Monday.com Tutorial for Beginners | Free All-In-One Project Management & CRM Software

✅ Claim your FREE Monday account here (or the 14-day free trial of a premium plan) ➜
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*(I'm an affiliate with Monday, meaning we will get a commission if you buy through them at no extra cost to you. This helps support our channel so I thank you in advance!)
In this Monday tutorial, I share how you can get started with project management as well as CRM activities through Monday’s all-in-one productivity platform.
Monday is now a leading all-in-one project management and CRM software due to Monday’s simplicity and visually pleasing user interface.
This powerful platform now offers a generous free plan for up to 2 seats, allowing freelancers and small businesses the opportunity to get started with project management and CRM activities for free.
If you're interested in reading our full article on how to get started with Monday, you can do so here: stewartgauld.c...
► Here is the Monday CRM tutorial for beginners we mentioned in this video:
• How to use Monday.com ...
► Watch my updated Monday tutorial from 2024 here:
• Ultimate Monday.com Tu...
► Watch how you can use Monday for product management in 2024:
• Monday.com Agile Proje...
► Today we cover the following chapters in this Monday tutorial:
0:00 Intro
01:20 Getting started
01:54 Pricing
03:34 Monday Dashboard
03:56 Workspaces
04:50 Create folders
05:51 Create a board
07:44 Create groups
09:00 Add items (tasks)
09:44 Columns
11:59 Add sub-items
12:23 Project views
13:10 Automate
14:44 CRM Capabilities
18:17 Outro
► 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) or join our exclusive community here: mailchi.mp/71a...
Let me know if you found this Monday tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#monday #crm #projectmanagement

[@StewartGauld]

✅Claim your FREE Monday account here (or the 14-day free trial of a premium plan) ➜ mondaycom.grsm.io/stewartgauld3125 *(I'm an affiliate with Monday, meaning we will get a commission if you buy through them at no extra cost to you. This helps support our channel so I thank you in advance!)

[@user-zu9qu7bi8m]

Just starting a small business. Thank you for being so clear in your instruction. You have been such a great help. I may upgrade when my business gets off the ground if needed.

[@StewartGauld]

Hey, All the best with your new small business!

[@dorseydixon4672]

Loved finding this tutorial, I just started a new role using this software and your breakdown definitely helps lay a foundation! Thank you so much kind sir

[@StewartGauld]

I’m glad this helped you so much. Thanks!

[@StanSpeeder]

Great Tutorial. I have watch many different ones on different things. Yours stands out because you skip the busy work like naming items. That is usually where my attention drifts off! I am looking forward to seeing more.

[@StewartGauld]

Awesome, thank you! I appreciate the feedback.

[@kumarrokade3028]

Thanks for the video Mate, Congrats we are 60k strong now, Let's hustle even more harder & achieve 100k in coming months.🤘

[@CoreyHinde]

This guy wins first comment, I retire.

[@StewartGauld]

Thanks Kumar!

[@StewartGauld]

Sorry to hear mate! haha

[@vivi011108]

Someone said this was complex in the comments, I think it's too simple. Hopefully it was just a simple tutorial but I wanted to know if you can add documents to tasks, write notes from meetings on tasks, create dependencies. Build tasks in a task view and view them in kanban, be able to adjust them and it updates the tasks based on that.

[@StewartGauld]

Everything you just mentioned you can do inside Monday. We have an updated tutorial coming out next month. Thanks!

[@raykat5496]

Thank you Stewart - excellent delivery!

[@StewartGauld]

Welcome!

[@florenceijeoma4763]

Thank u so much, u are an excellent tutor👍 and I like dat u are always smiling😊

[@StewartGauld]

My pleasure 😊

[@lazreinmalikabdullatif5718]

Thank you for a great presentation.That was very useful and helpful.

[@StewartGauld]

Glad it was helpful!

[@lancerooney3398]

Many thanks for an informative tutorial, Stuart.

[@StewartGauld]

You are very welcome!

[@user-sc6ue9hj8g]

Thank you for a great presentation.That was very useful and helpful.. Love the presentation! Subbed!.

[@StewartGauld]

Glad it was helpful!

[@pl3666]

Given the number of ads and other interruptions, this is the first - and last - time I will view any of your videos.

[@StewartGauld]

Hey mate, Sorry about that. I appreciate the feedback.

[@socialforbrokers2990]

Really useful thanks for the straightforward easy to follow video, appreciate it

[@StewartGauld]

Your welcome mate.

[@wasfiehattas850]

Fantastic explanation of the system. Much appreciated.

[@StewartGauld]

Glad it was helpful!

