Cheat Sheet Quick tips and guidelines to help you get started

with the monday.com platform.

Get to know the basics first

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1 Workspaces
Workspaces provide your monday account with a
hierarchy of organization to help you manage multiple
teams, projects, and departments in one, unified place.
When you first create a monday account, you'll find 

a Workspace added by default called the "Main
Workspace". This workspace can be used to manage
and collaborate on all company-wide boards, since 

all team members are in this workspace.

To learn more information about Workspaces

(including how to add a new Workspace)

Check out this article.

2 Boards
What is a board? 

A board is where you do the work within
monday.com. A board can be anything you’d like

it to be - a project, a list, a process, team tasks,

request management, team meetings, etc. You can
also fully customize your board according to your
workflow. Adding a new board is as easy as clicking
the + Add button and selecting New Board. 


You can learn more about the different types of
boards by checking out this article!

N ot sure where to start? 


Checkout the emplate Center 

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to e plore different wa s to mana e

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your workflows in monda .com! y

3 Groups
What is a roup? 

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A group is a color-coded section on your board that

contains your items (rows) and helps to categorize
and organize them in any way that you wish. When
creating a board, you then need to create your
groups. A group can represent anything from a
period of time, a specific steps of a project, a client,
or whatever you want!

Want to learn more Check out this article!

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4 Items and Subitems

Items

An item is an individual row (or line item) in a group.

Your monday boards are made up of groups 

of items, and the content of an item is completely up 

to you and will depend on what the board's plan is.
They can represent anything from a list of projects, 

to weekly tasks, clients, locations, or anything else
depending on your workflow.

Subitems 

Subitems provide your board with a deeper structure
by letting you add an extra layer of information within
the items on your board. Utilizing subitems will give
you the low-level detail that you're looking for when
breaking down your work for a more granular view.

5 Columns a Withe theeop eeopleo umolumn, you can assign each

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task to a specific team member or multiple users

What are columns?
to a single item in a single column. It allows you
Columns are one of the main building blocks of your
to visually see who is responsible for what and
boards which allow you to display and customize the give ownership to tasks within your board.

data from your workflows in any way that you wish!

You can add a new column by clicking on the + button
on the right hand side of the board. From here, you
can select the column you would like to add either
b T e Status Column 

h
This column acts as a unique, colorful identifier
from the drop-down menu or the column center. To for items on your board. It comes with a choice of
the right are a few of the essential column choices in 20 color labels that you can customize. The status
monday.com, but there is much more to explore column can be used to track progress, prioritize
within the column center. and categorize your tasks, and so much more!

To learn about additional ways you can leverage

the Status column, check this article out!
c T e ate Colum
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The ate Column allows you to set up due dates

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or other important milestone dates for your tasks.

With this column, you can also receive due

date reminders!

6 Workflows Center
Automations

This feature will allow you to create your 


own automated workflows, or choose from pre-
prepared templates that will cut down the amount
of manual work that you complete on a regular
basis. Every automation works off of a trigger,

a condition, and an action (or multiple!). To learn

more, you can review this article.

Integrations

monday.com Integrations allow you to seamlessly

connect your monday account to other external
platforms. This is done by selecting predefined
integration flows created by our monday.com
team. To learn more about Integrations, feel free
to check out this article.

7 T h e pdates Section
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What is he dates ection? 


T Up S

Communicate and collaborate with all your team

members and collect important details of your
item. Every item on your board has an Updates
Section, where you can discuss the item or the task
at hand, keeping the conversation streamlined
and contextual. In the Updates Section, you can 

@ mention team members, upload files, and even
add checklists!

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Le t enu 

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8N oti cations
uick option or navi atin to
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various places in our account. y You can access notifications by clicking into the
"Bell" shaped icon on the left hand panel of your
monday screen. The bell icon is where you'll
receive all of the information that's specifically
relevant to you (i.e something you were tagged in,
assigned to, a reply to an update you wrote, etc).

9 Inbo x 1 0 My Work
The inbox is where you will see all updates from A great way to see everything you and your team
boards you are a member of, even if you are not need to accomplish all within a quick glance! My
specifically mentioned in that update or assigned Work collects all of your assigned tasks so you can
to each item. You can almost think of this as a take a look at all items in one place, rather than
news feed, where you can see everything your having to jump between boards and workspaces.
team has posted on those specific boards.

11 In ite v Users 12 Searc h Ev er thin y g

C lick on the "Invite Members" icon located in the S earch Everything allows you to search for
left panel above your avatar. In the next pop-up anything across all of your boards! For example,
window, you can either invite members by clicking what tasks are stuck across all my boards, or even
"Copy" beside the link and then sending it directly finding certain files across your entire account.
to your team members or by typing their email
address into the provided field.

13 e p enter
H l C 14 Av atar
You're able to easily access our Learning Center Your monday.com Avatar is located in the bottom
directly from your monday.com account. To access, left hand corner of your screen - it may be your
simply click on the question mark icon in the profile picture or your initials. By clicking into your
bottom left of your screen. From there, you can avatar, you'll have access to customizing your
search for a specific topic by name, access monday profile, creating and editing teams, the
monday.com webinars, watch tutorial videos, and admin section, and more!
even access the monday.com Community page!

Pro tips!
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1 Searc Bar h 2 P erson ilter

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This is a quick and easy way to search for items within A quick filter to find a specific person assigned to an
you board. You can search for multiple keywords at item within your board. Any item assigned to the
once, and the filter will show you all items, columns, person that you select will be displayed on your board.
and groups containing the words you searched for.

3 ilters
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Quick filters provide a quick way of filtering items on your The board views allow you to visualize your board's
board - like seeing tasks marked as high priority! You can information in multiple different ways in order to
also choose Advanced filters to create customized rules. analyze and report on your board data. For more
O nce you've selected the conditions you're looking to information on the different types of board views, you
filter by, you can save the filter and get quick access to it can check out this article.
the next time. To do so, click on the "Save to this view"
button on the top right corner, name the saved view as
you wish, and you are good to go!

5 Importin g D ata 6 Ke board Shortcuts

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Do you have pre-existing workflows that you want to These provide you with quick and easy ways to
bring into monday.com With monday.com, you're
? navigate around your monday account. To open up
able to quickly import data from other tools to pull the shortcuts, press Shift on your keyboard.
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directly into a new monday.com board. We support

data import from the following tools: Excel, Google
Sheets, rello, Jira, Basecam , Zendesk, and Asana.
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Want to learn more?

heck out our help center to help take your monday knowledge to the next level.
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Visit help center