A Masterclass in Monday. com Work & Project Management

1. Introduction: Hi. Welcome to my master class on Monday work and Project Management. I'm Darius, an electrical engineer with almost ten years of experience across various work environment, including project management. Along the way, I've picked up some useful skills in Monday, which I'd like to share with you. In this course, we'll cover the essential skills, but dive much deeper into how you can freely leverage Monday for advanced project management. Throughout this master class, you'll learn how to sign up for Monday and set up the basics of the system. Navigate workspaces and create highly effective boards for project management. Utilize a wide variety of column types, both basic and advanced. Design customized board views such as Yang charts and workload management dashboards. Automate workflows and enhance your productivity. Work effectively with data, including importing and exporting to and from Excel. And finally, we'll dive deeply into automations and third party integrations to supercharge your experience in Monday. This master class is perfect for anyone who looking to explore Monday at a much deeper level. Whether you're a team leader, project manager or looking to administer complex Monday systems, this course will give you the expertise that you need. If you're serious about mastering Monday and maximizing your project management efficiency, enroll now and I'll see you in the course. 2. Signup: Hi, welcome to the course. In this section, we're going to take a quick look at signing up for Monday and setting up our profile. Let's dive in. So to sign up for our account, we are going to go to monday.com. And we're going to click on Log In, and sign up. Next, we're going to enter the email that we want to use to set up our Monday account. And yet continue. Next, we need to enter our name password and account name. So I've created a demo account here. Password, and for the account name, we're going to call this online Corpus account. Okay, so we've entered our name password and account name, and we're going to press Continue. Next, we're just going to answer some questions, so we're going to assume that we are here for work. And let's say we are a team member and continue. How many people are in our team? Let's make it a small team for now and a small company. And next, what would we like to manage first? Now, here you can select the application that is ideal for you. But for the purposes of this course, we are focusing primarily on project management, and the skills that you learn here are going to be transferable to other applications in Monday. So let's go PMO Project Management Office. And we are going to select project management from our list over here, and we're going to hit Continue. And let's just say other and continue. Now, on the next screen, we can add email addresses for people who we want as part of our Monday system. And we can select the role of that person. Are they an admin or are they a member? For now, we're going to do this later. So let's say, remind me later. And now it's asking us to create our first board. So we can type in a name here. For the course, let's say board Project demo. And we'll see next. And we can add some columns to our board. We'll be looking at this later. So let's remove everything and just have a blank board. So we'll say next Finally, we can add some widgets to a dashboard, but again, we're going to do this manually so we can learn how to do it. So let's remove all of these, and we'll saying next. We can also add different views. But again, we're going to start out with just a basic table view, and we will add other views later on. Finally, we have the opportunity to list some projects which will create items on our board. We are just going to leave these as they are and say, get started. Now, once we've done all of that, we are presented with our homepage here, and we'll be learning to navigate and use this page throughout the course. We have the option to enable desktop notifications. I'm going to remove that for now. And the last thing I'd like to show you is the plans. So right now, I've created a demo account, and we are working on a demo account. So this has cost us nothing. And I'd encourage you if you're following along with this course to do the same. Use a demo account to learn the system, and then you can select the appropriate subscription for your application. So we have 14 days left on our trial. So here are the pricing and what each option includes. So you can go ahead and select what works for you, your business, or your company. The pricing is dependent on the number of seats. So the number of seats is just the number of users. So if we increase that, the prices do change. Okay. So the total price has changed. So these prices are per seat per month, and you can select the different plans over here. Right now we're on the demo, which is equivalent to the pro for 14 days. Okay, let's go ahead and close that. 3. General Navigation: Hi, and welcome back. In this lesson, we're going to take a look at some general basic navigation of the Monday system. Let's dive in. So we are back here at our board which we created as part of the setup process of Monday. So let's take a look at how to navigate the system. So starting here on the top left, we have our home page. If we click on Home, we can see some of the boards we've recently visited, as well as our update feed or inbox. So anything that we are tagged in or any discussions will come here into our inbox, any assignments and that type of thing. We've also got our work spaces, which we'll discuss in some more detail later. Then over here, we've got the My Work section. So on the MW section, it's blank right now, but if you have been assigned to any items, any tasks, anything like that, that will appear in the MW section, and you can view that in table or calendar form, and you can also search through it. Finally, we've got some favorites here. So if we've got favorite boards or something that we work on regularly, we can add them to our favorites. Then here we've got our workspaces. So right now we've only got one workspace, and inside of that workspace, we've got our board which we just created. And we'll be learning more about workspaces and boards later on in the course. Next, we've got our help section on the bottom right here. And at the top, we've got our notifications and our update feed, so we can see any notifications and updates that have come through to us as a user. And over here, we've got our Avatar. And if we click on our Avatar, we can change some settings relating to administration, teams, and our profile amongst other things. We can also view our trash, which we'll discuss later on in the course. And those are the basics of navigating the monday.com system. Thank you very much, and I'll see you in the next one. 4. Complete your Profile: And welcome back. In this lesson, we're going to take a look at completing our monday.com profile. Let's have a look. So we can complete our profile by following two paths. Either, if we click on Home over here, it asks us to complete our profile, and we can select one of these and execute on that or we can click on our Avatar and go to My Profile. So here we've got some personal information. We can change our profile picture. We can add a job title. Let's say I am the systems administrator. We can add our email, phone number, mobile phone number, and location. We can also create and join teams. We can look at our current working status, whether we're in office or out of office. We can also adjust our notification settings. So this is very useful to determine where and how we will receive notifications. So right now, pretty much everything is selected. My desktop notifications are disabled. If you wanted them enabled so that you get desktop notifications, you would just click Enable over there. So now we can see different types of notifications and where and how we will be notified. So for example, if we get mentioned in a chat or something like that, would we want to be notified in Monday and in our email and so on. So if we are assigned to an item, we would currently be notified in moonday.com with a notification, and we would receive an email. So that is up to you to customize as you see fit and as you deem necessary. Again, here at the bottom, you can turn on and off desktop notifications. So right now, I'm going to leave all of this on, and then I'm going to go to language and region. This is just some time and date information. And here we can change our password if we so choose. And that brings us to the end of setting up our profile in Monday. Thanks so much for joining me, and I'll see you in the next one. 5. Setup & Theme: And welcome back. Let's take a quick look at some cosmetics in our system. So we're just going to have a quick look at how to adjust our theme of our personal Monday page. So we can go here to the top right on our avatar and scroll down to change theme. And there we have a couple of options, light, dark, night or system default. Let's try them out and see how they look. I think I'm going to jump to our board first. Okay, and let's change our theme. We can try the dark theme. And we can try out the night theme. So I quite like this night theme. I think I'm going to leave it here. There is also a system default, which is set by the Admin. So let's go ahead and use the night theme. And that brings us to the end of this lesson. Thanks, and I'll see you in the next one. 6. Administration: Hi, and welcome back. In this lesson, we're going to have a quick look at some of the administration settings in monday.com. So to set up some admin level settings, we can go to our avatar over here and scroll down to administration. Bear in mind that if you are not an administrator, these options will not be available to you. So let's click on administration and have a look. So here we've got some of our profile info. We can set some account settings like when are weekends? Are they Friday to Saturday or are they Saturday to Sunday? We can enable or disable weekends in calendars. Do we want weekends included in our calculations or do we want them excluded? For example, if we say seven days, is that seven working days or seven calendar days? We also have the option to export our account data as a ZIP far. This could be very useful. Make a periodic backup of your system in case something goes wrong or in case you make a mistake, you've got a backup, so you could do that maybe weekly or monthly or something like that. Next, we have customization where we can change our system branding so we can change our logos and our email headers. Right now, we've got the Monday default there, but you can upload your own images. Next, we can adjust the settings for a number of features. We can set some defaults for our boards. We can change our user profile and user notifications. Next, if we click on users, this is where we can manage our users. Right now, I've only got one user set up on the system and that's M 11 course Demo 11. We can set up the role of the user, be they an admin, a member, a viewer, or a guest, and we can see what teams they belong to and when they were last active. Next, we've got a number of security settings that we can change, including adding two factor authentication. We've also got a number of other options which are not available in the basic plans, but are more targeted towards the enterprise level plan. Next, we've got a number of or we've got options for our applications, but we don't have any applications installed. So the applications are like add ons that work with Monday to add extra functionality, and there are hundreds or thousands of different applications. We've got our billing settings, some usage statistics, and here we can see our applications. So we've got no apps currently installed. We can go to our app marketplace and add applications which are basically add ons, which increase the functionality of the Monday system. And there are many, many, many possible applications that you can add to your Monday system to achieve the functionality that you require. Finally, we've got permissions. So here, the administrator can set permissions for the different account roles. So the default account roles are admin, member, viewer, and guest. And you'll see each of them has different permissions. If you want to create custom roles and custom permissions, you will need the enterprise plan, which is the highest level plan from Monday. But we do have these default account roles here, which we can set for each of our users over here. Right now, I have to be the admin because I am the only user. Okay, and that brings us to the end of our administration overview. Thank you very much for joining me and I'll see you in the next lesson. 7. Workspaces: Welcome back to mycors onmnday.com. In this video, we're going to take a look at workspaces in Monday. Let's move across to the platform and have a look. So over here in our navigation section, you will see at the top here that we've got a main workspace. So workspaces contain items such as boards, and they can also contain additional items. So for example, we can add items to our workspace, such as projects and portfolios, which are only for enterprise plan. Then we can add boards, documents, dashboards, forms, folders, and any number of applications from the app marketplace. And those can all exist within our workspace. So workspaces are used to separate different sections of monday.com. So for example, we might want to create a workspace for our project management team, and then we might want to have a separate workspace for our finance team. So let's go ahead and do that quickly. So let's rename our workspace here that we created. And I'm going to edit the workspace and rename it. And we are going to call that, we'll call that the project workspace. And here we can also change the icon. We can change the icon or the background color. So let's make that a brain. And we can make that a nice purple. So this would be our projects workspace. And then if we wanted to add one, let's say we add one for our finance team. So then we can click on our three dots there and add a new workspace, and we can call that the Finance Workspace. Ans work space. And we can either have this open in terms of privacy or closed in terms of privacy. However, the closed workspace is available in the enterprise plan only. So let's go ahead and add our workspace. And here you'll see we now have our Finance workspace, and it has no workspace items inside of it at all. We can go ahead and edit this one. Let's change the icon. Let's use $1 for finance, and we can make them a bright pint. Okay. Let's jump back to our project workspace and take a look at the options of the workspace. So here in the workspace, we can see our board, and we can also view the members. So we can click View members and see who are members in our workspace. And if we're Admin, we can go to manage users, and that will take us back to the administration section. If you have the enterprise plan, you can also set workspace permissions. However, because we're using the demo, we do not have that option. Finally, we can also add a workspace description, so we could say, this is a workspace for our project Mt team. And that basically brings us to the end of our workspace overview. So to recap, workspaces are used to make logical divisions, perhaps between departments or any other way which you would like to break up your boards in monday.com. We can have different members to different workspaces, and different members or different workspaces will have different views. Thanks for joining me in this section, and I'll see you in the next one. Bye bye. 8. Creating Boards: Hi, and welcome back. In this section, we're going to be taking a look at boards and items in Monday. Let's dive into the Monday system and look at how we can create and edit boards. So over here in Monday, we can see that we're in our project workspace, and that's going to be our main workspace for the purposes of this course. We will also be using the Finance Workspace prefer. So currently, we've got our board that we created when we started up our system and did our initial setup. If we'd like to add something to our workspace, such as a board, we can click on the head item to Workspace. And here we can select from the items we'd like to add. So we're going to be adding a board. We can either add a new board or we can start with template. Let's take a look at both options. So let's add our new board, and let's call this board Purse Project. Okay. Now, here we've got some different privacy settings, which we can change later. So it can be visible to everyone. It can be private, meaning that only I can see it or people that I've invited to the board, or I can make it sharable, which means that I can share this with guests outside of the account. And those guests will only be able to see exactly what I've shared with them, but they will not be able to edit the board. So that's what sharable means. So perhaps if you're managing a project and you want your client to be able to see the status of all of the tasks in the project, then you might want to share it with the client as a guest. Remember that we set up those different permissions, when we look at our administration section. So that will determine what your guests are able to do and remember that those permissions can only be changed if you have an enterprise plan. So for now, let's keep it as a main board. This can always be changed later. Next, what are we managing in this sport? This doesn't make a big difference, but here we can select what we are managing. In this case, let's say we are managing projects, and then we're going to say create board And now our new board with some default fields has appeared in our project's workspace. Let's also take a look at some of the templates that are available. So we can add a board my apologies. We can add a board and select start with template. And here we can explore all of the different types of templates that are available in monday.com. So here we have a bunch of general templates. So if we want to go with a start from scratch, we can have some marketing templates, et cetera. So we can pick what template we want. You can also use the search bar at the top to search for different types of templates. So for you, it might be better to work with a template as a starting point. So for now, let's just go to the recommended for me section, and let's see. So perhaps we want to create a Project management template. So we can select that template, and all we have to do is say use template. And once this is done, Monday is going to give us a basic template that is ready to go for project management. So here we got it created a folder for us, and then it's given us a goals board and a projects overview board, all with different timelines, et cetera, and it's given us a first project board. So you'll see at the top here, we've also got a number of different views, but for our purposes, we are going to do everything from scratch so that you can learn all of the features. So now that we've seen how to create a template, I'm going to completely delete this by clicking on the three dots and saying, delete folder. And we confirm, and there we go. Our board has been deleted. You can restore it by going to the trash. So here is our board that we have just created, and here's the one that we used at the beginning of the project. We do not need two boards at this stage, so I'm going to remove the project demo board by clicking on Delete. You can also archive it and restore it later. But for now, let's say delete, and there we go. So we are now left with one board, and this is the board we are going to be using for our course project. So this will be our main board that we are working with throughout this course. And that brings us to the end of this lesson. We now know how to create blank boards and boards from templates. I'll see you in the next one where we are going to look at groups inside boards. See you there. 9. Groups: Hi, and welcome back. In this lesson, we're going to continue looking at boards, and we're going to be looking at groups within boards. Let's dive into Monday and take a look. So here in Monday, we can see our two groups that we have created by default. So we've got the first group and the second group, and they currently have default titles. So let's take a look at our group options. So if we go to the three dots there next to the group title, we can collapse and expand this group or all groups. So collapse, meaning to hide most of the info, hide most of the detail. We can also add a group. We can duplicate the group, meaning basically copy and paste it. We can move this group to a different board. Right now we only have one board, so we're not going to move it. We can rename the group. We can change the color of the group, and we can export it and delete or archive the group. So now, with our project for the course in mind, we are going to be creating a number of groups that will separate the different phases of the project that we're going to be managing. So we're going to be managing a project, and our project is going to have a number of phases. So we are going to put our tasks in here as items and separate them with groups. So let's go ahead and do that. So the first stage of our project, and of course, you can either go ahead and follow along and copy mine, or you can use this as a guide to create your own structure that is suitable for your organization. But in our case, board is going to represent one project. And then inside that project, we will have phases, and in each phase of the project, we will have different tasks to complete. So we're going to go ahead here and we're going to change this title. So the first phase is going to be the project initiation, and the second phase here is going to be phase two, planning, and then just to demonstrate the duplicate function, we can click here and say duplicate this group and there we go. So now we can change this one to three Q. And now we're going to add new group for the final phase of our project, which is going to be the close out. So we just click Add New Group. And so we click Add New Group over there, and now we can say number four, and that's going to be close out. So that's out, project closeout. Finally, let's give these some different colors. And again, this is all personal preference, so we can click over here and change the group color. So let's use an initiation as green. Or rather, let's make our initiation a blue. Again, this is completely up to you. So let's go with a blue for initiation and a green for planning. And then we move on to our execution. That's a critical phase. So let's go with something bright like a pink or red there. Let's go for that color. And then our close out. That's the end of the project, and we can maybe make that a nice light gray or something like that. And there we go. We have now created our groups. We can collapse all of them and get a nice view of our four stages that are in our project. And that brings us to the end of our overview of groups in Monday. I'll see you in the next lesson. Bye bye. 10. Items: Hi, and welcome back. Let's continue looking at our board. And in this lesson, we're going to be taking a look at items in the board. Let's switch across to Monday and take a look. So here we are in our pause project board. Now, the items are these lines that you see here within each of the groups. So here we have three items. And at the top, it says project. Now, we've already discussed that our structure is going to be a board representing a project, and then the groups representing the phases of the project. So the items in our case should represent tasks. So we want to change that name. So we're going to go ahead and go to change item terminology in the board setting menu, which we can find here in the top right, and we can go to settings and change item terminology. So let's call our actions tasks. So in each project, there are multiple tasks, and you can even use a custom one. So we'll say change, and there we go. We've changed that. Now, we've already got a number of items here, and I'm going to show you how to delete an item. So we can hover over an item, go to the three dots there, and say delete. And that will allow us to delete an item. In addition, if we want to delete multiple items and start with a blank slate, we can use the check boxes over here to select these items and we don't have one there, and we can say delete. And now we have a beautiful blank slate that we can use for adding our tasks or items. So as I already mentioned, each task or item here in Monday is going to represent something that needs to be done in each phase of the project. So let's go ahead and create our tasks. So to add a task, all we have to do is click over there and start typing in the name of that particular task. Now, here you can choose to follow along with me or if you'd like to use have different tasks or a slightly different structure, that's also fine. But follow along and get the basic concept right, as this will be part of your project that you're going to be completing in this course. So in the initiation phase, we are going to have a scoping meeting to get the project scope. And all I'm doing is hitting Enter, and then I can add another item. Next, once we've got the scope, we are going to prepare a quote and then once the quotes is prepared, we are going to wait for quotation acceptance. Okay. Then we're going to go into the planning phase where we're going to draft a detailed scope. Next, we are going to prepare a detailed timeline. After we've got a timeline, we are going to obtain sign off. Oh, scope and timeline. Then we are going to do a kickoff meeting. And once the kickoff meeting has been done, we are going to move into the execution phase of our project where we need to place orders on supplier one. Then we're going to place orders on supplier two. We're going to do some hardware integration, some software integration. Tegration and some testing and quality assurance. And next we're going to move to the closeout phase where we're going to do a system demo. We are going to do a handover, and we're going to get the project signed or Perfect. So now we've created a basic structure for our project. We've got our project, it's individual phases. And then within those phases, we have got different tasks. One thing to note is that if you want to see the detail of your task, you can either look here and see currently who it's assigned to, what is the status and the date. We will be adding more columns later. But you can also click Open and get a view here on the right hand side, where you can type updates where you can tag team members and write an update, you can add files. Here we've got a file section where we can see all the files that have been added, and we can view the activity log, which shows us who has done what on this particular task. So for example, if I change the status here, then that will appear on our activity log. So we've changed the status. Let's add just a mock date in there. And if we open now and have a look at our activity log, you can see the changes that have been made and when they were made. Let's close that. And that brings us to the end of our lesson on items. I hope you are following along and creating a structure or copying mine. Thanks so much for joining me. I'll see you in the next lesson. Bye bye. 11. Sub-Items: Welcome back. Now that we've had a detailed look at items in Monday, let's have a brief overview of sub items in Monday. So a sub item is exactly what the name suggests. If we go here to an item that we've created and click on the little arrow over there, we can add sub items on a main item. So here we can go to our sub items. And let's say for our scoping meeting, there are sub tasks that we wanted to add. For example, we could have contact client set date date for meeting, and Hill meeting. My apologies for my spelling. We can hold the meeting, and maybe we need to send minutes out. Okay. And each of these sub items can have owners, I can have statuses and dates, and similar to items, we can add different columns to include more information on each item. And we will be looking at that later on in the course. And with sub items, the navigation is exactly the same. We can select multiple items and delete them, et cetera. And if we want to hide the sub items, we just click right