[@NelliotesIramsarsth]

Great Tutorial. I have watch many different ones on different things

[@StewartGauld]

Glad it was helpful!

[@jennyviesolis0828]

love this tutorial. Very informative.

[@StewartGauld]

Glad you enjoyed it!

[@anthonyjones8027]

A lot to absorb, but really big help to get going.

[@StewartGauld]

Glad you got value Anthony.

[@yogitabhatoa6941]

Very greatful video for a beginners. Thank you Sir :)

[@StewartGauld]

I’m glad you found this helpful 😊

[@thatgirl_kieth]

Thank you so much for this tutorial. Really big help for our team!

[@StewartGauld]

Glad it was helpful!

[@wesellanybiz]

I signed up to this today, can’t seem to figure out how to connect buyer leads with seller leads? Obviously I’m the broker in the middle!

[@StewartGauld]

Hey mate, We have a tutorial that shares how to use this platform as a CRM if you want to check it out.

[@janmyers985]

Love the haircut, Stewart!

[@StewartGauld]

Thanks!

[@toseeornot2see]

Love the presentation! Subbed!

[@StewartGauld]

Awesome, thank you!

[@MuhammadSufyanNadeem]

Great one

[@StewartGauld]

Thanks!

[@stevereich7070]

IS there a way to discuss this with a live person? We are looking at this but have several questions.

[@StewartGauld]

Hey Steve, Have you been in touch with Monday?

[@joeyhawthorne297]

anybody get a "workspace" count? great vid thank you!

[@StewartGauld]

Welcome!

[@sarak9552]

Is there a way to export the data into excel sheet if needed?

[@StewartGauld]

Yes you can import into Monday or export if need be.

[@alexxenaosas2416]

Thank you m8 , helpful tutorial ! Subscribed , tho the platform from a new user it might seem like a lot , I mean this looks sooooo complicated , I'm sure if u give it time and use the platform you will learn it easy !

[@StewartGauld]

Glad it helped! Yes take your time to get used to the structure of Monday and you'll be flying in no time!

[@sarak9552]

Is it suitable for ab organization with huge large projects? I’m afraid if we start using it after while monday team will stop improving it, can we rely on it for saving our projects data and details and archiving them.

[@StewartGauld]

Hey! Yes it sure is. They have suitable plans as your brand scales. You can always migrate your data. However, Monday is a great option for enterprise with complex and many projects on the go.

[@emanueleleschiera5171]

Well explained!

[@StewartGauld]

Thanks mate!

[@alejandoramirez4510]

Hi broo greeting from cuba we folow you from here you are very fomous here thank you for your tutorial your the best .hi broo tell me iff posible you record a tutorial to builld a land page bat with on web google site . Saludos desde cuba.

[@StewartGauld]

Hi mate! Thanks for leaving a comment! Your welcome! We have made a single page website with Google Sites, you can see that tutorial on our channel. Enjoy!

[@jodesh64]

when I add a calendar I am wondering if I am bale to change the color of the entry currently tit is purple and I would like to be able to colour code depending on the persons who is looking after it

[@StewartGauld]

Hey Jodie, I will have to look into this. I'm quite sure you can.

[@jeffreypettijohncomposer6663]

So helpful1 Thank you.

[@StewartGauld]

Welcome mate

[@jeanobrien1938]

I actually liked the presentation, the product seems very user friendly. Thank you! How do you save your work, or is it saved automatically?

[@StewartGauld]

Glad it was helpful! Your work is automatically saved.

[@arminegroup]

is there a calendar on this platform? this will be useful tools for team members to know time availability for appointments. any comment or guidance on this?

[@StewartGauld]

Hey Armine, Yes, you can connect your own calendars or use the built in calendar.

[@arminegroup]

@@StewartGauld thank you

[@StewartGauld]

@@arminegroup Welcome

[@mehrinali4783]

Thank you!

[@StewartGauld]

Welcome Mehrin!

[@AlexinOslo]

Why don't use use the kanban boards for the group display.

[@StewartGauld]

You can for sure. This just depends on how you like to view your projects. I personally prefer a list view.

[@raja.mubbasshir9072]

How to add more subitems, means a subitem to a subitem? from 1.1 to 1.1.1 thanks

[@StewartGauld]

Hey mate, You can't move a subitem to subitem. Although, look at automations and you can setup this for future events involving your subitem.

[@ferialmansour6382]

Fantastic for beginners. Does this Template work for multi projects? How?

[@StewartGauld]

Thanks! You can use templates to manage multiple projects or you can connect them via automations.

