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Getting started

Get started easily with monday.com and monday products

Lesson
Getting started in your team’s account — Setting up your user

Were you invited to join an active monday.com account where your team are already managing their work? Then this course is for you! In the first lesson of the ‘Getting started in your team’s account’ course, we learn how to set up your user in your team’s account and to login.

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Lesson
Getting started in your team’s account — Managing projects/tasks

In the second lesson of the ‘Getting started in your team’s account’ course, we will dive into the basics for managing your tasks, projects or processes in your team’s boards. Plus, we will discuss best practices for working most efficiently.

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Lesson
Getting started in your team’s account — Collaborating and communicating with your team

In the final lesson of the ‘Getting started in your team’s account’ course, we will explore how to communicate with your team in monday.com as well as other tools for collaboration.

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Webinar
Platform demo

In this platform demo, we welcome you to monday.com and show you around the basic and most fundamental aspects of the platform.

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Course
Working with monday.com

You were invited to join your team’s monday.com account as a member or a guest and want to work on their existing workflows. But, now what? This course will help you get started!

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Course
monday.com admins

In this course, you will walk through all the main monday.com admin capabilities to ensure you are equipped with the tools needed to manage your account effectively as an admin.

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Lesson
Building workflows in monday.com — Introduction

The first lesson in the Building workflows in monday.com course which introduces the course and exercises.

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Lesson
Building workflows in monday.com — Step 1: Defining a workflow

​In the first step of our methodology, we learn how to define a workflow.

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Lesson
Building workflows in monday.com — Step 2: Visualization

In the 2nd step of the workflow methodology, we’ll learn about visualizing a workflow.

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Lesson
Building workflows in monday.com — Step 3: Execution

Moving onto the Step 3 in our building workflows methodology, Execution.

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Lesson
Building workflows in monday.com — Step 4: Optimization

This lesson covers the most interesting step in the building workflows methodology, Optimization.

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Lesson
Building workflows in monday.com — Step 5: Scaling

In this lesson, we discover how to build a project board using a template, how to optimize it and then report on a project portfolio.

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Lesson
Building workflows in monday.com — Step 6: Adoption

In the final lesson of the Building workflows in monday.com course, you will learn best practices for planning and executing a successful rollout.

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Course
Building workflows in monday.com (full course)

Using our 6-step methodology based on our Customer Success team’s experience working with 1000s of clients, this course is for anyone looking to build workflows in monday.com.

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Lesson
How to Train your Team on monday.com

In this short lesson, we will review best practices for training your end users on the monday.com platform and your workflows.

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Webinar
Building workflows for scale

In this multi-chapter webinar, we will learn best practices for building workflows when the workflow is a large workflow or has the potential to scale to become a large one. This webinar can also help those who have already built their workflows and are now facing challenges as it scales.

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Webinar
Introduction to building workflows in monday.com

In this webinar, you will learn about core concepts to define, map and build your first workflow in monday.com.

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Webinar
Plattform Demo

Willkommen zur monday.com Plattform-Demo, ein großartiger Einstieg in die Welt von monday.com! In dieser Demo zeigen wir Ihnen die wichtigsten Funktionen der monday.com Plattform anhand eines einfachen Anwendungsfalls.

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Webinar
Démo de la plateforme

Bienvenue sur la démo de la plateforme monday.com, un excellent début pour vous familiariser avec monday.com. Dans cette démo, nous vous présenterons les fonctionnalités les plus importantes disponibles sur la plateforme monday.com en utilisant un cas d’utilisation tout simple.

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Webinar
Demonstração da Plataforma

Bem-vindo à demonstração da plataforma monday.com, uma ótima forma de entrar e começar a aprender sobre o mundo da monday.com! Nesta demonstração, mostraremos os recursos mais importantes disponíveis na plataforma, usando um caso de uso simples que dará vida às funcionalidades da monday.com.

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Webinar
プラットフォームのデモ

以下の動画をみて、monday.com プラットフォームの主な機能と機能について学んでみましょう。

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Webinar
Demostración de la Plataforma

Bienvenido a la demo de la plataforma monday.com, ¡una gran introducción en el mundo de monday.com! En esta demo, te guiaremos a través de las características más importantes disponibles en la plataforma monday.com utilizando un caso de uso simple para darle vida.

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Getting started with monday products

Start learning how to work with our additional products — monday sales CRM and monday dev.

Best Practices

Gain practical tools on how to implement monday.com across your organization
Lesson
Account governance — 1: Structure & Organization of your Account

In this lesson, we will overview what Account Governance is and who it is relevant for, followed by a tour of the platform hierarchy, and best practices for organizing your account.

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Lesson
Account governance— 2: Building your Permissions Structure

Take a tour of the different Permissions levels that are available in your monday.com account, while discussing best practices and considerations for building your Permissions structure.

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Lesson
Account governance— 3: User management

In this lesson,we learm some of the tools available to you in monday.com for managing users and then look at best practices for all aspects of user management.

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Lesson
Account governance— 4: Keeping your account organized

This lesson covers best practices for keeping your account organized as you scale!

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Lesson
How to successfully implement monday.com— Introduction: Implementation overview

This lesson gives you an overview of the implementation process which you will go through in order to start using monday.com within your organization.

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Lesson
How to successfully implement monday.com— Step 1: The Kickoff

In this lesson we will dive into the first step in the implementation process, the Kickoff.

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Lesson
How to successfully implement monday.com— Step 2: Discovery & Workflow Building

Once you have completed the Kickoff stage, you can move onto Discovery and workflow building in this module!

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Lesson
How to successfully implement monday.com— Step 3: The Rollout

Dive into the most important stage of implementation —the Rollout, which ends with the launch of monday.com in your organization!

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Lesson
How to successfully implement monday.com— Step 4: Post rollout

In this lesson, learn best practices for improving the adoption of monday.com post-rollout!

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