How to use Monday.com | Day-to-day Project Management (Monday Tutorial for Beginners)

How to use Monday.com | Day-to-day Project Management (Monday Tutorial for Beginners)
In this Monday tutorial, I walk you through how to use Monday. I help you get started with Monday and show you how to use this powerful project management software for day-to-day business operations.
Monday is a (no longer free) project management software ideal for small businesses. This tool is quite different from its popular competitors like Trello and Asana, as Monday takes more of a modern approach to project management.
► Get started with your Monday here:
mondaycom.grsm...
*(This is an affiliate link, meaning we will get a commission if you decide to buy through them, this helps support our education-based channel and we thank you in advance!)
► Read my Monday project management review here (updated for 2023):
stewartgauld.c...
The visual and multi-layout design interface allows simple customisation on each board (projects). This project management tool is extremely easy to use and perfect for beginners and technophobes.
► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list here): mailchi.mp/71a...
Let me know if you found this Monday tutorial helpful. Also, if you have any questions make sure to drop them down below.
Thanks for watching and enjoy!
#monday #projectmanagement

[@StewartGauld]

Hey team! Thank you for watching! If you enjoy this video please leave a like and comment 🙌🏼

[@tomandinbar]

Are you sure? It is looking like it is free..

[@pinkthirst]

what is the best alternative to monday that has 1-3 user free tier.

[@StewartGauld]

@@pinkthirst Hi mate! I would look into Bitrix24.

[@MicahBabme]

Thank you for leaving an update for this, because I was very confused that this trial was free

[@anagboa-ventura12]

Love love your videos. Thank you! You keep it simple but not too simple.:) You speak with no hesitation and without making your viewers waste time on fluff. All core , great info!

[@StewartGauld]

Thank you so much!

[@varvaraxou2074]

Stewart you have great presentation skills! I loved that your tutorial was to the point. Well, well done and huge thanks.

[@StewartGauld]

Glad it was helpful! Thanks for the feedback

[@shirleyannejacinto3082]

Just want to say that you have been very very helpful to work from home moms here in the Philippines. All the best and Thank you very much!

[@StewartGauld]

You are so welcome! I'm glad I can help!

[@lisamathur9206]

Thanks a lot for the wonderful tutorial.

[@StewartGauld]

Welcome Lisa!

[@Empoweredalignment]

That was really helpful. Thank you!

[@StewartGauld]

Glad it was helpful!

[@suziedescant2863]

EXCELLENT video. It was exactly what I needed.

[@StewartGauld]

Glad you liked it!

[@Teee_777]

Love this! like this more than all the others. Much more pleasing to the eye, and straightforward lol

[@StewartGauld]

Thanks!

[@debracalhoun7936]

Awesome job I wish every program had someone like you.

[@StewartGauld]

Cheers Debra!

[@kamalesharjun4866]

Really good video. Thank you.

[@StewartGauld]

Welcome 🤗

[@janmyers985]

Excellent! Just what I needed to get started. Thanks!

[@StewartGauld]

You're welcome!

[@iamjenngrace9404]

Thank you!! I think I am convinced to making the switch from Trello, this is an amazing platform!

[@StewartGauld]

Hey Jenn, Monday is leading the marketing atm!

[@geoffquartermainebastin9302]

Very clear, very helpful. Thanks

[@StewartGauld]

Glad it was helpful!

[@PlanetJeroen]

This saved me a morning, thanks!

[@StewartGauld]

Glad it helped!

[@syuscalow]

Thanks Stewart for the Tutorial!

[@StewartGauld]

Glad it was helpful!

[@erijolan4368]

Thank you so much for this tutorial! New to Monday! I need to get up to speed quickly and this was so helpful!

[@StewartGauld]

Glad it was helpful!

[@Tom-fx5jv]

Great video Stewart. I rarely leave comments but this was fantastic sir.

[@StewartGauld]

Glad you enjoyed it! I appreciate it!

[@100MichiganCitizens]

I like your way of instruction, ROG

[@StewartGauld]

Thanks for that Roger!

