Monday.com Review & Tutorial (Best for New Users 👍)

★★★ An overview tutorial and review of Monday so you can hit the ground running.

Thank you for using my affiliate link above because it helps support my channel so I can take that drawing class :) You still get a free trial but I may make a commission if you keep the service.

Pomodoro Technique - This is something I've started doing recently and it's really simple. When working set a 25-minute alarm and focus on one task. When the alarm is done take a 5-minute break. Then each day try and do as many 30 minute sets as you can. This does a few things.

The first thing is that it shortens your window to get something done. Instead of having all day you have 25 minutes and this urgency helps you focus on the task at hand.

The second thing I've found is having a built in 5 minute break is nice. You have a structured break and studies have found that people are more productive when they take short frequent breaks. Most people are far less productive than they think and using the pomodoro technique could be a helpful tool for getting your projects done on time.

Table of Contents:
0:36 Workspaces Explained
2:20 Setting up Columns
3:20 Items (Tasks)
3:55 Adjusting Statuses
4:40 Crappy Comic
4:55 Creating Board Template
5:50 Conversation Threads
6:10 Don't Use Email!!!
6:45 Subitems
7:55 Filtered Views
8:33 Dashboards
8:52 Gantt Chart
10:25 Charts
10:45 Integrations and Apps
11:55 My Week
13:03 Helpful Webinars
13:26 Outsourced Setup
14:29 Pricing
15:02 Automations Next

[bizbud]

I'd recommend checking the trial out before purchase to make sure it's a good fit. Thank you for using my affiliate link. You still get the best possible price but I may receive a commission if you choose to make a purchase. Thank you!

[ColinDH]

Nearly every video I have seen (I'm looking at committing to Monday) starts with the assumption you know what a workspace and a board and a dashboard are. Could I suggest at the start of such a video you explain the relationship between multiple workspaces, boards, and items and how they relate to dashboards? Nice video and useful though. Thanks.

[ezralastimosa]

Just subscribed!! I loved that you explained things pretty quickly and clearly.

[FiguraTheChancellor]

Thank you for not wearing a cheesy smile while doing this tutorial. 🙏

[vladad]

Thanks for the video! Unfortunately, I had to leave Monday because it's too cumbersome and not so user-friendly for CRM newbies. I switched to Flowlu and really love how smooth it works for my CRM and project management, especially when it comes to invoicing, finances, and automations. I really love that it helped and solved most of the problems created by Monday.

[atanaciorancillo]

Thank you! I am an aspiring VA and currently upskilling myself to tools that would best benefit me. And this helps a looot! Thank you so much!

[MillieBlake-un]

Good video! Thank you!. Simple and easy to follow, thanks for sharing!.

[villagevaliant]

Something about your tonality, Reaches a listener resonating a comprehensive disclosure. So many times I come across videos ooonliine and between the robot voices, Indian accents, squeaky females and Cap’n young folks. I end up watching videos then rewinding having to screen record for later and a bunch of unwanted work. I been subscribed but most definitely need to stick to watching your videos. Keep up the boring tones 😉 😂 I swear your whole “ I don’t want to be here” Type vibe, really drives home that reality of production

[ZainCarr]

Great explanation. Thanks!. Good video! Thank you!.

[Taskade]

Simple and easy to follow, thanks for sharing!

[devarni]

Nice video! How are completed tasks handled? It seems that there is no direct option to complete a task. Completing a task means changing the status and possibly filtering the display to hide the completed tasks?

[khinmyatthu]

Thank you very much. Yours video is get on the point and very informative even for the starter. As a beginner, I understand clearly and easily what I could do with Monday in a very calm manner within 16 minutes.

[rockonhero]

Nice Videos Man! Thanks for the thoughtful explanations!
Using your link to get started on Monday!

[Milei]

Thanks for the amazing turotial. Really well explained, packed with information.

[kremenamicheva]

The drawings rock! :) Thank you for the tutorial! <3

[CarterKane-gv]

thanks for this mate!. Great! Appreciated, Eric :).. Good video! Thank you!.

[ValeryJorgeAponte]

Hi! Good video! I have a dude, is it posible reduce the decimals in the panels? Thanks

[TatumRivas]

thanks for this mate!. Great! Appreciated, Eric :).

[pandoraflex]

Really informative and visual introduction to Monday and their lingo. I had a look at their pricing options and for Pro it says "create a dashboard that combines up to 10 boards", so am I correct in thinking if I have more than 10 projects (made as individual boards) I can't see all of them on the one dashboard? How does it choose which ones to show and not show? And do all the boards still show on 1 gant chart?

Also does anyone know what happens when you complete a board, ie finish a project? Is there an archive type function?

Any advice would be greatly appreciated 🙏

[HappyMomma]

Does Monday have a section where i could put a list of multiple customer names and where to email their invoices?