there, and our sub items are hidden. You'll note that now because we have sub items on our scoping meeting, we now have an arrow there to expand, whereas on these, these other items that don't have sub items, the arrow is not there unless we hover over it. And that brings us to the end of our review of sub items. I'll see you in the next lesson. Bye bye. 12. Board Types: Hi. In the last lesson in this section, we're going to take a look at the board privacy. Let's start across to Monday and take a look. So we mentioned it briefly in the course already, but there are different types of boards. The board types can be main, sharable or private. So let's click here on the three dots next to our board and go to change Board type. So it's giving us the option to change it to sharable or change it to private, which means that it is currently a main board type. Okay? A main board type can be viewed by all of the people who have access to the Monday system. If we make it a sharable board, then we get this drop up here, drop down here at the top. And all it's letting us know is that a sharable board is only visible to the subscribers, and we need to invite people so that they are able to see this board. And then I can either invite people who have previously viewed the board or not invite them. So if I change the board to sharable, you'll see the logo there changes, and it says the board is sharable and we can invite guests. In addition, we can also change that board type. So now the options have changed, we can put it as a main board type or a private board type because it's currently sharable. So let's go ahead and change to private, and we get the message here at the top, letting us know that it will no longer have a guest list. So guests will not be able to access a private board. So if we change this board to private, let's go ahead and do that. You can see there's a little lock indication there. And that is visible only to subscribers. So that is people inside our organization, which we have invited by clicking on Invite to view the board. So to summarize, a main board is visible to anyone who is a team member within our Monday account. So those are people inside of our organization anyone who's inside our organization can see a main type board. Okay? A sharable board is a board that we use to invite people who are not members, but who are guests. So we can share that board with people outside of our organization. So again, if you maybe want to share that board with a client or someone like that, we can invite them as a guest, and they will be able to view a sharable board. And then finally, we have a private board. A private board is only viewable by people inside our organization who have been invited to view that board. So let's go ahead and leave our board as the main type for now. And that will bring us to the end of our section on boards. In the next section, we're going to be taking a look at adding additional columns and the functionality of some of the more advanced column types. Thanks for joining me. I'll see you in the next one. 13. Navigation and Basic Column Types: Hi, and welcome to the course section on columns in Monday. Let's jump across to our Monday board and take a look at how to manipulate and use the various columns that are available in the system. So on a Monday board, the information is divided up into columns. Currently, we have one, two, three, four columns, task, person, status, and date. So the first thing we're going to take a look at is how to add a column. So to add a column, all we're going to do is click on the plus here, which says add a column. We can look at the list over here. We can search our list, or we can click on more columns at the bottom to get a full view of all of the columns that are available in Monday. Again, there's a search bar at the top. So for now, we're going to be adding a priority status column. So we click Ad column and search for priority, and we click on priority, and there our column has been added. When we click on our expand button over here on our item or task, we can see that the priority column has not been added on the sub items. So on your sub items, you can have different columns than what you do on your main items. So that is also customizable. Next, let's look at manipulating these columns. So the first thing is if we want to change the order of our columns. So for our purposes, we want our columns to start with task, and this one cannot be moved. This one is anchored on the left hand side. Next, we have our person. This is the person that is assigned to that particular task. So I can click over there and assign somebody to that task from the list of members. I can also invite a new member and add them. For now, I'm going to assign myself by simply clicking my name, and there we go. The person responsible for that task appears in the person column. Next, we have our status column. So we can click on our three dots here and go to our settings to customize the status column. And in the case of a status column, we have labels that we can select from. So let's go ahead and define some labels. So you will always have a default label, and let's make that the first one, and we'll call that knot started. Next, we can have an in progress, less than 50%, for example, and then we can have an in progress greater than 50%. And we can have a done. We can also change the colors of each of these labels by simply clicking on the color. So let's say in progress, 50%, we can make it that color. And then we can go to a darker color, and then we can have green for done. We can also add as many labels as we want by clicking on the new label button. It's also important to note that we must select which color indicates that an item is completed, and we're going to leave that on the default green because that is our done indication. And Monday uses that internally so that it knows when the status of something is complete. So now that we are done with our status column, we can see how labels are there, and we can select our different labels to indicate the status of a task. Next, we're going to look at our priority column. Now, I would like our priority column to be right here at the beginning between person and status. So all I have to do for that is I click and I can drag that to where I need it to be. Again, we have some labels here, and I can modify those labels. I'm just going to remove that symbol next to the critical, and I'm going to say apply, and there we have our priorities. And similarly to the status, we can change the colors and add or remove labels if we so choose. Finally, a few notes on columns is that besides this one, which we had to change by going to our avatar, the rest of these columns can be changed quite easily in terms of their name. So if I wanted to make this, in this case, I don't really want to change it, but we could make it A C, and there we will have changed our column title. Let's just make that priority again. Priority. Also, if we click on three dots next to it, we can collapse that column. So collapsing the column is going to make it hidden. And if we want to see that column again, all we do is click on that little arrow and our column will appear again. Finally, if we want to make this column that it cannot just be edited by anyone in the team, we can click on the three dots here. And go to settings, restrict column editing or restrict column view. So if we click restrict Column editing, we will see who can edit that column and we can allow only certain people to edit the column. What you'll also see is that there is now a lock there indicating that the permissions are restricted and only certain people can edit that column. If we want to remove that restriction, we can go back to our settings and remove the restriction. We can also in our settings, restrict the column view to see who can view this column. So if there's some sensitive company information that only certain people should be able to see, we can restrict who can view the column. For now, I'm going to turn those restrictions off and leave things just the way they were. And that brings us to the end of our basic view of columns. I'll see you in the next one. 14. The Timeline Column: Hi, and welcome back. In this lesson, we're going to continue looking at columns, and we're going to dive into the timeline column, which has a bit more functionality than the basic columns we've looked at previously. Let's jump across to Monday and have a look. So here we are back at our course project board, and we're going to add a timeline column by clicking on Add Column and selecting Timeline. So now we have our timeline column, and I'm going to click and drag to move that across right next to the status. The next thing we're going to do is we're going to add a description to our timeline column. So we're going to go to settings and add description. So this allows us to add a bit more information. So this is the start to end date of this project task. And we're going to say safe. And now when you hover over timeline, let's do the I, we can click on that and say, see the information. So if you want to describe to users how to use a particular column, this is a great way to do it. So now let's go and see how the timeline column works. If we click here, we can set the dates of our timeline. So for example, if the project task starts on 3 September and continues to 10 September, meaning one full week, seven days, we would select those dates, and we can just click off, and there we go. Our timeline shows September 3 to September 8. And if we hover over it, it tells us how many days are in that timeline. Another useful feature of the timeline is that it can actually show us the progress in terms of time. So if we set dates, let's use something that's already passed. So we're on 1 September now. Let's say we selected that task to run from 28 August until 5 September. And we are currently on 1 September. We are roughly halfway through our timeline, and you can see here that it is showed how much time has elapsed in our timeline. Another unique feature of the timeline column is if we click here and go to settings, we can set this as a deadline. And here we get a pop up screen that tells us how this works. So we need to select a status column to link with the timeline column. So here we're going to choose our status column and say connect columns. So now the timeline is linked to our status column. Let's set our status to done and see what happens. Now, once this is done, our timeline goes green and shows a tick mark next to it. Let's have a look at what would happen I'm just going to set the status back, and let's have a look at what would happen if our timeline were slightly different and the date has already passed. So let's say that task was supposed to run from the first to 8 August. Okay? Now, because our status is not yet done, we see a big exclamation point on the left of the timeline, and the timeline is indicated in red, which means the task is not yet complete, but we've already gone past our allocated timeline. If I change the status to done, it will show in green, that the task is complete, but it will show an exclamation point next to it, which indicates that the task was completed but after the allocated timeline, because the system knows that I changed the status to Dan only today, which means that the job was completed but outside of the allocated time frame. So that's why we have that exclamation point there next to our timeline. And we can even see that if we hover over here, it shows us that the task was done 24 days after the deadline. So that is how the deadline mode works on Monday. We can, of course, remove the deadline mode, and then the timeline will no longer be linked with the status quo. You see, it's no longer highlighting in green. Thanks for joining me, and I'll see you in the next lesson where we look at timelines in even more detail. See you there. 15. Duration, Due Date & Reminders: Hi, and welcome back. Let's have a look at more functionality that we can link with our timeline column. So what we're going to be doing in this lesson is connecting our timeline with a duration column. So there are two ways to do it. We could either first create a duration column or we can simply go to timeline and say connect with duration. And here, it asks us to select a duration column. And at the bottom, it gives us a basic indication of the functionality that we will be achieving by doing this. So what I'm going to do is I'm going to click Select the column. And because we do not have a number column, we are going to create one. So we say create new column, and now we have a numbers type column, which we will call duration. So let's go ahead and click Connect Columns. And I'm going to rename this numbers column to duration. Now, sometimes Monday can be a little bit glitchy here, and I'm just going to go again on timeline and click Connect with the duration to make sure the columns are connected. So I've selected my duration column, and I'm going to say connect one more time to make sure we are connected. Okay. So now I can go ahead and click on my durations here, and you will see that they jump to zero initially, and by setting the duration to zero, the timeline became a milestone, which is indicated with the diamond over there. Now we can go ahead and set some durations for our tasks. So for example, let's say our scoping meeting will require one day. Preparing of a quote will take one day, and then we allow four days for our client to accept the quote. Now you can see, as I made those changes, my timeline automatically adjusted. So let's take a look further at how that works. So my duration here was set to one day. If I click on my timeline, you can see that it's only allowing me to select one day, but I can select multiple days. So for example, let's say I set the 20th to the 24th and I click away there. Then my timeline changes to five days, and because my duration is linked, my duration also changes to five days. If I instead decide, Okay, 20th to the 24th is too long. My duration should only be one day. If I type a one day and press Enter, my timeline is automatically going to adjust, and it will adjust by looking at the start date. So when it was on five days, say the 20th to the 24th. If I reduce that to two days, it will say the 20th to the 21st. And that is how linking a timeline to a duration works. So if I change the timeline, let's say we make it something like that. Then the duration will automatically adjust. And if I adjust the duration, the timeline will automatically adjust. Finally, in this video, I would like to show you how to set due date reminders. So this would be an example of an automation in Monday. So if we go here to our timeline, and we are going to say, add and edit date reminders. So if we click on that, we're going to get our pop up to explain automations. So when timeline arrives, notify someone. That's the reminder. So we can say when the date arrives at 8:30, or we could say one day before the date arrives and select the time. So we can say one day before the due date at 7:00 A.M. Arrives, then we notify. And here on Notify, we can type up a custom email using auto populated fields from the board item. So say now I wanted to contact myself, I would say, hello, and then I insert my username over there, or I could insert person, meaning the person that's assigned, that's my person column. Hello, tasks person. The timeline is approaching Please make sure you complete this. And then we put in the priority, so that would be low or critical or high. Priority task. And then maybe we wanted the task name in brackets there, and we could use the item name. And we say done. So that's the notification that will be sent, and then who gets notified. Currently, it would only be me, but perhaps you wanted to notify the manager or someone like that. And then we would say create automation. Got it. Okay? And here in our automation center, we can turn this automation on or off and we can duplicate it, edit it, or delete it. Now, let's remove this automation quickly. And let's put our timeline back into the deadline mode. So we go to settings and we set it as a deadline, and we will choose the status and connect the columns. And now if we wanted to create an automation, we would say set due date reminders. And then we could set up an automation again when, and we can select one day before, two days before, ten days before and the priority is. So here we can select by priority to say, do we want the priority to be high, low? So then the automation would only run on high priority items. So let's say and the priority is or is not. When the priority is critical, then notify, and we could type our email. Just put some text in there. And who do we notify? And then we can select from a team member and create that automation. And that brings us to the end of our overview. We've looked at timelines in quite some detail. We know how to link timelines and durations, how to set up due date reminders, and how to generally operate the timeline and duration columns. Thanks so much for joining me, and I'll see you in the next lesson. 16. Calendar Settings and Synchrnoization: Hi and welcome back. Let's take a look at a few more advanced features with our timeline column. So a couple more things on timelines. The first thing is that you are able to synchronize a timeline to your calendar of your choice. So how we do that is we click on our three dots there, and we're going to go to settings and customized timeline column. Now here is a couple of options. Show week number, enable weekends and sync to calendar. So if you're using Google calendar, you can press synchronize and go through the process there. Or if you're using another calendar, like I am for the DEMO account, we can click the Sync button on other calendars. And next we choose what we would like to sync. All items on the board, that might be useful if you're a manager and you want to see the tasks that everyone is busy with, or if you're an employee or you just want to see the items assigned to you, you would select this option and say SNP and then you can copy and paste this link here. It's a little bit hidden because the text color is a bit funky. But if we click Copy over there, and then we're going to jump across to my out pluk accounts over here and we're going to go to the calendar and say add calendar, and then we're going to say subscribe from web, and we will paste in our link. We can give that calendar a name. Let's say course demo, calendar. We can assign it colors, et cetera, and we can select to add it to other calendars or my calendars, and then we can say import. And we can close this window, and then we can go to my apologies cure demo calendar. And if we turn that on, we can see there we've got the scoping meeting set for 12 September, which matches with our Monday dates over there. If let's say we made this a three day duration, then the timeline changes from the 12th to the 14th. And if I jump across to my outlook calendar, that should be reflecting there. I might need to refresh this Okay. It hasn't quite updated just yet. But Monday does note that this synchronization can take up to 10 minutes. So it might just be the case that we need to allow a little bit of time for this to then update from Monday into our calendar. The next thing I'd like to look at is, again, if we go to our options and settings and customized timeline, we can see the enable weekend section. So what this is basically doing is determining whether weekends are included or excluded from our duration calculation. So let's go ahead here on our timeline and select dates that run across a weekend. So let's say from the third to the tenth. So we currently have enable weekends selected. So we're going to click off there from the third to the tenth, and that is measuring now as an eight day duration. One, two, three, four, five, six, seven, eight. So that's an eight day duration with the start and end dates inclusive. Now, if we go to our timeline column here, and we go to settings and customize, and now we disable weekends. Then we see here that it's changed to a six day timeline. Our duration link is not working correctly, but we might just need to refresh it by re selecting our dates. So if we go from the fourth to the 11th, the duration now changes to six days. So if we go back third to the tenth, our duration is now six days. So now that we've disabled weekends, Monday is excluding weekends from working days. So calendar days and working days become different. Now it's only counting the weekdays. So that is one, two, three, four, and you can see these are grade out five and six. Okay. And if we made our duration from six days to ten days, for example, ten days, that would now be ten working days. So as you can see here, that goes from the third to the 16th. And in working days, that is one, two, three, four, five, six, seven, eight, nine and ten. Okay, and that brings us to the end of our timeline and advanced timeline settings. Thank you very much and I'll see you in the next one. 17. Timeline Dependencies: Welcome back. In this lesson, we're going to be learning about setting up a dependencies column in Monday. But first, let's understand exactly what dependencies are and what they mean. Dependencies are the relationship between two tasks in a project. So in our example here, we have dependencies between project A and B, and we're going to look at the different types of dependencies. So the first type is a finish to start dependency. So the first letter refers to the first task, and the second letter refers to the second task. So a finish to start dependency means that task A must finish before task B can start. So this is one of the most common dependencies that you will use. The next step of dependency is a start to start dependency, meaning that task A and task B must start at the same time. Put another way, it means that task B can only be started once you have started with task A. Next, we have a finish to finish dependency, meaning that task A and task B must finish at the same time. Or worded differently, task B can only be finished once task A is finished. Finally, we have a start to finish dependency type. So a start to finish dependency means that task B can only be completed once task A has started. Put another way, task A must start before you can complete task B. Those are your four types of dependencies in project management. It's also important to note the term lag. So a lag can refer to a gap in between the dependency. So for example, if I said we set up a finish to start dependency with a lag of three days, that means that task A will end, and then we will wait three days, and then task B will begin. If I set up a negative lag, that would mean that, for example, let's say I set up a negative lag of one day. Well, that would mean that task A can begin. And once task A is one day from being completed, then task B can begin. And that would be a negative lag. Now that we understand dependencies, let's take a look at setting them up in Monday. So the first thing we're going to need to do is add a dependency column. So we'll say add column, and we can find dependency here and select dependency. Next, we're greeted with this window that asks, how do we want our dependency mode to work? We can select from flexible, strict or no action. And here at the bottom, we have a nice view showing what a flexible dependency would mean. So a flexible dependency, if we moved our task one back, would not affect the other tasks, but if we moved our task forward, it would push the other tasks out. However, if we choose a strict dependency, then the relationship between the tasks is completely locked. They move together. If I move one task back, the dependencies will automatically adjust the other tasks, and then we have no action, which means the dependencies are not actually enforced in a timeline column. So I'm going to select strict, and we need to select our column for our item dependencies. And in this case, it is timeline. But you could also use a date column, but we're going to use timeline, and we're going to click Save. And now we have our dependency column. So the first thing we can do is if we want to change the type of dependency mode, we can click on our three dots, go to settings and customize. And here we could change between flexible, strict and no action dependencies. Next, we are going to start looking at our dependencies, and we'll demonstrate this by setting up a dependency between the first task and the second task. So obviously, if we are in a project and we do our scoping meeting, we can only prepare our quote after we've done our scoping meeting because we need to understand the scope before we can quote on it. So that dependency type would be a finish to start type dependency because the scoping meeting must finish, and then we can start preparing the quote. So our scoping meeting has no dependency because that is the beginning point of our project. But our prepared quote is dependent on scoping meeting. So we add a dependency, and here we can search for the different tasks in the project. Alternattively, we can scroll and click on one. So we want our scoping meeting or should I say our quote to be dependent on our scoping meeting. So we'll select our scoping meeting and we will click away. And now we see the dependency has been created. The other thing you will note is now that our dependency is created, our timeline has adjusted. So remember, we set up a finish to start type dependency. So there we selected finish to start. We could also select any of the other types. So we selected a finish to start type dependency, meaning that this task must finish, and then we can prepare our quote. So you'll notice that our timeline automatically adjusted. We finish our scoping meeting, let's make this a one day task again. Okay, so we finish our scoping meeting on 3 September and then we can prepare our quote on 4 September. Now, because there's the dependency relationship, if I modify my timeline here, remember our dates are the third and the fourth. Let's say I modified my timeline and said that that meeting is going to be held from the third to the sixth, and we say, Okay, then our timeline has automatically adjusted on prepare quote, and our quote will begin on 9 September. The reason for that gap is because we've disabled weekends. So we finish our scoping meeting on Friday and we can begin with our quotes on Monday the ninth. And the same applies for duration. If I adjust the duration here, now we have a dependency, so I change that to five. Then our prepare quote is going to update to the tenth. So that's what our dependencies do for us. Now, let's add a lag. Remember I explained lags earlier in the lesson. Let's say we wanted to add a lag of two days. Then how timeline automatically adjusts, and it shows in our dependency that we've got a finish to start plus two. So the plus two shows the lag. So now we finish our scoping meeting on the ninth. We do nothing on the tenth and 11th, and we begin our quotes on the 12th. I can also make the lag negative, which wouldn't really make sense in this case, but I can demonstrate to if I made that lag negative one. Then you can see that our scoping meeting is taking place from the third until the ninth here, and we start preparing our quote one day before we've ended our scoping meeting. If we made that perhaps a minus two, then we start preparing our quote on the eighth while we are still busy with our scoping meeting. I'd also like to just demonstrate some of the other dependencies. So let's add a dependency. And now we say, for example, a start to start dependency. Now you can see that our preparing quote starts on the same day as our scoping meeting. If I move our scoping meeting to the 17th, then we start preparing our quote on the 17th because it is a start to start dependency. We could also add change that to perhaps a a finish to finish dependency, and then you will see our date automatically adjusted so that we finish preparing our quote on the same day as our scoping meeting finishes. If I change the duration of our scoping meeting to be four days, then our scoping meeting would end on the 22nd, and our prepared quote would automatically adjust to be on the 22nd. Okay. And that covers the basics of dependencies column. This is a very useful tool for project management, and I hope you understand. Thank you so much, and I'll see you in the next one. 18. The Formula Column: Hi, welcome back. In this lesson, we're going to be taking a look at one of the most powerful column types in Monday, and that is the formula column. Let's jump across and have a look. So here we are on our course project board, and we are going to add in a formula column. So let's go ahead and click Add column, and we are going to add the formula type. I just want to go to more columns here and search for formula. So there it says formula. We can use functions to manipulate data across multiple columns. So let's add that to our board. And now we've got our formula column. So what are we going to use our formula column for? Our formula column is going to be used to calculate the people hours assigned to a project. So person hours. So what is person hours? Person hours is the number of working hours that is assigned to a project times the number of people assigned to a project. So say, for example, there is one person working for 18 hour day, that would be eight person hours. If there are two people working for 18 hour day, that would be two times 816 person hours. So we're going to use a formula to calculate the person hours required on each task. But before we do that, I'd like to add another person into our project so that we can properly demonstrate the formula we're going to use. So let's add another person here on our person column. And I'm going to invite a new member by email. So I click Invite, and I'm going to invite another demo account that I made for the purposes of this course. So let's go ahead and invite that other demo account. And I'm going to hit Invite. And there we go. We have the person added here. So we've got our person, and now we can assign another person to this first task as well. So now you can see we've got two people on the first task and only one on the second. Now, let's go back to our formula column and write out a formula. For those of you who are familiar with Excel, the formula column works quite similarly. And we're going to take a look at it now. So person hours calculation, this is just an example of how we're going to use the formula column. So we're going to click a plus over there, and here we can select from columns, functions and constants. So what we are going to say is that we're going to go to functions, and we are going to say if the priority is critical, so we're going to say if and then we're going to select a column, and that will be our priority column. And we say if priority, and then we say equals critical. Then we're going to place a comma. Let me just show you that there on the function. So here on the function, we say if some condition, then and Ls. So if priority is critical, then we put eight, and if it's not critical, we want a value of four there. So that's the first part of our formula. But let's test that. So we say set formula, and here it says, now it's looking at the priority column. If the priority is critical, then we assign eight rson hours. And if it is any other value, we assign four person hours. Okay. Now, let's expand this formula because what we're saying is if the priority is critical, we allow one person or each person on the task to spend 8 hours. Otherwise, if it's not critical, they spend 4 hours per day. So next, so we've got 8 hours. That's the amount of hours allowed per day. Now we need to multiply that by the duration of the task. So we say times, and then we select another column, and that column we're going to use is the duration column. So we're going to add that there and again over there. So now we're saying if the priority is critical, you can spend 8 hours times the duration. So 8 hours per day, otherwise, 4 hours per day. And if we set that formula. So now let's make the duration two to make the maths easy, so here we've got a duration of two. So two days and the priority is medium. So that is 4 hours per day. So the total hours on this task that is allowed is eight person hours. If it was critical, now the person hours become 16. The last thing that we haven't factored into our formula is how many people are assigned to our task. So we can click here, and to get person hours, we need to take the hours per day times the number of days, which is the duration times the number of people. So we say times, and then we go look at our columns, and we look at person. We click on that arrow, and we've got a couple of options, the name, the count, the IDs, the emails. So in this case, we want the count, which is the number of assigned persons or people in the people column. So we add person number count, and we do the same here. Person number count, and we set that formula. So now we've got two people working for two days at 8 hours a day. So that's two times two times eight, which is 32. If we took one person off this assignment by clicking on person and removing them, then our person hours allowed for that task changes to 16. And that brings us to the end of our example for using the formula column. Of course, this was just an example, and there are a number of functions available. And you can test all of them and use them in your applications. And most of these functions are quite similar to the functions you would find in Excel or Google Sheets. Thanks so much for joining me, and I'll see you in the next. 19. The Date Column: Welcome back. In this lesson, we'll have a look at the date column in Monday and how to configure it as a due date type column, which is quite similar to our timeline type column, so we won't spend too much time on it. Let's dive in. Okay, so here we have our date column, which we've had for most of the course. So here at the top, we can click on the three dots here, and we have a couple of options. We can customize our date column, which will allow us to add an icon or show the week number. Here we have an Enable weekends checkbox, which is similar to the Enable weekends checkbox on our timeline field. We can also change the date format to display the format in different layouts, for example, including the eo excluding the and that covers the date column. It's a pretty simple column. If we click on it, we can select a date with a normal calendar type interface. Now, we can also configure this as a due date type column. So if we click up here and we go to our settings, we can set this as a deadline or a due date. So we can select set as deadline. And similarly to our timeline column, we can choose a status column to determine whether the deadline has been met or not. So here, if we go and select our status column and we connect those two columns, then our due date it's now got a bar here to show that there's 11 days left. If I, for example, change that date, let's go to the fifth. Now it shows that we've got four days left and that little Pie chart is decreasing in size. If I mark my task status as done, we will see a green tick mark, and it will indicate to us that the project was completed on time, I E ahead of the deadline. It's Cisco back here, and we change the date to a date that has already passed. So let's go to 30 August. So now, because this is a deadline, it is now showing that we are overdue. So we've got that red exclamation point. And if we completed the task after the deadline, it will show in green, but it will show that we completed two days after the deadline. And finally, on the date column, we can also set up an automation by going to settings and set due date reminders. And similarly to our timeline column, we can set an automation saying when or maybe one day before the date arrives and the priority is something high, critical, medium, low, we can notify a person, so we can set up an automation to create a notification very similarly to how we did with our timeline. Okay, and that brings us to the end of our review of the date type column. Thanks for joining me, and I'll see you in the next one. 20. The Progress Column: Hi, and welcome back. In this lesson, we're going to take a look at Monday's progress column. Let's dive in. So here we're going to add in a progress type column. So I go add, and here we're going to search for progress, and there it is progress tracking. Okay, now we've got our progress tracking bar. Now we can go into the settings for this bar and customize the progress tracking bar. And basically, how the progress tracking works is it is linked to a number of status columns. So our priority and our status column here are of the status type column. So right now, it is looking at our 2 bars and determining our progress from there. So it looks at the status columns and determines our progress. So just for the purpose of demonstration, let's quickly set up our labels, apologies. So here we need to select the completion color. And just for demonstration, let's say that critical is our completion color. So now you can see when both of these status bars are done, our progress is 100%. If only one of them was done, our progress is 50%. And if this status bar is not done, then our progress is 0%. The progress bar also allows us, if we go to customize to set the weighting and which status columns to consider. So for example, if I said priority counts 25%, and status counts 75%. And I save that, then if I make my priority critical, which is our completion criteria, then progress is 25. And if I make our status done, that will fill in the other 75%. And that brings us to the end of our progress tracking bar over here. I don't find this particularly useful, at least not for the purposes of our project here. So I'm just going to remove that by clicking on the three dots and clicking Delete. So I'm not going to use that in our final project or at least in the final project example. Thanks so much for joining me, and I'll see you in the next one where we look at some more column types. 21. Time Tracking: Hi, and welcome back. In this lesson, we are going to take a look at our time tracking type column. So, as usual, what we're going to do is we're going to kick a column, and we're going to look for the time tracking. And there it is over there. So there we have our time tracking column added onto the sheet. And basically, what the time tracking is used for is, for example, let's say I'm assigned to a task, and I am spending time working on that task, and our organization wants to track the amount of time that has been spent on that task in total. When I start working on a given task, I can is go to the time tracking, and I can press play, and it's going to start monitoring the time that I'm spending working on that particular task. Then when I finish, I can simply hit pause. And now we know that 13 seconds have been spent on that task. Now, where this gets interesting is we could perhaps add a formula column that looks at the amount of person hours that are allocated to a task and how much time has been spent there. And that will tell us whether we are over budget on our hours. We're spending too much time on a task. So let's go ahead and add that formula column. So I'm going to add a formula column. And what our formula is going to do is it going to say, our time tracking is higher than our person hours, then we are over budget. And if our time tracking is below the person hours, we have budget available. So let's go ahead and write that formula. So we say the first function we need is an if, and we say if, and then we want to look at our time tracking, and we're looking at our hours. So if our time tracking hours is greater than, so type greater than over there. If time tracking hours is greater than, and then we're going to use our person hours column, person hours column. Then we output the text over budget and if not, then we are budget available. Or let's say budget, okay. And then we can set that formula. And you see here, we're showing budget, okay, because in all cases, our time tracking is less than our person hours. I see I've made a bit of a spelling error over here. Let's just correct that. My apologies. H for budget, and U D budget. Okay. Now, in this case, even though my time tracking is running, it's only going to affect this formula when my hours goes higher than this. So what I think will be better is if I use the seconds. So let's go here and change this from time tracking hours, just for demonstration, we can change that to functions or columns. And we go to our time tracking, and we use seconds. So if our seconds is greater than person hours, then we are over budget. Set formula. And there as soon as we paused this time tracking, then it registers that we are over budget. Okay, so that formula only updates when we pause. So now, because our second has gone over this value, then our formula determines that we are over budget. So that's how you can use time tracking to monitor how much of your hours budget has been spent on a project. We are not going to use this formula in our final example, but it was a great demo, so I'm just going to remove that But let's keep our trop time tracking column in for interest's sake. Okay, and thanks for joining me in this lesson. In the next one, we'll look at some more column types. See you then. 22. The Text Column: Hi, welcome back. In this lesson, we're going to have a brief look at the text column type. Let's dive in. Okay, and once again, we're going to add a column, and this time we are looking for a text type column. So we can have a long text or a standard text. So depending on how much text you need to store, you can select either. I'm just going to add a text column here, and I'm going to make that a comment column. So let's call this comment. And this is going to allow us to leave a comment here next to each task. So for example, we can say all on track or we could say documents, outstanding or something like that. So our text column just allows us to store basic text. And that's all for the text column. I'll see you in the next lesson. 23. Monday Documents: Welcome back. Let's have a look at the Monday document type of column. Okay, so once again, let's add a new column, and this time, we are going to select Monday Doc. So there is our Monday doc. And let's call this column detailed bones. So Monday documents are documents inside Monday, which allow you to store a little bit more detail than a text field, and they can also be formatted with bullet points, et cetera. So here's our detailed modes column, and we can create a new Monday doc here, and it will be one document per item. So we just wait for that to load, and here is an example. Just want to close that. So here we have a text editor. So here we're on our scoping meeting, and we could, for example, write some notes. This is a note. We could also rearrange, well, let's first add something, so we can add some content here. We can add different sizes like headings, so we could add a heading there heading. And then below that, we could add some bullet points. We can add a bulleted list if we wanted to, to make it one, two, three, we could add a numbered list. Four, five. Six. We can also add here. Let's perhaps add another heading. Um let's call this heading two. And then underneath that, we might want to add we could add code nodes as boxes. We can add some check boxes. So job one. Done. Or let's make it an attendance register. We could make that an attendance register. For example, and then we could have person one and person two there, and we would be able to select whether the people were in attendance or not. We can also mention people tag them, and then they will be notified that they were tagged. So, for example, I could mention, let me mention myself, course demo 11, please visit IT department for your software update. Okay? So we can add that and we can also add dynamic values from our board. So let's go ahead here and add another heading maybe dynamic values. And here we could say our total person hours for this job is, and then we want to add a dynamic value. You can click over there. And we can look at our column values. We could add today's date or time or we can go to our column values, and we're going to select a column. Okay, so we can select from any of our columns in our board. So let's go ahead and select here person hours. The total person hours for this job is. And then we could add another dynamic value to say, perhaps our time tracking duration. So we'll just look for our time tracking. Okay, and there we go. It looks like it is struggling to pull through the person hours. But there is our time tracking value of 13 seconds from our board. So that's how you would add dynamic values. Of course, now we can close this, and there is our document stored as part of our board on an item. So if I want to look at those notes again, I simply click on that and up comes our notes that we have made. Also, if I want to remove that and make a new document, all I have to do is click on the X over there. In addition, I can go onto my three dots here and open the document from there. So let's remove these notes for now. And there we go. That brings us to the end of our Monday documents column. Thanks so much for joining in. I'll see you in the next one. 24. The Files Column: And welcome back. Let's take a look at the file type column in Monday. So I'm going to go ahead and add a new column, and this will be of the file type. So we can add a file type column. And basically, what this column allows us to do is store files. So you can either add them from Dropbox or from your PC or from a webcam. Or you can drag and drop, which is what I'm going to do now, I'm going to drag and drop my file and it will upload and be stored right here on my item. Now, if I want to access that file, I can simply click on it, and Monday will open a preview of that file. So I can view that file, be it a PDF or a Word document. Monday will open it, and I can look at the file. So in this case, I just uploaded the monday.com logo. I can remove that logo by pressing the X there and confirming that I want to delete it. If I added a text document here, it looks like it won't upload a text document. It's not the right type, so you have to stick to the right file types or links. So definitely works with Word and Excel documents, PDFs, images, and that type of thing. So that could be useful if you're trying to store a project brief or for example, here, where we've got our detailed scope document, we could actually store that detailed scope document right here on our item. Then it will be available here, and we go to our file section, we would actually see that document there. So I'm just going to use our logo again for demonstration. I'll drag that logo there and it's going to upload. And if I open my item, I can actually see my Monday logo file there, and I can also download the file again. That brings us to the end of the files column. I'll see you in the next one. 25. The Email Column: Come back. Let's take a look at the email type column in Monday. So we'll add our email type column. Actually, let's go to more columns here. Email. So it allows us to email team members and clients directly from your board. So let's add that to board. And just for example, let's say that this is we could rename this to be our clients email or anything like that. So we've got an email there, and we need to add an email address so we can type in any email address we like there. Let's say, for example, it is bob@gmail.com, and we can have a text there, Bob manager. And there we go. We've Cody's email address. So now I'm going to click on this, and it's going to open the interface for me to automatically email him from my mail provider. So after clicking on that, my outlook is automatically opened. It's automatically populated with the email account that is linked to your outlook on your desktop. The two field is already populated, so it's to bob@gmail.com, which is the email address that we've entered there, and it's CCing Monday so that Monday can track the email. And the subject is also populated with the task theme which is scoping meeting. And that's how the email field works. Thanks so much for joining me, and I'll see you in the next one. 26. The Button Column: Back. In this lesson, we're going to be adding a button type column to our Monday board. Let's have a look. So over here on our Monday board, we're going to click Add Column, and we're going to search for button. So we're going to add a button. Now, again, here on the button, we can rename this to anything we want. For now, I'm going to leave it as button. And if I click on that button, it's going to ask us to set up the button. So let's click Set Up and see what we can do. So this is an automation interface. So what happens when we add a button column, it allows us to set up an automation for when we click that button. So for example, when the button is clicked, then do the following. And let's say we wanted to perhaps notify someone. So then we can set up a notification message so notify, so we can say, hi. And let's select the person. So that's the tasks person. The button was pressed. And we can see done. And who should we notify? Well, in this case, we'll notify me. We could select one of the other users. We could select an entire team, but I'm going to notify myself when that button is pressed. So hi tasks person, the button was pressed, and that notification goes to me Cursemo 11. Okay, and we create automation, and the automation is on. So now I can go ahead and click that button. And it shows that the button was clicked, and there's my notification that popped up at the top. High cost demo 11, the button was pressed. If I press it again, I should get another notification. It also pops up here at the bottom, and it says the button was pressed. And here, it also shows in my activity log that the button was pressed. Finally, if we want to customize our buttons a little bit, I can click on my top three dots here settings, customize button, and I can change the button color and the text. So let's just change this to notify person. And here at the top, it's showing the automation that we've got in place. I change the button text, and I'll make the button green. And there we go. That's how to use the button column in Monday. See you in the next one. 27. Connecting Boards and the Mirror Column: Hi, and welcome back. Congratulations on making it this fall. We are nearing the end of our column section. And in this final lesson, I want to show you how we can mirror data from other boards into our existing board. So let's dive into Monday and have a look at how to use the connect boards and mirror column. Okay. So we're going to add another column, and the column type that we are looking for is connect boards. So connect boards. So we're going to add that one to our board, and we're going to set it up shortly. But first, let's go to our other board that we want to connect to, which is this one over here, and let's add a basic board here. And this is just for demonstration purposes. I'm going to call this. We rename it to our finances for finances. Board. And I'm going to delete this group. We'll only have one group for this board. Delete. Okay. And our items here are going to be purchase orders. So let's say Pooh one. We can assign people here. Again, we can customize this board as we need. For the purposes of this demonstration, I'm going to remove this column. And all we're going to have is a status column. And we're going to pull that status into our main projects board. So let's change our status column. Let's have not started. Then we can have request received. Then we can have awaiting approval. And we can have PO released. There's some statuses, and again, here we can change the colors, could use something like that. And we can maybe use a Mice purple. So there we go and remember in our settings to set the complete color, which is the purple. Perfect. So now we've got a basic board where the finances will track purchase orders. Okay. So now we're going to jump back to our project work space. And let's go ahead and look at our connect boards. So now let's set that up. So customize connect boards, select board, and we want to use our finances board. We also need to decide if we want to create a two way connection. So a two way connection means that a new column will be added on each of the boards, and items connected in one board will automatically get connected in the other board as well. This case, we want to use a one way connection, so I'm not going to select that, but you're welcome to during the project, select it, play around with it and see how it works. For now, I want to connect to my finances board. So we will say connect. And next, it's going to ask if I would like to create a mirror column. So the mirror column is where I'm actually going to pull in the information that I need. So let's go ahead and create a mirror column. Okay, perfect. So now, here, we've got a column called Finance's board, and here we have our mirror column, which will pull in the information that we need. So I'm going to demonstrate this here on our execution section because here we are talking about placing orders for supplier one and supplier two. So in this case, we might want to refer back to our other data. So we can rename our mirror column to say PO status. And we can leave this one saying finances board. One thing to note is we can also adjust the width of our columns simply by dragging them. So we're going to Oops, I moved our PO status. I apologize. Okay, so let's link to our finances board, and we need to select which item we want to link to. So for example, if our order for supplier one is going to be Po one, I select and link to that item. And here I can see the PO status from the Finances Board. It's currently on request received. If someone working in the finances board goes ahead and changes that to not started, then I would be able to see that on my project board because they are now. So there we can see that the status is now not started. In addition, I can actually link multiple purchase orders. Yeah, so let's go for Supplier two. Let's say there are two separate purchase orders. So I select which item on my finances board I want. Let's say PO two and PO three. Now I've got both POs here. It shows plus one, so it's PO two and PO three. And my purchase order status, it shows that one is released. So number one is released, and the other one is not started. So we've got a purple and a gray. If someone in finance makes some progress on that and they go to pink and purple, then if we go back to our projects workspace and onto our projects board, you will see that that information is reflected across because we have used a mirror column. So that is how to connect boards and mirror data from one board to another in Monday. Thanks so much for joining me, and I'll see you in the next one. Bye bye. 28. Project 1: Create your first Board: Hi, and welcome back. You've reached the project section of this course. In the project section, we are going to be creating our first board. So you can either go ahead and copy my structure, or you can create one that is specific to your project or intended application. If you've been following along, you will already have the columns that I have put in. If not, you're welcome to add them now and build your board from scratch. The board you're building for this project should have at least two groups and at least eight columns. You should try out different columns such as the timeline, dependency and formula columns. Try to use these three in particular as these are the more tricky ones to use and you'll want to get some experience with them. Finally, once you've created the board and you're happy with the structure, you can go ahead and populate all of the fields in the project and explore and play with some of the functionalities we've learned to increase your confidence levels. Right now, we're going to dive into monday.com and make a few changes before we go ahead and configure our project. Let's dive in. Okay. And here we have our board with all of the columns that we've worked on so far. So the first thing I'm going to do is I'm going to go ahead and quickly rearrange some of the columns into the structure that I would prefer. Again, you can go ahead and copy mine, or you can do your own structure. It is completely up to you. So we've got our task column, people, our priority and status, our timeline, our duration, our due date. I'm not going to be using this one, so I'm going to go ahead and remove that one. Then after our duration column, we are going to have our dependency column. I'm happy with that. Then we're going to have our formula column, which is our person hours and our time tracking next to it, so you