[@cakrawalamegah3420]

Thanks Stweart, really informative and easy to follow. I am planning to try it.

[@StewartGauld]

Go for it! All the best!

[@CynthiaFishel]

Thank you, Stewart. Very helpful beginner video.

[@StewartGauld]

Glad it was helpful! Thanks for leaving a comment!

[@geenaokoro4369]

succint tutorial and quite understandable. thank you for a job well done.

[@StewartGauld]

Welcome!

[@Luis52962]

Thanks for making this video.

[@StewartGauld]

Glad it was helpful!

[@amumuamumu4433]

Thanks for the tutorial

[@StewartGauld]

No problem!

[@jishnukrishnakumar9304]

Great tutorial Stewart :) It was really helpful and on point. Looking forward to more content from your end.

[@StewartGauld]

Glad it was helpful!

[@TobiasELee]

Excellent. Thanks!

[@StewartGauld]

Welcome!

[@Onewithsausage]

Great video, thanks! I just signed up for the free version.

[@StewartGauld]

Awesome. No problem mate!

[@mohsenhatami3499]

Very nice explanation.

[@StewartGauld]

Thanks!

[@aprilshwe-paul2597]

Awesome video Stewart! Very professional advice! 🙌🏼✨ i’ll definitely be using this tutorial in the future when I start hiring staff/VA’s for my business, keep up the amazing work!

[@StewartGauld]

Glad it was helpful! Thanks April!

[@DidYouSeeThatTrickShots]

Great video! Ironically I got an ad for Asana on this video

[@StewartGauld]

Thanks! You are welcome! Yes, thats ad targeting for you!

[@DidYouSeeThatTrickShots]

@@StewartGauld I'm 15 and starting my own business!

[@yohmsaw]

Well done, very comprehensive and helpful. One note, I'm watching with earbuds and the mouse click is destroying my eardrums. Could be just me though. Thanks for the video.

[@StewartGauld]

Thanks for the feedback! Will look into this.

[@ummugulsumpelit3750]

Thank you Stewart!!

[@StewartGauld]

You are very welcome!

[@sillycatperson3056]

Great work mate 👍 Very clear to understand

[@StewartGauld]

You are welcome mate!

[@kunalraut1689]

Great Expanation Stewart thank you!😁

[@StewartGauld]

You are welcome!

[@teamaldeatv1285]

Great vid.. Learned a lot.. Thank you! From the Philippines..

[@StewartGauld]

Glad you enjoyed it! I love the Philippines!

[@RM-je3yk]

Super helpful!

[@StewartGauld]

Glad it was helpful!

[@bluezy710]

This was a great tutorial, great presentation method!

[@StewartGauld]

Hi mate! Thanks for that.

[@Ashley.Toft64]

Great tutorial this was really helpful for getting started 👍

[@StewartGauld]

Glad it was helpful!

[@almediaspace]

Awesome thanks...

[@StewartGauld]

You're welcome!

[@bookingbloodlinebrothers2445]

great work Stu. it's actually #LessWork

[@StewartGauld]

Thanks for the comment!

[@kifnewyork4376]

THANKS

[@StewartGauld]

You're welcome!

[@renovistadesignbuild]

Thanks for posting this. I am having issues with dependancies. I really want the date to auto update when I assign a dependancy. Meaning if a task happens on a date the next task auto updates

[@StewartGauld]

Hi mate, we will be creating a more detailed tutorial on creating work-flows in Monday and task details.

[@deannajohnson8637]

just started a new position who uses this... I am super overwhelmed and am excited to find you. If I create a project board for scheduling scan/shred for about 60 properties can I save this as a annual reoccurring project? Excited to learn as much as I can from your videos. thank you - DeAnna

[@StewartGauld]

Hey Deanna, Yes you can set up automations and recurring tasks within your boards.

[@hanshaler9933]

The informational content is great, but I would advise you to get a quieter mouse... 😉 All those click noises would drive me crazy... 😁

[@StewartGauld]

I'm glad you got value. Thanks for the feedback!

