{"id":12278,"date":"2020-05-19T18:02:06","date_gmt":"2020-05-19T18:02:06","guid":{"rendered":"https:\/\/staging-mondaycomblog.kinsta.cloud\/?post_type=product&#038;p=12278"},"modified":"2024-10-06T08:03:37","modified_gmt":"2024-10-06T08:03:37","slug":"how-to-get-started-with-monday","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/product\/how-to-get-started-with-monday\/","title":{"rendered":"How to get started with monday.com"},"content":{"rendered":"<p><span style=\"font-weight: 200;\">We built monday.com with a mission: to give everyone tremendous powers to manage their teams, projects and workflows. With monday.com, you can build any app or tool you want for any need &#8211; from project management, CRM, production planning, HR, or anything else.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">You and your teams can create whatever tools they need within monday.com &#8211; but I have a special place in my heart for a certain board setup &#8211; a basic, simple board that takes literally 5 minutes to create.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">monday.com can scale from a two-person team to thousands, but let\u2019s start with a board for a single team.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">It will create transparency, a sense of time and cadence, ownership, and a shared team language.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">It will change your life and your team\u2019s life if you\u2019re not working this way already. Don\u2019t believe me? <a href=\"https:\/\/auth.monday.com\/users\/sign_up_new?origin=hp_fullbg_page_header#soft_signup_from_step\">Try it out<\/a>.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 200;\">Our simplest and most powerful board setup<\/span><\/h2>\n<h3><b>Value one \u2014 transparency<\/b><\/h3>\n<p><span style=\"font-weight: 200;\">Our first goal is to use a board to manage our projects and workflows.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">We\u2019ve all worked on teams where it\u2019s unclear who is working on what &#8211; and how everyone\u2019s work fits into your team\u2019s goals.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Let\u2019s start with the board. It looks something like this:<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-32833\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Task-board-example-1024x594.png\" alt=\"Screenshot of a task board example in monday UI.\" width=\"1024\" height=\"594\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Task-board-example-1024x594.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Task-board-example-300x174.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Task-board-example-768x445.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Task-board-example.png 1493w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><span style=\"font-weight: 200;\">You can build whatever you need based on this simple set up. Choose from 35 different column types\u200a\u2014like those based on time, teams, locations, actions or statuses to create a board that works for your team.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Here are some that I find particularly useful:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 200;\"><strong>People Column<\/strong> &#8211; Add your teammates and assign them to different tasks. You can add multiple people, whole teams and external vendors, too.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 200;\"><strong>Sub-Items-Column<\/strong>: Create a sub-item column to allow you to develop each task\/project as it grows in complexity.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 200;\"><strong>Dependency Column<\/strong>: Connect items with <a class=\"wpil_keyword_link \" title=\"dependencies\" href=\"https:\/\/monday.com\/blog\/project-management\/gantt-charts-with-dependencies\/\" target=\"_blank\" rel=\"noopener\" data-wpil-keyword-link=\"linked\">dependencies<\/a> and view items in a GANTT-like visualization.\u00a0\u00a0<\/span><\/li>\n<\/ul>\n<p><iframe loading=\"lazy\" title=\"Create recurring tasks | monday.com quick tips\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/rZNEmHAk0og?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><span style=\"font-weight: 200;\">Once you\u2019ve started building what you need and invite your teammates to participate, your entire team can see all tasks and projects in one place.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Teams spend years figuring out how to make their work and organization more transparent so they can keep everyone moving in the same direction. With a board, you gain and maintain team transparency simply by using it. Everyone knows the weekly tasks, deadlines and what others are doing. They know where they fit in on your team, can raise issues that they see are going to happen\u200a and work together to accomplish things. Ownership and progress are clear.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Sync meetings &#8211; gone.<\/span><\/p>\n<h3><b>Value two \u2014 sense of time and cadence<\/b><\/h3>\n<p><span style=\"font-weight: 200;\">Time and cadence are crucial to managing a team &#8211; in fact, creating a sense of progress and clarity around time is the <\/span><i><span style=\"font-weight: 200;\">most important thing<\/span><\/i><span style=\"font-weight: 200;\"> when managing a team.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">At monday.com, we organize our boards per week. This is because when projects and tasks are organized per week, keeping a shared sense of time and cadence is easy.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Try organizing your team\u2019s work by weeks and see the magic happen. But this is just the start. Here are some views to help everyone understand time and timelines in the same way:<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Timeline: This is an amazing, GANTT-like view that lets you see everything on a clear timeline. Use the group option to group timelines by people, projects, customers or anything else you may need. This gives you a clear view of when things will happen from any perspective.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Calendar: View your work on a calendar and sync your calendars on Google, Outlook or other programs to reflect your timelines and get notifications on deadlines.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">My week: Use \u201cMy Week\u201d to view the things each team member is assigned to and see what the rest of your team is up to.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-137387\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/09\/project-timeline-gantt-chart-1024x576.jpg\" alt=\"Keeping projects on schedule with float management\" width=\"1024\" height=\"576\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/09\/project-timeline-gantt-chart-1024x576.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/09\/project-timeline-gantt-chart-300x169.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/09\/project-timeline-gantt-chart-768x432.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/09\/project-timeline-gantt-chart-1536x864.jpg 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/09\/project-timeline-gantt-chart.