can very easily see the hours allocated and how much time has been spent. Next, we have our comment column, which we'll leave right there, our detailed notes. Next, we have our files attachment. We've got our emails. We've got our button. And of course, we've got our mirror that goes to the finances board. Okay, now that we're happy with the structure and layout of our board, I want to populate information into all of these fields. So I'll go ahead and populate this as if this is a real project. So what I'll be doing is I'll be setting up priorities, statuses, timelines and all of that type of information on the board. So I'll be putting in some mock information, so you can see how we do that. Of course, it's completely up to you whether you want to do your own structure or go ahead and copy mine. What we'll be doing is I will be showing you a demonstration of filling in some of the information, and after that, I'm going to go into a time lapse where I will fill in the rest so you don't have to sit and watch me do everything. So let's go ahead and do the first few tasks together. So I'm going to start off with my scoping meeting. The scoping meeting is going to be a high priority item. And let's say that this was already completed. And just to keep our dates simple, I'm going to say that the timeline for that. Okay, we can't select that timeline because the first because it's on a weekend. But let's say that that occurred on the 29th to 30 August. Okay, so we'll make that our starting point. Our dependency, there's no dependency because this is the initiation of the project, is the scoping meeting. We've got some hours calculated already by the formula, our time tracking, our comments. We can say the meeting completed and went well, something like that. Of course, here you would include some meeting notes if you wanted to and some file attachments. We're not going to include that. And then we've got an email column. We don't need to use that either. And we don't have any POs associated with this, so we will leave that just as E. Okay, so let's tackle the next column. So next, we have to prepare a quote, and we're going to say that that is critical. And we'll also say that that one is done, for example. And the timeline currently says 18 September, but let's set up a dependency. So we will say that preparing the quote can only begin once the scoping meeting is ended, so that will be a finished start type dependency. So it's dependent on the scoping meeting. Okay. And everything else, I think we can leave as is. That's good. Then we've got our quotation acceptance. So obviously, the quote can only be accepted after we are done preparing our quotes. So quotation acceptance, that is a low priority because people won't really be working on it. This is more a process of us just waiting. And let's say, for example, that that one is in progress. And we're going to set up our dependency, and obviously this is dependent on preparation of the quote. So let's go ahead and we have to prepare the quote before we can have it accepted. So we can prepare the quote. Or it's dependent on preparing the quote, and we've got a duration that's popped up there, and our timeline has automatically populated. You can see we're behind schedule on that because the current date is 6 September. No problem. What I'm going to do here is I'm going to set the quotation acceptance as a milestone. And let's go ahead and let's take a look at our calendar. So that date is 4 September. Let's say that the quotation should be accepted by 9 September. And it's asking if we should update the lag between the tasks because this is a milestone, so let's update the lag. No problem. So there it's automatically added a lag into our dependency. So it's allowing plus three days between the quote preparation and the quota acceptance. I'm happy with that. So now we've added in a bit of a lag. So next, I want to skip this section for now and quickly show you the execution section here. So specifically, what I'd like to show you here is that firstly, our placing of orders is going to be dependent on perhaps our kickoff meeting taking place. And placing order one and placing order two is going to happen at the same time. So there we can have our dependency being it's going to be dependent on the kickoff meeting. So we select the kickoff meeting, and we can set that as a finish to start. And again, dependent on the kickoff meeting. So that can be a finish to start. And then when it comes to our hardware and software integration, those might have to finish at the same time. So those could have a dependency being a finish to finish type dependency. So let's go to our software integration, and we can only finish our software integration once our hardware integration is done as an example. So we dependence on hardware integration, and that can be a finish to finish type dependency. Oops. Software integration we go to hardware, and we make that finish to finish. Okay. And there we go our dependency has been applied there. And, of course, here on our mirror column, we are going to need to use our link to the Finances board. So if we jump across to our finances board over here, we already added purchase order one, two, and three. So we've got two suppliers. So let's remove this purchase order. So let's say we have our two purchase orders for our project. And we're going to scroll down over here and ensure that our POs are showing correctly. So supplier one is Po one and supplier two is Po two. So I'm happy with that. I think we're just going to change that status to not start it for now. Okay, perfect. So now what I'm going to do is I'm going to go into a time laps. I'm going to quickly complete the rest of this board, and then at the end, we'll quickly have an overview. Enjoy the time laps and I'll see you there. And That that that that that that that that So one thing you'll notice, as I am filling in these durations, because I have already populated dependencies, as I enter the durations, the timelines are automatically being updated according to the durations which I enter and the dependencies because monday.com knows where the start of the project is. As I fill in the durations and because it knows the dependencies, it can automatically update the timelines, and you can see those messages popping up at the top of the screen. So as I'm changing the durations, we get the pop up at the top of the screen indicating that Monday is automatically doing a calculation. And I'm just going to adjust the timeline view to be a little bit wider, just as a personal visual preference. That that that that that that that that's and there you have it. We've completed our project. We filled in the board perfectly. Let's jump across to the finance workspace. Please feel free to pause your screen and check out the finance board that we created and compare it to your own. Of course, they don't have to be exactly the same. Next, let's dive into the project's workspace. And please feel free to pause your screen and compare what you've done in your project to mine. You're welcome to go ahead and copy it. Just compare it against your own. So please pause the screen and check out the columns. So here we've got our columns that we added earlier in the project. I haven't added much information there. Next, check out the dependencies that I've added. Of course, you could do your own dependencies or you can copy mine. I've just added some basic dependencies based on the basic project structure that we set up. So we've got our timelines and our dependencies, and remember that the timelines were automatically adjusted based on the dependencies as soon as I entered durations. And I just need to move our timeline. I accidentally moved that. So let's just restructure that. Next, pause your screen and check out our groups, and you can have a look at the dependencies that I've set up there. And for those of you who added a formula column, I would encourage you to test out that formula column and make sure it's giving you the expected results. So here in the third group, I did not assign a person to the tasks. So that's why my person hours formula is giving me a zero. So let's go ahead and test out when we assign a person and make sure that our person hours column is working. So they've assigned one person, and now I'm going to assign two people, and you can see that my person hours is double because I have two people. So if you've added a formula, please make sure that it is working correctly by testing it with different data. And that brings us to the end of our project. Thank you so much for joining me, and I hope you've learned a lot. 29. The Gantt Chart View: Hi, and welcome back. In this section of the course, we're going to be learning more about the board views that are available in monday.com. Board views can be used to display data and information in a more intuitive way that can be easy to understand and more visually appealing. Let staff in and take a look at the board views. Okay. And here we have our board that we have built. If you haven't built a board yet, go ahead and build a board in Monday. Perhaps use something like the one I've got right here. You can feel free to copy this. Feel free to pause your screen and take a look. And if you have a board already, then you've got everything you need ready to go. So now let's dive in and create a new view. So we're going to go to the top here next to our main table, and we're going to click AD View. And we're going to be taking a look today at the Gang chart. So we're going to click Add Gang chart, and there we go. Mondays created our new view. Now, we can see that this is currently displayed as a widget. So a widget is just a different type of view. You can add different types of widgets, all different kinds to your view. But here we're going to have a full page Gang view. So of course, you can also move the widget around and we can apply some filters here or at the top. But for now, let's focus on our game chart. So the first thing I'm going to do is I'm going to go here to my options and dock the widget, which will make it kind of a full screen view over here. Another option instead of the docked view, is if we undock this widget, you can also go to your options here and go into the full screen view to work with your game chart. Let's go ahead and use the docked view for now. And there we go. We've got our Gang chart. Now, the first thing that I want to show you is that you can, of course, change the view because right now we are seeing months. We could change this to a weekly view or a daily view. If we so choose, we can zoom out and zoom in on our view. So I'm just going to go to our months, and what I'm going to do is select autofit, and that will stretch the project to give us a nice view. Next, let's go ahead and take a look at the capabilities of our Gang chart. So one nice thing you can see here is that our dependencies are shown. So all of the dependencies between our tasks are already being shown over here. And because the dependencies are in place, if I make adjustments to my project, those adjustments will propagate throughout the project. So for example, if I change the end of my scoping meeting, apologies, I can do that simply by mouse over and drag. You will see that all of the dates automatically move out. And if I drag that back to where it was, then everything automatically moves according to the dependencies. Another thing is that if we simply click on our task here, it opens up this view, which allows us to edit all of the values that we had in our main table over here. So this is another place where you can edit those either by clicking on the actual Jan chart, or you can go ahead and click over here next to the task, and we can say edit task. Over and above that, we can also add a new task right here from this view. So if we click on New task and we add a task, let's say, test. One, we can select the group where it goes. So let's say it close in planning, and then we can again, fill in all of the same information as we did on our main table. So I'm just going to create that task for us to have a look. And if we go to our main table, there is our test one task right there. So I'm going to right click and delete that, and we'll go back to our Gang view. So let's auto fit our Gang view and take a look at some of the options and capabilities of the Gang chart. So if we dive into settings here, the first thing we can do is select whether we would like to see our sub item columns or from which board we would like to see our information. So if we had multiple boards, we could display them all on one Gang chart here. So if I remove our timeline, then there we've just got our sub items displayed. And I can add that in. And if I want to remove our sub items, then they will be hidden just by selecting that. Next, let's take a look at the group by. So right now we've just got a boring old list of tasks. We can group our tasks, for example, using the main board group. So if we group our tasks like that, then we can see it shows initiation, the sub items, planning and execution, and it also gives us the option now to minimize or collapse our groups. So if we wanted to group by something else, for example, by priority, then we can see our critical tasks, our high priority tasks, and the other categories of tasks. That gives us a bit of a strange view, but that is an option. Okay, back to a more standard type of view. So let's leave it group by none. Just for now. We can also select a label by my apologies. I want to hide the sub items. We can also label by. So again, if we label by group here, then our tasks on the game chart are labeled by the group, or we could label them perhaps by the status or by the person who is assigned to it. Next, we can go to our view settings. We can turn on or off our dependencies if we want to see them or not. We can show a group summary. So right now we don't have any grouping, so it shows the full project. But if I enable a group, so say I group by my groups there, so now if I enable grouping by my main table group, of course, I could group by anything. I I grouped it by person, I could group by priority, but let's go group by group. Then the group summary there at the top shows the overall time that it will take for the full initiation phase. So I think we can leave that on for now. Next we have labeled B. So I think we covered label B and our few settings. So we had group summary on or off. Let's leave that off. Our today indication that shows the current date. We can have our color legend on or off. And we can go and edit workdays, but that will just take us back to the settings where we can set whether we have workdays, including weekends, excluding weekends and that type of thing. Next, we have our critical path. So for those of you who are familiar with project management, we have a critical path display. In order for the critical path display to work properly, we need to have our dependencies displayed. So let's go ahead and turn on our dependencies, and then we can turn on our critical path. So critical path items are items where if the date moves. So if this task moves or slips, meaning we do not complete this task on the date which we were supposed to complete, it's going to impact the completion of the project. So that is the critical path. So off camera, went ahead and added some sub items which do not have dependencies at all, which means that they are not on the critical path. So you can see these items here, if I move them around, it's not really going to impact the completion of the project at all. Whereas over here, if I move this one out, it is going to impact the completion of the project. So currently with most of my tasks, I do not have any slack, which means they have to be completed by the date that we have specified. Otherwise, it will impact the project completion. So that's your critical path, and you can show and hide that. You can display your fiscal year, and you can do baselining. So what is baselining? Baselining allows you to compare your projects progress against the initial expectation. So say, for example, when we started out with our project, we initially set up a Proposal, and we said that scoping meeting will be completed by this date, and this task, prepare detail timeline will be completed by a certain date, et cetera. That was our initial projection for the project. So we would want to use that as a baseline. And then as the project progresses, we will compare the changes in the project to the baseline. So to do a baseline, you need to add a snapshot. So that you would typically do at the beginning of a project. We say, add new snapshot. And now that that is done, we have a baseline to compare our project progress to. So if I hide our baseline, or I can show our baseline. Now, again, the purpose of the baseline is to compare the actual project progress against the baseline. So for example, now, let's say our scoping meeting actually took an extra two days. Then you can see over here that our baseline is still showing there, and we can also see our current progress. Or let's say the scoping meeting was delayed. Then again, we can see here that these items are now moved or shifted relative to the baseline. So we know the scoping meeting should have been completed over here on this date. Maybe if I go to a day view, that will be a little bit better. So let's go have a look on the day view. Our scoping meeting was supposed to happen between the 29th and the 30th, but it was rescheduled, and it took place between the 31st and the third. You might be asking, what does the red and green mean? Well, if we go to our view settings and we enable the color legend, then we can see that the gray is our baseline. The red are the tasks that are late, and the green are the tasks that are on time. Let's go back to our week view and auto fit. So the green tasks here are the sub items, and of course, they didn't have any dependencies, so they didn't move when I moved our scoping meeting. So those are showing as still on time. So those are still projected to be on time, whereas these are all now projected to run late, all of the red items. So we can go back to our baseline and we can hide it. One thing to note about adding the baseline is that the baseline data is now stored also in your main table. So here it was added. So we have our current timeline, and there is our baseline. So our baseline was automatically added, and it also added a column here that says difference. So now our completion date has moved by four days on this particular task and three days on this task from when it was supposed to finish. Okay, let's jump back to our Gang chart. And next we can look at the color by. So again, we can color our tasks, make everything a bit more visually appealing. So if we color it by group, then the color of our group that we set earlier is now displayed on our actual tasks. And because we have our legend here, then now the legend is showing what those colors mean, and finally, we can choose which groups we want displayed on our Gang chart. So we can go ahead. And for example, if we only wanted to look at one of the groups, we could deselect this, and let's say we wanted to just see the initiation phase, then there we have our initiation phase. And that pretty much covers our review of the Gang chart view in monday.com. Thank you so much for joining me, and I'll see you in the next one. 30. Exporting Gantt Charts: Hi there. Welcome back. In this lesson, I'd like to show you another feature in our Gang charts that I did not mention in the previous lesson, and that is the export functionality. Let's dive into Monday and have a look So over here on our GAN chart, we can take on the three dots here on the top right and go to more options, Export, and then we can select between a PDF and an Excel Export of our GNchart. Let's see how that looks. So I'm going to export that to Excel, and we will go ahead and open it here. And what we end up with is a very nice Excel export of our gan chart, which we can then use for manipulating the data for sending to somebody or something like that. Same story with our PDF if we go ahead and say export PDF. Just wait for that one to download quickly. And there we have a PDF of our game chart. So that's just a quick extra feature. I think it's pretty cool, and I wanted to share it with you. Thanks so much for joining me, and I'll see you in the next one. Bye bye. 31. The Chart (Graph) View: Hi, and welcome back. In this lesson, we're going to take a look at the chart view in Monday. Let's dive in. So as usual, I'm going to start here by our main board, and I'm going to click on Add View. And we're going to select the chart view. And now a chart view will be added here on the tabs at the top of our board. Now, the chart view, same as our Gan few is added as a widget. We can adjust the size of our widget. We can enter full screen, and we can dock our widget. Another thing to note is that if we want to add an extra widget, all we have to do is press Add widget. Let's say we wanted to add a number here, and now we've got a numbers widget, which we can also delete. So I'm going to go into the docked view I quite like the doc view. We can use that one. So now we're in our Dp View and let's go take a look at our chart options. So by default, it's made a count of our priorities here. So it just made a default chart for us. But let's go look at the settings and see what else we can do. So the first thing is we can change the chart type. So if we wanted a pie chart, something like that, or a line chart or a doughnut chart, so we've got all of these different options area chart. So that's pretty cool. So we can select different chart types. Next, our X axis, our X axis are the values that are going to appear over here, and our Y axis are the values appearing on the vertical column. So right now, as I said, we've got our priority appearing on the X, and on the Y axis, we've got count of items. So we're counting items, and we're summing them. There's our calculation function. And there is our result. There are different functions. For example, we could use averaging, media, min or max. Right now we're using count of items. Okay, and we'll get back to our axis later. Then we've got some more settings. Do we want our items sorted by Y axis A sending, Y axis descending, X axis A sending or Xaxis descending. Next, we can select show only the top or bottom items, so we could show the top, for example, two items, and then it would only show these. We've got an option for show cumulative data and whether or not we want to see empty values. So that doesn't make a difference here. Next, we've got our benchmark lines, so we could add a horizontal benchmark here. Let's say we added a benchmark at 3.5 and we could label that test. So we can label that line, and we can change the color. We can also add another Bench block line, Test two, and we could make that one red. My apologies. We could make that at 4.5 and we could call that test two, something like that. So we can add different bench block lines. And finally, we can choose from which groups we want our data. So if we just wanted to look at our initiation phase, that's the information we would see. Also here at the top, we can go ahead and search to filter our data. So let's see here. If we go search and say now we wanted to see the low priority items, then there we go. So if you had a chart with a lot of data in using the search might be useful if you want to find specific things. So let's go and create a chart from scratch. So what I'm going to do is I'm going to go to the X axis and I'm going to remove my data. So now I've got no data at all. And let's say we wanted to make a chart of our person hours. So we can go back to our chart view here and select a column type that will form our X axis. So let's go here and say, let's do it actually by task, so that will be the name there. So here you can see we've got our scoping meeting, prepare quota acceptance. So we wanted to see how many hours are assigned to each task. So we can go here to the Y axis, and we can look for person hours. So we take our person hours. And there we go. So now we can see the person hours that are assigned to each of our tasks. So prepare quote. We have four person hours, scoping meeting, we have 16 person hours, et cetera. So there we have our chart. Again, here, we're currently using sum, so it will be sum of person hours assigned to each task. If we change that to average or median, it's not going to change because the person hours, there is only one person hours field per task. But if we made our X axis, for example, by group, then here's our project phases, and now we should see different values here. So now we've averaged across the tasks that are in the initiation group. And if I go to sum, we are summing all of the hours in the initiation group. And we can also do median, min, which is zero, and max, which is 16. So if we go to our table here, the max person hours was 16 and the min was zero. So let's change our X axis, and we're going to make it name again. So there's our tasks and person hours, we'll use some. Okay, and we've got our benchmark lines in. You might want to use that here for perhaps a minimum hours per task and max hours per task or something like that. And we've got our choose groups. Next, let's say I wanted to create a comparison sill by task of person hours versus the hours tracking column. So we can see how many person hours are assigned and how many have been used. We could go here, and we want to add something on our Y axis. And here we have our time tracking. So we can click on our time tracking, and there we can see how much time has been booked versus how much time is assigned for each task. Now, there is a bit of an issue here, and that is that our time tracking here is displayed in seconds, whereas our person hours is in hours. So this is not a good comparison, so we might want to make our person hours into seconds for the purposes of displaying on this chart and getting a proper comparison. Finally, we have our export functionality, and we can export this in a number of formats. Let's go ahead and do a JPEG for now. So we can export a JPEG. And once we save that JPEG, we could put this into a PowerPoint presentation or a Word document or something like that. So that is the export functionality. Thank you so much for joining me, and I'll see you in the next one. 32. The Calendar View: Hi. Welcome back. Let's take a look at the calendar view in Monday. So once again, we're going to go to our board, and we're going to click Add view, and this time we are looking at the calendar view. So here, the calendar view opens Dopp by B fault. Again, we can undop it. And we can go into a full screen option or use the dot view. Let's stick with the Doc view for now. And as with other views, we can open up some settings and see what we'd like displayed. So right now we've got our timeline and our baseline. I'm going to remove the baseline, and here it shows from when to when our tasks are running. We can color this by priority or by group. So there it's taking our group colors or we can look at doing it by status. So there it's showing the status colors of each of our tasks. Now, here we can select show hours. This only applies in the week view. So if we go into our week view at the top right, then here it is showing some hour slots, and we can turn that off, and then it doesn't show the hour slots. Okay, we can choose to show or hide weekends. Let's go back to our month view, so we can hide or show our weekends, and we can select whether we want our color legend or not. I think that's quite useful because it tells us what each of the colors mean. And we can basically filter out our groups as well. So if we only wanted to see what's happening with our initiation phase, then there we get a view of our initiation phase. And that's our brief overview of the calendar view in Monday. Thanks for joining me, and I'll see you in the next one. 33. The Kanban View: Hi, and welcome back. In this lesson, we'll take a look at Pecan Band View in Monday. Let's dive in. So you're already pretty familiar with creating new views here. Let's add a band view. And by default, Monday has created a CBnVew that is sorting out tasks by fair priority levels. So a C band view uses a status column such as priority and status here. To separate our items or our tasks, and our tasks appear here as cards on the Can Band view. Now, what we can do is we can actually drag our