Ultimate Monday.com Tutorial for Beginners | Streamline Project Management in 20 Minutes

✅ Claim your FREE Monday account here (or the 14-day free trial of a premium plan) ➜

For those that don’t know Monday is known for its impressive and visually engaging work management software. You can use Monday to manage projects, sales CRM activities, product development, and more.

However, my focus today is to help you leverage Monday to streamline the way that you manage your different projects within your organization.

*IMPORTANT NOTE: The monday link up above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance!

What can you do with Monday Work Management?

- Manage different project types.
- Capture data via Monday forms.
- Manage tasks (activities).
- Manage contacts, accounts and leads.
- Collaborate with your team.
- Set up customizable automations and integrations with ease.
- Visual and customizable dashboards.
- Access Impressive templates.
- And more!

Check out the full article on our website here:

Read more about my top 7 CRM software for small businesses here:

► Relevant video resources mentioned in this Monday tutorial:

Learn how to use Monday as a CRM here:

Learn how to use Monday forms:

Learn how to use Monday automation:

Watch my guide on the top 5 CRM platforms for small businesses:


- Visually pleasing user interface.
- Easy to use automations.
- The abundance of integrations with your favourite tools.
- Free plan to get you started.
- Easy to use form builder
- Dynamic and customisable ‘boards’.
- Extensive features for streamlining your customer's journey.
- Overall easy to learn how to use.
- Dynamic and customisable CRM templates.

0:00 Intro
00:55 Getting started
01:59 Monday Work Management
02:19 Create workspace
03:29 Create boards & board templates
06:34 Invite & collaborate
06:57 Manage groups
07:55 Manage items & subitems
09:24 Manage columns
12:10 Add views
12:48 Create forms
15:07 Manage automations
16:36 Manage integrations
17:23 Create documents
18:37 Dashboards and widgets
19:28 Other Monday actions and tools
20:29 Outro

► Are you interested in joining our small business community?

Thanks for watching and enjoy!

#monday #workmanagement #projectmanagement

[oeurnkoem]

Thanks a lot Stewart for your step by step tutorial. I find your video very easy to follow. Wish you good health and success in your work! Cheers!

[Meditationmusic-bkxk]

Very insightful video . This is a very detailed tutorial . Thank you so much .

[brandynelson]

This was a great help to get me started! Thanks so much! 😃

[sapphirabella]

Thank you so much. I really appreciate the way you provide tutorials. I now have plenty of knowledge because of your guidance.

[okiemuteperpetual]

This is so detailed and helpful. Definitely recommended!

[Jesttricks]

How do the management and crm work together? Does it feel like to separate programs? Is there any price advantage of using both services?

[antwill]

Does Monday provide shared inboxes that can be linked to projects like Cuppa?

[Nanis.Garage]

Title is misleading, "streamline project managament", yet you didnt use project management template

[LiveitWW]

May I suggest your SLOW down bearing in Mind this is a Tutorial ..You are Not calling Horse Race or conducting an Auction ..People watching this have put aside "Time" to watch, learn and take-in the content..so what is the reason for the RUSH??? thanks Mate!