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3><b>Value three \u2014 ownership<\/b><\/h3>\n<p><span style=\"font-weight: 200;\">It\u2019s a classic problem: who\u2019s doing what. In organizations today, we\u2019re usually working on many things at once, with lots of teammates and vendors &#8211; and it gets really hard to figure out who owns what and who is delivering something else.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">But when you organize your board based on \u201cthings we do this week as a team\u201d, this problem disappears. Ownership and progress of projects and processes are clear. No need to sync together and no need to \u201ccheck in\u201d on status constantly.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-132731\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/image-9-33-1024x623.png\" alt=\"task ownership example\" width=\"1024\" height=\"623\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/image-9-33-1024x623.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/image-9-33-300x183.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/image-9-33-768x467.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/image-9-33-1536x935.png 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/image-9-33-2048x1247.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3><b>Value four \u2014 shared team language<\/b><\/h3>\n<p><span style=\"font-weight: 200;\">Progress is hard to explain, and people struggle to explain to others where things stand. Take the weekly sync meeting: you and your team sit through a meeting where you each use different words, slides or documents just to explain your status. Lots of wasted time and energy.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">But with the right setup of columns everyone knows every status of every item at one glance.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Getting to this point is like gaining a superpower.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">But to get there, you need to have a \u201cprocess talk&#8221; with your team.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">You can begin this stage by defining statuses within your board: what does \u201cworking on it\u201d mean? What does \u201cdone\u201d mean? Do the colors for different statuses mean something?<\/span><\/p>\n<p><span style=\"font-weight: 200;\">This way, everyone knows when they need to change a status column value to something else. When they do, they not only get the satisfaction of completing something and moving ahead, they also communicate it to others.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">This is a process language. It\u2019s well-defined, clear, and hundreds of times more effective than redefining statuses during every sync meeting (which by now you no longer need).<\/span><\/p>\n<h3><b>Value five \u2014 celebrating success<\/b><\/h3>\n<p><span style=\"font-weight: 200;\">This is the addictive part of this board.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Turning your week to green &#8211; or done &#8211; creates a great feeling of accomplishment for yourself and for your team. It\u2019s a goal the team achieved together\u200a\u2014\u200athey set out to do something and succeeded.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">If they didn\u2019t accomplish something, they simply drag it to the next week. But when it does happen, it brings them closer together.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 200;\">Beyond that, the end of the week brings with it a time to reflect and celebrate success, plan the next week, and adjust for the pace or quality of the work. It\u2019s all on the board, so you\u2019re in control.\u00a0<\/span><\/p>\n<h3><b>The possibilities are (really) endless<\/b><\/h3>\n<p><span style=\"font-weight: 200;\">This is just the initial set up of your board. You can change anything. Want to work in two-week iterations? Sure. Integrate data from other tools? You got it. Automate some mundane work that no one really likes doing? You can do that, too. Anything is possible because monday.com is a true Work OS.<\/span><\/p>\n<p><span style=\"font-weight: 200;\">If this is simple\u200a\u2014\u200awhat is advanced?<\/span><\/p>\n<p><span style=\"font-weight: 200;\">This is how to set up a single board. After that, you can connect multiple boards, add special views, create a dashboard to visualize data from across your boards, add automations to do repetitive work, integrate with hundreds of other tools (Salesforce, Jira, Slack, Zoom, Gmail, Outlook&#8230;to name a few).<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-164696\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2024\/10\/team-tasks-1-1024x839.jpg\" alt=\"dashboard showing team tasks\" width=\"1024\" height=\"839\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2024\/10\/team-tasks-1-1024x839.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2024\/10\/team-tasks-1-300x246.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2024\/10\/team-tasks-1-768x629.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2024\/10\/team-tasks-1-1536x1258.jpg 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2024\/10\/team-tasks-1.jpg 1704w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><span style=\"font-weight: 200;\">But that\u2019s for later\u200a\u2014\u200astart with a simple board\u200a\u2014\u200awe built our success on that one. It will be hard to imagine how you managed anything without it, once you start. <\/span><span style=\"font-weight: 200;\"><a class=\"cta-button blue-button\" aria-label=\"Get this template now!\" href=\"https:\/\/monday.monday.com\/boards\/578863503\" target=\"_blank\">Get this template now!<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We built monday.com with a mission: to give everyone tremendous powers to manage their teams, projects and workflows. With monday.com, you can build any app or tool you want for any need &#8211; from project management, CRM, production planning, HR, or anything else.\u00a0 You and your teams can create whatever &#8230;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"This monday.com board will change your life and your team\u2019s life if you\u2019re not working this way already. Don\u2019t believe us? Try it out.","monday_item_id":0,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13906],"tags":[],"class_list":["post-12278","post","type-post","status-publish","format-standard","hentry","category-product"],"acf":{"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":false,"banner_url":"","main_text_banner":"Better teamwork in minutes","sub_title_banner":"with monday.com Work OS ","sub_title_banner_second":"","banner_button_text":"Get Started ","below_banner_line":"","landing_page_layout":false,"hide_time_to_read":false,"sidebar_color_banner":"","custom_tags":false,"disclaimer":"","cornerstone_hero_cta_override":{"label":"","url":""},"cluster":"","display_dates":"default","featured_image_link":"","faqs":false,"activate_cta_banner":false,"use_customized_cta":false,"custom_schema_code":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to get started with monday.com | monday.com Blog<\/title>\n<meta name=\"description\" content=\"This monday.com board will change your life and your team\u2019s life if you\u2019re not working this way already. 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