Onboarding essentials

Learn how to set up your account, manage settings, and start collaborating seamlessly with your team.
Onboarding essentials

Description


New to monday.com? This lesson is designed to help end-users self-onboard, navigate the platform, and start contributing effectively. Understanding the core structure of monday.com ensures you can quickly integrate into your team’s existing workflows with confidence.

From workspaces and folders to boards and docs, this lesson will guide you through essential platform elements that keep work organized. You’ll also learn how to manage tasks efficiently, enhance communication, and personalize your settings to optimize your monday.com experience.

By the end of this lesson, you’ll be able to navigate your workspace, collaborate seamlessly, and structure your account for maximum productivity.


Try this: As you explore your monday.com account, take note of how your team organizes information. Can you easily find key workspaces, boards, and docs? Use this lesson to better understand your team’s structure and onboard seamlessly.




What you’ll learn:

  • Navigate the key elements of monday.com’s structure and understand how they connect.

  • Recognize how task management tools improve organization and efficiency.

  • Apply best practices to personalize your user settings and collaborate effectively with your team.




Lesson chapters:

  • Setting up your user

  • Managing your work

  • Collaborating and communicating with your tea

Onboarding essentials

This lesson is for anyone looking to ensure a smooth and effective onboarding
Resource type
Lesson
Lesson Duration
~40 mins
Skill level
Beginner
Product focus
Work management
Achievement
Badge