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. 👇
Before starting, you might want to customize your user profile. To do so, click on your profile picture located on the top right corner of your screen and select "My profile".
From there, you will be able to upload a profile picture and edit your personal details.
You can also change your email and password. To learn more about it, check out this article.
- 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.
- Subscribe to a board
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:
Learn more about the becoming a board member right here.
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.
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 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"). To learn more about it, check out this article.
- View the tasks you are assigned across your monday.com account
Visualize all your work in one place and stay on top of your tasks with My Work. My Work collects all of your assigned tasks so you can take a look at all items in one place. Rather than having to jump between boards and dashboards to check what's happening, My Work centralizes this information for your convenience.
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.
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.
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. This article will walk you through how to make the most of monday workdocs.
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 right here. We’re available 24/7 and happy to help.