tasks. So this is quite useful for if you've got some sort of process flow, and we want to move this task, for example, let's say it's no longer critical, we're going to move it to high priority. And that will automatically change up in the main table. So we've moved quotation acceptance to high, and there you see the priority has changed. And if I change it this side, it will jump back in our Kanban view to critical there. Let's take a look at some of the other options. So if we go to our settings here, we can select which column is being used for our main table in order to create the Kanban view. So say I wanted to group these instead by their status, which would actually be a more useful view, in my opinion. So we can move a task. For example, if our scope was not started, and now we've begun working on it, we just drag it across and say it's in progress. We can see there are 11 tasks that are not started, two in progress, and two that are done. If we wanted to edit one of these tasks, we could click on the card, and here we can see the full information that is displayed in our main table. We can see the exact same information here. We can edit any of this information. We can start our time tracking. We can add a comment, and over here on the right hand side, we can write updates or attach files, or we can view the activity log. Other options that we have on our CABan is the divide by. So we can divide this by group. So then we get our CBN view, similar to how we had it except now the tasks are in groups, just like in our main table. So you can use that divide by to update your Cavan view and separate by group or by any other field that will work with this function. We can also hide our empty groups if we want to. Then we've got the show battery check mark here. That is this indicator here at the top. That's called the battery. So the battery is showing us what percentage of tasks are falling into what category in the Kanbang field. And we can hide that or show that. Finally, we can customize what our hand band cards actually look like. So here is what our cards look like, and what we can do is we can remove certain information from the cards. Like I just removed the priority. We can add in our person hours, for example, And also, we can show our columns name here. So if I show column name, you will see it's showing that the difference column is for the duration column is zero. And if I remove that, then we just get the raw numbers. We can also see who is assigned to the tasks. And we can even remove or add our person over there. And that pretty much covers the Kanban view. Thanks so much for joining me, and I'll see you in the next one. 34. The File Gallery View: Hi, and welcome back. Let's take a quick look at how to use the Files gallery view. So as usual, we can add a files gallery view up here by kicking adview and going down to File Gallery. And here we see our files gallery, widget for the board. Now, the files gallery will display all the files that are stored on a given board. So for example, I'm going to go to my main table, and I'm going to just add a file over here by dragging in I'm just using the Monday logo. I'm going to drag that in and attach it to this item. And now that it's uploaded, if I go to my files gallery, I'll be able to see my Monday logo over there. Now, I can click on this. I can open or download or delete the file, and I can also do some version management so we can see the different versions that were added. Of course, I've got my search function, so I could search for XYZ, and of course, I've got nothing there, so I can do that. Finally, as with the other widgets, I've got the options here to go into full screen or into Doc view. And that pretty much covers the files gallery. Thanks so much for joining me, and I'll see you in the next one, has. 35. The Workload View: Aye. In this lesson, we're going to be taking a look at the workload view. Now, the workload view is a great way to see what the workload of each team member is and whether they are under or overloaded for a given period. Let's dive into Monday and see how the sport can be used. So we're going to add a view, and to get a workload view, we're going to need to go to Apps and Explore Me apps. So here, under Explore Moe apps, you can find an endless number of different apps that you can use to create useful views. In this case, we're going to look at the workload. Okay, so the workload is a monday.com type view. It is not a third party view, and we are going to say open inboard. And here Monday has created our workload view. So let's take a look at how the workload view works. The first thing to note, we can change our view from days to months and weeks. We can look at today. We can adjust the height of our rows. We can use standard or compact. We can export the data to Excel, we can undock, and we can dock our widget. But now let's go into the settings and get into the detail. So we can select. We've already got our board that's been selected, and we can select whether we want to use a different timeline view. So remember, we've got our baseline that we created previously. So we can view based on the baseline or on our current timeline. We can have our sub items, although I'm going to remove those for now, so sub items are not included. Next, we can look at our resource type. So that's our people here on the left. So in our board, which resource are we doing this by? Are we doing it by person? Are we doing it by group? And we could do it by priority, by status. However, since this is a workload view, let's look at the workload of each person. I'm just going to scroll across here. Okay, so effort and capacity. So here, the effort and capacity is defined according to either the number of items that are assigned to the person or an effort value. So the capacity is displayed here as the blue, the light blue circle, and the effort is the dark blue circle. So what this would mean is that this person is underloaded for week 36, which is on the second to 8 September. This person's workload is almost full, and this person's workload is completely full over here. So unassigned is overloaded at the moment. If we hover over here, we can see which tasks are assigned to the person during that week, so how busy they are. So that's why we're seeing course demo one being more loaded than course demo 11 because if we go look at our main table here, we will see here that course demo one has been assigned to three out of the four tasks, whereas course demo 11 has only been assigned to one out of those tasks. Instead, if we want to work by effort, we can go ahead and do that. So let's click on effort, and then it's going to ask us which column defines effort. Well, we already created a people hours column. So I'm going to remove the sub items here, and let's go look at our person hours. So now we're looking at person hours to define the workload of each person in a given week. And we can also decide whether the effort is split or added. So if we're using a split, that means if there's two people assigned to the task, for example, this task over here, we have two people assigned, and the total effort is 16. So will it be 16 plus 16? So is it 16 hours per person, or is it 16/2, meaning that the two people share this task. That's what split would mean. So we're going to use the split view. Since this is person hours, we're going to use split. Next question is, what is the maximum amount of effort that can be assigned in a week? So what is the person's capacity for a week? So we can select custom or we can work based on their work schedule. But I'm going to select Custom here, and the weekly capacity of each person, let's say they're working a 40 hour work week, then the weekly capacity is going to be 40 hours. So now we can see that in this week, both of our staff members are not so heavily loaded, whereas in this week, they've got a bit more workload. Let's go ahead and change the person hours on this task just to see what happens. So if we go here to our main table, and perhaps we assign, Oh, just for interest's sake, let's make this double. So let's make this or even if we make it times three. So we just multiply that by three, and now you'll see our person hours has increased a lot on this task. And now you can see that our course demo one person is very heavily loaded. They are loaded with the scoping meeting, which is 24 hours of work and preparing a quote, which is 12 hours of work. So their workload is 36 out of 40, so they are almost fully allocated. Now, here we can see that these circles have gone red, which means that this person is overloaded for that week. They've got 60 hours of work and only 40 hours of capacity. So this is a very useful way to track people's workloads and see who can be allocated more work and whose work needs to be perhaps relocated. I'm just going to go back to our main table and fix our people hours formula. And that will automatically update over here. So that's effort and capacity. We can also view the workload as a number. So for example, hours, as we have it now, eight out of 40, that's hours, or we can have it as a percent. So 8/40 is 20%. So there we've got our 20% displayed. So there we had our 8 hours. Now we've got 20% workload. Finally, we can group or filter by group. So here, if we wanted to only see the workload based on the initiation phase, we'll see that, and then we can add in our planning, execution, et cetera. And that covers the workload view. It's a great way to see what the workload on each team member is. Thank you so much for joining me, and I'll see you in the next one. Cheers. 36. The Form View: Welcome back. In this lesson, we're going to be learning one of the more powerful tools or views, and that is the work form. Let's dive in and have a look. So we can go ahead here and click Add View, and we're going to select Form. So immediately here we get a form view. So a form is quite a useful way of adding data into our main table. So where a form could perhaps be used is you could share a form with the people in the team to create different tasks, or it could be used as just another interface for creating tasks. There are a number of other applications. You could perhaps share it with clients. If you had a CRM type view, you could share the form with clients and allow them to submit requests, and the data from the form will automatically get populated into your table. So the form isn't necessarily the most useful for this type of project that we have here where it's a project management type view, but it's a very powerful tool, so I thought I'd show it to you. So let's go here to our form, and we are going to click Edit Form. So the first thing we can do, we can add a logo, for example, our company logo at the top here. I'm not going to add one now, but it can be done. We can customize our formats and our form alignment for each song. Oh. So we have some options there. We can change our font that we're using for our fall, and we can change our color if we would like. So there we can see we're changing the color of our title text here. So let's make that a blue. And we can change the justification of our form. Next year, we have our information that's in the form, and you can see that this information matches with the information in our main table. So we've got task, priority status, et cetera. And here we've got task, which is name, priority status, timeline, et cetera. Now, it is important to note that not all of the data types in Monday are supported by work forms. So you can only include certain data types that is indicated here at the bottom, so certain columns cannot be added here. So one important thing to note is that if you change the titles here, that will change the titles of your columns in your main table. So if I change this to priority one, two, three, and I'm going to add a description 12, three, four, five, this will actually change the name of my column in my main table. So if I go to my main table, you see now it is priority one, two, three. However, the description does not pull through to here. So that's a description for your form. So we can go and edit here and let's move that back. So you would use this description to perhaps tell the user how to fill it in. So you could say the select the priority of this task, for example. Okay, we can rearrange these as well. So let's swap perhaps our priority and status. But it's important to note that that will not affect your table. So we swapped our priority and status on the form. So we have status before priority, but that will not affect the table at all. So that is just affecting the form. However, changing titles of these will affect your main table. So now we have status of some priority. I can move that back just by dragging. And here we have all of our different question types. Another useful thing to note if we click here at the top, we get some question settings here. So do we want to hide this question? If you hide the question, it will not appear on the form, and that is indicated over there. So when you send the form out, the person will not be able to fill in this particular field. You can also make this a required field to force the person to fill it in, and then we get our little required star here at the top. Next, we can go to customize, and we can use a welcome screen if we like, so we can have welcome. We need to select that. Then we can add a title, petal, and a description. This is a form. And we can even customize our start button. Let's go. Next, we go to our submission view, so that's our main view. We can customize our button text over there, and this is a preview of what our form will look like. We can add some restrictions such as adding a capture challenge. We can require a submitter to log in. So then only members, viewers, and guests in our account will be able to submit this form. So that depends on the security that you need, and it's important to be careful because this form can be submitted multiple times. So if it ends up in the hands of the wrong person, they could simply fill in rows and rows and rows of junk data. So it's important to be careful with that. So in that case, you might want to require submitters to log in if you're worried about that. You can make the form anonymous, and that will not show you who submitted the form. We can schedule a closing date which will make the form expire, and we can set a response limit. So if we set a response limit, that will limit the number of times that somebody can respond on a form. Additionally, for security, we could have password protection, which is very useful. So if you want to send this form out perhaps to people outside the organization that are not registered on your Monday system, for example, if you were sending out like a customer survey, and you want to send it only to specific customers, you could add a password and then share the password with the specific people who need to fill in the form. We can also add a thank you screen at the end with some customizable fields, and we can change the logo. Finally, we can include or exclude our name from the form. And we can include an update section if we want it. Here is your selection to decide whether you want to sync the question and the column titles. So when I mentioned earlier, that changing these titles will affect your board. If you don't want that to happen, you don't have to sink your question and column titles. Finally, we can select a group for answers. So where do we want our answers to go? Will they go into our initiation, planning or execution? Group. So let's say they're going in our execution group. Next, we've got our option to share the form, so this is where we can share our link, and we can also shorten that URL if we want to. So we could use this to share it with somebody outside the organization or via social media. We also have the option to deactivate the form. We can go here and analyze some of the information for the form, such as the summary here. So we've got a whole summary page with a bunch of information about our form. We can look at our responses and some analytics. Also, we can add some automations. So now let's go ahead and preview our form. So this is going to take us to the link, which is exactly what someone would see if they went and opened the form from the link. So here's our form, and we're actually going to fill it in. So let's go. So let's add a task here. This will be Form test. And let's make this one done. We're almost complete. It is critical priority. We can set a start date and an end date. We can give it a duration. We can put in a comment. This is a form comment. We can attach a file and we can fill in email address, and then we can submit. And now it's submitted. Let's go and see if it reflects on our Monday board. So we can go here to our main table. And on execution, here is the data that we just filled in with the form. So there's our Form test data. I'm just going to remove that, but we've now demonstrated how to use work forms in Monday. Thank you so much for joining me in this section. I hope you enjoyed it and have a better idea of how to create views in Monday. Just a note if you want to remove a view, all you need to do is click on the three dots next to it, which will allow you to lock the view, rename it, or delete it. Thanks for joining me, and I'll see you in the next 37. Using the Trash and Archive: Hi, and welcome back. In this section, we're going to be taking a look at how to fix your mistakes and modify the data in bulk in monday.com. In the first lesson, we're going to take a look at how to use the trash in Monday. Let's dive in. So the trash in Monday is quite similar to your recycle bin in Windows that you might be familiar with. So, let's say, for example, you accidentally deleted a task. So you accidentally went here and deleted a task. So it actually asks us to confirm, and it notifies us that it will stay in the trash for 30 days. So we have 30 days to fix our mistake. So if I press the lead, it will pop up here at the top that the task was added to the trash, and I can actually undo that. So I can delete it. There it disappears, and I can undo that immediately. And my task pops right back up there. If you missed that button or you came back later and decided that you didn't want to delete a task, let's say, for example, I accidentally selected all of these and deleted them and let's say my undo button was gone. Well, now I need to restore these. I can simply click on my profile here and go to my trash. And here I can see my items that I just deleted. I can see when they were deleted, who deleted them, and where they fit into the board. So now I can click on action, and I can either delete that permanently so that we will not be able to access it in the trash. And I'm actually going to go ahead and do that for my sub items since we're not really using them. So I'll select them all here on the left, and let's delete those permanently. And then I'm going to select the other items that I just deleted. So that will be these ones right here. So we deleted those three items, and I'm going to go ahead and restore them. So those three items have been restored, and if we go to our table, we can see our items are back in our table. If we jump back to the trash, just a couple more things, you can filter, say now we deleted a lot of items, and you realized, Oh, maybe there's just one I wanted to keep. We can search here. Let's say for the difference column. And there are the difference columns. And we can also use some filtering, so we could filter by stuff from a specific group. So there it's of type group. There's the group title cap, and we can take some actions there like restoring and deleting. In the trash section, we also have our archive. So right now we have nothing archived. So the difference between the trash and the archive is that the stuff in the trash is kept only for 30 days, whereas the stuff in the archive is kept indefinitely, and you can restore it. So an archive is useful if you maybe just want something not displayed right now, but you might come back to it later, or you might use it later. So let's archive all of these tasks. We hit Archive. And we can, of course, undo it here or we can just go back to our archive section. We can also go to the trash section and just press Archive. And here are our archive tasks. We can search for archives by month, so we can filter there by month or we can search by name. And let's say, I just wanted to restore one of these from the archive. I can just click there I can view the item, so I can see all of the detail that is in that particular task or item. So that's quite nice. You can do that in the trash as well, by the way. So in the trash, we can also click on our three dots and view it so we can see all of the detail, make sure we are restoring the right thing. And if I jump back to my archive, let's say I want to restore the kickoff meeting, I'd just say restore. And if I jump back to my main table, you'll see my kickoff meeting is there. Let me restore the other stuff from the archive quickly. Restore those three and say restore. And there we go. Everything is restored out of our archive and all Israel in the world. Thanks so much for joining me. I hope you found that useful, and I'll see you in the next one. 38. Using the Activity Log: Welcome back. In this section, we're learning about fixing errors. And in this particular lesson, we're going to look at using the activity log. So the activity log is quite useful for seeing who has been making changes on the board and what changes have been made. Let's take a look in Monday. So here we have our board, and there are different levels of activity log. For example, if we select an item over here by pressing open, we open the task page, and over here on the top right, we can see our activity log. Now here we will see all of the activities that have happened only on the kickoff meeting. And see when it was done, which item or task was used, what the action was, and what the change was in some cases. We can also export our activity log to Excel by clicking on this button over here, and then we'll get an Excel table. Let me go ahead and demonstrate this to you. So remember, the last thing we said here was kickoff meeting restored, and that was to be minutes ago. Now, if I go to this task and maybe I change the duration from zero, and I change the duration to Okay. Now, if we go onto this item and we open the activity log, you will see there that it was recently done and what happened. The kickoff meeting duration was changed to two, and of course, because the timeline and duration are linked, it actually shows that the timeline changed as well. So that is the activity log on the task level or item level. We can also go to the top here by our board and look at the activity log for the entire board. So now, you can see that a number of changes have been made on our board. Let's go and look for the change we just that. So we are looking at the stuff that happened now. And what you'll see is that a number of changes happened just recently. And the reason for that is because our tasks are all linked with dependencies here. So I made a small change on the kickoff meeting. But that impacted my entire board. So let's go back to activity log. So let's go and look at what I did. So remember, on the kickoff meeting, I changed the duration. But now all of our tasks have dependencies. So we can see that this caused shifts in the kickoff meeting timeline. I moved the timelines for the placing orders, the hardware integration, et cetera. So all of that happened now. And here I can filter by name or by person. So if I want to see who has done something on the board, we can filter by person. We can also export to Excel, so I'm going to go ahead and do that now. We generating our Excel file. And our Excel file has been generated with the activity log for our entire board. So I'm going to go ahead and open that and show you what that looks like. So there we've got some nice titles and all of our data. So if we wanted to go ahead and do an analysis of our activity log in Excel, we could do it this way. Finally, if we wanted a more specific view, we could go here and filter, and let's see did we do anything on the time being today, and let's filter by execution. So now we're filtering by stuff that was done today on the execution group, and then that will filter our data down. Then we can just clear that if we need to. And that covers the activity log. Thank you so much for joining me, and I'll see you in the next lesson. Hes 39. Exporting Data to Excel: Hi, welcome back to the course. In this lesson, we're going to be taking a look at how to export our items or our board into an Excel sheet where we can then manipulate the data or analyze the data in Excel. Or, of course, it could be useful to send that Excel data to someone who is not able to view your Monday board for some reason. Let's take a look at how to do that in Monday. So to export data from our board, we have a couple of options. The first one we can do is to use these check boxes on the site to select specific tasks or specific groups that we want to export. So I have now selected just these first few tasks, and let me actually take one out of there, and I can just hit the export button. And here I can select, do I want to include updates? Do I want to include sub items, yes or no, in my export? And I can even let Monday email me a copy of that export. For now, I'm just going to do a download. So we hit Export, and Monday is creating our Excel file. And I'm just going to save that, and then we can have a look at what the board looks like. So we open that in Excel, and here we have our view that Excel is generated for us. So we can see we've got our title of our board and our two groups that we chose to export and the specific tasks that we wanted to export from our board. And all of the columns are titled exactly the same way as we had it in our Monday system. So that's pretty cool. It also generated for us a separate time tracking sheet here, which shows who was working on which items. And in fact, it even gives us more detail. We can see the start date, the end date, the time that we started working on something, the time we stopped working on it, and the total duration that we were working on it. So I course demo 11, started working on the quotation acceptance task on this date, start time in time and duration. So that is a pretty cool feature if you want to export data into an Excel sheet. Another option instead of exporting only tasks, what you can do is export the entire board to Exl. So to do that, we go here to our board options at the top, and we're going to go down to more actions, and we're going to export the board to Excel. So again, I can include updates, include or exclude sub items, et cetera. I'm going to go ahead and not include my sub items, and I just press Export, and we wait for Monday to generate the export. You can save that, and then we can open that in Exl. So now remember for this one, I did not include my sub items, so my Excel sheet is going to look much, much cleaner. And here we go. We've got a full view of all of the information in our board. Perfectly exported to Excel, and our time tracking is also included there. Finally, if you want to control the columns that are exported to Excel, I'm just going to deselect these. Another useful feature is if we want to limit what we export, we can either hide some columns or we can filter columns and only export the filtered view. So let's go ahead and use my filter, for example, and I'm just going to select my task name column and where that value is quotation acceptance. So now I've generated a filtered view, and if I export my board, then and we'll exclude sub items. If I export my board, it's going to export the exact view that I see here. So we've exported the board, and let's have a quick look. And we will spend a little bit of time on filters a bit later in the course. But now you can see only my quotation acceptance view is shown, which is exactly the same view that I have here. I'm going to go ahead and remove this filter. That brings us to the end of our lesson on Excel exports. In the next one, we're going to be taking a look at importing data from Excel. I'll see you there. 