Monday. com: Master Project Management & Productivity With Monday

1. Monday Will Change How You Work: Open your project board, and it's chaos. Tasks everywhere. No clear priorities, no idea what's overdue or who owns what? So you feel busy all day, but nothing really moves forward. Now, imagine opening one workspace where everything is clear. Tasks are structured, deadlines make sense, and progress is visible instantly. That's what monday.com gives you when it's set up correctly. My name is Adam Taylor, and after running multiple businesses and teams, I can tell you this. Monday isn't just a task manager. It's an operating system for real work and progress. In this course, I'll show you how to use Monday the right way. Start from the basics. What Monday is who it's actually for and how to choose the right pricing plan so you're not paying for things that you don't need. Then we'll get hands on immediately. You'll build your first workspace, create boards from scratch, add tasks, group them properly, and turn messy lists into structured workflows. That makes sense. From there, we optimize. You'll learn how to edit tasks and bulk, duplicate systems, use templates, filter and search efficiently and stay on top of work using my work instead of just juggling tabs and reminders. And next, we'll level up with views and dashboards. You'll build your very own dashboards step by step, starting simple and then upgrading them so you can track progress, workloads and timelines without micromanaging. We'll also cover Monday AI, but only where it's actually useful. Summaries, updates, and real task level assistance that saves time instead of creating noise. And finally, we'll build real world projects from scratch. So you can copy the setups and adapt them to your own work or business. No fluff, no theory dumps. Walk throughs and templates that help you get organized and stay efficient. It's time for you to make your work feel clear instead of chaotic. So take action and join the course right now. 2. Understand What Monday Actually Does: We start clicking buttons, creating boards, or setting anything up, we need to zoom out for a moment and answer three simple questions. What is monday.com? What kind of problems does it solve? And is it actually the right tool for you? Because Monday is powerful, but it also means it's not the right fit for everyone. This lesson is about orientation and not configuration. But by the end of it, you should clearly understand where Monday fits in the world of work tools and whether it makes sense for the way that you work. Let's start with the big picture. That's what monday.com actually is. At its core, Monday is a work management platform. At this point, we should probably you'll hear it described as a project management tool, a task tracking system, a team collaboration platform, or an operations management tool. And all of those are true, but none of them fully explain what Monday does. The simplest way to think about Monday is this. Monday is a system for organizing work, tracking progress, and coordinating people all in one place. It's designed to help you answer questions like what needs to be done? Who is responsible for what? What's in progress, what's blocked, what's already done, and what's coming next. So instead of work living across emails, messages, sticky notes, and random spreadsheets, Monday gives you a single structured space where work actually lives. Monday is flexible, which means it can be used in many different ways. But in practice, most people use it for a few core types of work. At the most basic level, Monday helps you track tasks. So what the task is, who owns it, what it to do, and what status it's in. Alone is enough for many teams to replace scatter to do lists. But as work becomes more complex, these simple tasks turn into projects. So you'll have multiple steps, multiple people, dependencies, timelines, all of which that Monday is able to handle. So projects can live on a board with each task moving through stages like not started in progress and done. Now, of course, Monday is going to shine when more than one person is involved. So instead of asking who's working on this? Is this one finished yet? Did anyone follow up? You can simply look at the board, and no, it becomes a shared source of truth for the team and organization as a whole. But that's not its limits. Monday is also commonly used for a bunch of other things like client onboarding, content production, sales pipelines, internal operations, and recurring workflows. Really, anything that follows a repeatable process is a good candidate for Monday. So you don't need to understand every feature just yet, but it does help to know the basic structure of how Monday works. Now, what I want to do is talk about the basic building blocks. We're going to look at a high level overview of what Monday actually consists of. So at a high level, Monday is built around a few core ideas. We have our workspace, and this is going to be where the team lives. We have our boards. This is going to be where the work lives. Have items within those boards, which are individual pieces of work. So these can be tasks, projects, entries, things like that. And then we have columns, which are going to be information about each item. So you can think of these as properties in a spreadsheet. There's status, there's owner, there's a date, there's whatever you can imagine, essentially. So you can think of it like a smart interactive spreadsheet, but one that's designed specifically for managing work instead of just storing data. We'll break each of these down in detail later. But for now, the key takeaway is that Monday organizes work in a clear, structured and visual way. So now we have to ask the question of who is Monday designed for? Monday is designed to support a wide range of users, but it really shines once there's some complexity involved. If you're working alone, but you're juggling multiple projects, juggling multiple clients, deadlines or recurring work, then Monday can work as a powerful personal workup. That said, it may be more than you need if your workflow is very simple, but we'll talk about that in a moment. Now let's talk about small teams because this is where Monday really starts to shine. These teams can use it to stay aligned, assign ownership, track progress, and avoid things falling through the cracks. Instead of constant check ins and follow up messages, the system itself provides the clarity. Next, we have growing teams because as teams grow, communication overhead grows with them. So Monday accounts for this and helps by standardizing how work is tracked. You can also create repeatable processes. You can onboard new team members faster and reduce confusion and bottlenecks. Now, this is often the stage where teams outgrow simpler tools. Next, we have managers and team leads. Now, this is nice because this grows upon what we just covered because for managers, Monday provides visibility. So you don't have to micromanage your team to know what's going on because the board shows you a bunch of different information, what's on track, what's stuck, and who needs help. That visibility is one of Monday's biggest strengths. So now let's talk about concrete situations where Monday is a great fit. Monday makes sense if you're managing work across multiple people because tasks have statuses, deadlines, and owners, all things that Monday can handle beautifully. It especially makes sense if you have projects that involve multiple steps, you want a shared system instead of a personal to do list, or you're tired of asking for work updates. Another clear use case is if you're working with projects that involve multiple steps or you want a shared system instead of a personal to do list. And lastly, it's a great fit if you need structure, but you still want flexibility. So if work feels chaotic or hard to track, Monday is usually a strong now, just as important, when doesn't Monday make sense? Well, Monday may be unnecessary if you're managing very simple personal tasks. Maybe a basic Notes app or to do list works perfectly for you. So you don't have to upgrade in that case. Maybe you don't want to collaborate with anyone or your work doesn't really change or evolve. So if all you need is a grocery list, a daily checklist, or a reminder app, then Monday probably is more than you need. But that's okay. The goal isn't to use the most powerful tool. It's to use the right. Before we go ahead and move on, I do want to note that one of the most important things to understand about Monday is this. You can start simple and just grow into it. You don't need advanced workflows on day one, and you don't need complex setups immediately. Many of you are just going to start with a single board and basic statuses. But as your needs grow, Monday can grow with you. As you progress through this course, you'll learn about more structure, more automation, and more advanced workflows. So this course is designed to be walk through focused and practical and now that you understand what Monday is, what it's used for, and who it's best for, we're ready to move from theory into action. So in the next lessons, we're going to be jumping right into the platform and getting hands on. And from there, we'll start building slowly, clearly, and intentionally. So let's go ahead and move on. I'll see you there. 3. Pick the Right Plan for Your Needs: Now that you have a clear sense of what Monday is and who it's actually for, the next step is getting set up correctly from the start. So in this lesson, we'll walk through creating an account and choosing a pricing plan. This is one of those decisions that seems simple, but can lock you into limitations later if you don't understand what you're selecting or worse, it can lock you into paying for something that you just don't need. Alright, so let's go ahead and get started by talking about the pricing plan. One thing that I want to note before we actually dive into this is don't focus too much on trying to make a decision right now. Don't let that stress you out because as we go through the course, you'll be seeing different aspects of Monday. We'll be seeing things all the way from our free plan, all the way to our pro plan. Essentially, by looking at this and by going over everything in the software, you'll be a little bit more informed by the end of this course to make that decision of Is this feature something I need? Do I need the AI functionality in here? Do I need our chart view? Do I need the calendar view? Do I need 5 gigabytes of file storage? All of these are going to be decisions that you can make as you become more educated software has to offer. Now, the first thing to note here, these are all going to be charged on a per seat basis. So it's not just going to be $9 a month or $12 a month or even $19 a month for you and your entire team. That is going to be what is going to be charged per person on your team. Now, we'll go over this a little bit more later, but essentially know that every single person that you have within your Monday with some exceptions like guess, you will be having to pay for them per month if you go with anything past this free plan. Now, starting with this free plan, this is going to be obviously the most bare bones of Monday. Get three boards. You'll get three docs, and you still have access over 200 templates. Now, for many of you, this one here can be fine. You can be able to fit all of the things that you're working on into these three boards. The three doc functionality are essentially just going to be Google Docs that we will be going over. If you ever run out of these and you don't want to spend money to upgrade, then you could always use another tool like Google Docs to replace that. You won't have the ecosystem of Monday. You won't have that kind of cross functionality, but you still will be able to save a few dollars if that is what your priority. So this free plan is going to be for solopreneurs, for individuals that are mainly going to be looking at tracking things within their own life without other people collaborating in. Because as you get to see, with your free plan, you only get two seats. That means you and one other person that you're allowed to invite in. Now, next with our basic plan, this upgrades us. We get a little bit of a step up we're no longer limited to three boards and three docks. We have full access to that. Also, this is the beginning of receiving some AI credits to be able to test out the AI functionality within Monday. Another nice thing that you get with the basic plan is you get unlimited items. Now, again, these will be things that we will be going into more depth of, but our items are going to be what are making up our boards. So you can essentially think of them as lines on an Excel sheet. Each line is going to be one item. And with our free plan, we get up to 1,000 of these. So depending on your use case, that might not even be coming close to the amount of items that you're going to use, but if it is, then upgrading to this basic plan can be something that is going to be fitting for you. Now, as we move up the ladder, this is where things are going to get a little bit more serious. This is where you're going to have your team in it, but you want to start to optimize. You want to start to integrate things like automations. You want to start to integrate with other tools in your business, and you get the ability to create dashboards to essentially visualize your data in one way that consists of many different views. Speaking of views, this is going to be the start of when we get access to new views. So views, again, are going to be different ways that we can visualize our data. A dashboard is going to be a consolidation of all of that. We're going to have multiple views and one dashboard. But you get to see here that these different views are timeline and Gant are essentially going to be the same thing. This is going to be able to put your projects, put the things that you're going to be creating on Monday on a timeline view. So you can see what things interact with other. The calendar view is going to be essentially as you would imagine. You get to see items on a calendar. So you get to see what things are approaching another, and you get to see essentially overview of where things land on a calendar. And then also with this standard plan, we get an introduction to our AI sidekick, which again, we have an entire lesson dedicated to, but this is going to be essentially another AI assistant, another way AI can help us within our now, again, moving one more rung up the ladder, we get to see what Monday says is their most popular plan. And this is going to be essentially taking our standard plan and injecting it with steroids. Here, we get even more views, we get even more automation, and we get even more ability and more flexibility to work with integrations on our account. That combined with more dashboards. Then lastly, we have our enterprise plan where you're going to have to actually get in contact with Monday to be able to explore this option. But the thing that really determines and differentiates our enterprise plan from our P plan is first going to be our file storage, but mostly it's going to come down in the administration and control. We get to see administration and control. All of these different things are afforded to us with our enterprise plan. Same thing with reporting and analytics, and also we get some extra security and privacy Now, just as a recap, who is the kind of person that would want to get each one of these plans? Well, starting again from our free plan, this one is going to be your solopreneur. Next, your basic plan is going to be best for small teams that mainly need shared visibility. Then with our standard plan, this is where Monday starts to make sense for most teams. This one's going to be best for collaborative teams that are managing real workflows across departments. Next, our pro plan is going to be for teams running complex or repeatable processes at scale. And lastly, with our enterprise plan, this is going to be for those large organizations with strict control, security, and governance requirements. So now that we have that covered, now that we have that out of the way, let's go ahead and actually create our account. And let's try out this pro account for free. Now we can start off with putting in our email and we can hit Continue. Now go ahead and put in your full name right here. And for our account name, I'm going to go ahead and put my name again. These questions here are mainly going to be for Monday's analytics purposes. So they're not really going to change how you experience Monday. Don't stress too much about how you answer these questions. I'm just going to go ahead and answer them, and I might mess up their reporting a little bit. But let's go ahead and continue over here so we can actually get into our software and starting to create our first board. So now it's going to be asking us to name our first Again, our boards are going to be the foundational piece of Monday. As you can see right here, it says monday.com, boards are the place where all your content lives. And that statement is true. So we're going to go ahead and create new board from scratch in just a few lessons. But for now, let's go ahead and name this one project number one. Each one of these columns are going to be things that we can add into our board to give us a little bit more information on the things that we are actually tracking in here, whether they be projects, whether they're task, employees, or anything else. And here we get to add in essentially as many things as we want. All of these are going to be their own columns and their own data tracking measurements, if you will. Again, these ones now are going to be starting in with our dashboards because we have a pro plan. We also have access to these dashboards. And with these dashboards, we're able to see are different visualizations of the data from our so, right here, we can go ahead and just select everything. So we have as much data at our fingertips as possible. And next, we have our view layout. And because we are on this P plan, we have access to all of these different views, which are going to be views that we will be going over when the time comes. But again, these ones are going to be different visualizations of our data. We see here we have our calendar view, our timeline view arranges our items like this. Our Gant is going to be quite similar. We have card view, we have our Cb so let's go ahead and just continue on with our table view because this is going to be the foundation of Monday. So now I've listed in these three projects, our new client onboarding Workflow or ir quarter Lead Gen campaign and our CRM cleanup, all of which we can see have auto filled right here just so it can show you how these are going to appear within our boards. And now, with that, it's time for us to get started to actually get into the software and take a look around so we can understand what it is we're working with. And that's what we'll do in our next lesson. 