Monday

What is Monday?

monday.com is a powerful work platform that offers core solutions to help streamline your business processes. With features like resource management, recruitment, operations, marketing strategy, client projects, and more, monday.com is designed to meet the diverse needs of teams across various industries. The platform allows for seamless collaboration, automation, and AI integration to enhance productivity and efficiency.

When it comes to scalability and flexibility, monday.com stands out as a reliable solution for businesses of all sizes. The platform's mondayDB data engine enables fast expansion and adaptation to complex workflows, while ensuring industry-leading data security and compliance. With rapid implementation and intuitive adoption, monday.com offers a delightful experience for teams, making it easier to track progress and make data-driven decisions for organizational success.

monday.com has garnered recognition from leaders and customers alike for its impact across 200+ industries. With success stories from companies like Zippo, Canva, and UMG, monday.com has proven to deliver significant ROI, faster production times, and increased creative output. The platform's Total Economic Impact report showcases impressive results, with a 346% ROI over 3 years and substantial savings in team productivity and administration time. Its leadership in collaborative work management categories further solidifies monday.com as a go-to solution for businesses looking to deliver their best work.

How to Use Monday?

Step 1: Sign Up and Initial Setup

• Visit monday.com and click on the 'Get Started' button.
• Enter your email address and click 'Continue'.
• Fill in the required details to create your account.
• Verify your email address by clicking the verification link sent to your email.
• Log in to monday.com using your newly created credentials.

Step 2: Create Your First Project

• On the monday.com dashboard, click on the 'Add' button (+) to create a new board.
• Choose a template from the list or start with a blank board.
• Name your project and select the type of board that suits your needs (e.g., Kanban, Gantt).
• Click 'Create Board' to finalize the setup.

Step 3: Customize Your Board

• Click on 'Add Column' to introduce new data fields such as text, status, or people.
• Drag and drop columns to rearrange them according to your preference.
• Use the 'Filters' option to view specific data entries based on your criteria.
• Click 'Save View' to retain your customized board layout.

Step 4: Add Team Members

• Navigate to the 'Invite Members' option on the board.
• Enter the email addresses of team members you want to invite.
• Assign each team member a role (e.g., Viewer, Editor, Admin).
• Click the 'Send Invites' button to invite them to your monday.com board.

Step 5: Set Up Automations

• Click on the 'Automate' button to open the automation center on monday.com.
• Choose from pre-built automation recipes or create your custom automation.
• Select the trigger and the action that the automation will perform.
• Click 'Add to Board' to activate the automation.
• Test the automation to ensure it functions as expected.

Step 6: Integrate Other Tools

• Go to the 'Integrate' button located on the board toolbar.
• Browse through available integrations and select the tool you want to connect with monday.com.
• Follow the on-screen instructions to complete the integration setup.
• Verify the integration by performing a test data sync between monday.com and the other tool.

Step 7: Monitor Progress with Dashboards

• Navigate to the 'Dashboards' section on the monday.com main menu.
• Click 'Create Dashboard' and choose the type of widgets you want to add (e.g., charts, graphs, tables).
• Drag and drop widgets to customize your dashboard layout.
• Apply filters and settings to ensure the dashboard displays relevant data.
• Click 'Save' to finalize your new dashboard.

Step 8: Enhance Collaboration with Comments

• Open a task or item within a board on monday.com.
• Click on the 'Comment' section to add your input.
• Tag relevant team members using the '@' symbol to notify them.
• Attach files or links if necessary to support your comment.
• Click 'Post' to share your comment.

Step 9: Track and Report Progress

• Navigate to the 'Reports' section on the monday.com main menu.
• Select the type of report you want to generate (e.g., project status, team performance).
• Configure the report settings by selecting the relevant boards and data fields.
• Click 'Generate Report' to create a visual representation of the data.
• Download or share the report with team members directly from monday.com.

Step 10: Receive Support and Training

• Visit the 'Help Center' on monday.com for detailed documentation and tutorials.
• Join the monday.com community forums to ask questions and share experiences.
• Take advantage of monday.com’s 24/7 support for immediate assistance.
• Enroll in the monday.com Academy for advanced training and certifications.

Monday Features

Feature 1: monday work management

monday work management is a core solution that allows teams to manage projects and tasks efficiently on the monday.com platform. It serves as a central hub for organizing and tracking all work-related activities.

Function Detail

• Users can create and assign tasks to team members, set deadlines, and track progress on a customizable dashboard.
• Collaboration tools such as commenting, tagging, and file sharing streamline communication and ensure everyone is on the same page.
• Advanced features like Gantt charts and Kanban boards provide different views to manage projects effectively.
• Automations and AI tools automate repetitive processes, saving time and increasing productivity.
• Real-time data insights enable users to make informed decisions and monitor project metrics easily.

Feature 2: monday sales CRM

monday sales CRM is designed to streamline sales processes and enhance customer relationship management on the monday.com platform. It offers a comprehensive solution for sales teams to track leads, manage pipelines, and close deals effectively.

Function Detail

• Users can capture leads, track sales pipelines, and manage customer contacts within a centralized CRM system.
• Customizable forms and fields allow for tailored sales processes to match specific business needs.
• Automations help automate repetitive sales tasks, such as sending follow-up emails or updating lead statuses.
• Real-time visibility into sales performance and metrics enables sales teams to make data-driven decisions.
• Integration capabilities with other tools ensure a seamless sales workflow and improved collaboration.

Feature 3: monday dev

monday dev caters to managing product development lifecycles on the monday.com platform. It provides a suite of tools and features to streamline software development processes and enhance collaboration among development teams.

Function Detail

• Users can plan and track product development tasks, manage portfolios, and coordinate sprints for agile development.
• Feature release timelines and bug tracking functionality help teams stay organized and ensure timely project delivery.
• Retrospectives and roadmap planning tools facilitate team reflection and future planning for continuous improvement.
• Customizable workflows and integrations enable seamless communication between developers and other stakeholders.
• Automation capabilities automate routine development tasks and improve overall development efficiency.

Monday Frequently Asked Questions