How to Use Monday.com for Project Management

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Here's a step-by-step guide on how to use it for managing projects effectively:

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1. To create a new board, click the add icon then select 'Board'.
2. You can choose between a main board or a private/shareable board.
3. Select 'Projects' and click 'Create Board'.
4. Use the 'Person Column' to assign tasks to your team members.
5. Track your tasks by using a status column.
6. Use the 'Date Column' to set deadlines for each task.
7. Add 'columns' to track different data for each task by clicking the add icon.
8. You may add columns such as formula, priority and numbers.
9. You can set an automation by clicking 'Automate'. It can help you automatically update statuses, notify team members, or even create recurring tasks.
10. View progress with dashboards by clicking the add icon beside the dashboard.
11. Switch to the Gantt view to visualize tasks over time and ensure you’re meeting deadlines.
12. Add widgets like Gantt view. They allow you to see task completion rates, upcoming deadlines, or team workload in one glance.
13. Click on the add message icon for updates within each task to communicate. Team members can leave comments, attach files, and provide status updates.
14. In the 'Update Section', you can also @mention team members to notify them or request information.
15. Click 'Integrate' to connect with various tools such as Slack, Jira, Google Calendar, Outlook, Microsoft Teams, and more.
16. Click the message icon to start a board discussion.
17. By leveraging Monday.com’s customization, automations, and powerful views, you can effectively manage projects from start to finish while keeping your team aligned and productive.