How to get started in an existing account

You have just been invited to join a monday.com account and feel completely lost? We understand! It can be very overwhelming at first and this is why we have created this article. We will cover all the basics you need to know to master our platform. Keep reading to learn more. 👇

Step 1: Set up your profile

Before starting, you might want to customize your user profile. To do so, click on your avatar located on the upper right of your screen and select "my profile" as below: 

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From there, you will be able to upload a profile picture and edit your details.

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You can also change your email and password. To learn more about it, check out this article.

 

Step 2: Subscribe to the boards that are relevant to you

  • What is a board?

 To understand better what a board is, check out this article. You have three types of boards in your monday.com account. This article explains the difference between the three. 

  • How to subscribe to a board?

When joining an existing account, you might see a lot of boards on your left section. You can subscribe to your preferred boards in order to stay up to date to only these specific boards. For instance, you may want to join the boards that have been created by your team. 

To subscribe to an existing board, you just need to click on the blue “Subscribe” button on the right of the board. If you are already subscribed to a board, this button will be white and say “Unsubscribe” instead.

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Learn more about the subscribe option right here.  

Step 3: Understand the different notifications

The Bell Icon 🔔

You will receive notifications in the Bell Icon whenever someone:

  • Crowns you as an admin on the account
  • Assigns you to a pulse in a Person column
  • Mentions you in an update or a reply to an update
  • Mentions a team you are a part of in an update
  • Replies to an update you wrote
  • Subscribes you to a pulse or board
  • Deletes a pulse or board you are subscribed to
  • Archives a pulse or board you are subscribed to

The Inbox

The Inbox is where you will see all updates from board you are subscribed to, even if you are not specifically mentioned in that update or assigned to each pulse. You can think of this as a news feed, where you can see everything your team has posted on those specific boards.  

Email Notifications

By default, all email notifications will be turned on for each new user, but you can go to your profile settings to change that. To manage your email notifications, just follow these steps-

  • Click on your Profile Picture (avatar)
  • Then click your Profile
  • Click Notifications                                 

Step 4: View the tasks you are assigned to

Use my week feature

You will find "my week" in the left pane of your monday.com account underneath the Inbox.

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In order for this feature to work, you need to make sure to have the following:

  • Tasks assigned to you (or your team, via the Team column) and/or your team members
  • due date for each of your tasks
  • A set deadline for your tasks. 

To learn more about how to set a deadline, check out this article right here. Once this is set, you'll see all your tasks for the current week in the my Week area:

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To learn more about it, check out this article

View the tasks you are assigned to within a board

In order to see all tasks you have been assigned to within a board, you can use the board filter. This filter allows you to either search within the board for key words (a person's name and "Done") or filter the board to present a certain view (a person's name"Working on It" and "This Week")Type-in a keyword (from every column or pulse) in this filed and voila! 

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To learn more about it, check out this article.

View the tasks you are assigned across your monday.com account

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Let's say you want to look for all the tasks that have been assigned to you. Simply type your name in the search everything bar and press enter

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Check out this article to learn more about this feature. 

Step 5: Communicate with your team 

Being able to communicate in context will save you from sending back and forth e-mails.

To send a message to a team member, simply open the pulse you wish to communicate on and use the @mention followed by your message. 

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Your team member will receive an instant notification on his bell located on the upper left the screen. He/she can also turns on his/her email notifications to receive an email about it. 

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You can even see if your team member read your message by putting your cursor on the little eye located on the bottom right of the update.

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To learn more about it, check out this article

Resources

The five tips mentioned above should help you out starting in your monday.com account. If you are looking for more information about the features, we are running webinars and coffee talks. You can check them out right here on this page

You can also reach out to our customer success team at support@monday.com. We are here for you 24/7 and are answering within 10 minutes. Test us 😊