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How to get started in an existing account

 

Have you just been invited to join a monday.com account and feel completely lost? We understand! It can be very overwhelming at first, which is why we have created this article with our top six tips to help you get started in an existing account! Keep reading to learn more. 👇

 

Set up your profile

Before starting, you might want to customize your user profile. To do so, click on your profile picture located on the bottom left corner of your screen and select "My profile".

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

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

 

Tip:  Having a profile picture will make it easier for your teammates to quickly identify that it's you!

 

Join relevant Workspaces and boards

  • How to join an existing Workspace

In short, Workspaces provide your account with a hierarchy of organization in order to better manage multiple departments, teams and projects in one unified place on the left side of your account. Joining a workspace can be done by clicking on the name of the Workspace from the left pane, then clicking on "Join workspace" on the top right corner. Doing so will help provide you easy access to the information that is relevant for you.

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  • How to create your own Workspace

Whether you're leading your own team, project, or simply want your own personal space on your account, you can choose to create a new Workspace. To create a workspace, click on the 3-dot-menu on the bottom of your workspace list and click on "Add new Workspace". 

 

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  • How to subscribe to a board

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

You can become a board member in order to stay up to date on only these specific boards. Simply click on the "Invite" button at the top of the board and enter your name or email address.

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Learn more about the becoming a board member right here.  

 

Understand the different notifications

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 item. You can think of this as a news feed, where you can see everything your team has posted on those specific boards.  

 

The Bell Icon 🔔

The bell icon in your left pane is where you receive all of the information that's specifically relevant to you (i.e something you were tagged in, assigned to, a reply to an update you wrote, etc). Take a look at this article to learn more about which notifications appear here and how to manage them. 

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Email Notifications

You can receive certain monday.com notifications directly to your email. 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 learn more about notifications and how to manage them, check out this article. 

 

View all the tasks assigned to you

  • 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 (e.g. a person's name and "Done") or filter the board to present a certain view (e.g. a person's name"Working on It" and "This Week")Type-in a keyword, or click on specific parameters that you are interested in seeing 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

Let's say you want to look for all the tasks that have been assigned to you and that have the status label 'Stuck'. Simply type these words, or any other key terms that you are looking for, in the Search Everything bar.

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Note: The Search Everything bar is available on the Standard plan and up. For more information, please refer to our pricing page. You can also read this article.

 

Communicate with your team 

Being able to communicate in context will save you from sending back and forth e-mails or messages. Simply click an item to open the Updates Section to '@mention' teams and team members within your message. 

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To learn more about it, check out this article

 

Get Insights

Once you have your workflow built out across multiple boards, you can use dashboards to see all of your data at a high level. Dashboards are capable of integrating data from multiple boards into one view. This is a great way to make comparisons and measure team performance.

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Work collaboratively

monday workdocs is a central place for you and your team to collaborate, brainstorm, plan, and execute. Think of it as a flexible, multi-media whiteboard where you and your team can record all notes and ideas related to one central topic. By adding individual elements to your workdoc, all your loose thoughts and ideas can come together in one place, right inside monday.com, where all the rest of your work is stored. This article will walk you through how to make the most of monday workdocs. 

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Resources

The tips mentioned above should help you out starting in your monday.com account. If you are looking for more information about these features or anything else, we have many live and on-demand webinars available. You can check them out right here on this page

 

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! 🙂

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