Just imagine arriving at work and your email inbox is empty, everyone on the team knows what they're working on, they're aligned on the big picture, and you can easily see the progress of all tasks and what's left to get done.
All of this (and more) is possible with monday.com.
Ready to jumpstart your monday.com journey? You’ve come to the right place! This article will help you learn the basics to get started. 🙌
Everything starts with a board
At monday.com we know that every great workflow began with a board. Here’s how it works. Boards are made up of items, subitems, groups, and columns. Items can be clients, deals, meetings, purchases, and more. Each item on the board will track one instance.
- Start from scratch
To create a new board, click "+ Add" in your left panel. Next, name your board, select the board's privacy level, and then choose what you'd like to call your items.
Add columns to organize important details, like email addresses, locations, and the status of an item. Sort items into groups for more structure. You can customize all boards to your needs.
- Or use a template
If you don't want to start from scratch, you can browse through the templates in our Template Center. We offer templates for any need, from content production and design to student life and manufacturing.
Whether you create your board from scratch or from a template, your board will be fully customizable!
The best part of a board isn't that it seamlessly organizes your work. It's how you can manage that work with all of the tools that monday.com has placed right at your fingertips. These are the basic elements of managing any board:
- Assign items
With permission, all team members can see every aspect of a project and jump in to collaborate — but first, assigning ownership is key. Use the People Column to assign items. The person assigned will receive a notification about the assignment.
Use the updates section to keep everyone informed about how the item is progressing; ask questions, write updates, and attach images or files. To make it fun, add GIFs, emojis, and @mention teammates.
- Track your progress
Use the status column to record your progress. Nothing beats seeing your whole column turn the same color when everything is done! Green is our personal favorite.
Enhance your board with views
Boards go beyond this baseline structure. You can add views to enhance the performance of your board or to gain valuable insights. Use The Form View to automatically collect survey responses on your board, The Files View to review a gallery of your files and annotate those that are still in progress, or The Chart View to visualize your board's data. There are many more to choose from. Take a look at The board views article for a rundown of every view available.
Apps, built by a diverse community of developers, are available for your niche needs.
Say goodbye to manual work
And to increase productivity, try adding integrations and automations to your workflow. These tools are the perfect way to eliminate manual work. With automations, the possibilities are limitless. And some of our most popular integrations are our most versatile— like the Gmail and Outlook integrations.
Look at the big picture
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.
One of our best tools for collaborating and brainstorming is monday workdocs. Workdocs are a flexible, multi-media whiteboard. By adding individual elements to your workdoc, you can record your every thought where the rest of your work is stored. Each element is flexible and can be transformed, moved up or down, duplicated, deleted, and more. And once you're ready to start organizing your ideas for that next big project, you can begin creating items from directly within the doc.
It's never been easier to work together and get things moving. 😌
Exactly what you need
If you’re looking to take your work to the next level, check out monday products. Our products are dedicated solutions built on our Work OS and designed to address the needs of specific industries and verticals.You can use monday marketer, monday sales CRM, monday dev, or monday projects to plug in your data and get started right away. Each monday product has custom tools and features built with your team’s needs in mind.
We covered a lot, but we hope you feel ready to dive into your own workflow!
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.