monday.com Platform Demo

Overview

• monday.com: A work OS (operating system) to manage all business tasks from one platform.
• Products: Work Management (core), Sales CRM, and Monday Dev.

Getting Started

• Homepage: Initial screen upon login, can be accessed via the logo in the top left corner.

Boards

• Definition: Central to managing workflows; the heart of the platform.
• Use Case: Example project - Opening a Brooklyn Bakery.
• Creating Boards:
  • Add new board (from scratch, template, or external data import).
  • Board types: Main, Private, Shareable.
  • Main Board: Open to all team members.
  • Private Board: Visible to specific subscribers.
  • Shareable Board: Private to team members; can include guests.

Board Structure

• Items/Rows: Represent tasks or other components of the workflow.
• Groups: Organize items by time, phases, locations, etc.
  • Example: Week 1, Week 2, Later.

Task Management

• Sub-Items: Breakdown tasks into smaller parts.

Columns

• Track different data types for each board item.
• Default Columns:
  • People Column: Assign responsibilities.
  • Status Column: Customizable colored labels to indicate task status.
  • Date Column: Assign due dates and visualize deadlines.
  • Numbers Column: Any numerical data (e.g., budget).
  • Timeline Column: Start and end dates for tasks.
  • Priority Column: Indicate task priority (high, medium, low).

Communication Tools

• Update Section: Replace emails; discuss tasks within the board.
• Notifications & Inbox:
  • Notification bell for updates.
  • Inbox for updates where you're mentioned or involved.

Work Docs

• Collaboration: Brainstorm, plan, and execute with the team.
• Features: Embed boards, widgets, images, etc.

Board Views

• Visualize board information differently:
  • Timeline View: Visual representation of task durations.
  • Chart View: Customizable graphs to represent data.
  • Form View: Create forms from columns, auto-populate board items.

Automations and Integrations

• Automations: Reduce manual work using triggers (e.g., status changes).
• Integrations: Interact with external platforms.

Search and Filter

• Search Bar: Find information within the board.
• Filter: Drill down to specific data sets.

Management

• Drag and Drop: Rearrange board items and groups.
• Archiving and Deleting:
  • Archive: Restore indefinitely.
  • Delete: Restore within 30 days.

Dashboards

• Reports: Data from multiple boards, widgets for various data representations.
• Example Widgets: Calendar, Charts, etc.

Workspaces and Organization

• Workspaces: Sections for different teams/projects.
• Folders: Organize boards within workspaces.
• Favorites: Star boards for quick access.

My Work Area

• Task Management: View tasks across boards in chronological order.
• Customization: Adjust settings for task views.

Account Settings

• Profile Avatar: Access to notifications, preferences, and admin settings.
• Admin Section: User management, billing, security, etc.

Further Learning and Support

• Help Center:
  • Articles and tutorials.
  • Community page.
  • Monday Academy: Courses and webinars.
  • 24/7 Support: Live chat, email, and call support.