Basic demo | monday.com for Project Management

Getting Started for Project Management Webinar

In this section, Itai introduces himself and the purpose of the webinar. He explains that he will walk through the platform and show how monday.com can be used to manage projects more efficiently.

Introduction

• Itai introduces himself as a customer success manager at money.com.

• The purpose of the webinar is to show how monday.com can be used to manage projects more efficiently.

• Money.com is a work OS that allows teams to manage project processes and work with ease.

• Money.com is fully flexible and customizable tool that adapts to specific needs.

Boards

• Boards are the core of the platform where all information is located.

• There are three types of boards - main, shareable, and private boards - which differ in their access levels.

• Shareable boards are similar to private boards but allow guests (people outside your company like clients or freelancers working on a project).

• Boards can be created from scratch, imported from existing spreadsheets or chosen from templates.

Creating a Board

• A final result of what we're building together is shown before creating a board from scratch.

• A board can be created by clicking on the add sign next to the board section and choosing "create board" or "new blank".

• Templates can be accessed by clicking on "see more templates" and choosing from a variety of options.

Conclusion

• Itai concludes the section by showing the project he is working on with his team.

Creating a New Board

In this section, the speaker explains how to create a new board from scratch and customize it according to your needs.

Choosing Blank Board

• Choose "Blank Board" to start from scratch.

• Select "Main Board" and name it "Project Romeo".

Adding Groups

• By default, there are two groups when creating a board from scratch.

• Add as many groups as needed for organizing the board.

• A group can be anything you want it to be such as client location, time frame or phase.

• Create a group called "Planning" for the first phase and another group called "Execution" for the second phase.

• Add another group called "Lounge" for example purposes.

Adding Items

• Under each group, there are rows referred to as items that can be customized according to your needs.

• Change items to activities in this case since they represent activities that need completion before moving on to the next step.

Assigning Responsibilities

• Use the person column to assign responsibilities to team members.

• Assign tasks by selecting team members' names in the person column.

• Team members receive immediate notifications via email and mobile app when assigned tasks.

Using Status Column

• The status column is used for tracking progress of tasks assigned.

• Default labels include working on it, stuck, and done but can be customized according to your needs.

• Add labels such as future step, ready to review or on hold if necessary.

Using Date Column

• The date column helps understand project due dates and prioritize tasks accordingly.

• Change dates based on priority such as today, tomorrow or next week.

• Use deadline mode feature with status column for visual representation of task completion progress.

Conclusion

In this section, the speaker concludes by emphasizing the importance of customizing boards according to your needs and using features such as status and date columns for effective project management.

Adding Timeline and Cost Columns

In this section, the speaker explains how to add a timeline column and a cost column to a board. They also explain how to customize these columns and use them for simple calculations.

Adding Timeline Column

• To add a timeline column, click on "Add Column" and select "Timeline".

• The timeline column provides a visual representation of tasks that span over a range of days.

• It is useful for tracking the duration of each activity.

Adding Cost Column

• To add a cost column, click on "Add Column" and select "Number".

• Rename the number column to "Costs".

• The cost column is useful for displaying any type of numbers such as hours, costs, or days.

• It allows you to get simple calculations of the sum, average, count or any other calculation for all numbers in this column.

Customizing Cost Column

• Add costs by clicking on the footer and selecting currency and unit.

• Customize it using functions like average or median min max.

Sub-items

In this section, the speaker explains how sub-items can be used to provide low-level item detail when breaking down work for more granular view.

Adding Sub-items

• Right-click on any item and click "Add Sub-items" to generate a new column.

• Sub-items are fully customizable and can have different structures than your board structure.

Different Views

In this section, the speaker explains different views offered by monday.com which can be used as an alternative way to see or walk in a different visual dimension.

Timeline View

• Clicking on the timeline opens up the timeline view where you can choose view in timeline.

• The timeline view gives you high-level pictures of what's happening and makes the dates that you've set much more visual.

• You can see who is working on what and what is expected to be completed.

