How to Use Monday.com for Project Management

Quick summary

Monday.com is a project management platform that lets teams create boards, assign tasks, track statuses, set deadlines, and automate workflows in one place. This walkthrough covers everything from board creation to integrations, dashboards, and team communication.

Steps

1. Create a new board by clicking the add icon and selecting Board.
2. Choose between a main board or a private/shareable board based on your team's access needs.
3. Select Projects as the board type and click Create Board.
4. Use the Person Column to assign tasks to specific team members.
5. Add a status column to track the progress of each task.
6. Use the Date Column to set deadlines for every task.
7. Click the add icon to add columns and track different data for each task.
8. Add custom columns such as formula, priority, and numbers to enrich your board data.
9. Click Automate to set up automations that update statuses, notify team members, or create recurring tasks.
10. Click the add icon beside the dashboard to view progress with a new dashboard.
11. Switch to the Gantt view to visualize tasks over time and monitor upcoming deadlines.
12. Add widgets like Gantt and Pie chart to see task completion rates, deadlines, and team workload at a glance.
13. Click the add message icon on a task to leave comments, attach files, and post status updates.
14. Use the Update Section to @mention team members and notify them or request information.
15. Click Integrate to connect Monday.com with tools like Slack, Jira, Google Calendar, Microsoft Teams, and more.
16. Click the message icon to regularly communicate with your team members directly within the platform.
17. Leverage Monday.com's customization, automations, and powerful views to manage projects from start to finish and keep your team aligned.