4. Navigate the Interface With Confidence: All right. So now that we have created our account, it's time for us to actually get into the software and take a tour of the interface so we can understand how to navigate it. Now, one disclaimer about this lesson that I want to share with you is that we are going to go over a lot of things that exist within the software. Almost everything you see, I'll give an explanation as to what it is. But don't allow that to overwhelm you. If you're going to be confused on some things, if you're not going to be kind of getting in all of this information on this first go, do not worry because every single thing that we'll be covering in this lesson that will have a dedicated lesson where we'll actually go deeper into it. So don't get overwhelmed here. This here is just a quick overview as to everything that we will be going into deeper throughout this course. Alright, so let's get right into this, and I want to focus here on this left tab because this here is going to be our navigation hub. This is going to be what takes us to the places that we want to be within our Monday software dashboard. Where we are right now is going to be our home tab, and our Home tab is going to give us quick overview of what is going on within our Monday. So we see here that we have our recently visited. We have our update feed, our inbox, and we have our workspaces. So this is giving us quick access to things that can be important to us, right? Because we can quickly go into other projects or dashboards that we have. We can quickly see any updates that we have, and we can also quickly access our workspaces. Now, this is going to get us into the next part of the interface. Is going to be the biggest level of organization within Monday, and that's going to be our workspaces. So our workspaces are essentially going to be hubs. They're going to be hubs of different information, different projects, different things that we are going to be compiled that is going to be under some relevant umbrella. Here we have our main workspace. And if we go ahead and expand this, we get to see that we can add in more workspaces as well. And among this, we can also add items within these workspaces. So right here, we have our first project, project number one. And you can see if I click this plus button, we get to add in a bunch of other things here within our workspace. This project number one is just one board, but we can add in docs, we can add in dashboards. There even is AI solutions right here. We have forms, workflows, folders, all of these options to add within our workspace. Now, right here we are in a project number one, and this here is one board, and this is going to be oftentimes what many people are going to be focusing a lot of their time in Monday using. Now, again, we are going to be going in depth into all of these different things that we can use within our workspace. Now here within our project, we get to see that we have a lot of options here. We have some organizational options right here at the top. We have different tables that we can also go ahead and add that we can then apply these organizational filters to. Then here within our tables themselves, we get to see that we have different fields here, our notes field, priority field, due date, status, and owner and the task names. And then below this project, still within our workspace, another thing that we had added here default when we created our account was our dashboard and reporting. Now, our dashboards are going to be essentially different views of our project boards. So what this dashboard is going to entail is it's going to take different data from our boards and other things that exist within our workspace and give us a rundown, a different visualization using graphs, using different views like this as to what is going on within our workspace. By using our dashboards and connecting boards to them, we're able to visualize our data super quickly, and we're able to create different views that will be able to convey some certain information to us that we deem as being important. So this year is going to be someplace where we will be spending a lot of time. Now, coming back over to our navigation panel, we also can see that we have a favorites tab right here. Our favorites tab is going to consist of things within our workspace that we mark as favorites. So if I want to come over here, I can go ahead and click these three dots, and I can add our project number one right here to favorites. We get to see that it still stays right here under our workspace, but it also now appears under our favorites tab as well. Continuing to move on here within our navigation panel, another tab that we have here is M Work. So in our My Wortab, this is going to show us all of the items that are assigned to us. So we can get to see right here that this here is assigned to me. This is some task that is marked to me, and we get to see that it is past due. The due date here is in the past, so it is here under this part of past. We also get to see that there are these preset groupings right here, like today, this week, next week, and things that go outside of this later and also the ones without a date. So all of these are relevant to things that are assigned to us, like in our boards. Now, as we continue down, we get to see a tab here for the AI note taker. Now, this is one of Monday's products that they're really trying to push out right now. So we get to see exactly what it does. It's quite straightforward. What it does is it's going to record your calls, and then it's going to transcribe and summarize them using Monday's AI. Then as we go down here on our navigation panel, we also have our more tab. But instead of going over this right now, let's go ahead and shift our attention to our top row right here to our toolbar. So our toolbar, going from left to right here, it starts off with our notifications. Our notifications are going to be anything within our Monday dashboard, anything within our boards that we go ahead and mark on for notification. There's any things that are going to be mentioned to you, if there's any things that are assigned to you, you get to see any updates regarding those things right here. Next, if we move over, we get to see right here, this is going to be our update feed or our inbox. So here, this is more of the same thing. We get to see more notifications, more things that are going to be relevant to us. We see all updates here. This one was a message that was sent to me when our account was created. We see here on things that we were mentioned on, we have bookmark things. So if you physically bookmark something, you get to track here we see scheduled notifications or scheduled messages that you sent out, and right here is just going to be more broad all account updates. Okay, so now we can go ahead and move on into our next icon right here, that's going to be inviting members. So one thing about Monday is that it's super easy to be able to invite anyone into your workspace. Right here, we get to click on our icon, and then simply it pops up right here, Invite with email, and we can write in a message there as well. Now moving on, we get our Monday marketplace. Now, this one here is a little bit of bigger deal because what we're able to do here is we are able to download apps that are going to help us in one way or another. That's going to improve our experience on Monday in some specific category. Now, of course, be going over this in more detail. Right now, let's go ahead and check over this AI isn't going to be as necessarily robust or filled as the apps. There are an infinite amount of apps that we can go ahead and add into our software. But with our AI skills, we get to see that it's not as filled here. We have a few different integrations, but these integrations can go a long way because essentially what they do is they are going to help us integrate within the AI within Monday with these different apps. So we have our Gmail here, we have our Slack, and, of course, don't worry, we are going to be going over all of this for you to be a now let's go ahead and move on. Here we have our autopilot hub. So this is going to be the hub of your automations. Every automation that you're going to be building is going to appear right here, and it's going to give you some information about every single one. We get to see the health, usage, our workflows, and the different connections that we have in regards to those automations. Next, we have a search everything. So our search everything is going to be able to just be a search hub that is going to look through essentially every single bit of our Monday. This is going to stand a little bit different than to our quick search. So if we come back here in our Home tab, we get to see that we have this quick search, and the quick search is essentially akin to our spotlight search within Mac. So in comparing this quick search into our search everything function, with our Quicksearch, you're going to have some things be a little bit more limited. Um, in terms of the quick search, you can quick search for specific titles of things within your workspaces, but it's not going to be going as in depth as your search everything feature where you'll be able to search, for example, within files as well. Alright. So now we are in our home stretch here the last few things that we need to cover. So right here, we have a help function. So if there's anything that you ever going to be running into any problems issues, this can be your place that you're going to come to for those quick answers. For those first things, if you ever have any quick questions, then you can come here and hopefully find some quick answers. Now, this is a good point to go ahead and remind you that if there's ever anything that you're facing some kind of issue with throughout this course, and throughout being able to learn this software, if you go into any roadblocks, don't worry because you can always go ahead and drop your questions in the Q&A section at any point. Don't be scared. Go ahead and drop those in, and me and my team will be there to answer your questions as quick as possible. Now, moving over, we see that we have this little icon here. And this here is Monday's AI vibe. So what this is able to do is essentially help us in creating these projects, creating these dashboards. It will help us along the way to be able to create a lot of things that we would be able to do manually within Monday. Now moving over here, we also have our product switcher. So this one here is just going to be connecting you to the kind of Monday ecosystem available. And then, lastly, which is also very, very important, we have our profile up here in the top right. And this is going to be the hub where we're going to be able to access a lot of the settings and a lot of the customizations that we would want to do to our so if, for example, you want to come here into the settings, this is going to be a place. You are going to have a lot of control and configuration on your app, which is what we are going to be covering in the next lesson. But with that, that is going to cover our tour of the interface. So now it's time in the next lesson for us to go ahead and start to configure our account. Set the right settings, create our account in the right way, so this can set us up for success for the rest of this course and for the rest of your time using Monday. Alright. I'll see you there. 5. Optimize and Configure Your Profile: This lesson, we are going to be setting ourselves up for success for the rest of this course and more importantly, the rest of our time using Monday. And we're going to do so by configuring our profile. So we're going to work within two places within Monday. Right here, first, we're going to come to the top right of our screen to be able to open our little dashboard right here, our account dashboard. So we are going to operate within my profile and within our administration settings. So let's go ahead and start out with my profile. So here we get to see everything that is specifically in regards to you. We first have here our personal information. We have working status. We have notifications, language and region, and then privacy stuff like our password. Let's go ahead and start off with our personal information. So right here, we can change whatever we want. If we want to change how our name appears within Monday, we can do so. We can add extra information here with our job title. Let's go ahead and say founder right here to our job title. Here we have all of the tags that were given within Monday. Case, because we created our account, we created this workspace, we are an admin. Then we have other information right here that we could go ahead and add or edit with our email, our phone, our mobile phone, and location. And then we have some other extra information as well. But one thing that we're able to do that I would recommend is also having a profile picture right here. So as we click into this, what we're able to do is change in our Avatar theme, so this is just purely cosmetic, but we can also upload in a profile picture. So that's what I'm going to do right now so we can just customize our account a little bit. Right here, I just uploaded in an image. So we get to see that when we do these uploads, we're able to tweak around with the Zoom, and we could also replace our image that we upload right here. So we're given a little bit of customization to be able to work with right here. So I think roughly this is going to look fine for us, so I can go ahead and crop and save. And then now it's going to appear right here within our personal info. So next, what we have is our working status. So our working status is just going to be our status that is going to appear for everyone else when they're looking at our profile in so, this can be helpful if you just want to be able to communicate with your team a little bit more efficiently. If they're going to be reaching out to you and they can clearly see that you are out of the office, then things are just going to be able to be a little bit more efficient in your communication here. So it's just nice to be a little bit transparent and to be able to use this right here. That we have here is that whenever we set anything other than in the office, what we're able to do is choose the dates here for when this is going to be the case. And then we can also alter our notification preferences when we are in specific working statuses. If we come over here into our personal info and we click on this, we also get to see that we're able to change our working status from here as well. So what's over here, I'm going to set this in the office, and now we can move on to our notifications. So here is really where you get to customize how Monday is going to be able to communicate. So right here we have our system notifications. They're essentially going to be every single possible way that Monday is going to be able to alert you for every single specific situation. Now, we have different notifications for different platforms. So right here, we see all of this rows of checkboxes are going to apply to the monday.com notification system. So this is going to be all within monday.com. If we ever check anything off right here, then the notifications are going to live only right here within the software itself. If we go ahead and come back here, we also get to see that this row right here is going to be all for email. So with our email here, we get to see what notifications would be email to us. But we also have two other options right here where we could connect our Microsoft Teams or connect Slack and then be able to configure which channels these notifications will go to and which ones that you can go ahead and select. Now, another thing to note here is that we see some of these are lighted box, and some of them are grade out. That means these grade out ones are ones that we cannot turn off or that we can't change. For example, within our monday.com notifications, we're not able to turn off the notification when someone mentions you. Or if we scroll down here, if there's any automation failures, we can't turn those off. And for our email notifications, there's some that we can't turn on. So we get to see right here if a file has been deleted, we can't go ahead and turn this on to be notified by email. You want to turn off any of these ones that are light blue, then we can go ahead and do so super simply. So, right there, this is all just going to be about your personal preferences here. If you don't want to be notified by a lot of things, if you don't want your notifications to be blown up, then you can go ahead and turn off some of these specific ones. And then we also have the option here to enable or disable our desktop notifications as well. In terms of setting up our profile, the things that matter most, we've essentially covered that. Our personal info, working status and notifications are going to be those that are most important for our personal customization needs. Now, if we go ahead