monday work management

monday campaigns

• Manage unsubscribes and subscription settings in monday campaigns
• Subscription groups in monday campaigns
• Using sidekick in monday campaigns
• monday campaigns BIMI certificate support
• Shared Contacts Board for monday campaigns
• monday campaigns integration with Emails & Activities

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Getting started

• Managing permissions for monday service AI agents
• Get started with monday service AI agents
• Using AI in monday service
• Unique features found only in monday service
• Get started with monday service
• monday service automations

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Getting started

• Get started with monday dev
• Available plan types on monday dev
• Unique features found only in monday dev
• Why it’s worth investing in comprehensive engineering tools
• Migrate your data from Jira to monday dev
• Migrate your data from monday AI work platform to monday dev

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Getting started

• Customize Item Creation Form in monday CRM
• Get started with monday CRM
• Unique features found only in monday CRM
• Migrate your data from monday AI Work Platform to CRM
• Available plan types on monday CRM
• monday CRM Ultimate

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Getting started

• Work Management for Enterprise

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Roles & permissions

• Board permissions on Enterprise
• User types explained
• How to manage users on your account
• Who can invite users to join my account?
• Admins on monday.com
• Board members

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Automations

• Automate email confirmations for WorkForm submissions
• Microsoft integration permissions
• Get started with monday automations
• New Automation Builder
• The Autopilot hub
• The board Automations page

+ 21 articles Show all

Pricing

• AI Models and Credits: understanding and optimizing consumption
• The pricing model for monday AI portfolio
• Plans and pricing for monday.com
• Understanding the Free Plan
• Available plan types on monday AI work platform
• All about the monday.com free trial

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Profile customization

• How to customize your profile
• Help! I forgot my password!
• Mobile app - Offline Mode
• How to change your email or password
• How to easily switch between accounts
• monday.com display themes (light, dark, and night mode)

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Customer portal

• Customer portal settings on Service AI
• Multiple Customer Portals on monday service
• Customer Portal settings
• monday service Customer Portal
• "My tickets" on monday service

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Sprint management

• Sprint management workflow builder blocks
• Product Team solution in monday dev
• Incident Management in monday dev
• Sprint management with monday dev
• Enhance sprint planning with Agile Insights
• Adding monday dev agile projects into AI Work Platform portfolio

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Team & lead management

• monday Smart Call: AI credits
• monday Smart Call: Verified caller ID
• Pipeline Health Agent in monday CRM
• Introduction to Data Set
• Get started with monday Smart Call
• monday Smart Call: Call recording laws and compliance

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Manage your projects

• Managing resource schedules and time off
• Portfolio-Level Resource Utilization Report
• Task level resourcing in projects
• Board vs. project: what's the difference?
• The Resource Directory on monday.com
• Resource management for Enterprise

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Getting Started

• How to contact support
• Introduction to monday.com
• Get started with monday AI work platform
• Get started in an existing account
• Glossary
• How to invite users to join an account

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Integrations

• Jira Cloud Two-way sync app
• Update your Salesforce integration to the new package
• New 2-way sync Jira and Salesforce app: what are the benefits for you?
• Using the monday.com agent in Microsoft 365 Copilot
• Get started with monday Integrations
• The Autopilot hub

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Billing

• Why is my account blocked?
• Available plan types on monday service
• Managing your billing
• How do I change my plan?
• How to cancel and close your account
• How to cancel a monday product

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Administration

• On-premise integrations: Shared connection configurations
• The Administration section on monday.com
• How to become an account admin
• Why can't I deactivate or change the user type of an admin?
• What to do when a member leaves your account
• Account customization settings

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Managing tickets

• monday service Microsoft Teams integration
• SLA column on monday service
• Smart assignment on monday service
• Sync Active Directory to monday service
• CSAT surveys on monday service
• Ticket Overview on monday service

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User authentication

• How to set up IP restrictions on an account
• Two-Factor Authentication
• Google Single Sign-On
• SAML Single Sign-on
• SAML ADFS
• How to log into a monday.com account

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Integrations & apps

• Send tasks directly to Cursor on monday dev
• GitUI support for GitLab Cloud and GitLab On-Premises
• Using AI in monday dev
• The GitHub Integration
• GitHub integration: connecting items to pull requests
• The CircleCI integration

+ 9 articles Show all

Emails & communication

• Meeting Prep Agent in monday CRM
• Use monday vibe with Emails & Activities
• Emails & Activities: quick actions on mobile
• Introducing Sequences V2
• Emails & Activities
• Emails & Activities: settings

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Gantt & dependencies

• Cross-Project Dependencies
• The Gantt Chart View and Widget
• The Gantt Baseline
• Critical Path for the Gantt Chart
• Dependencies on monday.com

