15 Topics
5 Days
74 Sessions
Programme Overview
Training Description
Who Should Attend
- Operations Managers
- Team Leaders and Supervisors
- Digital Transformation Professionals
- IT and Software Development Teams
- Marketing and Sales Project Teams
- Human Resource Project Teams
- Consultants and Implementation Specialists
- Entrepreneurs and Startup Teams
- Professionals responsible for managing projects and workflows
Session Objectives
- Understand the core features of Monday.com
- Create and customize boards for various projects
- Automate workflows and notifications
- Build a project portfolio for high-level oversight
- Track project progress with dashboards
- Collaborate with internal and external stakeholders
- Use integrations to connect with other tools
- Manage resources and team workload
- Create forms for streamlined data collection
- Optimize existing workflows for greater efficiency
About the Course
The Agile Mastery: Monday.com Project Management Training Course is designed to empower professionals with the skills needed to manage projects, streamline workflows, and enhance team collaboration using Monday.com, a leading digital work management platform. The course combines Agile project management principles with Monday.com’s powerful features to help participants plan, execute, monitor, and optimize projects effectively.The Agile Mastery: Monday.com Project Management Training Course is designed to empower professionals with the skills needed to manage projects, streamline workflows, and enhance team collaboration using Monday.com, a leading digital work management platform. The course combines Agile project management principles with Monday.com’s powerful features to help participants plan, execute, monitor, and optimize projects effectively.
Curriculum & Topics
15 Topics | 74 Sessions
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Workshop 1.1:
The Work OS framework
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Workshop 1.2:
Navigating the user interface
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Workshop 1.3:
Understanding different board types (Main, Shareable, Private)
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Workshop 1.4:
Creating your first board and item
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Workshop 1.5:
Best practices for initial setup
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Workshop 2.1:
Customizing columns to fit your workflow
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Workshop 2.2:
Using groups to organize items
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Workshop 2.3:
The power of the status column
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Workshop 2.4:
Managing items and sub-items
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Workshop 2.5:
Saving and organizing your boards
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Workshop 3.1:
Using the updates section for team communication
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Workshop 3.2:
Mentioning teammates and leaving comments
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Workshop 3.3:
Subscribing to items for notifications
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Workshop 3.4:
Sharing boards with team members
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Workshop 3.5:
The role of a Project Manager in Monday.com
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Workshop 4.1:
Switching between different views (List, Kanban, Gantt)
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Workshop 4.2:
Using the Gantt view for project timelines
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Workshop 4.3:
The Files view for a central document repository
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Workshop 4.4:
Creating and saving custom filters
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Workshop 4.5:
The Calendar view for scheduling
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Workshop 5.1:
The purpose of automations
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Workshop 5.2:
Setting up simple "when this happens, do that" automations
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Workshop 5.3:
Creating custom, multi-step automations
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Workshop 5.4:
Using automation recipes
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Workshop 5.5:
Monitoring and troubleshooting automations
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Workshop 6.1:
The purpose and types of dashboards
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Workshop 6.2:
Creating a new dashboard
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Workshop 6.3:
Adding and customizing widgets
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Workshop 6.4:
Connecting multiple boards to a single dashboard
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Workshop 6.5:
Sharing and publishing dashboards
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Workshop 7.1:
Creating a new Monday.com form
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Workshop 7.2:
Customizing form fields and design
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Workshop 7.3:
Using forms for project intake and feedback
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Workshop 7.4:
Sharing forms via URL or embed code
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Workshop 7.5:
Managing form submissions
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Workshop 8.1:
Connecting Monday.com to other platforms
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Workshop 8.2:
The Monday.com for Microsoft Teams and Slack integrations
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Workshop 8.3:
The Monday.com API and its applications
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Workshop 8.4:
Exploring the integrations marketplace
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Workshop 9.1:
An overview of the Project Portfolio Management solution
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Workshop 9.2:
Creating a portfolio dashboard
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Workshop 9.3:
Tracking the status of multiple projects in one view
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Workshop 9.4:
Using the Workload view to manage resources
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Workshop 9.5:
Best practices for portfolio-level reporting
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Workshop 10.1:
Using advanced column types like rating and progress tracking
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Workshop 10.2:
Setting up formula columns
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Workshop 10.3:
Using conditional formulas for logic
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Workshop 10.4:
Creating cross-board connections
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Workshop 10.5:
Troubleshooting formula errors
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Workshop 11.1:
The importance of workload management
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Workshop 11.2:
Using the Workload view to manage team capacity
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Workshop 11.3:
Allocating team members to projects
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Workshop 11.4:
Identifying and resolving bottlenecks
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Workshop 11.5:
Reporting on resource utilization
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Workshop 12.1:
Using pre-built templates for common projects
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Workshop 12.2:
Creating your own board templates
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Workshop 12.3:
Customizing board settings and permissions
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Workshop 12.4:
Setting up item and column permissions
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Workshop 12.5:
The power of template galleries
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Workshop 13.1:
The Admin section overview
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Workshop 13.2:
Managing users and groups
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Workshop 13.3:
Setting up security protocols
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Workshop 13.4:
Using the audit log for compliance
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Workshop 13.5:
The importance of governance
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Workshop 14.1:
Introduction to Workdocs
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Workshop 14.2:
Creating and collaborating on documents
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Workshop 14.3:
Embedding boards and dashboards in documents
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Workshop 14.4:
Using Workdocs for meeting notes and project plans
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Workshop 14.5:
The synergy between Workdocs and boards
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Workshop 15.1:
Applying all learned skills to a real-world project
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Workshop 15.2:
Managing a software development cycle
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Workshop 15.3:
Using Monday.com for a marketing campaign
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Workshop 15.4:
Troubleshooting a complex workflow
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Workshop 15.5:
Presenting project metrics to leadership