and move down here into language and region, this one is going to be more just generally important where you want to make sure that your time zone is actually your current time zone. So whenever you set due dates for other people within your Monday, they're actually going to translate properly, and they're not going to get lost in this kind of communication or miscommunication, I should say. If you ever want to change any time or date format, you can also go ahead and do so here. Okay, so now let's go ahead and cover our administration settings. So if we come over here and come down to administration and go ahead and select this, and here we get a lot more in terms of customization. So first, we get to see account name and URL. If you ever want to change this to be anything different, you could go ahead and do so from right here. We have more account settings. Right here. These ones aren't going to be as important here, but if you want to go ahead and change any one of these, you can go ahead and do so. Next, we have the work schedule. Now, our work schedule is something that can be quite useful, at least in terms of communicating with your team. What we can do is we can tie in these work schedules to our work status. So people are going to know clearly when we're going to be able to respond to them, when we're working, and when they're going to have to maybe wait a little bit of time for us to get back. But we can set these working schedules right here, so we can set our workdays and hours super intuitively. Now we can go ahead and set any time off, any specific days of the year. And lastly, we can assign these to teams. Now, teams aren't anything that we have covered yet. But essentially, we are going to be covering them. And what you can do is you can be able to group certain people within your team to then assign them these different roles and assign different settings to specific teams, like a marketing team or a sales team. You're able to create that here within Monday, which is honestly one of my favorite features and functionalities of the we can go ahead and move on over into customization. Now, customization is quite fun because what we're able to do here is change the branding. If we change our email headers, our main menu logo, we can both here put the logos headers of our business to make things a little bit more customized. Now, next our features tab are a lot of different settings that we can change, and most of which are going to be quite specific, but it's still worth reading through all of these. Like, for example, not all of these are turned on, but they can be quite useful for your workspaces. For example, this one right here creates a due date reminder automation on every new board in the account. So what's going to happen here is that whenever any task approaches some due date, we're going to have some automation here that is going to be able to remind whoever is going to be attached app. Now, this is one that I personally always have turned on. And the same thing applies to this one below as well, right here, we see that this is going to be in regards to a status update. So what's going to happen here is that it will create a comment in the update section, what we covered in the last lesson, whenever a status is marked as done with quick reply options. So this is essentially just saying that there is going to be notification for whenever anyone changes the status on something within a board. This one can be especially helpful if you are going to be using your boards for more larger projects as opposed to smaller tasks because these larger projects, the status updates on them are going to hold a little bit more importance or weight than those small tasks. So this one here is one that I have turned on. Now, as we move on, the next customization feature we have right here is going to be setting in our board default. Now, these ones right here are going to be actually quite specific. These ones are only relating to our status field within our boards. So let's go ahead and come over here real quick just so you can understand what it is this is referring to. So if we come right here, we get to see the status field. Now, just to clarify, the status field here is one of quite a few fields that we have access but in regards to the customization board setting, it is only in reference to this field. So if we go ahead and click on the status, you get to see that we only have these done, working on it, stuck, and not started. So now if we go ahead and come back here into our customization and our boards, we get to see them right here, done, working on it, and stuck. So if you ever want to change those up, you could do so right here, or if you want to add some more, do a little bit of both, this is the place where you can do that. Next, we have our user profile. So here, this is going to entail the things that are required of every team member when they're joining your workspace. So, right here, we get to see that it customizes the fields that your teammates will be required to fill on their profile. If you want to go ahead and change any of these ones, you will be able to do so with our title and location. Those are the ones that are editable. And then you could also hide certain fields within their user profile. They'll still have to fill them out. But you also have the option to add in a specific field right here, and here we can get rid of them. Now next we have our user notifications, and these ones here are just going to be you editing the default permissions or the default notifications, I should say, to the accounts to the users whenever they join your workspace. Whenever you invite them, these are going to be their default set of notifications. And if you connect to Microsoft Teams or Slack, you can also change those default sets right here as well. We have our directory next, and our directory is going to be basically a compilation of all of the people who are within your Monday account. All of the people within your teams, all of the people that you invite through here. We also have our ability to manage teams right here as well. Now, one thing that I want to now take us to in regards to teams are our departments. So our departments here are going to be categories that we're able to put people into. Now, these actually do differ from the teams that we did go over that we just quickly mentioned. What happens here within the departments is that they're mainly used for user organization permissions and reporting, and they usually don't change. So here, you are going to be assigning specific people in specific departments. Again, this can be like marketing, sales, R&D, things like that. You can already see some default settings right here. And essentially every single person here is all going to have some same default permissions within your workspace. Now teams, on the other hand, are going to be a little bit more flexible. They're essentially different groupings of people, people that are going to be working together on certain boards, and they don't necessarily have anything to do with exact certain permissions. Now, with that, we've covered a majority of things that are actually going to be applicable to how you or people that you invite are going to be experiencing Monday. Now, we have a few other things here as well. We have board ownership. So right here, essentially what you can do is manage certain board owners. So you can ensure that the right people have the right kind of permissions for certain board. Right here, a similar thing, we have automation ownership. So if anyone ever leaves, what you can do is select them right here, and all of their ownership privileges are going to be replaced to someone else. So that's essentially how all of these are going to work. Now, everything else to follow these are going to be things that we'll be covering more later in this course that again, aren't going to have as much impact on your present experience of learning. For example, we'll come here, we'll be working with connections, being able to integrate other outside apps into Monday to make our experience much more samful. Right here, we have billing information. So if you ever want to upgrade, change your payment method, things like that, you can come right here. And again, we have some manage app section right here. So again, this is more going to be tied into integrations. And lastly, here that I want to know is that we have our permissions. Now, our permissions are going to be important as you invite more people within your workspace, within your Monday. The only downside to this and why I didn't really mention it any earlier is that you have to have an enterprise plan to be able to actually edit almost every single permission. Now, the only exception that we have to this is actually going to be within our member permissions. So right here, the only permission that you're actually able to change is going to be right here in regards to inviting users from non authorized domains witho the Monday workspace. But despite not being able to edit these, it's still worth being able to actually go through these and read all the different permissions that each one of these account roles are given so you can ensure that you are given the right permission to every single person that you invite into Monday. Okay, now, with that is going to mark the end of this lesson. And now we are going to go ahead and start getting into actually working with Monday and looking at how we can use it for our project management needs. 6. Inviting teammates : Before we go any further, we need to talk about inviting in our team members because while you can use Monday by yourself, solo, it really becomes powerful once other people are inside the system with you. So, let's go ahead and actually walk through this process of how we can invite in our team members and how on their end it's going to look when they're signing up and all the other things that come along with it. So first off, the easiest way that we can go ahead and get our members inside on Monday is going to be with this little icon right here at the top of our screens. So right here, we can click on it. We see that it says invite members. And then we get to just type in their email and we can invite people in. So let's go ahead and invite the first member of our team, Marty Monday. We can type in Marty monday@outlook.com, and now we have to decide whether we want Marty here to be an admin, a member, or a viewer. Now, this is the next important thing to consider here because we need to know, first off, what is the difference between Admin members and viewers. And secondly, how do these affect our pricing plans if we are paying for our Monday? Well, first off, let's go ahead and move over here into the pricing page. So we've covered this already, but it's worth mentioning again, that the pricing plan isn't just a standard flat monthly charge. We get to see here that everything is charged from standard and pro per seat per month basis. So every single individual, every single member or admin that you are going to invite in, is going to be paid for by this amount right here. If we go ahead and invite him in as an admin or a member, that means our price that means the price that we're paying per month is going to increase by $12 if we're on the standard plan or $19 if we're on the Plan. So if we don't need our friend Marty Monde here to actually have any privileges, we just want them to be able to view what we have going on within our workspace, then you could go ahead and select viewer, and that can be free. But now we have to know the difference between Admin and Member, because if we do want to pay for Marty, then we should know what the difference is here so we can ensure that they are given the right privileges. Now, to do so to actually check what these privileges are, we can come here into our team up on top, and then we can come down into administration and then permissions down here. This is going to give us the account permissions for each one of these so right here, the only thing to mention really between our Admin and member account rules is going to be under our admin privileges. Now, there are a few other things that differ between our member and Admin, like what we see right here, we can assign users to schedule. That one is not available to members, but it is to admins. The same thing is going to apply right here for editing schedules and exporting department CSVs. Members aren't allowed to do that, but admins are, but for the most part, the main changes, the main privileges that differ are going to be under admin privileges. So we get to see these ones are all of the privileges that are not going to be afforded to members that will for admin. So security section, billing section, access to those, the app section, being able to create and edit managed columns, and then being able to change permissions, as well. These one are only going to be available to admins. So that's just one thing that's going to be important to note here as we are going to be inviting in more people. Now again, let's go ahead and put back our friend Marty Monday here. And because Marty Monday is a trustworthy person, we can go ahead and give him admin privileges. And also, if you want to, you can go ahead and write a message here. So now I'm going to go ahead and invite Marty Monday, and then we can go ahead and hop over to his email to see what this onboarding process is going to look like. So you can know what your team members are going to encounter when they are going to be signing up. Also one other thing to note is if you are going to be sending in invites to people, you can also choose items to assign them to that already exist within some boards of yours. So because we don't want to go ahead and do that right now, we can go ahead and skip, and now we can go over into Marty's email to see how this is going to work for him. So now we're here within Marty's email, and we see that there is an email here from Adam Taylor. We get to see. Right here we have this email header. Again, this is something that you can change in a customizable section within our admin settings. But we see this right here that I invited him into work management. Now what we can do is simply accept this invitation right here. So now we're clicking this link, it has redirected us to creating this account here, and all we have to do here is first put in our name and then password. So let's go ahead and do that here super quickly. We have Marty Monday, and we can go ahead and put in a password right here, super quickly. Now, these questions here are really just going to be from Monday's internal data, so we can just go ahead and click whatever and mess up their data real quickly. And we can say that we've used monday.com before here. Again, it's not going to be too important. Now, again, here it's just prompting us to invite more people because they really want us to increase those seats per users, but we can go ahead and ignore that and we can ignore this profile picture for now. So now we are officially here within our workspace. So you get to see here that we have access to the main workspace. We have access to the two things that exist within this workspace, and we are essentially now our very own user within Adam Taylor's team. So now Marti Monday is here to stay. And just like that, we've been able to invite a new person within our Monday account because Monday is always going to be more powerful when we have other members involved as well. 7. Create Your First Monday Board: Time to get Monday working for us. It's time to actually use it for what it was built for. Now, we're going to do so by first looking at boards. So at the biggest unit of organization within Monday, we have our workspaces. Our workspaces are going to be those largest units that are going to house everything that we do within Monday. And right there below workspaces, the next unit of organization is going to be our board. Right here, when we created our account, we had this default board created for us. What I want to do is I want to go ahead and get rid of this. We can go ahead and archive it, and now what I want to do is I want to add a blank board to our workspace right here. So, right here, we have our board, and we could go ahead and name it whatever we want. So I'm going to go ahead and name this is going to be our project tracker. Right here, we have our AI functionality. So here, we're able to give it a little bit of a promptier and it can build a board for us. But for now, what we want to do is we want to learn the foundational aspects of what Monday is because whenever we go ahead and use these AI features, we also want to be able to know everything that it's doing so we can improve it even further. What we're going to do is go ahead and start from complete scratch. Next, what we have here is going to be our privacy settings. So we can set these to our main, which is going to be visible to everyone in our account. We have our private, which is only going to be available to the people that we deem as being able to see it, and then we have our sharable. So these ones here are going to work with people outside of our account that we could go ahead and give them the link and then them being able to work. So now, let's go ahead and just stick with our main privacy setting. And then next what we have is going to be managing what this first row is going to be titled. So our boards are going to be consistent of different fields. And this one right here is going to be our first field. That's what it's asking us. So what we are building is a project tracker. So what we want to manage then within this board is going to be projects. No, this isn't going to change anything meaningful here. You don't have to worry about getting your perfect selection because really, all this is going to be changing is going to be the title of our first column. So now let's go ahead and create this board so we can get into working with it. Alright, so now we have officially created our first. We can see here that this board is