Jack Wallen shows you how to set up Monday work management as your next project management tool to keep your teams working efficiently and effectively.
Monday work management is a customizable platform designed to help organizations achieve much higher operational efficiency. To do this, the product helps you track projects and workflows, visualize data, and strengthen collaboration across teams. The tool offers automation and integration with other apps.
In addition to all the bells and whistles, Monday Work Management can serve as an excellent project management platform, with kanban boards, agile roadmaps, sprint planning, tables, charts, Gantt, forms, and more.
That being said, let me show you how to set up a Monday work workspace as a great space for your project management.
TO SEE: Hiring kit: Project manager (Tech Republic Premium)
What you need
To participate, you need a monday.com account. You can start with the free account, but I feel like you’ll want to upgrade to a paid account very quickly as you get significantly more features.
Create a new workspace
The first thing you want to do is create a new workspace. Think of workspaces as the common location for the tools you’ll use to manage your projects. To that end, you can create a workspace for any project or even for each team.
Creating a new workspace, especially if you’ve already created a workspace, can take a bit of searching in the user interface (UI). Let me illuminate that for you.
Log in to your monday.com account and click on the Workspaces icon (Image A†
Clicking that icon will bring up another sidebar (Figure B) which lists your current workspace.
Click the drop-down list labeled Main Workspace and then click Add Workspace in the resulting menu. Give the new workspace a name, select the privacy level (open or closed), and then click Create workspace (Figure C†
In the resulting window (Figure D), click Add from Templates to create a new workspace board.
Scan through the templates to find one that fits the needs of your project. For project management, it is best to select the Project Management category and select a template from that list. I tend to prefer the Kanban Software Development template, but you want to make sure you select the template that best suits your needs.
After selecting the template, click Use Template (Digits E) to apply it to your new workspace.
Once the template is applied to your workspace (it may take a while to complete), you’re ready to start customizing.
Add new views
Your new workspace has only one view by default. If you choose to go the kanban route, your default view will be a kanban board. However, you may want to add a dashboard, chart, Gantt, maps, form, or file gallery view to the mix.
After the template is applied, switch to your new workspace and click on the default view, such as the backlog in the kanban board. In that view, click + immediately to the right of the main table (Figure F†
From the resulting pop-up menu (Figure G), select the new view, such as Dashboard.
Depending on the new view, you will have to select from the available options. For example, if you add a dashboard, you can choose from available visualization widgets (figure H†
Keep adding new views to the workspace until you have everything you need to efficiently manage your project. Once you’ve done that, you can customize each view to suit your needs. One thing to keep in mind is that Monday Work Manager handles customizing kanban column labels differently. Watch my tutorial to find out how to rename them, How to relabel kanbank columns in work manager on Monday†
Once you’ve created the new workspace, added views, and customized those views, Monday’s work management is ready to serve your project and make team collaboration and management much easier.
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