40. Importing Items from Excel: Hi, and welcome back. In this lesson, we'll take a look at how to import data from excel intomnday.com. Let's dive in and have a look. So I've gone ahead and created an Excel Import test board for us to play with so that we do not mess with our main board that we created earlier. So this is a very simple board, and it should be noted that when using Excel Import, that not all Beta can import periphy. There are some restrictions, for example, on the person type column, and we'll see that shortly. So the first thing I'm going to do is I'm going to export this board and actually modify it in Excel and reimport it. So let's try that out. So I'm going to go up to the top here and I'm going to go to my more actions and Export board to Excel, and we're going to hit Export, just like we did in the last lesson. So I'm just going to rename this as Import one, and we'll open that Excel sheet quickly. So as we saw in the previous lesson, we are given a perfect export here. So let's go ahead and say that we wanted to edit some of the information here. Now, this column no longer has any smart functionality. It's no longer a drop down status. It's just a basic status column. So let's go ahead and just edit, for example, our item lens. So instead of item one, two, three, I'm going to make it item ten, item 20, and item 30. I'm going to save that, and we're going to try to import from Excel. So now to import the data into our board, we're going to click over here next to new item and say Import items. And next, we need to select our Excel sheet. So I'm going to go ahead here and drag across my Excel sheet. And it's been uploaded successfully. Next, we need to map our data. So we need to map the columns from our Excel sheet to our column titles in Monday. So in Excel, it is currently showing Excel Import. Now, the reason you're seeing Excel Import here is because that is our first column here in Monday. So this is not going to work for us. What we're going to need to do is have our items or tasks as the top row. So we're going to go ahead and delete these and we're going to go ahead and delete this here as well. So we only have our items left in the Excel sheet. So it's going to look something like this. Now I can save that. And we're going to try this again. So we're going to drag in our Excel sheet here. And now we should have our column titles from our Excel sheet. So we did not change the names of our column titles, so it will be a direct map. So name on the Excel file will appear as the item named the first column. Next. Then the rest of our columns, we can say person, we will map to person. And you see here, this is one of the limitations in Monday that it will not allow us to import certain types like the person type. Status is mapped to status, so Monday has done this automatically, and date is map to date. But of course, you could change this if you wanted to. We'll select next, and we have some options. Either we can create new items, we can skip items. So what Skip items is going to do is it won't add data if the data from Excel matches the data in a particular column, and we can overwrite the existing items. And we're going to quickly try all three so you can see how they work. So first, create new items and start Import. And what it's done is it's created new items in a separate group called Import one. Now, if you wanted to assign these to groups, you could simply drag them and place them in the group where they need to go. So just like that, we've placed it in the group where they need to go. I'm going to delete that. So this is what creating new items looks like. So I'm going to remove this group entirely so we can also delete there. We delete that group, and let's do another import. So now we're going to try the next type, so we're going to import items. And again, I'm going to drag in my Excel sheet here. My first column is name, and we're going to do the mapping again person does not work, but some of the other types do and we're going to skip items. So here we're going to we won't add items if the data from Excel matches which column, and we're going to use the name column, and we're going to skip items. So start Import, and our data was just imported. Now, what you'll note if I open our Excel sheet, is that we had an item four and five in our import sheet and items ten, 20, 30. Now, what you'll see is item ten, 20 and 30 were added here, but item four and five were not added as they were in the previous import because item four and five already exist. So Monday picked that up and only added the unique items here. So that's another useful feature. You'll see sometimes Monday doesn't get the import perfect. We've got an empty row here which we can simply delete. Okay, and I'm going to delete this again and we'll try the final import type. So let's go ahead here and import items. Again, I need to drag in my Excel sheet here. And we say next and map name, and our mapping is k, and we say next. And this one says, overwrite existing items. So I think to overwrite items, I would like us to modify. Let's go back. What we're going to do in our Excel sheet, which I'll just open again quickly for us is we are going to modify items four and five, and what we're going to change is the date. So the dates were 2024 dates, and let's make those 2025 dates. So the reason we had that blank column come in in our import previously is because here we have this column that has data, but this is a summary column or a summary row. I apologize. So let's delete that and then it won't import any blanks. So we'll save that. And remember, we're changing item four and five, and these items here we have left as is. Let's close that and let's do our import using the third option. So there we're going to do our Import and say next name, check the mapping next option three, overwrite the whole item if the data from Excel matches which column, that will be our name column. So remember our name item four and five, and we start Import. And now you'll see item four and item five. The dates were changed to 2025 dates, and over and above that, our items ten, 20, and 30 were also added because there was no matching data to overwrite, so those were inserted. And that covers our first method of Excel imports. In the next lesson, we'll look at the second method of Excel imports. I'll see you there. Cheers. 41. Creating a Board using Excel: Hi, and welcome back. In this lesson, we're going to look at creating an entire board with an Excel Import. Let's see how we do that. So to create a new board using an Excel Import, what you're going to do is you're going to click here on Ad Iub. And we're going to go down to Import and we're going to select Excel. Of course, there are a lot of different options that you can use, but this is the general principle. So we select our Excel sheet here, and we need to drag in our Excel onto Monday. So what I've done is I've gone ahead and created a basic board in Excel. So very, very basic board just to show the principle. So we've got a name, a status, and a date. So we're going to drag that into Monday. So there we go. It's dragged in, and let's customize our new board. So the first thing it wants to know is what is our first row. So what we could have done is if we had maybe multiple boards in here or we had some additional header data, we just need to select which is our first row. In this case, it's row one, very simple. What is our first column? We could select any of these as our first column, but we will use column A. And now we can customize our columns. So our first one is fixed, and we've got a status column and a date column. Let's pick this up as date columns on both, which is not correct. The first one we said is going to be a status column. So there's our statuses that are created. I just called them status one, two, and three, and I added in some random dates here. So this one will be a status column, and this one is a date column. As you can see, there's not that many options with this type of import. And we're going to say create board. And there we go. There is a board. It's automatically created the items with names one, two, and three. We've got our statuses that we created in Excel hand out dates. So this is a great way to quickly throw together a board with some basic data, or if you had some existing data in Excel, which you wanted to convert into a board, this is a great way to do it. You might need to do some manual manipulations here later, but this is still a useful tool. Now, we're going to do another one here just to demonstrate some more functionality. So I'm going to open my Excel sheet that I used, and we're just going to add a person column. So let's add a person column, and we'll call them person one. We'll just add one person in here, and we can save that and pose it. And now we're going to do another board import. So we're going to add our item from import, and we select Excel, and we're going to drag in our sheet again. So let's customize our board. First row stays the same, first column stays the same. And now we had our person column here, which again, is picking up as a date. So let's fix our status column and say that that is a status. And our person column, we are not going to be able to make it a person type column here because the Import functionality is limited. But let's make it a text column and create a board. So there we've got our new board inputs on the left. And here we can see the person column. It's got the right title, but it's actually just the text type. What if we wanted to change this. So what we can do is we can click on our options on the column here and say change column type. And now, even though we don't get a full list, we can actually convert this column to a few different types. So here we could actually change this to a people column. And it's busy converting that for us. So now we can review and click within the column to edit. And if we're happy, we can keep the changes. So here, because we do not have a person called person one, it was not able to actually add that person. So we can keep those changes, but we're not happy with it. So let's undo. So we're back to a text column. So now, what if we actually use the proper text for a person? So what I'll do is I'll add a people column here and let's assign course Demo one. So let's use this so the person's name is force Demo one@outlook.com. Okay? So let's go ahead and do a final input where we actually use the correct information. So we do an input here. So we'll edit our Excel sheet, and we'll use that email address. It was course Demo one@outlook.com. Course demo one@outlook.com, and let's see if that will work for us. So again, let's add an item, and we're going to import from Oops. We're going to import from Excel. We'll drag in our Excel sheet. We'll customize the status column remains a status column, and this one it's picking up as an email column now. But yeah, let's do it as an email column for now and we create the board. And we can see now this has been created as an email type column, but we can actually change this. We change the column type, and we change it to a people column. And there you see it was actually able to assign a person. So let's keep changes. And now it was able to actually assign a person properly in monday.com. So you can use this option to change the column type. We can change it to a text Just wait for Monday there. And there we go. Now that was changed back to a text, and we can keep that. So that is how to create a board from an Excel sheet in Monday. I hope you've enjoyed it, and I'll see you in the next one. Cheers. 42. Status based Automations: Hi, and welcome back. In this section, we're going to be taking a look at one of the more powerful tools in Monday, which is automations. So an automation can be used to make an action occur on the completion of another action. So for example, an automation could be used such that when a button is pressed, an email gets sent or a notification gets sent, you could have one status column affecting another status column. The possibilities are essentially endless. So let's dive into Monday and have a look at our first automation, which will be a status type automation. Okay, so over here in Monday, we have our main board, and these are the boards we created previously. I'm actually going to remove these. Since we won't be using them any further. Okay, so over here we have our main board, and we want to create an automation. So the way to create an automation is to go and look here on our automation center. So as you can see, there are essentially an endless number of automations that you can create. In addition to this, you can create automations based on integrations. Let's go ahead and create some basic automations. It's really easy to do in Monday. So our first automation is going to be a status type automation, and we're going to do it here on the board. And what we're going to say is that when the status changes to done, our priority of that task automatically changes to low. So let's do that automation. So we're going to click her on automations and we're going to add an automation. So when something happens, so what options do we have here? When status changes, an item is created. When a date arrives, we can do a periodic notification. There are a lot of options. So we're going to say when a status changes to something, then I need to select which status. So I said, When my task status changes too, and then I need to select my option. So when my status changes to done, then what do I want to happen? Well, then I want to change another status, so I want to set a status, and this is a status type column. So which one's my priority, and I want to change it to low I can also add more actions. So I can say, when a status changes to done, set the priority to low and then notify somebody so I could notify someone, or I could do any other number of actions. I can also add an condition at the top. So when status changes to done and let's do another status. So when status changes to done, and only if my priority is critical, then set the priority to low. So now if I change my status to done and my priority is critical, it will automatically change to low priority. So let's create that automation. And we can see my automations here in my board automations in automation center. I can turn that automation on or off, and I can edit, duplicate or delete that automation. Okay, so let's go to our board. And we said that if the priority is critical and the status is done, then change the priority to low. So let's test that out. So I'm going to change my status to done and there we see an automation running and my priority was automatically changed to low. Now, let's play with that automation again by going back to critical and changing the status to not done. If this priority were now high instead of critical and I changed the status to done, no automation will run. So this column did not change, and the reason it didn't change is because if we look at our conditions, it says, When the status changes to done and only if priority is critical, then set the priority to low. Another cool feature is that if I go to my activity log, I can see the automation changing the statuses, and if I go to my automation activity, I can see when those automations have run and what are the conditions of that automation. That brings us to the end of this lesson. In the next one, we'll be taking a look at some more automation types. I'll see there. 43. Button Press Automations: Welcome back. In this lesson, we're going to be using a button automation to modify our board. Let's dive in. So over here in Monday, we want to use our button. So we do have a button here, and we actually did an automation in the previous lesson, but let's take a look at doing another automation. So we could either do that by clicking on the button column and customizing the button column. A while to load, but here we see our automation over here. If we go into our automation center, we can actually see that automation already there. So I'm actually just going to delete that automation for now and we will create it again. So we'll add an automation, and we'll say when, what happens? We're looking for button press. So when button is clicked, now we need to select which button. So that's our button column. So when the button is clicked, then do something. So when our button is clicked, what are we going to well, we are going to archive an item. So when we click our button, we're going to archive the item. However, we should only be able to archive an item if it is completed in status. So we can add another trigger here. So when the button is clicked and only if and we'll look for status. So only if the status is done, then the item will be archived. So let's create that automation. And, of course, remember that we could customize this buttons names here. We learned that in our section on columns. But for now, I'm going to leave that, and we're going to try and run our automation. So I'm going to make this item status done, and this one will be not started, so we can see our automation working. So I'm going to hit the button here and that because this one is now done, it should archive this. So we hit the button. We see an automation running, and there we go our automation archived item, and we can view the archived item and restore it if we want it. Now, on the prepared quote item, remember here that our status is not started. So I can hit this button. And guess what? The automation will run, and it will see that the status was not done, and therefore it did not archive the item. So no matter how much I press that button, I cannot archive that until I change the status to done. In which case, if I hit that button, the automation will run and archive that. So we can view our archived items, and let's restore them. And that is how to create a button automation in Monday. Thanks so much for joining me, and I'll see you in the next one. 44. Notification Automations: Hi, and welcome back. Let's create one more automation in Monday. So in this lesson, we're going to create a time based automation. So we go ahead to automations and add automation. And in this case, we're going to search for time. So every time period, what should we do? And perhaps we want to notify someone. So we can do daily, weekly, monthly, et cetera. So for example, every one day at 8:30 in the morning, we will notify someone. So let's say we notify and we can type our notification here. Let's say. Hello. And who do we want to notify? Let's notify me. So every day at 8:30, we will send a message to me saying, hello, and we can go ahead and create that automation. So that's not a particularly useful automation, so I'm going to turn that one off. And again, here we can see our run history of our automations and we can edit, duplicate, and delete our automation. So this one is not particularly useful. I'm going to delete that automation. And that brings us to the end of our automation section. Please feel free to go ahead and explore all of the automation templates to see all the useful things that you can do with automations for your application. I'll see you in the next section. 45. Automatically Generate a Serial Number, Sequence Number or ID Number (AutoID): Welcome back to the course. In this section, we're going to be exploring integrations in Monday. Integrations are extremely powerful because they allow you to link with other third party applications. To do pretty much anything, the opportunities are endless and the integrations are endless. Let's dive into Monday and have a look. So to explore integrations, you're going to go to your board, and in this case, we are actually going to be using our Finances board. So here we have a Finances board, and we're going to click on Integrate. So here on the integrations, we've got a few basic options for different apps we can integrate with, but it really is endless if we go to the apps marketplace down here. You will find an endless list of apps that you can search through. So we've got CRM apps, marketing apps, et cetera. You can search the marketplace for something that might be useful. For example, if we search for Excel You will find a number of apps that can allow you to do certain things with Excel. So you can integrate these into your system. A lot of these have free trials, which is very useful. Otherwise, of course, you can use the paid version. So let's go ahead and use an app, and we're going to look for an automatic ID app. So auto ID and search, and we're going to use the Auto ID column. We could also try the auto increment numbers here. I think Ao increment is going to be better. As you can see, it's got a much higher rating. Let's go and check out this app. So here we can see that this app will allow us to auto increment numbers in a text column that will be incremented using a customized prefix or suffix format. So this could be useful for generating PO numbers or invoice numbers or something like that. So we've got a 14 day free trial, so we're going to install this app and test it out. So we need to give it permissions, which workspaces we want it to be able to access. For now, let's link it to our Finance workspace only and press install. Okay. Now, where would we like to add this app? We're going to choose a workspace. We'll put it in our Finance workspace, and which board our finances board. And we're going to say Add app. And we're just going to wait for this process to complete. And now that we've got our third party app installed, I'm going to hit Integrate, and I'm going to search Auto. And here we've got our auto increment app, and we can see some of the automation templates or integration templates that we can use. So here we've got some interesting options. But the one we're going to use for creating a purchase order number is when an item is created, generate an auto increment number in column using this prefix or suffix format with number of digits starting from number X. So let's use that template. So when an item is created, generate an auto increment number in column. Now, we don't have a column we can use, so we're going to add a new column, and we can make it a text type column. So now we select that column using a specific prefix or suffix format. So we want to use a prefix and what format we will use Po. So that will be our prefix and a number of digits, let's say, six digits, and it will start from number one. And now we're going to create that automation. So there it is, it appears in our board automations. Of course, our other automations, were on a different board. So now we've got our board automations. We can add a description here as well if we'd like. And here is our text column. I'm going to change this to PO number. And now we originally had used this as our PO number, so let's perhaps change this to a supplier number or something like that. So just for a demonstration here, we're going to change this, and this will become supplier name. So we go here and we go to our settings, and we change the item terminology, and we can make that custom and we make it supplier. Name. And we can change that. And there we go. So now let's make it XYZ, stationery and coffee supplier. So now our automation should add a purchase order number automatically when we add items here. So let's make this the sugar supplier. And our automation will run, and we should get a purchase order number generated here. So our automation didn't work. I'm not sure why that is. Let's remove these items and start from scratch here. So first, I'm going to check out our automation. It should be working. With six digits starting from one. I might have made an Easia, but let's test it out again. I'm going to add a new item. So we'll call it supplier one and press Enter. The automation does run, and there we go. We now have a purchase order number that was generated. So that might have been just a little bug. That's why it didn't work, but it appears to be working now. So now that integration is running, and if we add another supplier, I will generate a sequential purchase order number for us. So there was a bit of a bug on that integration. It didn't work first time around, and I think it's probably because we already had data in our board here. But now our automation is working perfectly. So that's an example of using a third party integration in a board. Thank you so much for joining me, and I'll see you in the next one. 46. Integrate an Excel Sheet Directly into your Board View (Smart Spreadsheets): Welcome back to the course. In this lesson, we'll look at another third party integration. And in this case, we're going to be using smart spreadsheets to store a spreadsheet as a view on our board. Let's dive in and have a look. So we want to add a third party type view on our board. So we're going to click Add view and go to apps, and we're going to explore more apps. Alternatively, you could also go to the app marketplace up here. So we'll explore more apps, and we're going to search for smart spreadsheet. And we'll click Get it now. And we'll use our free plat. So we'll install. And there we go. It's created a new view. We can rename this. Maybe we just call it. Maybe we just call it spreadsheet. Or we could just call it Excel sheet. Okay. And now we've got an Excel sheet directly in monday.com, and we have some basic Excel functionalities. So we've found about how awesome Excel sheet viewed, and you might want to use this for something like creating some more advanced formulas in Excel. If you need some advanced calculations that you can't do using the formula column in Monday, this might be the way to go. So here, just to demonstrate we can do some basic Excel functionalities, for example, a sum formula So we want to s, and we want to sum those values over there. My apologies. Looks like we've got a bit of a glitche. It does sometimes happen, equals some, and then we want to some Okay. There we go. Let's try that again. So we add a one and a one, and we go to our formula and say sum. And we sum those two values, and we hit Enter, and there we go. We've been able to sum out two values. We can export this file by clicking File and Export, and it can just be called spreadsheet and it's exported as an Excel spreadsheet. And we're just going to save that guy over there. And if we open it a. We will have our Excel export. So here we go. Here's our Excel sheet, and as you can see over here, it even exported the formula for us. This particular app also has an import functionality. So I think we will demonstrate that by importing one of our sheets that we made earlier. So let's import the board import that we did. So here's a basic sheet, and let's import that. So I'm going to go ahead and say file, import. And I've got a window here of screen that's asking me what I would like to import. So I'm just going to select that sheet and say open, and the sheet has been exported. I just need to scroll to the top, and there we go. Our sheet has been perfectly imported here. So there's all of our data, and it is identical to our sheet that we use to import. And of course, this particular app gives us a lot of Excel type functionality. We can change fonts. We can do formulas, freeze panes, et cetera. So that's an example of using a third party app integration to create an Excel sheet as a view in monday.com. Thanks so much for joining me, and I'll see you in the next one. Cheers. 