broken down into two separate groups. Now, we're going to get into grouping later, but for now, what I'm going to do is I'm going to go ahead and just get rid of this group right here. So we're only working with one single group, so it's going to be easier to manage and understand everything that's going on. Now, the next thing to understand within our boards is going to be that next unit of organization here, and that is going to be our items. So our items are going to be what comprise our boards, and then our boards are going to be held under our workspace. So it's broken down into workspaces, then boards, then items. So now let's go ahead and get into working with these individual items. So, first off, what I'm going to do is I'm going to click into this item right here. Get to see that we have it open right here. Now, the thing that I want to do first is I want to rename this item. Rename it here within this side panel or we could simply just come over the name itself and we can click into it. So I'm going to go ahead and name this project Knowledge Base revamp. Okay, so now, as I hit Enter here, we see that changes the name right here. And within these items, we're able to see a few things. Here, we're able to comment on them, so we're able to give certain updates. We can upload in some files, and we can see all the activity logs regarding this. Beside this project field, besides the name of these items, we have all of these different fields that are going to give us some extra information regarding our first line right here, regarding our project. Right now, as we created this board, we already have three additional fields to our project field that are going to help us in giving some more information. We have a person field, so this is going to help in actually assigning individuals to certain things to certain items. Right now, I'm the only person that exists within this Monday, so I'm the only person that could be assigned. We have status here. Working on it, stuck, done. We could also edit these labels. And lastly, we have a date. And now let's go ahead and change this up. Instead of having date, let's go ahead and click into this, and I want to change this from a date to a due date. So now we can go ahead and click into this and we can select any date within here to be able to change it, and it's super simple. Now let's go ahead and add in column to look at other fields that exist. In the next lesson, we are going to be looking at other fields that we can go ahead and add because there are decent amount of different columns that we can add into our boards, each doing something that can help us in some certain situation. But here, while we're still on this board, there's still other things to mention here. Like, for example, we're able to resize our columns. So if we want to have these for organizational purposes, we want to make sure if we ever have any long names for our projects, we can go ahead and make that bigger. We could change right here the order of the fields that exist just simply by clicking and dragging. Another thing to note here is that as we hover over each one of these fields, we also get this little up and down arrow right here. And this is just going to be for sorting purposes. So we can sort here from an ascending order, and then here we can sort descending. And then if we ever want to save, this one will save for everyone. If we want to clear to just have it go back to normal, we can do. Lastly, another thing to know is that with some specific fields, what we're given is extra information below all of our items. And here you get to see that this exists with our status field. So what we get to see here is essentially percentage breakdown of where each item is. So right here, we see that 33% of items are done. Here we get to see that another 33% are working on it, and lastly, for our last 33%, we see that nothing is assigned to them. The status is empty. Now the last thing to note, which is another thing that we will be going in deeper detail in later in the course is going to be our tables up here or different views. So right now, we're in our main table. That's what we're going to be doing most of our work throughout this course. But we also have other views. For example, right here, because we have projects selected, we have our timeline view. So we're able to see these different projects assigned by their due date that is on them. Okay, now, with that, that is covering our intro here to our board and building our first board in a project tracker. 8. Master Columns and Their Purpose: Lesson, we are going to be diving in further within our boards. More specifically, we are going to be looking at different fields or columns, how we can use them and how they can help us within Monday. So immediately, if we want to go ahead and add in a column, we could go right here to this little plus button that exists. And we have here some of the most common ones that are going to be used within boards. But if we come here into more columns at the bottom, we're also able to see whole another list of different categories of these columns that we can. So we have, first off, these essential and super useful ones that we'll be going over in this lesson. And we also have a whole lot of AI powered ones that we will be going over eventually. We have some team power ups here, some board power ups, and also some combos that exist. All of which we will be going over eventually down in this course. So in this lesson, we are going to be starting off here with our essentials and our super useful columns. So before we go ahead and get into those, I also want to note that right here with the ones that already exist, with the columns that already exist within our board, we're able to work among these ones as well. If we come to these little three dots, with any one of these, we're able to do some kind of adjustment, some kind of customization. We get to see here with our status one. We have our settings. If we go ahead to come to customize, right here, you get to see all of the different labels that exist within our status. We have working on tuck and done. And you get to see right here if we click on it, those are the three that we have. We can add in some new labels. We can change in the colors, but that's just one of the features here of our status column. Now, another thing to note here is that if we ever hover over any one of these given ones within status specifically, you get to see that in the top right corner, we have a little peel back that's because what we're able to do is if we come over here and hover on it, we get to write a status note. So we can add in a note here, add in some more information. So maybe right now, if we were to go ahead and change this one into stuck, then a great addition to that would be description right here, status note that explains why we are stuck for any member of our team or whoever that would be looking at this can go ahead and help us with. Okay, but now let's go ahead and actually get into looking at some new columns right here. So right here, we've already went over status. Now, let's go ahead and check out priority because priority is also going to be quite an important one. So if we go ahead and click on it, we get to see all of the default ones that exist within this board. And just like with status, what we're able to do is edit these labels to be able to change them. We can change the color here. We can change the labels. We can add the new amount of labels. And just like before, if we were to set this right here, we can add in a note here for the priority, and you also get to see with priority because it's one of these labeling ones, we get to see breakdown of the percentages of each of these tasks that live within these specific priority bundles. Now, if we go ahead and move over, we also get some new ones right here. So a drop this one here isn't going to be auto filled. So if we go ahead and click this, what we are able to do is create a label. So if you want to do something like have this be a department label, and we go ahead and change the title right here to department or even any individuals, what you could then do is create different labels of the different departments here. So we have sales, marketing, and we have customer success. Just like that, we have these different labels. And the way that these ones exist kind of differently from our priority or status is you get to see that we can have multi select fields with this specific one with the specific drop down column. So we can add in multiple here that exists, and we can also edit these labels themselves, as well. So we can delete them and we can add in some more there. Now, let's go ahead and move on into our next one. So here we have people. The People one already exists right here. We're able to use this to assign people to each specific item within our boards. That one there is quite straightforward. Now as we continue to go down, we have numbers here. So the numbers is going to essentially just be a field where the only input that it's going to accept are going to be numbers. Like, right now, I'm typing in letters on my keyboard, but nothing is happening. It will only accept numeric inputs right here. And we also get to see another way that this works here is we get to see some of the numbers. So if I put 23 right there, then I can put in 44. I was like, click out, we get to see the sum is 67. Now, if we go ahead and click on this, we also get to change what appears right here. If we want to add in units, we could go ahead and do so. If we want the calculation to be different, we could do so. We could change it to an average, a median, a min, max, or simply a count of the amount of items that exist within this column. This one is a great way. This is honestly one of my favorite functionalities of our boards within Monday. This is something that makes it stand apart from other softwares out there that exist, like Notion or Airtable. Because these kind of calculations, these extra bits of information that exist within our boards is something that kind of just is there for us where we don't have to go ahead and create a new column that does a formula. Now, speaking on that, here, we also do have formulas within formulas are going to be a more advanced one. We'll go ahead and come back to formula and have a lesson dedicated to that. But as you can see, what we're able to do here is essentially type in whatever we want that is going to be able to do some sort of calculations for us. What can happen here is it can take in information from our board with some specific columns and labels, and it can do some kind of calculation to give us an output. So here we will be coming back to it, but I just want to give you a quick little intro to that. So now let's go ahead and get rid of this, and now we can move on to our next. The next one that we have here is going to be our timeline. Now, our Monday doc is one that also exists, which essentially allows us to create Doc, create just one page that is associated with each one of our items. But this is going to be one that we will be coming back to look at a little bit more kind of independently. Now, let's go ahead and come in here and come into this timeline because our timeline is a great way for us to be able to visualize some progress that exists within our boards. So, right here, what we're able to do is we can set the dates within our timeline. We can go ahead and set the start date of something, and then right next to it, we can set an end date. And then whenever we hover over something, we are able to see the timeline of this. So we see here that this is a nine day timeline right here. Now, we can come in here and we can also customize this timeline column. And we get to see right here our week number and our set as milestone right here. So we have different milestones that we can set along the way to actually completing this entire timeline. These next columns are ones that we've already covered, right here, we have our dates column. So that's going to be the same thing that we have set up right here as our due date. Working with it is going to be extremely intuitive. We just click on it. It brings up a calendar, and we can select a specific date. Then the next ones are going to be more of the same thing. They're going to be quite intuitive. We have text, we have long text. Text allows us to put in short text input. And then long texts are going to be things that are going to be more akin to having descriptions. So if we go ahead and add in this long text, we could have the long text be right next to our project name, which this project right here is short text field. So if we have this one right here, we can name it description, and then within this, we can add in our long text. So you get to see here whenever we click into it, we have 2000 character limit, and we get a bigger box. But when we click into short text, you see how we're able to interact with it. It's a little bit different because we don't get as much space to now let's go ahead and continue moving on here. Let's make this a little bit more compact here so we can see a little bit more. And now let's add in another column here. So, these next ones here, connect board and mirror are both going to be ones that we will be going over later on in this course, just because they are a little bit more advanced and to be able to see them in actual useful manner, we're going to have to have a little bit more robust of a workspace here to be able to actually show these Now, let's go ahead and skip down here into our super useful ones just so we're able to see these other columns here super quickly before we end out this lesson here because these ones can be quite useful depending on your use case of Monday. So first off, we have a checkbox. This one here, again, is going to be super intuitive. So right here, if I expand this checkbox, we could go ahead and rename this field for it to be a little bit more clear as to what it's going to be used for. But all it is is going to be clicking in right here and then we get to see at the bottom, we have a count of how many things are completed. Additionally, in terms of customization of this, if we come here into our settings, we can also customize this checkbox column. We can add in different colors that we want to use right here. So there you go right there in terms of customization. Next, if we go here, the next thing that we have is going to be a link. So here, Simply going to be essentially a little shortcut here. You could use text. But what's nice about this is that you're able to put in the link, and then you can have it be a hyperlink with some example text to display. So let's go ahead and just put in here, if we put in that. We can just go ahead and have the text be simply Nike. So now this is a clickable hyperlink. For our next column, this is actually going to be one that depending on your use case, can be quite helpful, and it's also something that allows Monday to stand a little bit separate from other project management software out there, and that's with our item ID. Now, here, what's great about this is that we do have essentially unique item, a unique identifier for each one of our items within our base. If you're going to be using boards to track certain inventory items, then having this item ID can be extremely useful, and you can also link in this item ID to other software out there so you can have some kind of consistent identifier across your workflow. Then continuing on, we have just a couple more columns to go through here. Next, we have our world clock. So this one is going to be nice because this is going to be mainly used if you're going to be using a board to keep track of different clients. And with that, you can set each world clock. You could set the time zone of each of your clients. Can see specifically what time it is for them in case you want to reach or if you really just want to schedule something to get to them in the morning, what you're able to do is now here with the World Clock, you can see what their exact time is to be able to educate that decision a little bit better. Let's go ahead and move into our penultimate one. Right here, what we have is our phone column. So this one here is going to be quite simple because all we do is put in text input, a phone can use this similarly to your World Clock, where if you have clients or just specific individuals that you are housing within a board, you can have all of their phone numbers and if you have something connected to your MAC and what you can do is simply just click on the phone number and that will immediately call them straight from your board. That can be very easy way to go ahead and get in contact with whoever you need to quite quickly if the field exist right in front of you. Now, lastly, the one that we have left is going to be our files column. So our files column, again, is going to be another one. That's going to be straightforward, but it can also be quite useful because if you're going to be using Monday, to be able to interact and communicate with your entire team, then being able to house in some specific files right here can be quite helpful, especially if you're going to be working on or using Monday like a project tracker. With our project tracker, we can house in all of our files right here. Now, if we don't want to do that, another way, another alternative being able to communicate these files across our team is going to be using something like a link. Here, we can paste in a Google Drive link. And then here we can have our text be files, resources, whatever we may want that to be. But essentially, these are both ways that you can go ahead and have these files be shared with your entire team on Monday. Alright, we went over a lot in this lesson. All of this is going to be essential as we're going to be moving on through Monday and being able to get a stronger grasp of the software. What we need to be able to do is understand what these columns can do for us and how they can help us achieve whatever goal we want within the boards that we are going to create. So right now, we're off to a great start. And remember, if you ever have any questions about anything that I've covered in this lesson or any other lesson within the course, do not hesitate to go ahead and drop your questions in the Q&A section, and my team and I will be there to answer your questions. 