• You can group items by owner or color them by status.

Card View

• Clicking on one of the timeline data will give you the card view of the specific item.

• You can change anything from there directly, such as adding an owner or changing the timeline.

Using Monday.com for Workflow Management

In this section, the speaker discusses how to use Monday.com for workflow management.

Gantt Mode and Chart View

• Gantt mode allows users to visualize the next activity in their timeline.

• Chart view provides a great way to see the analytic side of your workflow.

• The chart view can be customized to show information as a pie or line.

Communication with Monday.com

• The update section is a great way to communicate within context of what is important.

• Relevant information such as communication and files related to each task or project will be located in one place.

• The inbox works like a social media feed where you get all the updates from all the boards that you are subscribed to or anytime that you are up mentioned.

• Users can clear their inbox by clicking on the blue check mark.

• Notifications are sent through email, bell notification, and inbox.

Conclusion

Using Monday.com for workflow management can provide visual reporting capabilities and enhance productivity. The platform's update section and inbox features allow for efficient communication within context of specific tasks or projects.

Using Filters to Find Specific Information

In this section, the speaker explains how to use filters to search and find data across your entire account. They demonstrate how to filter by free search, person, and advanced filter. The speaker also shows how to save a specific view and revert back to it anytime.

Using Free Search

• Use the free search bar to find anything that you write.

• For example, type in "activity 1" or "Joey" to find anything assigned to Joey.

Filtering by Person

• Click on a person's name in the board to see all their assigned tasks.

Advanced Filter

• Use the advanced filter option for more specific searches.

• Add multiple conditions such as finding anything related to Joey but with a status of not done.

Saving Views

• Save a specific view by clicking on "save as new view."

• Name it accordingly (e.g., Joey's View).

• Revert back to the main table and switch between views anytime.

Searching Across Your Entire Account

In this section, the speaker demonstrates how you can search across your entire account using the search everything bar. They show how you can aggregate all your tasks and information into one place using keywords. The speaker also mentions saving searches for later use.

Using Search Everything Bar

• Access the search everything bar by pressing right here.

• Type in any keyword(s) that appear in your account.

• All relevant information will be aggregated into one place.

Saving Searches

• Save any searches for later use.

Automations

In this section, the speaker introduces automations as a feature that allows users to trigger actions based on events within Monday.com. They explain predefined automation flows and custom automations. The speaker also demonstrates how to create a simple automation that sends a notification when a status is changed to done.

Predefined Automations

• Use predefined automation flows created by Monday.com.

Custom Automations

• Build your own automations using the automation center.

• Find custom automations in the automation center with the rest of the predefined recipes.

Creating an Automation

• Create an automation that sends a notification when a status is changed to done.

• Go to the automation center and select "when status changes to something."

• Choose "done" as the option and add a notification message.

Using Dashboards

In this section, the speaker introduces dashboards as a feature that provides users with an overview of what's happening across multiple boards at once. They explain how dashboards can help create summaries, reports, and get high-level views of everything important. The speaker also mentions pre-made dashboards with widgets for different metrics.

Adding Dashboards

• Add dashboards by clicking on "add column."

• Select dashboard from the options.

Benefits of Dashboards

• Provides an overview of what's happening across multiple boards at once.

• Helps create summaries, reports, and get high-level views of everything important.

Getting Started with Project Management Webinar

In this section, the speaker provides an overview of the features available on money.com and suggests exploring other features like automations, integrations, resource management, dependencies, and dashboards. The speaker also recommends attending advanced product demo webinars and shows how to access helpful resources.

Features Available on Money.com

• The speaker suggests exploring other features available on money.com like automations, integrations, resource management, dependencies, and dashboards.

Advanced Product Demo Webinars

• The speaker recommends attending advanced product demo webinars to learn more about the features available on money.com.

Accessing Helpful Resources

• The speaker shows how to access helpful resources by clicking on the question mark icon. Users can find knowledge base articles, webinars and videos as well as contact support directly or suggest a feature.