[@kamalesharjun4866]

Hey Guys, @ CRM does anybody know how to remove auto-add of the recipient’s name from the subject field on

[@StewartGauld]

Hey mate, Are you meaning when sending a notification or email?

[@kamalesharjun4866]

@@StewartGauld Hey Stewart, thank you for getting back. Yes, I was asking for when emailing directly from Monday.

[@JimmyKendo83]

It’s impossible to use as an actual project manager. It looks good but is so complex and difficult to get columns working together. Awful.

[@StewartGauld]

Hey mate, What do you mean by that? Have you tried setting up automations?

[@dedraromero9781]

Are you able to drag and drop pictures to projects? I work at a swimming pool Construction company and we need to document pictures.

[@StewartGauld]

Hey mate, You can simply add attachments like images to your projects, tasks, subtasks etc.

[@dedraromero9781]

If I make a new board for each project for our pools, can it bridge over to project overview and or project details?

[@discoveryoutdoorskcfishing236]

WAY to complex. Anyone have a suggestion that is SIMPLE? I have a service company. We need something where you simply add a customer and move it along the timeline from one to do spot to another. Add notes on calls or emails, record phone calls with it or send text with it and upload picture links.

[@StewartGauld]

What was so complex? Okay, in that case. You should check out a simple CRM like HubSpots free CRM.

[@rajhiemdanielspublic2290]

Exactly !!!!!! Omg this is insane it’s stupidly complicated for something simple

[@StewartGauld]

@@rajhiemdanielspublic2290 Do you find Monday quite hard to navigate?

[@kevstr432]

I have a software I’ve built for my dad that he is uses for his concrete truck driving business. I would love to see if it fits your needs or if I can add tailored custom features for you.

[@MauroCamoranesi16]

@@kevstr432 that’s awesome

[@EdzDayuha]

thanks for this!

[@StewartGauld]

Very welcome!

[@aliansari4691]

amazing job

[@StewartGauld]

Thanks!

[@uzoigwestella8050]

Thanks

[@StewartGauld]

Welcome

[@user-hg6ew2wy5g]

The CRM is not included in the "FREE" Version...

[@StewartGauld]

Yes that is correct. Only the project management has a free plan. 7/5/23

[@tolimishkin2369]

Hi Stewart, do you have anyone in spanish who I can talk to explain my needs and see if Monday suits me?

[@StewartGauld]

Hey Toli, Unfortunately we don't. Do you find english hard to follow?

[@puttheavideotv]

Thank you

[@StewartGauld]

You're welcome

[@melaniediaz9017]

Do you offer any one on one coaching with this?

[@StewartGauld]

Hey mate! We are reintroducing this service as we speak.

[@troybankston5539]

thank you

[@StewartGauld]

Welcome!

[@chrisalaniz2274]

The mouse clicking sound is painful.

[@StewartGauld]

Thanks for the feedback, we have improve our production since then. Thanks!

[@CharleneWangNutritionWellness]

Thank you so much! You're adorable.

[@StewartGauld]

Hey Charlene, Your welcome!

[@user-rn2md5rf5o]

How can I integrate my WhatsApp into my Monday?

[@StewartGauld]

I will look into creating a video for this.

[@charliekickham991]

forget this software if you need to output a PDF of your Gantt

[@StewartGauld]

Thanks for your feedback!

[@ricardomorey8557]

literally 4:00 min until any useful information begins.

[@StewartGauld]

Thanks!

[@siaoyangh6925]

9:00

[@StewartGauld]

Yes?

[@martingregson7136]

It's not simple nor is it visually pleasing, if it was I wouldn't need to watch this

[@StewartGauld]

fair enough mate. After watching this do you feel more comfortable?

[@jbradhowe1]

3 minutes in and I"m still waiting for you to quit selling and start teaching. Ha and now a commercial while i'm typing this. I obviously have the program and am just looking for a tutorial. Complete waste of time.

[@StewartGauld]

Sorry to hear you didn't get any value!

[@Natasha-fp2xz]

It’s not simple at all it’s very complex

[@StewartGauld]

Hey Natasha, Are you finding this quite a hard tool to use?

[@marksoberay2318]

Zero content in the first 2 minutes

[@StewartGauld]

Hey Mark, Sorry that you feel that way. I'm sure some people get value from the intro. Cheers!

[@221b-Maker-Street]

It's called a friendly introduction! It oils the wheels of humanity and how we communicate, unless one mistakenly believes stripping such things out of human interaction online somehow equals 'optimisation'.

[@buddyforbes7157]

Thank you!

[@StewartGauld]

Welcome!