247 as soon as possible. 9. Filter and Sort With Precision: As you can see right now, off camera, I've beefed up our project tracker a little bit. In total, we have 12 new projects here. And aside from our basic columns that we had project person status, I added in some new ones in our priority and labeling. Now, in terms of our priority, this is what we covered two lessons ago. These are just going to be some labels, demarking the priority of the projects. And then here I have new label column here, and you can see these ones are going to be single select labels. This is going to be different from our dropdown, where in our dropdown, we could select multiple. But here, I can only select one. So what I'm going to do right now, given this is a new column, I'm going to go ahead and name this right here to department just keep everything clear. Now, speaking of things being clear, right now, this project tracker is the antithesis of that. This isn't very clear. We see all of our statuses, all of our priorities and departments just jumbled up. It's a bunch of different colors here, all telling us different things. Oh, what I want to do in this lesson is introduce you to the first of our organizational features within Monday. And right here, what we're going to be talking about is our filtering and our sorting mechanisms. So to talk about organization within Monday, the first thing that we have to do is review one small feature that I mentioned a little bit earlier. And that's going to be our sorting function within each one of these columns. Here, we can come to the sort function right here, and we can choose a column. Let's go ahead and say our due date column, and we can have it be in ascending order. Now, this is where we are able to work with our SRT functions. But alternatively, we can also just sort within these. So like this, we can sort priority. We can also store by our status right here. Now, if we want to stack different sorts, we can also still come here. We can have a new sort. Right now we are sorting solely by status. We can also sort by due date within those statuses. Primarily, we are sorting by our status because the status is sitting above our due date right here. Each of these, we also have sorting of the due date. So we get to see with our working on it status label, we have January 24 being the earliest, and then right here, we have March 11 being the latest. And you can see it's in order here. The same thing goes with our stuck. This is the soonest due date that is related to stuck. And then here, we see that it gets later, and then that resets again with our done so that's how we can stack them among each other. Now, one thing that I also want to mention here, it's super clear when it comes to sorting by due date in ascending and descending order because with ascending order, we see at the top of the list the due dates that are most current, that are most towards present day. And then if we flip this around to descending order, we see the opposite. We see at first the projects that are due most late in the future. That's all to say that this here makes sense. But if we go ahead and work here within any other ones, any one of our label fields right here, if we come to go ahead and work within status, then we see that there is also an ascending and descending order. But we get to see the order here isn't something that's as intuitive. It's done at the top, then stuck and working. Now, if you ever want to change the order here, that is going to come within our settings of these label fields, and that's going to apply to any one of these. Because we get to see right here that the ordering for our priority makes sense. Critical is up top, high, medium and low, but this isn't because there's an AI that's saying low makes sense to be on descending and critical makes sense to be on ascending. This is based right here, the order in which you have these labels here within the column settings. So if I change up this label right here and I put high above critical, and we get to see how that changes here in terms of putting them in ascending or descending order. So that's just one thing that you can go ahead and keep in mind. We have our filter settings with the filter functionality, the way that it differs from our sorting functionality is that with sorting, it takes in everything that is available. It takes in all of the items within your board, and it is going to organize them in some kind of order that you delineate. Now, with our filters, what's going to happen here, it's not going to show you everything. If you want to filter by something, that means what's going to happen is that it's only going to show you the items that match your filtering criteria. Now in opening up this filter, we get to see that we have everything at our disposal. We see all of our columns right here, starting with our name. Then we have our person column. We have status, and we have the priority department and due date. So what we can do with these quick filters is we can select certain things, and the things that we select here, for example, labels within our priority column, it will then only show us the items within our board that match these certain criteria. So right here, I am selecting only show me items that have the critical and high priority batch. Now, if I go ahead and move on into different column, let's say, status, and I select stuck here, now it's only going to show me the items that exist within this board that are either critical or high and stuck. So you get to see if you go ahead and select too many filters here across different columns, you might go ahead and run into the problem where your search is so specific that nothing is going to pop up. Now, sometimes this can be helpful because you might want to go ahead and filter by things that are stuck and a critical priority. And if nothing appears there in that filtering, that's a good thing because nothing that's of critical priority is stuck. That's. Another thing that's good about this filtering feature is if we go ahead and clear all, we get to see these numbers that stand beside each one of these filters here. So we get to see here, if I go ahead and select this high priority, now we get to see that these numbers have changed because it's going to show us here how many different items exist within. Because right now, what's happening is that it already filtered it down to the four different items that have priority. Now the next thing that we want to do is see if there's any other further filters that can be done. And just by looking at this, we can see that that's true. If we want to filter it down to high priority and sales department, we see that that would result in two items. If we do high priority and marketing, that's one item. This is just a nice little view for you to quickly be able to see what will happen if you apply certain filters. And of course, what you're also able to do is apply filters along with sorting. So right now, if we go ahead and take off all of our filters right now where filters are going to be cleared, what we can do is filter by sales department, and we can add in the filter of working on it. So right now we are looking at items that are to our sales department and the status is working on it. Now with this, what we have is three different items. But what we're also able to do here is that we can come here into sort and we can come by doody. Right now we have our due date in ascending order with these two filters applied. So if you're in the sales department, then you could see which projects are due when in order. Now, what we just looked at was the basic use of our sorting and our filtering. As you can see right here with our filtering, we have a little bit of a drop down right here. So if we click this, what we can do is open up our advanced filters. Can do here is we can select columns, and let's go ahead and select our priority right here. And before what we would do is we would have the priority, and we would just select one of these, and we could stack them, right? If we add in a new filter, that is how the basic one would work. If we'd say priority, and then we can also add in department here. And we put in sales, we get to see that there are no results for this. So if we're going to use this as a basic search, it's obviously better to just use our quick filters. But with our advanced filters, we get a little bit more advanced knowledge here with these conditional statements. So right here, we have where priority is critical, but we can change this. Instead of saying is, we could have is not. So this would be if we have selected critical, what it would do is just exclude critical, and it would show us everything that's high, medium, low, or blink. Now, you could also do this with empty or is not empty. So if you go ahead and have a priority field and you have so many different items, and you want to make sure that there is a priority or even a due date assigned to each single item, what you could do is filter is empty. So then you could go ahead and appear all of the ones, all of the items within your board that don't have that distinction on. Just like our normal filtering, what we can do is we can stack these with other filters as well. And also, what we can do is we can apply this to text fields as well. So if we go ahead and come here to our name, which is going to be our project, we could have the text contains then some other thing like go ahead and do sales. We get to see here now with this applied, there are three project names that have sales within them. That's just one way we can use this one as well. Okay. With that, we have now covered how we can use our quick filters, our advanced filters, and our sort and along with that super quickly, we also have a filter where we can filter by person. Now, here we have two people within this. We have myself and we have our friend Marty Monday that we just added in. If we want to filter by any specific individual, we could go ahead and do so and that works the exact same way as any quick filter would work as well. Okay, now, in the next lesson, we're going to take this a step further, something that's in between our sorting and filtering into our groups. So let's go ahead and get right into that. 10. Organize Work Using Groups: In this lesson, we are going to be taking organization to the next level within our Monday. And this is one of the most powerful organizational features within Monday, and that's going to be our grouping. So I'm going to go ahead and add in a new group right below here. Now, we get to see what just happened here was that our board was essentially just duplicated. We have the same columns that exist right here, except the items are no longer here. So this allows us to essentially create custom groupings within our main table. Now, these groupings themselves can essentially be other ways of using labeling systems within your boards. Now, one thing that I want to note is that these groups that we have here are technically different than the group by function that we have up top. So let's go ahead and ignore our new group right here for just a moment to see how our groupby function works a little bit differently. Now, if we go ahead and click this, we get to see that we're able to group items by specific kind of field. So we get to see right here that our grouping function is able to group by status priority department and duda. Now, in terms of actually getting this going, it's super simple. These label fields right here with status priority and department, they're immediately going to autofill right here, and you get to see as we select them, we have all of our groups that are created now based on this field, based on our status field. Now if we go ahead and change this, we can change it to priority, and now we get to see we have different groups here that are all titled with our different priority batches. Now, one way that this is going to be a little different is if we go ahead and work Do day because now we get to see the Duda is in this configuration. What's due tomorrow, what's due next week, next month, and everything that's past that in future dates. Now, one thing that we're able to do is we're able to also come and configure how these items are grouped, depending on the kind of column that they are. So right here, we have our SRT options for Dude, which are going to be different than our SRT options for label fields. Within due day, we have our system default. So that's going to give us this breakdown here of tomorrow, next week, next month, and future dates. We can reverse that. We see future dates up top. Then we have earliest Tetus which is going to give us the same kind of setup that we have here with our system default. So similarly, what we can see is if we come here within one of our labels, we also get to see the different ways that we can sort them, and all of the labels are going to be the same options here. So we have the order of the labels reverse order. We have A to Z, which is going to go ahead and group them by the first letter of the labels. So C is going to come first, then H, then L, then M. That's an alphabetical order. We go ahead and get rid of these groups, one function of our Monday here is that we're able to create groups that are able to stand outside of any of these given fields here. So if you want to create any groups that aren't going to be kind of as clear as the ones that we get with our automatic group by function, then you can do so here in our main table page. What if we want to go ahead and have due dates? We want to arrange this by the dates that they're due, but we don't like the default function that we get with that due date with group. Instead of having tomorrow next week, next month, what if we just want to set it by month? Well, we can do so just by doing this. If we go ahead and type in February, right here, then we can go ahead and add in a new group, and we can have this one be March. And then if we come here to the top, we can rename this one January. So our main table right here can essentially just give us the visualizations of our items of our projects by the month that they are due. So now, to be able to move these items within different groups, what we're able to do is simply drag and drop them into the groups that they belong to. Alternatively, if you want to move multiple items together, what you can do is go ahead and select all of the ones that you want to move, so I'll select everything that's due in February right here. And then we can come down here to our little tool bar, and we can move right here, move to a specific group. We can move all of these into February. And then we can do the same exact thing with these ones right here. We can move to group, and we can move them into our March group. Then I have one leftover right here, and I can just drag and drop it within February. Right now we have our main table here that is broken up into months. These are the groups that we created. And if we want to go ahead and collapse any one of these given groups, we can. We can also edit these groups as well. So if I come over here into our three dots, what I can do is I can do things like change the color. So right here, we have this as pink. If we want to rename this right here or change the color, I can go ahead and select a new color like this. If we want to make February pink, then we can go ahead and do so right here. We have our pink. We have our red. Let's make it red for Valentine's Day. Also another thing to note here is that aside from these groups that we're able to make, whether we do it manually like this within our main table or whether we group items by their column, another thing that we're still able to do is we are able to add in these filtering and sorting criterias. So if I go ahead and sort by priority, we get to see that within each one of these given groups, we still have priority sorting enabled right here. I could do the same thing here with our filters. If I want to go ahead and filter to working on it, and now as we click out here, we get to see all of these items are now in the working on status. It's only showing us the items that have that working on it status. And if we want to get rid of anything, we come here. We can click Clear All, and we're able to see everything once again. There you have it. This is not only how we can create new groups, how we can do auto groups, but also how we can go ahead and merge them with our filtering and sorting criteria. Okay, that's it for this lesson. I'll see you in the next. 11. Start Using Docs Effectively: Far in the course, in terms of actually working with data, working with our setup within Monday, we've been looking at boards. Now, boards are one of the foundational, if not the foundational piece to Monday because boards in the data that we keep here are going to form a lot of our experience in the other things that we will be doing within the app. But there is also another foundational piece, and that's going to be our docs. So it's no surprise that boards here are going to come first in terms of the things that we can add, then followed by doc. So let's go ahead and get right into this and actually create our very first dock. So, let's go ahead and rename this to website redesign, Project Brief. Okay, so just like this, we have the name of our dock, and next we have our privacy settings, which we went over before, but I'll go over quickly once again to you. This one here with Main, it's going to be visible to everyone that is invited into our Monday we have Pivate which is only going to be available to select users to the people that we select and then sharable is going to be for working with people outside of Monday. So we can just share them the link and