47. Integrate your Email System with Monday (Gmail): Hi, and welcome back. We're busy looking at third party integrations inmnday.com. In this lesson, we are going to do a Gmail, automation, and integration. Dive in. So we're going to go from our board at the top here, we're going to go to integrate. And we are going to do a Gmail integration. So I'm going to click on Gmail. And here we have a couple of automation templates for our Gmail integration. So we can have a periodic email or we can have a column change email. But what I'm going to do is I'm going to do a status based one as that's the easiest for us to demonstrate. So let's use this template. When a status changes to something, send an email to someone. This email is going to be sent from a GML account which you now link to your Monday profile. So let's use that template, and first, you need to connect your GML account. I'm going to put in my GML account details, which I've already entered previously here, and we need to allow access. So we say allow Now, if your GML details are not stored there, of course, you are going to need to provide your full login details on GML. So those login details ist your username and email, and you'll need to do any security approvals that are required. And immediately, we get the pop up allowing us to create our automation. So let's go ahead and say when status changes to something. So when our status becomes done, I want to send an email to someone. So I'm going to send an email. So let's create an email. And that's going to be we need to put in a subject and the email body. So our subject will be status change on board. And here we can auto populate fields from board items. So based on the particular item which had a status change, we can include some of the values from that item or task. So we can say, good day. Please note that item name has been completed by, and then we could include the user name. Then we can say, this was a what priority? High, low, medium. So a priority item with a T line. And then we could use our timeline. And the time used to complete this task was, and we can insert our time tracking and say full stop. Okay, so there's our email text. We can change this later from our automation section. And who will we email? Well, we can email a team member so we can select one of the people. I'm logged into this email account, so it's going to be easier. So the email will come from your linked Gmail account through to this email account here. You could also use an email column in your board. If we had an email column, then you could email that person. So to demonstrate that, I'll send the email to myself. I'm going to create the automation. Of course, we can edit it right here if we wanted to or turn it on a roof or delete it completely. Okay, so our automation said when the status changes to done, send an email. So let's go to a task that is not yet started, and let's change that to done, and our automation should run automatically. So I'm going to change the status of this task to Dunn and our automation begins running. Now, if we go and have a look at my Gmail account, we will actually see this email in my sent box. So I'm going to pull that up quickly. So if I go to my email here in my sNkbox, I can see that I sent the email to course Demo 11, and there is the information. So it appears in my Gmail sndbox. And then if I jump across to my outlook account, that's the outlook account of course Demo 11. That's the person we wanted to notify. We can drag this across, and right here, we can actually see the email came through from my Gmail account, and here is the information. Good day. Please note that Obtain sign off and scope timeline has been completed by and the person who completed it. It includes there that it was a critical item with a timeline of 23rd, September, and the time used to complete this task was blank because there was no time tracking. So you can see that that information automatically populated from our main table over here. So if I bring that up again, obtain sign off in scope and critical and September 23. So we go to there. It looks like it pulled in the priority incorrectly. Not sure why that is. And there is our timeline. So we have the timeline of the September 23, so that pulled through correctly. So it looks like maybe a small bug there. As a matter of fact, the reason why that happened is because, remember, we are two automations on this task. So when the automation changes to done, the priority jump to low. But at the moment when the automation ran, the priority here was critical. So that's why it changed. So this one here ran, and this one ran, but it looks like this one ran first. So it saw that we were done. I sent the email, including the priority, and then afterwards, the priority changed from critical to low. So that's why my email priority doesn't match this one. Okay, and that brings us to the end of our section on automation. I hope you've enjoyed it, and please go ahead and explore in Monday and try out some different automations and integrations. Cheers. 48. Documents: And welcome back to the course. In this section, we're going to take a brief look at some of the other workspace items besides boards, which we have already looked at in detail. Let's jump into Monday and have a look. So, we already spoke about our workspace, which we can select different workspaces right here by clicking the little arrow to the right of the workspace. Now, we can also add additional items besides boards. We've already spent some time creating boards, so we won't look at that again. However, I'd like to draw your attention to some of the other options that we have here. So we've got boards, documents, dashboards, forms, and folders. Now, you can create a form inside your workspace just like the form that we had here on our board. So this is an identical option. We can either create a form here on our board or in our workspace. So we won't do that again, but they are identical. We can also add a document and a dashboard. So let's have a quick look at adding a document, and we can either start with a new document, which is a blank doc, so let's go ahead and add one of those, and we'll just call that nth document. Hand again, you can set the privacy level main, private, or sharable. And you'll remember we discussed those previous So there we've got a blank document, and we can also add a template document. So if we start with our templates, there are a number of document templates that we can use. A creative brief, a meeting notes, something like that. Let's grab a meeting notes template, and all we have to do is use template, and it will be added to our board. So there's not a huge difference between starting with a blank document and having a template, but the template is quite nice in that it gives you a couple of basic meeting note points that you should probably take down, such as date, attendees, meeting bills, et cetera. And this is a document that you can keep here in your workspace for future reference. You'll remember we've also discussed documents previously in the course where we created them on our board. So previously we did discuss documents. Right over here with our Monday document column in the board. So this is similar. So perhaps if you were doing a real world application, perhaps you would use a Monday document over here to make some detailed notes about each task, and perhaps you could use something like this here for maybe your overall project scope or some general notes that apply to the entire workspace. So again, here, you have all the editing tools available. We can type in some information. We can add a date. We can add we can add different types of texts, code, lists, check lists, et cetera. So here we could on our attendees, we could add in a chat list, or we can tag people using the at we can use the at operator to tag people in the meeting, and we can define some goals. Perhaps here right now, we've got a numbered list. So we can see we've got a numbered list added here. And of course, we can modify this however we want. Here we've got an example of a checklist, et cetera. And the same applies to a blank document. We could create a blank document or a template that we can use for pretty much whatever we want. We could make this our project brief. And then we could add in some different elements, different types of headings, lists, et cetera. We can even add board widgets if we'd like, and tables. So let's try and add a custom layout here. So now we've got a two column layout. We can add in pretty much anything we want. We can even embed images, YouTube, videos, et cetera. So that is a brief overview of workspace documents. Thanks for joining me, and I'll see you in the next lesson. 49. Dashboards: Hi and welcome back. In this lesson, we'll take a quick look at adding dashboards to our workspace. So, if you'll recall, we spent some time already looking at different types of dashboards which we created on our board, and we can also create dashboards on our workspace. So let's go ahead and add dashboard. And let's make this project summary dashboard. And here we have a dashboard. Now, we can connect different boards to our dashboard. So let's go ahead and choose some boards. So we can use the Finances board and the course project board here. So we can select both or just one of them. So perhaps in your workspace, if you're at multiple projects, you might want to create an overall view of the project. So let's actually add both boards and see what we can create here. So the next step is going to be adding widgets. So widgets are different views that we add to our dashboard, such as charts, et cetera. And here we have a couple of the different types of widgets. If we create for more widgets, you'll see as with many things in Monday, there are a lot of options available. So there are a lot of different types of widgets that we can add. We can even add our smart spreadsheets widget and widgets from Marketplace apps. So let's create a basic dashboard by adding our first widget. So all we do is click Add widget, and let's see maybe we will add a Yan chart, and we can add a chart or a graph. So now we've got two widgets added to this viewsf. Now, as we did in our board views that we created, we can simply do a number of settings on these widgets to display whatever kind of data we want. So first, let's perhaps go to our gang chart, and remember this is now a summary Gamechart. So let's go into the full screen view just for now so we can get a bit of picture of what's going on. Something worthwhile noting is that there are different display types here, so we've got the full Gang chart. We can see our table, our main table, or we can view it in split mode where we can see our game chart and our table of tasks. So here we have a game chart. And let's go and play with the settings a little bit and make a summary game chart. So because this is a summary board, the first thing I want to do is remove my sub items as that is way too much detail for a high level board. So what you'll note here is because this is a workspace board, its scope is not just limited to the scope of a single board. It can actually see data on other boards in other workspaces. So if we go down here, for example, and we look at our grouping, it can see the data from the finances board. So if we had Ganhat type data in the finances board, we could actually display it here as well. You see, at the moment, we've actually got this group by board, and we could simply minimize each of our boards. If we had multiple boards with timelines, we could minimize them and see the two separate boards. So we can go here. We can group here by board by group person or PO status. In this case, we don't have two boards with timeline data. So we're going to group them by group, and we are going to minimize them here. And now that they are minimized, let's go ahead and add our our group summary. So that will be under our view settings, and we're going to show a group summary, and we're going to add it today indication. That's that vertical bar. And now, if we minimize these, we get a nice high level view of our project. So I think this is a great view to have on a high level board dashboard. So we can keep this like that and it the full screen view. And now we've got a nice compact overview of our project. Now, here, of course, we could change the name of this to say Horse Project Toman Overview. And then perhaps on our dashboard, we'd like to add a chart. We can go into the chart and do some setup there. So we can use our chart to display some other useful information. Perhaps we wanted a breakdown of which tasks are critical. I'm actually going to just adjust the size of that a little bit, so we can go into our chart settings. Let's select the pie chart and minimize that. Then which boards are linked to this chart? In this case, we're not worried about the finances board. We will just use the course project board. And next, let's go and look at our values and labels. So for our labels here, how do we want to select columns? Let's select one by one. And let's go ahead here and select priority. And now we get a pie chart view of the percentage of tasks which are critical, high priority, low priority, and medium priority. Then there's a few more settings we can play around with here, but for now, we'll leave it at that. And that will be our view that we've created. So this would be we could call this course project course project task criticality. Okay, let's perhaps add one more widget, which is pulling data from our finances dashboard. So I'm going to go ahead and click on Add Widget, and we'll add another chart. Let's just resize this so that it's neatly aligned. And here we can go into our settings for that chart, and it's already generated the perfect kind of chart, so we could select a pie chart or a Bobrov and here we have our xs, so we can select the PO status. So we can see here one awaiting approval and one released. We could do something different. We could do it by supplier, which is here under name. My apologies. The first thing to do would be to just select that we only want to work with our finances board. That will make things a little bit easier. And then here we can select. We can do this by name. So supplier one has one PO, supplier two, and supplier three all have one purchase order. But for now, let's leave that view on the PO status, as this provides us a nice overview of what is the status of our procurement on the project. So we can go ahead and close that, and there we go. We have just created a summary dashboard for our project. I mentioned, you could create a dashboard that has multiple game charts on it for different projects. But for now, I think this is a good intro. Thanks so much for joining me, and I'll see you in the next one. 50. Folders: Hi, and welcome back to the course. In this final lesson, we're going to take a look at folder workspace items. Let's dive into Mandate. So a folder is exactly what you're used to and what you think it is. It's a simple workspace item that can be used to create logical groups. So for example, if we had a much larger project workspace with a lot more information in it, we might want to create logical groups or folders. So let's go ahead and add some folders here. So I'm going to add three folders, 12 and three. And let's call this. Simply, we can rename it here, and we'll make this one boards. We can make this one documents. And we can make this one dashboards. And now we can simply drag our items into the folders. So let's move our board there, and our documents can go in that folder, and our dashboard can go in there. And that is how you can use folders in your workspace. There are a couple more options available here. We can rename. We can change the color of our folder. So there we can add a color to the text. So let's go ahead and make ours back to default, but you can add colors there if you search tunes. Finally, here, you have the option to delete the folder and collapse all folders. So if we had a couple of folders, open here, and we could go ahead and say collapse all folders and keep our workspace looking neat and tidy. Thanks so much for joining me, and I'll see you in the next section. 51. The "My Work" View: And welcome back. In this section, we're going to be taking a look at some data manipulation and other useful features to increase your efficiency in monday.com. In this lesson, specifically, we're going to be taking a look at the MW section. Let's dive in and have a quick look. So over here in Monday, we've got our workspace views that we've already looked at. We've also got the home section. This will show the recently accessed boards that we visited and also a feed of any updates, so any contacts, any automations that have been running, and we can see the workspaces and click through to our workspaces. Next, we've got the MW section. So the My Work section is a summary of all work to which you are assigned. So you'll remember right now, I am locked in as course Demo 11. So that is me right now. I'm course Demo 11. And right here, I have an option for a table view and a calendar view. Now, in my table view, I can see all of the items to which I am assigned. So I've got my scoping meeting, my detailed scope, my timeline kickoff meeting, and placing orders. Now, if I go to the board, let's say for placing orders for supplier two, let's say I unassign myself or someone unassigns me from that. I can go here and remove myself. And of course, if I go to my MW section, placing orders for supplier two is no longer assigned to me, so it no longer shows up in the my word section. Now, we can customize this view to arrange the data in different ways. So right now, it's showing me the date view, so I can see which dates have passed, what's coming up next week, and which tasks are later than next week. I can also select a status view to see which tasks I have started, which ones are in progress, and which ones are done. So that's based on my status column. Next, I can look at my priority view. So which tasks to which I am assigned are critical, high, medium or low priority. And, of course, from inside here, I can make changes to these tasks. So I can edit the status. I can edit the priority, which will then move the items in this view. So I can change the priority. I can write updates to my colleagues by clicking over there. I can write an update, I can attach files, and I can see all of the data in this view as well. The next view, I can go to a board view to see if there are multiple boards on which I have assigned work, then I would see them showing up here. So here it's showing up as board, course project. Let's go to the finances workspace and just assign me to a task here on the finances board. So if I assigned myself over here and I jump back to the MW section, then I should show up. Let's just refresh this And it did take a little moment, but here I can see my work that I assigned on the finances board. So here on the finances board, I assigned myself, and now when I click to my work, I can see that these are my tasks for the course project board, and here is my one task that I've been assigned on the finances board. Next, I can make a single list view, which is just a simple view of all of the tasks that I need to be tackling. Let's go ahead and go back to the date based view. Now, there are a couple of customizations here. So we've got some general customizations, such as which boards should be shown. So I can turn off one of the boards, and then I will only see the finances board information over there. Which status column should we use? So here for the course project board, I've got a column called status, and that one is my status column that's used for determining the status of tasks. We can select which timeline we want to use. Do we want to use our main timeline or our baseline? And we've got a priority column as well. And then, so these are general customizations. If we go to the table, there are a few more so we can hide empty groups, and we can have a more detailed view, so a context view that gives us a little bit more information. So here it shows that we are on the course project board, and this is part of the initiation phase, and then the task in the initiation phase is scoping meeting. Or we could just have the compact view. Next, we have our calendar view. So if I click through to the calendar view, here I get a view of a calendar showing which tasks I'm assigned to and when I'm supposed to be working on those particular tasks in the calendar. If I click AD, I can add an item on a specific date, and that will be automatically populated into my project board. So that will automatically populate into my project board. Of course, on the calendar, I can search. I can add a new item from here as well. So I can add that item and select which board that item belongs to. The Finances board has less info for me to fill in, or the course project board where I can add a lot of information. So that will add a new task. I can select which group the task goes into the timeline and fill in all of the other information. I can change my view from a month view to a week view to a day view if I wanted to. Next, I can go ahead and customize my calendar view. So if we go there, we can select how we should color our items. So should they be colored by the group in the course project board? So now those colors show the phases of the project and match with the colors here for initiation and planning. And if we scroll along, we'll probably see our other phases or perhaps we've got a filter applied. Let's have a look. So which boards do I want visible? Let's take Finance's board off for now. We've got a status column, date column, priority column. Cope, I'm back on general, my apologies. So I've got my color by and my additional settings. So we can show some hours there. We can show or hide our color legend. And of course, the reason why I cannot see the other phases of the project is because I'm not currently assigned to tasks in the other phases. So if I go back to my board and I assign myself perhaps something on the execution of the project and on the closeout of the project, and I jump back to the MW section, then we just need to give it a moment to refresh. Unfortunately, this does take a moment to update. So just allow some time for the My Work section to update, because it does take a moment, but now you can see that on my calendar, I have tasks from all four phases of the project. So we can see it there in my calendar view. And that brings us to the end of the MyWork section. In the next section, we'll be taking a look at some more interesting features in Monday. Thanks so much for joining me, and I'll see you there. 52. Filtering Data: Welcome back. Let's have a look at how to use filters in Monday. So there are a number of places where you can use filtering in Monday, but I will demonstrate that using our course project board. So to use the filter function, we can go over here and we can use some quick filters, for example, if we wanted to filter by our group, meaning these project stages here, we could just select that. And we have brought a filter applied, so we only see the planning phase. We can clear all of our filters and get back to our default view. We can also apply multiple filters. So for example, let's use a quick filter here. Let's say we wanted to filter for the planning phase where the person assigned to the task was me. So that would be course Demo 11. So now we've got two filters, planning and person. So we can go ahead and filter, and you can see, now we can only see the planning phase tasks where course Demo 11 is assigned to those tasks. Next, you can also write custom filters. So let's go ahead and clear these and write a custom filter. So we press the arrow there and we say, filter, we column. So let's select the column, perhaps duration. So now we want to know where our duration of a task is larger than three, for example. And there we go. We've now filtered out. So these are our bigger tasks where the duration is larger than three. Perhaps we wanted to see tasks which have a duration larger than three but less than ten. So then we could add an additional condition to that. So we can say new filter. So now we have where duration is greater than three, and we can also select an or condition. So we say and duration is less than ten. And our filter has been applied. So now we only see tasks with the duration 3-10. Finally, we can actually save this filter as a new view on the board. So if I click Save As Mw View, a new table will be created here, and we could call that medium duration tasks. And now the medium duration tasks will be a Vuse. So we can go back to our main table. The filter is no longer applied, and we can see everything. And then if we wanted to see our medium duration tasks, all we do is click over there, and our filter is automatically applied, and we can see what the filter is that's being used. If we wanted to update this now, we could add an additional filter, let's say, and where person is and we select course Demo 11, and we can say save to this view, so that will not create a new view. It's going to save the new filter onto this view we created. And now that view has been updated. And if we go back to our main table, we see everything. And here we see medium duration tasks, and there we can see our filter that has been applied. Before I end this lesson, I'd just like to note the search function, so we can search this board. So for example, if we're looking for a specific task, we could say draft and here we go. It is filtering for draft. And the reason it's showing these two tasks is because there's a dependency here, and this dependency says we are drafting it is dependent on drafting the detailed scope. We can also use more advanced search columns to say which columns we want to search. So if we deselect all columns and we only want to search by name, then it will only search on my first column here. We could, for example, if we wanted to search by priority, we would simply click there, and now we search by critical. And there all of our critical tasks come up and they are highlighted. So that is how you can use the search functionality to increase your efficiency in monday.com. Thanks so much for joining me, and I'll see you in the next lesson. Jess, 53. Sorting Data: Hi, and welcome back. Let's learn how to use the sort function in Monday. So again, I will be using the course project board to demonstrate this functionality. So to sort my board, I can go ahead here and click on this top bar where it says sort, and then we can sort by basically anything we like from our board. So let's go ahead and sort by priority. So we've applied sort by priority, and now we can see that each of these groups are sorted by priority. So critical is at the top, and then high, medium and low. If we change that from a sending to D sending, then our lower priority tasks would be at the top, see the low, medium, high and critical. We can do a new sort, so that would be a secondary sort. So let's see. Perhaps we could do a secondary sort by the status column here, or let's do it by duration. We would need items with the same priority in order to demonstrate this. So let's make these priorities low here. So we've got low, low low and critical, and then we've got some different duration. So that will work great. So now we are still sorted by priority from low to high priority, and then we can add an additional sort based on the duration column. So we go look for our duration. Of course, you can also type duration, and we'll say ascending for now. And now if we have a look at these columns here, we will see we are sorted by priority first from low to high and then by duration. So if we look at the three low priority items, then the duration is ascending, zero, four and five. If we switch that to descending, then we've got five, four, and zero. Again, similarly to the filter, we can save this as a view. And of course, we can rename that so we could say sort. And now we will always have this sorted view available. So we can go to our main table and see everything in its default order. And we can go to our sort view and see everything in its sorted view. And similarly to the filter, we can update this. So, let's make that a sending and we can save that to our view. So that covers the sort feature in Monday. I'll see you in the next one. Cheers 54. Grouping Data: Hi, and welcome back. In this lesson, we will learn how to use the group by function on our board. Let's dive in. So we're on our course project board, and at the top here we have the group items by column. So we select this group by function, and this will allow us to change how our tasks in our project are grouped. So currently, they're grouped by the groups that we created, but we can also group by various other columns. So if we wanted to group, for example, by the priority, then we would see our tasks grouped by critical, high and low priority. We could also change that and perhaps group it by status to see what is not yet started, what is in progress, and which tasks are done. And we can basically do that grouping by a number of different column types in our project if we wanted to group it by duration. Then we can see which tasks are short, zero days, meaning milestones, which ones are one day, two days, three days, four days, et cetera. Similarly to our other functions here, we can save this as a new view, so we can make this a duration view. So let's rename this, and we say that's a duration view. For example, and now we've got our duration group view. We can jump back to our main table, and our grouping will be exactly as it was initially. And if we wanted to see things group by duration, all we have to do is jump to that view, and now we get our duration type