How To Use Monday.com: Project Management For Team Collaboration

Monday.com has consistently ranked high in being the best project management software options out there due to its simplicity, scalability, affordable price and tons of features for tasks and versatility. With a visual dashboard for your project, you can delegate tasks, monitor progress, and be notified of potential issues before they become crises.

You will have a central hub where you can interact and collaborate with the rest of your team. Monday.com is a versatile project management software that can help you handle tasks and keep track of your workflow. It is surprisingly simple to build a workflow or “Board,” connect members, and easily track the progress of several activities. Add any required supporting files or resources to each post and add a particular person. Email and desktop alerts notify you of any action, and you can use a web-based portal or the much better desktop and smartphone app models.

Customisable workflow models, time monitoring, automations, data dashboards, and integrations with common tools are among the platform’s functionality. Monday.com is used by over 100,000 businesses worldwide. Monday.com, like other project management software, provides integrations to expand the platform’s capabilities. Read on to discover how to use Monday.com project management to manage your teams.

How do I build a new board on Monday.com?

To begin, go to Monday.com’s website and build an account.

Following that, you’ll be taken to a page where you must enter your email address (you can also use your Google, LinkedIn or Slack accounts).

In the next screen, enter your full name, a password, and the name of your team.

After that, Monday.com will ask you what you want to use the app for, as well as the size of your team and the nature of your company. It asks this to personalise your experience and to accommodate the preferences of your team.

You’ll probably be eager to get organised once you’ve built an account. The Monday.com board provides an overview of the project and alerts you to possible issues. You can begin by creating your first Monday.com board using one of the 200+ customisable templates.

With a range of models to choose from, it’s simple to find something that meets your company’s requirements. For example, if you are in charge of your company’s marketing team, you may want to use editorial calendar and client management templates for further team collaboration.

These three main components can be found in their board view:

Board is similar to a spreadsheet, but it is more versatile, intuitive, and easy to share – all of which conventional spreadsheets lack. 

Group is a segment on your board that can represent whatever you want, such as “Weekly action items.”

Each category has one or more Columns that you can mark as you want, such as Owner, Status, and Priority.

To add a new group to the board, click the blue arrow next to the “new object” box and select “new group of objects.”

The new category will appear above your existing ones and will be untitled.

You can rename it and then put it on another list.

To do so, mouse over the downward arrow to the left of the group’s name until an icon with two arrows and a small grid appears.

Each Group also has rows known as Items, where you can add as many as you want. Within each Item is “whatever needs to get done” in that Group, i.e., the tasks for your project.

Monday.com is adaptable enough to handle any adjustments to your project schedule. Since few things are ever truly set in stone, you can easily add, modify, delete, and drag-and-drop Items, Columns, and Groups on your Board.

 

Other Monday.com Board views

Kanban

Kanban is an excellent tool for assisting teams in collaborating by presenting all project-related Workflows and sprints. The intuitive colour-coding makes it simple to see where each job is in the project’s life cycle and maps out each portion of the project.

 

Calendar View

The calendar view is useful for managing your team’s monthly, quarterly, or annual workload.

 

Gantt Chart

In the form of a Gantt chart, the Gantt view is ideal for figuring out project deadlines and checking in on task timelines. The chart aids in the analysis of all project-related activities and tasks.

 

Timeline

The timeline is useful for providing a complete picture of who is working on which tasks and when.

 

Team Collaboration

You can quickly add your team members if you want to work with them. To begin, click on your profile picture and then select teams. You will see all of the current team members on your account and add new team members from this page.

You can select a team photo after you’ve identified team members and named your team, which will make it much easier to recognise who’s working on what.

When you have teams set up, you can easily add whole teams to boards rather than adding users individually. It is also easy to dismiss team members.

Monday promotes good team contact by including a comment section for each project. In contrast to other tools that only allow you to add text, Monday’s comment sections allow you to add tagging, photos, videos, and links. You can also keep up with new trends by following social media threads on Twitter and Facebook.

 Check out Monday.com’s team collaboration feature here.

Statuses And Dates Are Included

Meeting deadlines and keeping track of all the moving parts are essential components of successful project management. Including a start and end date aids in the planning of the project’s overall timetable. By using a date column, you can include times. A status column, on the other hand, will provide a brief indicator of how each job is progressing. After you’ve added a status column, users can update whether a task is in progress, finished, or stuck with.

Add the Elements You Want to Monitor

Consider the project elements you want to record and monitor in the following step. Each factor will be represented by a column on the board.

Make New Columns

Make a column for each project feature or specific bit of information that you wish to see. Go to the right-hand side of the board and press the + sign to add a column. Then, from the drop-down menu, select a column sort.

 

Unwanted Columns Should Be Removed

Go through the list and delete any columns that you will not be using. Hover over the column header and press the drop-down button to delete it. Then press the Delete Column button.

To keep track of deadlines, add a Date column if the template you choose doesn’t already have one. Click More columns if you want to monitor an element that isn’t captured by any of these column forms.

This takes you to the Column Center, where you can see many more column forms, including scores, time tracking, a world clock, and many more.

 

Extra Features On How To Use Monday.com Project Management

It’s difficult to find a better project management approach with such inexpensive plans and robust features. Monday makes it simple to go back and forth between these visual project management tools, whether they want a big-picture view or just want to see their everyday activities at a glance.

 

Third-Party Tools And Services

Employees and project managers can only access projects and activities with permission on several alternative project management tools. Although this is a positive security measure, it may become difficult working with freelancers and clients.

The Monday app, on the other hand, allows you to add third-party partners to your project room. You can restrict the clients’ access rights so that they only see projects in which they are involved. This way, you can collaborate with whoever you want without having to worry about your safety. It also includes Google single sign-on and two-factor authentication for added security.

 

Additional Integrations

Monday has a long list of integrations for additional features. It can work in tandem with applications such as Google Drive, Dropbox, and Zapier.

It is also based on an open-source API architecture. Anyone with access to the Monday.com API can obtain the tool’s source code and create as many custom integrations as they want. This makes personalising your Monday experience a breeze.

 

Checklists

Monday has powerful checklists to assist you in staying on track. You may also incorporate these checklists into activities and make them a part of your team’s work. You can provide text formatting, hyperlinks, and even a checklist in your updates.

 

Safety

If more businesses prioritise digital protection, it is critical to examine how these PM systems safeguard your and your customers’ data. Both systems meet GDPR, EU-US Privacy Shield, and SOC 1 and 2 compliance requirements, but if you work in a highly regulated industry like healthcare or finance, you may need additional security features like SOC 3 and HIPAA.

If you want to know how to use Monday.com project management for security, it includes two-factor authentication (2FA) in all of its plans. Monday.com also provides SSO with common apps such as Okta and One login for an added layer of protection.

 

Final Thoughts

Monday.com’s fully customisable models and dashboards have the potential to completely change the way your company operates. Although several other sites claim to be project management software, Monday.com is a full Work OS — a workspace that allows you to do so much more than delegate a task.

There is no limit to what you can create (and then manage) with monday.com, from selecting multiple views to creating your dashboard and interacting with teammates. If you’re eager to know how to use Monday.com project management, try this platform and put all of the mentioned tips to use.