all your team members, allowing everyone to see the big picture of a project and really find purpose in their work. All team members can see the various aspects of a project and collaborate within — but first giving ownership to each step is key. Use the People Column to assign a task to a team member! The person assigned will receive a notification letting them know they are now assigned to a task and can get working.
- Communicate within the task
Use the updates section to keep everyone in the loop; ask questions, write updates, upload docs and add some laughs with our gifs. You can use the @mention to communicate with your team. Check out this article to read more on how it works.
- Subscribe to board
Use the subscribe option to keep everyone on top of projects or follow the projects you are interested in. By subscribing to boards you can easily organize the important boards you visit, but most importantly you will receive updates on all tasks within your inbox.
- Stay up-to-date
All your updates from boards you are subscribed to (following) are instantly listed within your personal Inbox, never miss an update!
- Update your tasks
Use the status column to mark your progress. Nothing is prettier than seeing a green board, this means that all is done! 🍀
So what are you waiting for? Get started and build some boards!
If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!