they'll be able to view and work on this dock as well. So right now, I'm going to just keep this as main and we can go ahead and continue on here. So now we get to see that we are here within our dow. Now, the first thing to note here is that every single line, every single piece of our doc is going to be called a block. So we get to see here type slash to start with a Block. Here is really going to be where all of the kind of power comes from our doc in terms of actually organizing information within it. So all of these blocks are going to be very akin to notion if that is a software that you've ever been familiar with. Now, what we could do here is we can type in it just from the beginning like it is a normal Google Doc. And we have other familiar pieces as well. Like uptop, we have everything that has to do with formatting here. In terms of alignment. We have our normal text. We could turn that into headers right here. We have bulleted list, numbered list, check have more things that are in terms of style here, and we even have other things that we're able to do like mention a specific individual, a specific user within our Monday. We have dynamic values that we're able to go ahead and insert right here from our boards, and we have other apps that we're able to integrate. So now let's actually get into working with this. Let's start with something here so we can actually see all of these different blocks and the different capabilities and functions of docs in action. So right here, what I want to do is I want to start off with medium title right here, an H two, a header. We can either click on this from right here, or what we're able to do is put in those two number signs or those two hash tags. So here, what I'm going to do is I'm going to go ahead and put in the word objective here because we have our website redesign, our project reef, so we're going to start off here with an objective. Now that we have our text on our dock, it's time to see how we can actually work with this text. So the first of which is going to be right here with these six dots. If we click on them, then you get to see that we can do things like move add in new blocks below, and we can turn these into different blocks that exist within Monday. So now what I can do is I'm going to go ahead and just hit Enter here to go to a new line, which is a new individual block in itself. Right here, what I did is I just added in some texts here about the objective of this example website redesign. Now, one thing to know here is that because we have a header, we use this as a header, some extra functionality that we get is going to be this little op down. So we can have everything kind of arranged within these contents. If we come over here, we get to see our docs outline. We get to see that because this here is a header, objective is a header, we see that it is in its own point right here within the let's go ahead and get into another section of this dock. And to do so to delineate the difference between these sections, what I want to do is I want to add in lock right here, specific. More specifically, what I want to do is a divider. So this divider here is now separating our objective section from the next section that we will so what I'm going to do here now is I'm going to do our double number sign right here, and we get to see that opens another medium title. Then I'm going to go ahead and type in scope right here. Okay, so now that we have this, we also get to see that this is added in here as another part of this doc's outline. Now, what we're going to go ahead and do is we're going to look at a new type of block here, and that is going to first be our bulleted list. So we can see just like that, we're able to add in this bulleted list, and we can go ahead and start to type in things that are going to be relevant so the scope, we can say homepage redesign, and then we can add in some other things here as well. Like core. And lastly, we'll do some basic SEO and performance optimization. Now let's get into the next section of this, which is going to be yet again another header right here. And this is going to be our timelines and milestone. Now here, we're creating this because we are going to be able to look at a new type of block in this, and that is going to be here within our layouts. So if we come back here to A, you have to see that our layouts live right here. Now, we use one of our layouts in being able to create this divider. But what we're going to do here is we are going to add in table layout. Now, again, you get to see that you don't have to come into this view to be able to access the table because you can just type in slash Table. So that's just one thing to know. And now, when this opens, we get to see the amount of things that we want to add in right what I'm going to do is going to be four by three. So just like this, now we get our table entered right here. So, Aston bore you with filling this in. I'm going to go ahead and do so real quickly. Okay, so now we have a fully filled in table right here. So a couple of things to mention with this table, different functionalities that we to see that if we hover between any given row, we have the ability to insert a row. The same thing is going to apply between different columns. Now, above each column, we also have column menus. So here, what we're able to do is do things like reorganize. We can move them. We can insert a column, and we can change things the formatting that exists between them. So we can go ahead and make everything bold, make everything italic, underline everything, and do all the other basic things that you would see with any other doc editor. And the same thing applies for our rows because we can do these similar things as well. We can remove them, format them, insert and move them up or down. Alternatively, what we can also do is grab from the corner here to be able to select everything. And by doing so, we can then reorder, reorganize them however we want. Now, another thing that we can do here in terms of our layouts is going to be the layout block itself. So again, let's create another header here. You can have key stakeholders. And right below this, what I'm going to do is I'm going to insert in our layout block. So right here, what we're able to do is essentially break our dock into a different amount of columns or layouts within. Right here, what I'll do is I'll put in, let's say, three key stakeholders right here. Now, we get to see right here that we have our divisions, and if we hover over any one of them, we can insert some more columns, move them around, or delete them entirely. So let's go ahead and put in triple header right here and H three. And what I can do is our product lead. I'll do the same thing here with our triple header. We can have design lead, and right here, we can have our engineer Okay, so just like this, we have three different columns that each have their own blocks within them. So this layout block is going to house blocks within them, because in between any one of these given columns, we go ahead and hit Enter, Enter, Enter as many times as we want and add in, therefore, as many blocks as we want. Now, if we go ahead and come back here into our A tab, you can also look at some other ones that we've yet to cover. So we have our media tab right here, and here, what we're able to do is essentially just put blocks. So now what we're going to do is we're going to go ahead and come over here into our all tab just so we can look at blocks, some more functionality that our docs allow us to do. So we have our media blocks here. Our media blocks is our own tab, and here we have a whole bunch of different things that we're able to do. For example, we have our YouTube block. And with this YouTube block, we can paste in a video and then have it appear here. So, let's go ahead and do so and see how it looks. Right here, we can go ahead and just paste in our YouTube video and we can click in bed in just a moment, it would pop up here. Now, sometimes, as you can see right now, it's a little buggy, where other times it will go ahead and actually show us the proper thumbnail. But right now, it's not showing us a thumbnail, but if we click into this link right here, if we click Watch video on YouTube, then it will in fact take us to that Okay, well, we also have other ones as well here. We have our files. We have our vimeos. We have images that we can just go ahead and upload directly from our computer that will then be put right here within our doc. Now, moving down, we also have dynamic values. So here we are able to then input things like our date today. We have time as well. So let's go ahead and work with this time right here. So now moving on, we also have our dynamic values. Are essentially just going to be our date and time. So we can put in today and we can put in the time. So just like that, you'll have these that will always be synced to whatever the current date or time is within your docks. Just like that super easy. Next, we have embeds. So we can go ahead and embed essentially anything that is able to be embedded within our docs. So something like a Calendly link or any other tool that you want to have access from this dock, if this is going to be something that you're going to be sharing with your entire team. Okay, so we are essentially almost done with this lesson. Now, the rest that we see right here are all going to be things that we will be going over later in the course and therefore not right now. If we come back here to our essentials, there's also some other things that we didn't cover. So we have our quilt boxes right here. Our quilt boxes are essentially just going to be nice ways that we can go ahead and format things like a quote, for example. So the only difference with our quote block than a normal text boat is going to be this little black line and it's going to be immediately italicized, as you can see right here. Next, we also have notices. So a notice box right here, it's going to give us a little bit more of a visual calling to this block right here. Now, it doesn't have to just be a notice. You could go ahead and change this to we have tips right here. We have warning. And we even just have a general little note that you could add in right here. This is here. Again, it's just going to be to call people's attention to this within your block because as you can see, it's taking up a lot of space. It's a different color, and it's adding in some kind of icon right here next to it. So with that, that is going to cover our basics of our docs within Monday. As we go on, as we progress to this course, we'll also see how we can integrate docs with the other aspects of Monday that we will be going over, like our boards or eventually like our dashboards as well. So let's go ahead and continue moving 12. Connect Boards and Docs Seamlessly: Last lesson, we got an intro here into docs. Now, again, docs and boards are really the bread and butter of Monday. They are what make up the software, and using them together is really what takes Monday into the next level. Now, we are going to continue going over ways that we can upgrade our boards, ways that we can upgrade our docs throughout this course. But for now, what we're going to do is look at kind of basic way of integrating these a starting point, just so you can see how we can start to interact with two, so they don't just exist in your brain as two separate things within Monday. So first, we are here within our board. Now, in our board, we have these columns that exist right here that we've been setting up. What I want to do is I want to add in a column that we briefly talked about before, and that is going to be our Monday doc. So if we go ahead and open this up here, we get to see our Monday doc exists here. And from this point, what we're able to do now is add in docs for every single project or every single item that we have here. And in relation to what we have, as of right now, as in a project tracker, this year can make a lot of sense because each one of our projects here can have a dedicated doc with it, like a brief. So what I want to do is for this one right here, I want to go ahead and click Command A. I want to go ahead and select every single block that exists within the dock. Because when we come over here, now when we go ahead to our website redesign, what I want to do is when this creates a new dog, I just want to go ahead and paste everything that I have so right now, I just brought over that old dock into this new one. So now if we exit out here, we get to see all of the projects, all of our items here that have a dock associated with them. They're going to be shown by this colored icon, and everything that doesn't have one we get to see are not colored. They're just black and white. And if we ever want to create a dock, we can go ahead and select this. And then now whatever we put in here is going to be tied immediately to the project. We see this is a sale CRM setup. Now with this, what I'd be able to do is I can simply just get rid of our website redesign doc here because now that I've copied and pasted it, this doc is going to live within my project tracker base. So I can go ahead and delete this. And now if I ever want to access this doc, I can just go ahead and come over right here, click on it, and then it is going to open here in its own dedicated view that I can do any edits I want, and anyone else in my team is also going to be able to access. No, this integration, this connection can work in both ways because right now, what I have set up makes sense for the given scenario because right here, what we had built in the last lesson was a dock that was titled This website redesign. It was a project reef. So it makes sense to have this live within our base right here, live within our board because it is solely dedicated to this website redesign project. But what if we want to go ahead and build a dock that is going to be maybe not as specific? Ahead and name this one January Projects. So right here, we have this dock name. I'm going to keep main privacy. And now what we're able to do is we're able to have this connection go the opposite way. Because before we connected our docks into our boards, but here we can do the opposite of this where instead, we can connect our boards into our dock. Oh, let's go ahead and come right in here to our little Explore tab. And what we can do here is come down to our inline. So within our inline section, we can not only mention docs, but we can mention in boards. We can add in boards here. So let's go ahead and mention in our board here, the solo board, the only board that we have in our workspace and project tracker. We can note that in right here. So now what's able to happen is someone can click on this and they'll be redirected in to our project tracker. But this isn't the only way that we can actually have this in here. Right here, as this one works as a link, another way that we can do this is come to our widgets right here. So if we go ahead and come down here into our productivity, we get to see a more expansive view of our widgets. So if we go ahead and click into our board and we select our project tracker, now you get to see what happens here. Instead of just being its own link, this is actually full widget. It's a full inline widget that is going to be accessible by anyone that has access into this so we can resize it. We can make this larger. We can make it smaller. And along with this, we can also filter the information that we have at our view. So let's go ahead and come here into the filter. So this here isn't going to be affecting the board itself. It's not going to be affecting our project tracker tab right here. It's only going to be affecting this widget. It's only going to be affecting what we see within the dock. So as we click into the filter option, what I want to do is actually redirect your attention. Instead of filtering like this, which I'll show you super quickly if we go ahead and come here into group to January, right now, we get to see that we did what we intended to do. We filtered it down to our January projects, and even if we exit out here in full screen, we get to see that nothing is showing here besides what we want in our January projects. But one thing to know is if we leave, if we come to our project tracker right here or any other place, and then we come back into it, one thing that you should see is that everything has now So when we come into filtering our widgets, is you want to actually come into the settings. So as we open this table up, we have the settings right here on our right. Now, our settings are going to control the widget entirely, and that's exactly what we want. So we get to choose everything here about what is going to show within this widget within our dock. So, what I want to show is solely our January projects. So I'm going to come over down here into groups. So, right here, we have all groups selected, but I don't want that to be the case. So I'm going to go ahead and select January right here, and then just like that, we are now able to see only the projects that are within our January group. Now, you can also do other things within here. If we have multiple boards, you can also show multiple boards. We could go ahead and select them right here. We also have our columns to show. So if we want to go ahead and maybe filter down the columns, and we could go ahead and do so right here. But for now, this should be exactly what now we get to see again that this here is only containing our January group, and if we click out into our project tracker and come back in, you'll see that it has all of our information here. So now let's go ahead and continue with this because there's still more to see here. Now, one thing that would be quite fitting here is going to be our layout block. So let's go ahead and come here into our more options, and I'm going to come into layouts. And what I want to do is I want to use our layout block right here with three columns, so we can create one column for each one of the projects that exist so what I can do