view. That covers the group by function. Thanks so much for joining me, and I'll see you in the next one. 55. Search Fuctionality: Welcome back. Let's learn how to use the search function on amnday.com board. So again, I'll be demonstrating this on our course project board. And right here at the top of our board, we have the search function. So the search function you're probably quite familiar with from using Windows or many other applications, and it works in a very similar way. So if I hit the search button here, I can search based on text that exists anywhere in the board. I can customize my options by selecting to only search based on the data in a specific column, or I can search broadly across the board. So right now, I have all columns selected. I can also search for a specific column like Purcell. So let's go ahead and search across the board. So I press Search and let's say I am searching for draft. Now, you'll see my draft detailed scope comes up, but also these two tasks come up. Now the reason they are coming up is we can see over here in the dependency column that there is draft detailed scope here. And that's why all three of these are coming up in the search view. If I clear that search and decide to search only by name, which is a task column then if I type in draft, apologies, if I type in draft, only the items containing draft in this task column will come up. So here we see draft detailed scope, and the word draft is even highlighted to show me where Monday is seeing the text draft. And that covers how to use the search view. Thanks so much, and I'll see you in the next one. 56. Hiding Columns: Welcome back. Let's take a look how to create views with hidden columns in Monday. So say, for example, you wanted to hide certain columns on the board because you don't need all of that detail in your view. We can go across to this top bar here and click on hidden columns. And here it's showing which columns we are displaying. Currently, we are displaying all of them. But, for example, let's say we wanted to create a view that only has, and you can see, as I deselected, that everything disappears except for our task name, which is a primary key, and that one will always stay there. So let's say we only wanted to see the task name, the timeline, and the status. We could just select those items, and there we have our view. So you can go through here and select different items. Perhaps we wanted to know also the duration, and there we go. The duration is added to the view. Now, this is basically like filtering out different columns. But if you wanted to create a permanent view here, we could just save us new view. And we could call this perhaps a board overview or something like that. Board? O overview. And again, now that we've done that, this view will always be saved for us to use. So we can go back to our main table and see all of our data. And if we wanted to see the view with some hidden columns, all we would do is click over here to this view, and there we go. Again, you can customize this view. Let's say we clicked over here and we want to add in our comments. Then our comments are displayed, and if we want this view to permanently keep the comments there, we just hit save to this view, and that view will then be updated. That covers hidden columns. Thanks so much for joining me, and I'll see you in the next one. 57. Pinning Columns: And welcome back. Let's take a quick look at how to use the Pin columns feature on a Monday board. So back here at our board, we're going to go to our bar at the top and look for some more features by clicking on the three dots. And here we have the Pin columns option. So how does that work? Well, by default, you can see that when we scroll horizontally across, our task column here is pinned, meaning that it is always displayed even when we scroll across. Now, perhaps you might want to pin some additional columns here. So let's go ahead and pin some extra columns. So I'm going to click on Pin columns, and perhaps I want to pin the priority. And now that priority is pinned, you will see that as we scroll across, the priority view always stays there. And if I quickly unpin priority, Now, only my task is pinned, and that's default behavior. Now, one thing you might have noticed is when we are pinning, we have to pin from left to right. So the items here, we start off with name. Then we've got person priority status timeline, which matches with order here, person priority status and timeline. So we can only pin columns from left to right, meaning that if I pin person, then only person will be pinned, as you can see. However, if I wanted to pin timeline, it's going to select all of the items up to timeline for pinning. So now we are pinned all the way across to our timeline. And we cannot deselect an item in the middle. So you have to pin from left to right, all of the items that you want to pin. And again, we can save this as a new view as well if we wanted to. We've already demonstrated how to do that, so I will not be doing that here. Thanks so much for joining me, and I'll see you in the next one. Cheers. 58. Conditional Coloring (Conditional Formatting): Come back to the course. Let's learn how to use conditional coloring in Monday. Now, conditional coloring is quite similar to what you might be familiar with in Excel or Google Sheets, where it is called conditional formatting. Let's dive in and have a quick look. So say, for example, we had a column which we would like to color code. Let's say person hours. So we can set up conditional coloring on person hours. So we go to the top bar here and click on conditional coloring. And here we need to write a condition for conditional coloring. So these conditions are written in the exact same way as some of our filtering conditions that we wrote earlier. So let's say we want a particular cell to be pink, when now, which polym are we using for this coloring? Let's say we wanted to do our person hours. So I'm going to search person hours. So when person hours is and we can also use equal to greater than less than, et cetera. So let's say when person hours is less than or equal to five, we want pink coloring. And here we can see all the tasks that have person hours less than five. Then if we wanted to add an additional color to that, we could say add new condition, and we could make a el green when person hours. So let's search again person hours. Is greater than, and I'll just use five here. And there we go. Now our person tasks or cells with person hours less than four are red and greater than four are green. We could add more conditional coloring criteria if we want it, so we could add one for duration. So we could make a duration. Let's go for a blue, when, and then we look for our duration. And let's say our duration is equal to one, then that cell will be blue. And we click that, and there we can see our highlighted duration one tasks. Finally, we can also save this as a new view, which will create a view here at the top of the board, just like we have done with some of our other features in this section. I'm not going to create a new view, but we know exactly how to do it. Thanks so much for joining me, and I'll see you in the next. 59. Setting Default Item Values: Hi. Let's have a quick chat about default item values in Monday. So once again, I'll be using our project board here. And we're going to go ahead and create a new item or task here. So we're going to add a task, and that task can be default item value one. And you'll see as we created this task or item, it gets populated with default values, and all of these are blank at the moment. So we don't have a priority, a status, a timeline, a duration, anything like that. Now, let's say we wanted to set up for our board some default item values, meaning that each new task would be populated with certain values already in place. So let's go ahead and do that. So we'll click on our three dots here and go to default item values. And here we get a view where we can by default, assign a person, a priority, a status, a timeline, et cetera. Let's go ahead and set up some default values. So by default, we could assign a certain person. By default, we can make a priority low and a status not started. And let's give every item by default, a duration of one day. And I think that's good for now. So if we save those changes and go ahead and create a new item, so let's say default item value two, and hit Enter, then you will see that automatically our item has been populated with those default values that we set up. And as you can see, there is a clear difference here between the one we created before we set up default item values and after. So we've got a priority set to low. We've got our duration of one where previously duration was black. And that's how to use default item values in Monday. Thanks for joining me, and I'll see you in the next one. 60. Editing Data in Bulk: Welcome back. Let's learn how to increase efficiency by editing multiple cells at once in Monday. So let's say, for example, I wanted to go here to all of our planning tasks and change their durations all to be one. Instead of typing one, one, one, one here, another option is we could select our items here or our rows. And now, if I edit one duration, all of them will automatically be changed to the same value. So there we can edit that, we can make two, and it is automatically updated. I could change the status here if I changed all of them to done. Or if I changed one to done, all of them would automatically be changed to done. And that is how you can edit your ellls more efficiently in Monday. Thanks so much for joining me, and I'll see you in the next one. 61. Keyboard Shortcuts: Hi, and welcome back. Let's have a quick look at how to use shortcuts inmnday.com, specifically keyboard shortcuts. So inmnday.com, there are a number of keyboard shortcuts that are available, and you will need to learn these and decide whether you'd like to use them or not. But to view a list of the keyboard shortcuts, you can either use a keyboard shortcut or navigate to the shortcut list through the menus. So to access the keyboard shortcut list, we can click here on our Avatar and just move down to shortcuts. And that will bring up a list of keyboard shortcuts that we can use. Additionally, it shows here that we can also open our keyboard shortcut hit Sheet by pressing Shift and Question Mark. So we can close that, and if we hit Shift and Question Mark, we will have our keyboard shortcut list displayed, and we can navigate through that and see which ones we'd like to learn and use. Thanks so much for joining me, and I'll see you in the next one. 62. Creating Teams: Hi, thanks for joining me. In this lesson, we are going to be taking a look at how to create teams in Monday. Let's dive in. So to create and manage teams, you're going to go ahead and click on your avatar and move your mask to Teams. Now, here we can see a list of all of the users that are in our system. From here, we can click on manage users to manage roles and to add and remove users. Let's just go back and back to our teams. So we've got our users. We can also invite new users, and we can create a new team. So I'm going to go ahead and create a team, so I'll say new teams and let enter a team name. So all the team is is a group of users in Monday so that if you wanted to assign, instead of a person to a task or instead of giving a person access to a specific area in the Monday system, you might want to give an entire team access or assign an entire team to something. So that is the functionality of teams. For example, we might have a finance team and a projects team and an HR team, and they might have access to separate areas. And if you've got a large organization, this can be really useful so that you don't have to assign individual users access. So over here, we can create a team name, and let's call this our project team and our team members here, we've got course Demo 11, and we're also going to assign course Demo one to the team. We can also add a profile picture for our team and we can say create. And now we can see on our view here, we've got our all users view, and we've got our project team view. Now, inside our project team, we can search for people. We can add users. We can go to a specific user and remove them from a team, and we can edit our team here. Someone can claim ownership or we can delete the team. Now, as I mentioned, teams can be used for assigning groups of people to specific tasks. So we've created our project team. Let's go across to our board. And here, let's say we wanted to assign a complete team to a specific task. We just click on person here, and instead of individually assigning people, we can just select our project team, and there we will see that our project team is assigned to the task. And if we mouse over on that, we can view the team members. So that covers teams in Monday. Thanks so much for joining me, and I'll see you in the next way. 63. Administration & User Permissions: Welcome back. Let's have another look at administration and permissions in Monday. So to access administration and permissions, you're going to click on your Avatar and go to administration. Note that if you're not an administrator, this section will not be available to you. So we go in here. And on the left, we can move down to users, and this is where we can change the roles of each of our users that are on the system, so we can make someone an admin, member, viewer or guest. And in addition to that, if we scroll down here to permissions, we can set up the account roles. So if you have an enterprise level subscription, you can actually create new roles besides the default ones that are available, but we do have the ability to customize the permissions of the default roles that are available. So an administrator can do everything. And then if we go to a member, there are certain things that he cannot do, such as the admin type tasks. Then a viewer has very limited capability. They cannot create boards. They can export data to Excel. So a viewer is only able to view things, but they cannot create and modify things. And then you can have a guest and set some permissions for guests. And that pretty much covers admin and permissions in Monday. I'll see you in the next one, Jes 64. Restricting Column Editing and Viewing: Hi, and welcome back. In this lesson, we're going to look at board and column permissions in monday.com. Let's dive in and see how that works. So the first thing we need to understand in monday.com is how to invite people and what is the function of a board owner. So if I go over here to the top right, Me course Demo 11. I am the board owner, and that's indicated by this little crown here on the top right, which makes me the board owner. I have already invited another board memo member called course Demo one. And I've actually got that account logged in on a different browser. So here we have the view of course Demo one user of our board. Now, I'm going to remove course Demo one as a board member. And we're just going to allow some time for the system to update. And now that user is no longer a board member. We can add them again by simply searching, we can add a team or we can add an individual user. So I'm going to readd Cos Demo one as a user. If I wanted to make this person a board owner, I would click over here, and that person would then become an owner. And to remove ownership access, I could just click again and this person would no longer be a board owner. Now, the next question becomes, what does all of this mean? Well, let's go and have a look. So I'm going to close the invitation window, and I'm going to click on my board options up here. And we're going to scroll down to permissions. So here we have our board permissions, and we can see what each person can do. So in terms of viewing Psi, first thing to note. Excuse me. So, the first thing to note is that board owners can view and edit everything on the board. So a board owner is the master of that board. Next, we want to know about viewing permissions. Now, can a member to the board view all tasks or only the tasks that are assigned to them? This is only available in the interpose plan. Next, in terms of the editing permissions, we have the question of, can somebody edit everything on the board? Edit the board's content without changing its structure. What that means is they can edit the values in the cells, but they cannot move, for example, columns around or something like that. Can they only edit tasks or sub items they are assigned to? And here we select which is the column that's used for assigning people, or can a person only write updates? And here, it indicates exactly what each permission level can do. So first, I'm going to say that a member can edit everything on the board. Okay. Let's close that and go across to our other user who is a member level. So with the current permission structure, my other user who is just a member can come in here. They can edit items on the board, can perhaps change the timeline here, et cetera, I can also move the columns around and rearrange them. And I can do pretty much anything that I would like to do on the board. Now let's go ahead and change those permission settings. My apologies, we click over there, and we go to our permissions. Now, here we have edited the board's content without changing its structure. So now I cannot edit columns and groups. So let's save that and go across to our other user. And now I will not be allowed to edit columns and groups. So you see now I cannot drag around the board's structure like I was able to previously, but I can still change the priority of tasks or the dates or any of the information inside the board, I can still change, but I cannot edit my groups. If you see here, if I try to edit a group, you'll see that everything is grade out. I cannot add groups, I cannot rename the groups, et cetera. Okay, let's go to the next permission setting. Only died tasks or sub items that users are assigned to. So let's add that and we say safe. And we'll jump across to our other user, and we just need to allow a moment for these to propagate. So this user is assigned to a couple of tasks. That's the red little circle over there. So now if I go and try to edit something I'm not assigned to, I'm not allowed to and I get a notification that I'm not allowed to make edits here. However, if I'd like to edit something that I am assigned to, I can very simply go to the field where I'm assigned, and I'm allowed to make changes as I see fit. I can change the duration, et cetera. Next, let's go to the lowest level of permission. So we go to our permissions for the board, and I say write updates on a task only and we can save that and allow a moment for that setting to propagate. There we go. I can only view this board. I'm not allowed to change anything. I can, however, still write an update here. Hello. So now I'm only allowed to write updates. So that covers board level permissions. Next, let's look at column level permissions. So I'm going to give my member the highest level permission again on the board level, and we'll save that. So as you can see now, I now have full permissions. I can move things around. I can edit whatever I like. And now I'm going to set some permissions on columns, specifically. So I can go here to the settings on a column, provided that I'm the board owner, I can go to these settings. First, I'm going to remove a restriction on status. So now I can click over here. Settings and restrict column editing. And then I can select who is allowed to edit a specific column. So right now, only I am allowed to edit the column, and I can assign a person or a team who is allowed to edit the column. So currently, the status column is locked, and I am the only one who is allowed to edit it. The other user, even though he has the highest level on the board, will not be able to edit this particular column because he does not have that permission. If I want to grant him that permission, I can either remove the restriction altogether, or I can grant that permission to specific users by going to permission settings and adding the other user over there. So now only these two users can edit this column, but no one else can. So now that the permission is granted, I can now come in as the other user and I can make changes on that column. And that brings us to the end of board and column permissions in Monday. Thanks so much for joining me, and I'll see you in the next one. 65. Board Access & Permissions: Hi, and welcome back. Let's take a quick look at board access. So this answers the question of who is allowed to see which boards in Monday. Let's dive in. So as I mentioned earlier in the course, if I go to a particular board, I can change the access type of the board. And that we do here on change board type. So we have three board types. It can be a main board, a sharable board, or a private board. Right now, this is a main board, which means that everyone in the organization can see that board whether or not they are invited to the board. So if I remove the invitation of my other user here, And we go across to that person. Even if I refresh that user is still able to see this specific board, even though they have not been invited. And the reason for that is because this is a public main board. See, there it says public visible to all team members. Next, let's change this to a sharable type. So we change this to a sharable type of board. And here we get the message. Sharable boards are only visible to subscribers, meaning people who have been invited to the board. People who access the board without subscribing will no longer have access. So I'm going to go ahead and say don't invite them and remove their access, and let's see what happens on our other user's account. So we change the board to sharable, and immediately, the board is no longer visible to the other user. It's not available here at all. Now, given that the board is sharable, I can share it with another user. So here we can invite that person to the board, and we can add them as a member or as a guest. So we'll add my other user as a member. And as soon as I clicked it there, you couldn't see it on my second screen. But now my other user can see this board again. You can also see the type of board here by seeing the little share icon there. So this board is sharable, and we can invite guests. So now let's go ahead and change our board to private and see what that does. So a private board might be used to keep something internal to the organization that you do not want shared with external people. So if we click on change to private, it says, here, converting this board to private means it will no longer have a guest list, so there will be no guests allowed to access. So members who were invited can access it, but guests cannot, meaning people outside of the organization who are not part of your Monday subscription. So let's just go and have a look again here. When we click on when we have the board as sharable, and we click on Invite, we can invite board members, and we can invite guests. So guests will be people outside of our organization. But if we change this to private and we try to invite people. You will note that we can no longer invite guests. We can only invite board members. So that is the difference between the different types of access levels being main, sharable, and private. The main access type means that everybody on your Monday subscription can see the board regardless of whether they are invited or not. The sharable type means that People inside the organization can see it if they are invited and also guests can see the board if they are invited. And if we change it to private, only people inside the organization who have been invited can see the board, but you cannot invite guests to that board. So we'll just go back to sharable here, and that will bring us to the end of this lesson on board permissions. Thanks for joining me, and I'll see you in the next one where we do a quick summary of access level permissions. 66. A Summary of Privacy & Access: Welcome back. Let's summarize what we've learned about privacy and access levels in Monday. So the first thing is our user roles. Our user roles are set up by the administrator under the administration searching. If we click on permissions, we have our user roles. So these are the roles assigned to different accounts, be it admin, member, viewer or guest. We can invite different accounts to join a board as either a member, a viewer, or a guest. Over and above that, we also have our board owner level, which is not set up here as that type of person could either be an admin or a member. Basically, these permissions define at the master or system level what each type of user role can do. And if you're invited as that type of user, what you can do on a given board or in the system. So under users, the administrator can set the user role for each person that's invited. So we can set a person as an admin, a member, a viewer, or a guest. So typically people inside the team would be members. Then you might have viewers, and guests would be external people. So people external to the organization might be viewers or guests. Then you'll have an admin or two, and people inside the organization would probably be members or viewers. Next, we can control access at the board level. So on the board, we can decide for each board whether it is either a main type or public type board, a sharable board or a private board. Remember, main boards can be seen by all members inside the organization. Shaable boards can be seen by people inside and outside the organization, meaning they can be seen by admins, viewers, guests, and members, but only if they are invited to see that board by the person who is the board owner. At the next level down, once someone has access to the board, we can set their permissions for what they can do inside the board by clicking on the board options and going to permissions. So these permissions allow us to set the viewing permissions and the editing permissions for people who are accessing the board and who are not the board owner. So anyone who is not the board owner, what are they allowed to do on that board, subject to the restrictions set at the higher levels. Finally, inside the board, we can set permissions for specific columns to say who is allowed to edit a column and who is not allowed to edit a column. And that brings us to the end of summarizing permission settings in Monday. Thanks so much for joining me, and I hope this has painted a clear picture. I'll see you in the next one. Cheers. 67. Project 2: Views, Integrations, Automations and more...: Hi, and congrats on making it so far through the course. You've reached the project section of the course. Now, if you've been following along with me, you might have already done quite a lot of the work that I've assigned here in your final project. But if not, here is a project for you to tackle. First, I'd suggest creating at least three board views for your board. You're welcome to copy my board views, or you can create board views specific to your application. Try to create at least one gant chart as this is one of the most feature rich views in Monday Project and work management. Next, try deleting some items and restoring them using the trash. Go ahead and export a board or part of a board to Excel. Then you should go ahead and set up and test at least one automation. This could be a button press automation where you press a button and someone is notified or a status changes, or you could do a status or time based automation. Next, I'd suggest testing out at least one integration, be it adding an Excel view like we did in my course or integrating with a specific app that you'd like to use in your application. Finally, spend some time experimenting with filtering, sorting, and grouping in your board to get the hang of these features. Good luck with the project work, and I'll see you in the next one. Cheers. 68. Conclusion: Congratulations. You've reached the end of the course. I hope you've enjoyed the project section and that you've learned some real hands on skills that you can use going forward in your career or in your application on monday.com. By now, your confidence in using monday.com should be significantly higher, and I hope you've learned a few valuable tips and tricks. I wish you all the best, and I know that you are fast on the path to becoming an absolute Monday master. All the best for the future cheers.