How to Use Monday.com

Quick summary

Monday.com is a work management platform that lets teams create boards, assign tasks, track progress, and collaborate in one place. This walkthrough covers the full setup process — from signing up to adding views, automations, and integrations.

Steps

1. Go to Monday.com, sign up for an account, and click 'Continue'.
2. Give your board a name and select 'Next'.
3. Add columns by selecting the relevant columns for your board and click 'Next'.
4. Select your preferred board view and click 'Next'.
5. Add a name for each task or list on your board and click 'Next'.
6. Group your tasks and lists for a better organized update and click 'Next'.
7. Create a status column for better task visibility.
8. Assign a task owner to each item for effective teamwork.
9. Make a copy of an item to plan and execute work faster.
10. Add subitems to break down bigger tasks into smaller steps.
11. Click the add icon to add more columns to your board.
12. Select and add different column types to represent various kinds of information.
13. Click 'Integrate' and go to the Integrations Center to connect your favorite tools to Monday.com for smoother workflows.
14. Click 'Automate' to select a template and set up board automation.
15. Click the message icon above the board to collaborate with your team on updates.
16. Create a board discussion and select 'Update'.
17. Click 'Invite' to share your board with teammates.
18. Add updates and comments to each task by clicking the message icon column for direct on-board communication.
19. Click the add icon to add a new view to your board.
20. Select your preferred view type and start customizing your board.
21. Add a Gantt chart view to manage schedules and project timelines visually.