is I can do two hash tags here for header right here, a header two, and I'll just create headers of the names of each project. Now, we can come here, we can do Sales CRM setup. And another way that we can do these header twos or any other header for that matter, is if we highlight all of these, we can then come here into our turn into function. And with this turn into function, we can change it to a large title, medium title, small title, but we also have all these other options here as well, like a checklist box. But what I want to do is I want to change into a header two, which is going to be a medium then right here, we can go ahead and create new product launch title. Now, in terms of linking across different parts of Monday, what we just went over is not only how we can link boards into docs and docs into boards, but we can also link in docs into other docks. So let's go ahead and come right here under our website redesign. What I'm going to do is I'm going to open our Explore page right here and I'm going to come back here into our A. Now, if we scroll down, and I'm going to come here into our essentials. Now, if we go ahead and scroll down, we get to see that we can mention docks here. So I'm going to go ahead and click this. And here we see all of the docks that they give us accessibility into. And here we only have our January projects. That's because it's the only dock that exists right here in our side panel. But as we know, we actually have more docks within our workspace. Because what we just did right here within our project tracker is we created a doc in our website redesign. So how can we go ahead and actually link this into this doc that we created? Well, we have a little bit of a workground because we're not able to use our inline doc function. Now, to do so, we can go ahead and first click into the doc that we want to link. Here, you see in just a moment, it will pop up with our website redesign doc as it just did. What we can do to link this here into our January project dock is going to be super simple. The first step of which is going to be copying the link from the doc that we want to link. So right here, we have our website redesign. We copied this link right here, and now I'm just going to go ahead and come back here into our January projects, and I'm going to go ahead and paste in this link. Now that I pasted this link, we have two options. We can display this as a URL, which will just keep it displayed as we see here or we can display it as a card, which is going to give it a little bit better of a presentation here, and you get to see if you want to change it back into a URL, you can do so here. I'm going to keep it like this because it looks a little bit nicer. And just like that, you're able to go ahead and have a little bit of a workaround to what Monday doesn't give you direct access to. In this lesson, we were able to get an introduction, a little bit of a sneak peek on the power that connecting our boards and docks and just connecting all the parts of Monday together is going to give us. In this case, we were able to visualize and connect data in a way that's a little bit more optimized and one that just is able to show a little bit more significant information. Speaking of visualizing information, this is going to take us into the next part of this course and where we're going to be coming back into our boards, but being able to use different views to visualize our data here in a multitude of different ways, ways that are all going to be tailored to our specific use case of Monday. So let's go ahead and get right in 13. Understand How Views Work: In this section of the course, we are going to be focusing on different board views within Monday. Now, this section isn't going to be complicated, but it's extremely important to understand how we can go ahead and visualize our data in all these different ways given our views because that's the entire purpose of all these views. It's about taking the exact same data and formulating it and making it visible in a different kind of way. So the views themselves don't change our data. They change how different people see that same now, throughout this course, we've been focusing in on one view, and that is our table view. But as we go through this section, we'll see all of these different views as well. Now, before we go ahead and get into all the specific views, one thing that I want to do in this lesson is explain that you're able to have multiple of the same kind of board views. Right now, what we've been doing is we've been working within this main you can see, we can still add in other table views. Right here, we have two. We have a table and we have the main table. But you can see, as I click between them, nothing is happening, nothing is changing. That's because both of these are portraying our raw data in the way that we have this setup. We have three different groups, and that's it. As you can see, with each one of these, what we're able to do is we can actually change things around. So let's go ahead and change this here. And let's have one, this view right here, show our high priority, our critical and high priority tasks. Right here with this view, what we're able to do is we're able to see seven different projects. Now, if we come back here into our main table, we then get to see everything is visible here. Now, you can see here that we have this filtered down into seven different projects. The thing that we can do that makes this point of having multiple different tables or multiple of the same view actually meaningful come back here into our filter, we can do is we can save this to view. So right now that we have this save to view, if we go ahead and click into our main table, to see now here we have everything. There's no filters, there's no sorting, and there's only the groups that we created. But if we come back here into table, we now get to see this is filtered down. So what we have here is just a table of critical and high priority tasks. So what we can do is we can rename this view and have it be a little bit more specific. So we can have these ones be high priority projects. So right now, we just created brand view. So what we did just now is we created an entirely new view from our main table. This here stands alone in its own tab, but it is still a table view. It's just filtered to show us something a little bit different. This was our intro to how we can go ahead and use different views to visualize some specific set of data from our main raw data. Now in the next lessons, we'll actually get into moving into these specific ways, these specific formats of views. So you can go ahead and nail down the exact kind of view that you want to be using in your workspace. You can go ahead and nail down that exact set of views that you want to exist within your workspace and within your team. 14. Manage Tasks With Kanban: This lesson will be going over our Band view. Now, this view is going to be best for visualizing progress and understanding where work sits at a glance. And this is especially going to be the case when the board that you have setup is going to be driven by stages. So the first thing to understand with this is that the Caban doesn't change your data or add complexity. That's not the case with any one of our views. It simply reorganizes your board around your status column in this case. Makes it easy to see what's moving forward, what's stalled, and what needs attention. First things first, this is the first view that we've looked at besides our main table. Now, here with our Cam band, we get to see that we have four different columns, and all of these columns here are tied in to our status field. So if we go ahead and edit this, we get to see that we have four different columns or we have four different labels, I should say, within this column, within our status column. And that's exactly what's being visualized right here with our Caban. Now, the benefits of this are what I just said. You get to see the status of all of your work at a glance, but that doesn't have to be the case, because right now we see that everything is tied in here to our status column. We get to change things around a little bit if we come up here to the top right to our settings icon. So once we open this, we get to see our widget settings, and the first of which is going to be our CBM. Now, our CNBand settings are going to allow us to actually choose what is being visually represented here. In this case, it's status, but we could change this to other label fields as well, like now, priority wouldn't necessarily make as much sense given what the Caban uses are. We want to see where everything is in stages. If your items on your board are aligning to some kind of stages, if they're moving from one to the other, that's where C band comes in. In terms of priority, that's not necessarily the case. You might create some item, create a project, assign one level of priority to it, and it might not ever change. So in that case, we don't really want priority to be here. Department here, it might be a little bit of the same thing, but if you tend to have projects, then go from one department to another in the exact same Then in this case, having a C band of your departments could be useful. One thing to note here? How do we actually interact with this board? Well, there's a few things that we can first do. If we ever want to reorder things, if we want to change the order, all we have to do is select any one of these tabs right here. If we want to change marketing before sales, we just drag and drop. Same here. Now, more importantly, the way that this is actually used, if we come here into our settings, we change it back into status. We get to see here, we can grab the individual items within each column, and then we can drag and drop them into the next ones. So we get to see now that this marketing campaign is marked as done. If we pull it back here, we get to see how the status is going to update. Our marketing campaign fourth quarter has a stuck marker on it as a stuck label. Now if we change it here into working on it, we see how that up. No, these changes are going to update across different views. So let's go ahead and move this marketing campaign fourth quarter into the De column. Now, once we move it here, we see that the status is updated, and if we come here into our main table, and we come down here to that project, we get to see that it is marked as done because it exists within this. Now, if we were to go ahead and change this, if we change this from done to, let's say, stuck, then if we come back here into our C band, we also get to see that it is now moved to. Views are going to interact with each other in some specific ways in the ways that are relevant to them. But there's still further customization that we can do within this CBan view. So let's come back here into our settings, and we have our CBN card. So this allows us to customize what is actually being visualized right here on each one of these projects. So right here, by default, what we see are all of the fields that we have on our table. Now, we are able to just go ahead and click on any given one of them, to be able to remove them. And you get to see that this is removed from our main board. Now, one thing that you might want to do, one thing that I personally always do within my Canbnd views is I always get rid of this status because right here, this status marker to be actually shown within the card, it's a redundancy because we have these columns for that exact purpose, to be able to free up some visual clarity right here. Now, we also have these options right here, as. If we enable this, then we get to see what each of these columns are named. Now, this is never a setting that I have turned on myself because I always understand what my labels are. Now, we also have cover images. Now, the cover images, as you can see right here in this preview, is going to show an image that would then be linked to some field, to some column within your main table. What we could do is we could come over here into a file column, and we could add a file column into this board, and we could upload an image for each one of our given items. And then if we do so, then we could go ahead and link that column right here if we click Add Column. So we'd be able to see an image along with each one of these cards. Now, other things to mention here regarding our Kanban view is that we also have quick access to two things here. We have our updates, which we could simply click into, and then we can either view past updates or add in some ones of ourselves, and we have access to sub items, which aren't something that we've covered just yet. Essentially, you can think of these sub items as exactly what they're called. They're just going to be items that are going to live within the item that we have so, right here, this could be different projects that are going to be part of this mother project here in our knowledge based revamp. So each one is going to be visualized here really easily for you to see. Lastly, another thing that we also are able to see is our filters and our sorting. So just in the same way that we're able to do filters with our main table, we can do that here within our Kanban few as well. We want to filter only to our highest priority tasks, then we have this right here, and now we get to see the stages of status of all of our highest priority projects. Now, with that, It's going to cover our Can ban view. Now, in the next lesson, we're going to go ahead and move on to our next. 15. Plan Timelines With Gantt and Subitems: This lesson we'll be going over the Gant view. Now, this view is best suited for projects where tasks depend on one another, and the order of execution really matters. Now, I do have to say that Gant charts often treated as the default planning tool, but in practice, they're only useful in very specific situations. So used correctly, they help you understand the sequencing and dependencies, but incorrectly, they just add complexity without clarity. Let's go ahead and actually get right into working with this and actually being able to change it to be able to show us some meaningful information because right now, honestly, a lot of information here that isn't super clear for us. What we're seeing here is every single project in our board arranged by order of their due date. So we get to see that the sale CRM setup is due January 24, so that is the very first thing that we have here. And you get to see the time is increasing as we go down, and we get to see the visualization of this due date right here. Now, as I said before, these Gap views are going to be most helpful in understanding sequencing and dependencies. This is going to lead us into aspect of Monday that we've yet to talk about in depth, and that is going to be our sub item. No, in the last lesson, we got a quick little introduction to sub items in our Kanban board. If we go ahead and come to this little arrow next to each one of the items within our boards, we get to open it up to a sub item. And what we're able to do is create these sub items within our main items. In this case, because our main items are projects, what we can do is have these sub items be tasks that relate to completing this mother project. Go ahead and add these sub items for our website redesign. We can have this first one be requirements and website audit. Now, if we hold Shift and Enter, we can go into a new sub item. And then here, we can have our wire frames and visual design. And then lastly, we can add in front end development and responsiveness. So, right here, we added in three sub items to our main item in our website redesign. So if we go ahead and collapse this, we then get to see that there's a little member here, and this is going to be indicating all of our sub items within our project. Let's go ahead and move back into our Gant view because as I said, these are going to be this view is going to be most useful when we pair it with some other dependencies. In this case, that's going to be our sub items. If we come over here, we get to come and work with the settings of this Gant. Now, there are a lot of settings in here. But the one that I want to focus on at least right now is going to be within our sub items columns. So we get to see that by default, this is something that's going to be turned off. But what I want to do is I want to enable it to be able to visualize this here. Now, the thing that we need to do right now is we have to come back here, and we actually have to assign some dates to these sub items. So let's go ahead and change the due date of this. Let's go ahead and say that we want to set it to sometime next month. What we can do here is we can then set the dates for all of these. Let's just go ahead and put in the random ones right here, and now we have a date for each one of these sub items. So now if we move here into our Gant, we see our website design redesign is right here. So now we want to come in here to our settings. And now that we have our dates here, we could come back into our view, and now we get to see our sub items existing right here, right below the group that they belong to. So because all of these here belong to website redesign, we see these sub items existing below our January. Let's actually go and start to edit this. So if we come here into our settings, we get to do a few things. Now, the first thing that's going to be important is that you have both of these once selected, especially if you're going to be using this to look at sub items and how they relate into your parent tasks. Now, personally, I think the best way to arrange these views is to have them be as specific and kind of niche down as possible. So instead of showing everything, all I want to do is I want to go ahead and limit this to only showing January group. Because here we get to have everything be a little bit more focused. So we can look at how these sub items actually relate into their parent tasks. Now, another thing to think about, especially if you're going to be working on kind of smaller