How to Set Up Monday.com

‍

Setting up Monday.com helps you organize projects, tasks, and team workflows in one place.

1. Log in to your Monday.com account and open your workspace dashboard.
2. Click the + Add button on the left sidebar to create a new board.
3. Choose to Ask AI by describing what you want to manage, or select Start from Scratch to build the board manually.
4. Give your board a Name that best describes your board.
5. Add your first Task by clicking + New Task on the board.
6. Use columns like Status, People, and Date to organize and track each task.
7. Invite Team Members to the board so they can collaborate and update tasks.
8. Once everything is set, start managing tasks by updating statuses and deadlines.