How to Use Monday.com

Getting started with Monday.com

After reading this guide, you'll be able to set up your Monday.com account, create your first project board, and begin collaborating with your team efficiently.

Step 1: Sign up and set up

1. Go to monday.com.
2. Click on the “Get started” button on the homepage.
3. Enter your email address and create a password. Alternatively, you can sign up using Google or Microsoft accounts.
4. Choose a plan. For a free trial, select the Basic plan, which allows you to explore the features.
5. Follow the prompts to complete your profile and invite team members if desired.

Step 2: Your first project board

1. Once logged in, click on the “+ New Board” button located on the left sidebar.
2. Name your board, e.g., “Project Launch,” and click “Create Board.”
3. Add columns by clicking the “+” icon next to existing columns. Choose column types such as Status, Text, or Date.
4. To add tasks, click on the “+ Add Item” button at the bottom of the board. Fill in the task details in the respective columns.
5. Assign tasks to team members by clicking on the “People” column and selecting their names.

Step 3: Get better results

1. Use the “Automations” button at the top of your board to set up automatic updates for your tasks. Choose templates like “When status changes to something, notify someone” to save time.
2. Use the “Views” option to switch between different perspectives like Kanban, Calendar, or Timeline to visualise your project better.
3. Regularly update the status of tasks to keep your team informed. You can do this by clicking on the status column and selecting the relevant status.

Pro tip

Take advantage of Monday.com’s templates. Click on the “Templates” button on the left sidebar to access pre-made boards for different project types, saving you time on setup.

Common mistake to avoid

Avoid creating too many columns at once. It can clutter your board and make it difficult to manage. Start with essential columns and add more as needed for clarity.