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workflow builder

• HTTP Request block in the AI workflow builder
• Get started with AI workflows
• AI Workflows: features and capabilities
• The AI workflow builder: active workflows and actions
• The workflow builder: delay block
• Integration blocks available on the workflow builder

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Create your first board

• The basics of a board
• Shareable Boards
• Private Boards
• The difference between board types
• How to duplicate a board
• monday.com templates

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Board views

• Mobile app - board views
• The board views
• How to share a board view publicly
• The Timeline Widget
• The Item Description
• The Cards View

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Connect channels

• Connect channels using monday service

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Integrations & AI

• Meeting Prep Agent in monday CRM
• Pipeline Health Agent in monday CRM
• ZoomInfo Integration
• Trigger an automation after a set number of days
• monday.com AI Notetaker: troubleshooting
• AI Lead Agent in monday CRM

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Manage your portfolio

• Portfolio at scale
• Reconnect a project to your portfolio
• Portfolio-Level Resource Utilization Report
• Adding monday dev agile projects into a monday portfolio
• Portfolio management - All Projects Dashboard
• The portfolio Risk Insights

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AI

• Build and configure your AI agent
• Run and manage your AI agents
• Troubleshooting AI agents
• monday vibe: manage apps and data with agents
• Make your Vibe app public
• Bring your external agent into monday.com

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Board elements

• Data validations
• Multiple levels of subitems on monday.com
• Available column types on monday.com
• The basics of groups
• The basics of items
• The basics of columns

+ 54 articles Show all

Dashboards

• Share and present your Dashboard
• Filters on your Dashboard
• Configure your Dashboard
• Mobile app - Dashboards
• The Dashboards
• Basic reporting with monday.com

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Privacy & security

• monday.com secure configuration checklist
• Security and privacy on monday.com: FAQs
• Guardian add-on
• monday.com's public IP addresses
• monday.com and HIPAA
• monday.com and GDPR

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Data storage

• Introduction to Data Set
• Is my data secure?
• Is there data backup?
• Data residency: where your data is stored

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Connect your boards

• The Connect Boards Column
• The Mirror Column
• Multi-board mirroring
• Connect Board and Mirror Column permissions explained
• What happens to connected items when moving them to another board?
• Linkage limitations for the Connect Boards Column

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Apps

• The monday marketplace
• Marketplace Partner Page
• What is monday code?
• Get started with Sidekick tools in the monday marketplace
• Get started with monday MCP
• Connect monday MCP with ChatGPT

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Performance

• mondayDB 3.0
• Introducing mondayDB
• mondayDB 2.0

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Import your work

• Import files from Excel
• Export from monday to Excel
• How to import projects from Asana
• How to import data from Basecamp
• How to import from Jira Server
• How to import my projects from Google Sheets

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monday WorkForms

• Organize your WorkForm with content blocks and pages
• Design your WorkForm
• Using conditional logic in WorkForms
• WorkForms pre-fill and form tags settings
• Get started with WorkForms
• Build your WorkForm

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Hierarchy & organization

• Workspaces 2.0
• Navigating monday's AI work platform
• Understanding monday.com's structural hierarchy
• How to keep your account organized
• How to find content in your account
• Getting started with workspaces

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API

• API Rate Limits
• Does monday.com have an API?
• Where to find board ID, item ID, and column ID
• API Quickstart Tutorial - Python
• API Quickstart Tutorial - PHP
• API Quickstart Tutorial - Javascript

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Additional services

• How to grant remote support access
• Master monday.com with monday academy
• monday.com Learning Center
• Accessibility on monday.com
• Get certified by monday.com
• go-to-partners: monday.com partner marketplace

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Widgets

• The Data Over Time Widget
• The List View Widget
• The Table Widget
• The Overview Widget
• The Battery Widget
• The Todo List Widget

+ 19 articles Show all

monday WorkCanvas

• Plans and features for WorkCanvas in monday
• Create a WorkCanvas inside monday
• Dynamic data layers in WorkCanvas
• WorkCanvas Gantt element
• WorkCanvas table element
• WorkCanvas shortcuts

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Communication and collaboration

• Notifications via automations and integrations
• How to communicate with my team
• How to assign tasks to your teammates
• All about teams
• How to get started as a guest
• How to share projects with guests

+ 17 articles Show all

Filters & navigation

• Using monday.com boards with screen readers
• Advanced board filters
• Search Everything
• The Quick Search
• The Board Filters
• Group your board by anything

+ 14 articles Show all

Workdocs

• Get started with monday workdocs
• Create a workdoc
• Customize your workdoc
• Team collaboration with workdocs
• monday workdoc permissions
• Share and export your workdocs

+ 8 articles Show all

File management

• How to manage files in monday.com
• The Files Column
• The Files Gallery View
• File annotations
• File versioning

+ 5 articles Show all