Project management today demands agility, transparency, and collaboration—and the tools you choose can make or break your success. That’s where monday.com comes in. As a visual project management platform, it helps teams of all sizes streamline workflows, stay organized, and deliver results faster.

At Worktables, we understand the need for practical tools and seamless integration into your business processes. That’s why we’ve put together this comprehensive monday.com tutorial to help you unlock its full potential and boost your project management efficiency.

What is monday.com?

monday.com is a work operating system (Work OS) designed to help teams manage tasks, projects, and processes in one centralized platform. Whether you’re managing marketing campaigns, client projects, product development, or internal workflows, monday.com offers customizable boards, automation, and real-time collaboration that simplify everything.

Why Use monday.com?

Before diving into the tutorial, let’s highlight why monday.com stands out among other project management tools:

Intuitive and visual interface – No steep learning curve

Flexible workflows – Build processes that match your business

Powerful integrations – Connect tools like Slack, Google Drive, Outlook, and more

Real-time collaboration – Keep your entire team on the same page

Automation – Save time by automating repetitive tasks

Now let’s explore how you can get started and master the platform.

Getting Started with monday.com

1. Create Your Account

Sign up at monday.com with your work email. You’ll be prompted to answer a few questions about your role and what you’ll use the platform for—this helps tailor your workspace.

Tip from Worktables: Use your company email to allow easy team collaboration from the start.

2. Understand the Workspace Structure

Your monday.com workspace is divided into:

Workspaces – Think of these as departments or major projects.

Folders – Organize boards into specific categories.

Boards – Where the real work happens. This is where you'll manage projects and tasks.

3. Create a Board

Boards are where tasks live. You can choose between:

Main Boards – Visible to everyone in your account

Private Boards – For confidential projects

Shareable Boards – For working with external collaborators (like clients or freelancers)

Click "New Board", give it a name, and start building your columns and rows.

Building Your First Project Board

Step 1: Add Groups

Groups are sections on your board (e.g., "To Do", "In Progress", "Done" or by team member/client).

Step 2: Add Items

Each row is an "item"—this can be a task, a project deliverable, or a client request.

Step 3: Add Columns

Columns define the details of each task, such as:

Status (e.g., In Progress, Done)

Due Date

Person assigned

Timeline

Text/Notes

Priority

Pro Tip: Use the Timeline View for Gantt-style tracking.

Customizing Your Workflow

monday.com isn’t a one-size-fits-all tool—you can tailor it to match your team’s needs:

Templates – Start fast with pre-made templates for marketing, sales, HR, etc.

Views – Switch between table view, Kanban board, calendar, or chart view

Dashboards – Track KPIs and high-level progress across multiple boards

Automate Your Work

monday.com offers built-in automation recipes like:

"When status changes to Done, notify manager"

"Every Monday at 9 AM, create a recurring task"

"When date arrives, move item to next group"

To set this up:

Click "Automate" at the top of your board

Choose a pre-set recipe or create a custom one

This will save your team hours of manual updates every week.

Collaborate Seamlessly

Tag team members using "@name", comment on updates, share files, and mention stakeholders directly in each task.

Need to bring in clients or freelancers? Use guest access on shareable boards to loop them in without overwhelming them.

Integrate with Your Favorite Tools

monday.com works beautifully with:

Slack

Microsoft Teams

Google Workspace

Zoom

Dropbox

Trello

Salesforce

Simply click on "Integrate" in the board menu and connect the apps you already use. This turns monday.com into the command center of your operations.

Track Performance with Dashboards

Want a bird’s-eye view? Dashboards let you monitor:

Project progress

Team workload

Deadlines

Budget tracking

Add widgets like:

Battery widget (project progress)

Timeline widget

Numbers widget (e.g., budget remaining)

Pie charts and graphs

Perfect for weekly standups, stakeholder updates, or performance reviews.

Real Use Case: How Worktables Uses monday.com

At Worktables, monday.com is the heartbeat of our client and internal projects. From onboarding new clients to managing content schedules and service tickets, we rely on custom boards, automations, and integrations to stay organized and efficient.

By implementing monday.com, we reduced project miscommunication by 70%, improved delivery timelines, and gained better visibility across departments—all in a single tool.

Final Thoughts

monday.com isn’t just a project management tool—it’s a flexible system that grows with your team. Whether you're a startup founder, a growing agency, or a large enterprise, it can streamline how you plan, execute, and deliver your work.

Ready to level up your project management?

Let Worktables help you make the most of monday.com.

+1 862 206 6266

hello@worktables.io

We’re here to simplify your workflow and help your team do their best work—every day of the week.