{"id":33616,"date":"2020-12-22T01:53:27","date_gmt":"2020-12-22T01:53:27","guid":{"rendered":"https:\/\/staging-mondaycomblog.kinsta.cloud\/?post_type=product&p=33616"},"modified":"2023-11-12T13:18:02","modified_gmt":"2023-11-12T13:18:02","slug":"how-to-use-monday-com","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/product\/how-to-use-monday-com\/","title":{"rendered":"How to use monday.com: a step-by-step guide"},"content":{"rendered":"

If you want a simple, step-by-step guide on how to use monday.com to manage your team, then you’ve come to the right place. Whether you’re a new monday.com user or are just curious about our platform, we’ve got your back.<\/p>\n

In this guide, we’ll answer some of the most common questions, show you how to get the most out of our system, and walk you through the process of using monday.com to deliver better projects and products.<\/p>\n

Get started<\/a><\/p>\n

What is monday.com?<\/h2>\n

The monday.com<\/a> an open platform where anyone can create and shape the tools they need to run every aspect of their work. By combining building blocks like apps and integrations, organizations can build or customize whatever they need to improve the way their business runs. Organizations can choose from monday.com<\/a> industry-specific products, built on top of the Work OS, to adapt these building blocks to fit their unique use case and needs<\/p>\n

Some people may have the misconception that we’re just another project management tool \u2014 but this is far from the truth. A tool alone isn’t enough.<\/strong>\u00a0To achieve your goals, you need a system \u2014 a group of interconnected parts working together for a specific purpose.<\/p>\n

monday.com is a powerful project management system<\/strong> \u2014 a complete Work OS designed to help your team complete projects efficiently, collaborate effectively, and grow online.\u00a0 We provide you with all the tools and features you need to deliver great products and projects.<\/p>\n

Currently, more than 180,000 teams \u2014 including Coca-Cola, Lionsgate, and Universal Studios \u2014 trust monday.com to manage their organization’s work and processes.<\/p>\n

Get started<\/a><\/p>\n

How to get started with monday.com<\/h2>\n

Now that you understand what monday.com is, let’s talk about how to get the most out of our platform. The first step, of course, is creating an account. We offer different plans to fit the specific needs of your organization.<\/p>\n

With our basic plan, you can start with as low as three members and scale your way up to more than 200. To help you decide which of our plans is right for you, check out this guide<\/a>.<\/p>\n

Follow the simple onboarding process<\/h3>\n

Creating a monday.com account is really straightforward. Once you select a plan and provide your basic information (name, email, etc.), it’s time to customize your experience. Whether you’re a freelancer who wants to manage client work, or a Fortune 500 company handling complex projects, you’ll find we’re pretty flexible.<\/p>\n

\"monday.com's<\/p>\n

Invite team members<\/h3>\n

At monday.com, we understand how crucial teamwork<\/a>\u00a0is for success. That’s why we’ve put so much effort into building a collaborative platform.<\/strong><\/p>\n

Once you create your account, you can bring in your entire team by link or email.<\/p>\n

\"How<\/p>\n

Once you customize the platform and invite team members, it’s time to start tackling your project.<\/p>\n

Get started<\/a><\/p>\n

How to use monday.com<\/h2>\n

The easiest way to understand our platform is by knowing all the parts that make up our system.<\/p>\n

1. Boards<\/h3>\n

Everything at monday.com starts with a board \u2014 it’s the foundation of our platform.<\/p>\n

A board can be anything you can think of. Commonly, though, we see users building their boards around 3 things:<\/p>\n