[@marketingresultsbreakthrough]

nice!

[@StewartGauld]

Thanks!

[@ukinnovation6795]

Cool vid

[@StewartGauld]

Cheers mate!

[@alvinlai2791]

may i know how to create the "priority' column? thank you

[@StewartGauld]

Hi Alvin, If you navigate to the far right of your task, you can create a new column and select from the options. You will see 'priority column'.

[@irwanpermono8850]

cool tool bro...

[@StewartGauld]

Thanks mate, it is a innovative and useful tool

[@ut0rnp]

thanks so much Stewart. this really help to begin. how do I limit certains members of the team not to view certain projets?

[@StewartGauld]

You are welcome! You can change permissions of each team member and limit access to projects.

[@quotivationaltherapy79]

nice one

[@StewartGauld]

Hi mate, thanks!

[@amandayork5063]

Is there a way you can have people "follow" a task without being assigned? That way they still get notified if the task is updated. Hope this made sense!

[@StewartGauld]

Hi Amanda, yes you sure can. You can also tag people in the task and they will be notified with actions happening on that task.

[@logosmedia9942]

Hey Amanda, you can also add another person's assigned work/tasks to your "My Work" which allows you to be aware/tagged on any assigned work for another member

[@futurewisdom3552]

Timeline view should be free because that functionality makes all the difference between using the app or not.

[@StewartGauld]

That would be ideal!

[@beckylucas9069]

I'm looking for a tutorial on how to use this from a team members point of view. I have view capabilities but noone has told us how to use it - how to respond or change our task status etc. Help!

[@StewartGauld]

Hi Becky, We have a new tutorial coming out soon that will highlight this. Cheers!

[@harrylam629]

Useful sharing! Thanks so much!

[@StewartGauld]

Glad it was helpful Duc!

[@josephklein4303]

Hi gm tanks for everything Is there a way that I should get a signature from a client before before I start I start a project?

[@StewartGauld]

You're welcome Joseph. Not through this tool. I believe dropbox has a e-signature feature you can use.

[@DMCGROUPVIDS]

hello, thanks for this. How does this product work with graphic design via filesharing, management and review?

[@StewartGauld]

Hey mate, Sure does.

[@mehmetyesilbas6334]

Hİ Stewart! Thanks for the great tutorial. I have a question: In the task Week 1, there are three tasks: theme colors, website copy, and logo design. I assigned Team member 1 to theme colors, member 2 to website, and member 3 and member 4 to logo design. But I do not want them to see the others' tasks. They should see their own tasks only. Member 1 can only see theme colors but cannot see the other tasks and members, unless I deactivated the restriction. Is this a doable job? Thanks

[@StewartGauld]

Hi mate, yes you can limit member access and what each member can view in your projects.

[@mehmetyesilbas6334]

Hi Stewart. Thanks for the prompt reply. Can you please show me a screenshot or the method how to do it. I couldn’t find a way to do it?

[@romanan2365]

The workspace is not like in the video it looks different when I make a map

[@StewartGauld]

Hi mate, yes things have changed slightly. I will have to update this tutorial.

[@ysonlineys9491]

Thank you 🙏🙏🙏 Does anyone know what software he uses to make the floating/popping signs like "Internal Communications"?

[@StewartGauld]

Hey mate! I use Filmora 9

[@ysonlineys9491]

@@StewartGauld Thank you!!! And thank you for your tutorials - I love how easy flowing, to the point and structured they are 😇😇😇 Loving your channel 🙏😭❤🤗🤗🤗

[@StewartGauld]

@@ysonlineys9491 Thank you!

[@ninussuX]

This is not up to date anymore. They do not have the free version for up to 10 people, now they do that for 2 people. Sad...

[@StewartGauld]

Hey Alien, We have updated this tutorial on our channel.

[@jmpineda8304]

How can i changes automatically the status from Sub.items to original status from board?

[@jmpineda8304]

i want to link it when the board status changed to done the sub.item status will be automatically done also

[@StewartGauld]

Hey mate, Have you looked into the automations? You can create your own custom automation for this.

