monday.com

Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

Confident platform navigation - You will learn how to move through Monday.com with ease, personalize your workspace, and tailor views to your role, so you can find key information faster and handle projects more efficiently.

Stronger task organization - You will learn how to build project boards, structure tasks, and set priorities and deadlines, so your work stays clear, and your team always knows what needs to be done and by when.

Automation of routine work - You will discover automation rules that reduce manual follow-ups on statuses, reminders, and notifications, helping you cut errors and free up more time for high-value work.

Practical tool integrations - You will learn how to connect Monday.com with Google Workspace, Slack, and Zoom, so data flows across tools without unnecessary copying and your daily workflow becomes smoother.

Clear progress tracking - You will master status tracking, data analysis, and dashboard creation, so you can review project progress at a glance, spot delays earlier, and make better operational decisions.

Better team collaboration - You will learn how to use comments, updates, tagging, and shared collaboration spaces to improve communication, reduce information overload, and keep everyone aligned on current work.

Faster issue resolution - You will get familiar with common user issues and the best ways to use the help center and technical support, so you can solve problems faster without disrupting your team’s workflow.

A setup tailored to your team - You will learn how to create custom fields, views, and templates and adapt workflows to project needs, so Monday.com supports the way your team actually plans and delivers work.

Training programme

1. Introduction to the Monday.com platform

discussion of the user interface,
creation and customization of the dashboard,
roles and permissions of users.

2. Project and task management

creating and configuring project boards,
adding and managing tasks,
setting priorities and deadlines.

3. Process automation

creating automation rules,
examples of automating daily tasks,
managing notifications and reminders.

4. Advanced platform functions

integrations with external tools (e.g. Google Workspace, Slack, Zoom),
use of different views (calendar, table, kanban, Gantt chart),
creating and managing project templates.

5. Monitoring progress and reporting

tracking the status of projects and tasks,
creating reports and data analyses,
visualization of results using dashboards.

6. Best practices in project management

management of large teams and complex projects,
optimization of workflow and processes,
time and resource management within the platform.

7. Communication and teamwork

managing comments and updates in tasks,
communication features of the platform (e.g. tagging and notifications),
creating a space for team collaboration.

8. Troubleshooting and technical support

solving typical user problems,
using the help center and educational resources,
contact with the Monday.com support team.

9. Personalization and adaptation of the platform to the team's needs

creating custom fields and views,
adapting processes to the specifics of the project,
implementing changes based on team feedback.

What are the prerequisites for participating in the training?

Basic computer skills - You should be comfortable using a computer, a web browser, and common office applications, so you can complete the exercises smoothly and work in the platform during the training.

Task-based work experience - You should understand tasks, deadlines, priorities, and delivery stages, so you can more easily apply the Monday.com features covered in class to your own projects and daily work.

Teamwork familiarity - You should have experience working with others on shared tasks, so you can better use comments, notifications, and team collaboration features presented during the training.

Comfort with project data - You should be able to read basic information from tables and project statuses, so you can work efficiently with the views, reports, and dashboards discussed in the training.