[@paulallen8018]

Thanks for this video, really informative and well presented. I see lots of comments saying there is no free option? I see an Individual plan which is free. It says up to 2 seats. What are seats, users? Do you know if this free version is anything like the free version in your video? Thanks again!

[@StewartGauld]

Hi Paul, Two seats are users, correct. This has slightly changed now. However, there have only been slight changes. We will release an updated tutorial over the next few weeks. Cheers!

[@paulallen8018]

Hey @@StewartGauld I went ahead and signed up to the free version to give it a shot myself, it has a really nice interface to work with. Visually appealing too, which I love. Looking forward to the updated tutorial. Cheers!

[@abbas4ah]

Would have been the perfect management tool if it was still free

[@StewartGauld]

Hi Abbas, Yes I agree! I wish they kept the free plan!

[@abbas4ah]

@@StewartGauld I think I'll have to stick to Trello

[@StewartGauld]

@@abbas4ah Fair enough! Trello is a great visual option. Cheers

[@abbas4ah]

@@StewartGauld I did try Clickup but I feel it's just too complicated for me

[@mariamdossary]

Hi, Thanks for this video. How can I make different columns for each group? when I change one column title on the top, the bottom is changed too. how can I fix it?

[@StewartGauld]

Hi mate! You are welcome. Monday currently does not allow you do this I believe, as Monday created the board structure for consistency. Better off creating a new board rather than columns for groups.

[@mariamdossary]

@@StewartGauld Thank you

[@bernadettebento1419]

Would you suggest a program to help a teacher track student grades/performance and be able to extrapolate that data into subgroups to gauge performance by race? Principal is asking for this and no clue how to do it. Thanks.

[@StewartGauld]

Hey mate, I probably wouldn't use Monday for this. I would use a spreadsheet for something like this to be honest.

[@xds2086]

Great video but crap app you can do all of this with Excel

[@StewartGauld]

Thanks for the feedback mate!

[@bellaF]

cody ko?

[@StewartGauld]

Sorry?

[@bellaF]

@@StewartGauld oh no, you just look like another youtuber, Cody ko

[@StewartGauld]

@@bellaF Oh right! I will have to check him out!

[@germangarcia117]

please would you like me traslate in spanish by my study

[@StewartGauld]

Hi mate, what is that?

[@stevecap7663]

too many commercials

[@StewartGauld]

Hi Steve, thanks for the feedback!

[@yyzz9135]

I will avoid it, do you want your work related details on cloud? risk of being seen by others. Plus, lot of ads means over-price.

[@StewartGauld]

Hi mate, fair point. Depends how much trust you have in the cloud based company.

[@cunoodle2]

Ironically this post you made is on a cloud lol

[@TalentStudio24]

I stopped watching the video because of the mouse sound. It is so annoying

[@StewartGauld]

Hey mate! i'm sorry to hear.

[@pierrebass4435]

good evening we manjakou children football academicare look for sponsors

[@StewartGauld]

Hi Pierre, all the best with finding sponsors!

[@williamtrinidad3520]

I wonder how many times he says “Monday.com”

[@StewartGauld]

I say it so much right!

[@williamtrinidad3520]

@@StewartGauld Yes! Hahaha, On the Monday.com main page you can invite teammates directly to Monday.com and then Monday.com will send them an email alerting them that Monday.com has an invitation waiting on Monday.com in order for them to join Monday.com and enjoy all the features Monday.com has to offer. Lol. Just messing around. Thanx for being a good sport. Good video. I learned a lot about Monday.com and what I can do on it.

[@StewartGauld]

@@williamtrinidad3520 Haha I hope I wasn't that bad! Cheers mate!

[@BICFLAME]

Peeing Michael

[@BICFLAME]

You look like Peeing Michael

[@StewartGauld]

Sorry?

[@richardhagan1154]

No longer free

[@StewartGauld]

Thanks for that Richard!

[@itaiitai8960]

⦁ What KPI they aim to improve? (monday) ? thank u

[@StewartGauld]

What are you after?