timetables, a little bit of a tighter schedule, you can change how you view everything. So instead of doing weeks, if we want to look a smaller scale, we can come here into days. So right now, everything is a little bit more comp. Now we also have the opposite end of this. If you want to look at months, you could also go ahead and do so, and everything will show up in the appropriate time within that month. So we see new product launch. This is all the way here because this is at the end of the month right here. We get to see that our new product launch is here on the second to last day of January. Again, another function that we have here is our autofit. So our autofit shows us all of our items in the best view possible. Right here, we get to see that we are indeed in weeks, but we're much more zoomed in than we were before. So this autofit function is something that can be quite helpful. So now let's go ahead and continue to move we have our group by function, which is a little bit different than our groups because our groups are only going to be looking at the groups that we have in our main table. In our case, we only have the three. We can also group by specific things. Like, for example, we can group by priority. So you get to see how this changes things because we have our high priority and low priority. Those are the only two badges that apply to our January group. You get to see how that changes things up. Now, in our case, I don't want to go ahead and do that. I just want to keep it as it is like. Also, any group that we apply to our main items, we could also apply to our sub items. You'll see both options in each one of these settings to be by our main board and our project tracker and to also select something for our sub items. Now, next, we have our label B. So this one here is going to give us the names right here. These labels are going to reflect whatever we have set right here. Now, personally, the one that I'll always have set here are going to be our names because it makes it much easier to have the name of the project right next to the visualization instead of going over here and having to line everything up to see what it means. So I always have the names selected here, so it's extremely clear. Next, we have our color by function. And what's nice about this is that when you have focused views like I do right now, you don't necessarily really need to go ahead and label things by color. But if you want to go ahead and do so, you could just so they're not just grade bubbles. This case, applying something like a color by status or priority can be helpful. Instead of going ahead and creating these groups, this one gives you just a little bit more information at a glance. Let's go ahead and actually apply our priority. Next, as we move on, we have more visual settings. So we can see some things like group summary. In our case, we didn't apply any group summary. Now, as we move on here, we next have our visual settings. You can go here. These ones are all site specific. Right here, we have our group summary, this is going to show us everything related to our group about how many days their due dates span across. Next we have our show weekend function, and this one here is just going to show you things that are going to appear on weekends, so we want to keep that one on. And then we have a color legend, right here, it's just going to describe what colors we see and what they relate to. And now, really, these are all the most important things because our critical path, our fiscal year baselines are all going to be very specific in the use case, not as generalizable as the ones that we just went over. And we already went over groups. Right here, we now are able to see everything in the super focused view. Let's go ahead and actually exit out of this view. So we can see exactly how we would normally view this. Now what we can do is go ahead and rename this over here. Instead of Gant, we can go ahead and rename it to our January project. Now what we just did is we configured this view to be able to see everything that is going to be due for us within January. If we go ahead and auto fit this, we can now again see all of the projects that exist within here. Now, the utility of this view comes in how we can see our different projects and sub items relate into one another. Now, what we'd be able to do with this is we see our website redesign is due way over here. And that website redesign consists of these three sub items. What we have is a big gap between this last sub item due date, the due date of the actual project. So seeing this, what we can do is we can actually reorder things around and take these. We can drag them out to different due dates. We get to see right above them new due date that would be assigned to it if we release it in any given spot. Go ahead and make this one on February 2. We can change this one January 30, and because we just created it, we can go ahead and give some more space here. Right now, what we do have is essentially two days of space between every single sub item or due date. And we have also one extra day at the end here before this is finally due. Now, again, this is the exact reason why we want to have our Gant views. Get to see that we can go ahead and expand this. We can change the order. And another thing that is nice about this Gant view is because we have our views being so specific, we can do is we can add in another view here. We can add in another Gant lives right below this. Can resize it. We can essentially do the exact same thing that we did for our top Gant. Actually, if we wanted to go ahead and do something extremely similar to this, where we have instead of January, we could have February or March, what we can do is first get rid of this one. We can come here and we can actually duplicate this view. Now, why would we go ahead and duplicate this? Well, because what we did here is we set in a bunch of settings about view about the coloring of the priority and about other additional settings like our Today indicator. Now, we don't want to go ahead and just redo all of that and create all that again from scratch. Instead, we could just duplicate it and come down here to our groups, and instead of January show our February view. Then again, we can auto fit this to be able to see everything. And from this, we can now rename this instead of January projects. This one here is going to be our February projects. So, just like that, now have another dedicated view to one of our groups. So we can even rename this up here at the top from Gant to our monthly Gant. And just like that, we are now pros with a brand new view here, one that will help us be able to see how our projects and sub items all are going to relate into one another. Now, before we go ahead and wrap up this lesson, I want to add in one distinction and one extra thing that we're able to do with these Gant views. Now, if we go over here and come into our timeline, we're able to see that this here is essentially just another Gant view. So our timeline and our Gant views are going to be the same, but you can see right here that this does look a little bit different than what we see right here. And that's because what we see here are going to be widgets that aren't doc. If I go ahead and get rid of our February projects widget, now what I can do is I can come here and I can dock this widget. So doing this, we now get to see that this is now full screen the exact same way that our timeline view here is full screen. So if you want to create a Gant view that is solely the view that you create, you could go ahead and have it docked. But if you want to create multiple Gant views in one single view for you to go ahead and look over, then you might not want to have it docked. We can undock this widget, and you can have multiple widgets stacked upon one another. 16. Schedule Work With Calendar View: In this lesson, we'll be looking at the calendar view. Now, this view is best used for seeing work that is tied to specific dates like deadlines, milestones or events. This here is going to differ from our Gant view because it doesn't show how long work takes or what tasks depend on one another. Instead, it just answers a much simpler question, like what is happening on a given day, week, or month. So your calendar view isn't going to be a view that you'll consistently live in. The calendar view is simply just going to be there for you to go ahead and stop by and see what is going on within some specific timespan. First, all we can do is we can come here to our settings up here and we can choose what we want to view. Do we want our days or do we want to view it in a month? Now, personally, I only ever have this set to a month view because there's never that much information where I'll have to go ahead and set it to a dave, for example, everything is always going to be across bigger timespan, like, for example, a month. Because anything that comes in a shorter time span is when I'll go ahead and rely on our Gant view instead of this calendar view. But now, let's go ahead and actually get into looking at how we can go ahead and change this up and tweak it to what we actually want to be shown. Right here, we have our widget settings, just like we four, and we also have the option to include our sub items as well. So if I go ahead and include these, now we get to see our sub items pop up right here. And a nice thing about it is that they are delineated as sub items by this little icon that exists to the left of it. So we get to see that there is our sub items icon. Next, we can go ahead and color B. Now, if we want to have our sub items visible on our calendar view, then it would be nice to go ahead and find some specific coloring that can go ahead and mark them as different as everything else. So one little workaround, if you want to go ahead and have some specific color for your sub items is actually coming back into our main table and adding in a column specifically or our sub items. And we could go ahead and have this be like a status column. Now, for our case, we already have one of these that exist. So we could go ahead and come over here to our ad column and what I do to have its own kind of coloring system is I'll always come and I'll add in a label because with this label, what I can simply do is add in calling it a sub item. And then by default, what I can do is set in some color here that I know is only dedicated to these sub items. So, for example, we could have this bubble pink color, and I can go ahead and set all of them to this color. And another thing that we're also able to do is if we come here within our settings and we can customize the sounds cool now that we have these sub items with their given color with a color that is only for them, that we can come back here into our calendar view. And with our color by, what we can do is we can color by our sub item label. So now we get to see these existing as their own colors within our calendar view. And the same thing can apply to our timeline view as well. For the rest of this, it's all going to be quite straightforward, for our label By function. Right here, what we want to do is we want to have our label by name. And now, for the most part, these next ones here are all going to be quite straightforward. For our label buy function, I usually have this one empty, so it just defaults with our name. And then we also have additional settings here. We have a color legend. You can hide weekends, the same things that existed with our and then also is we can filter these down to specific groups that exist within our main table. And then lastly here, also what we're able to do is add in specific filters just like any other view. Now, another thing that is going to be similar to what we covered in last lesson is right here, we get to see that this is going to be docked view, meaning that the entire view is taking up our screen. So if we want to go ahead and change that, we could go ahead and undock this widget. And now we can add in not only multiple other calendars, but other widgets as also in terms of actually working within the calendar view itself and making changes, what we're also able to do is we can drag and drop certain projects into whatever day that we want, and this will, of course, update its due date within our main table. And then additionally, if we ever want to add in some new items, we could go ahead and click in, and now we get to see that this is a brand new item. We can assign its group person, status priority department, whatever we want right here. Alright. So with that, this was our quick lesson on how we can use our calendar. 17. Visualize Data With Chart View: So in this lesson, we are going to look at an introduction to these charts, which are then going to lead us into building entire dashboards with them in our next section. So let's go ahead and get right into this chart, and let's look at the settings that we're able to do to see the things that we are able to visualize. So firstly, we have chart types. Now, as you can see, there are so many different ones that we can go ahead and visualize. Now to take us back to middle school for a second, charts all exist to answer slightly different types of questions. Now, the mistake that most people make is picking a chart based on how it looks instead of what they're actually trying to understand. So let's go through all these main types you'll see and when each one actually makes sense. So our bar and column charts are usually going to be your best default right here. They're ideal when you want to compare quantities across categories. For example, how many projects are in each status or how work is distributed across departments. So if you're ever unsure about which chart to use to visualize something, this one is usually the safest choice. Now, next, we have our Pie charts. So these Pie and doughnut charts are best when you want to show proportions and not trends. Answer questions like what share of our work is done versus in progress. And they work well when you only have a few categories. So once things get more complex, if you start adding in a lot of categories, that's when they become hard to read very quickly. Now, next, we have our line charts. Now, our line charts are about change over time. So these ones are going to be useful when you're tracking how something evolves, like the number of completed projects week over week. Now, if time is not involved, then a line chart is usually the wrong choice. As you can see, right here, time isn't involved in the data that is being plotted right here. Everything is essentially just a straight line. It's not really giving us much information here. Now, coming down here, we have our area charts. Now, our area charts are going to be similar to line charts, but they emphasize volume. So they're useful when you want to show growth or accumulation over time, but they can obscure detail. So they're better for high level trends, rather than precise comparisons. No more specifically, if we're going to come back to our bar or column, what I said earlier was related to our bar and column are simple ones. But as you can see, these ones here are stacked. It's a stacked bar and a stacked column. Now, these ones are helpful when you want to compare totals while also seeing the breakdown inside of those totals. So, for example, total projects per department split by status. We get to see right here without having to change any of the data, this basic data that it's working with, we get to see how many projects are assigned to a total amount of individuals, myself and Marty Monday. We get to see that there are three total projects that are assigned to both of us that are in the working Audit stage. Now, there's two within Stuck, but those all belong to me, and there's one within Dunn and that all belongs to Marti Monday. Now, lastly, we have our bubble chart right over here. Now, bubble charts are the most specialized because they're used when you want to compare three dimensions at once, like size, category, and value. Now, most teams don't need these often, and if you're not sure why you're using one, then you probably shop in. The key thing to remember here is that charts are for insights, not just decoration. So if a chart doesn't immediately help you understand what's happening on your board, then it's probably the wrong now let's go ahead and get right into actually creating a chart to see what we're able to do with these. So what I want to do is I want to go ahead and select this Donut Pie chart. And this is going to be what we're going to be creating. And the first step of this is going to be coming to our labels to actually decide what we want to be tracked here. Now, I don't want to track our names. That's not going to be something that's going to be very helpful. So what I want to do is, let's go ahead and see a breakdown by department. We can see percentage, all of the projects that belong to each department. So right here, we have this set as department. Now, next with our values, we can go ahead and come here into counting the items to actually be able to see these portrayed right here within our chart. So now, just like that with only selecting three buttons from our Dona to our department label, then to our count items in our project track or with our values, we get to see a breakdown of how many exist within these department. Not only that, we also get to see the percentage breakdown here as well. It's visualized here, but then numerically, appears right here. Now, if we hover over these, we're able to see a little bit more specific information like the count of actual projects within this. Now, you get to see if I come over here to calculations and I change it into average, nothing happens. Here, at least for our donut chart, you're not going to do anything that comes to calculations here because everything is going to make appear the same exact information. If we come over here to customize what we are able to see right here. So, right here, if I change into value instead of percentages, then we're still able to see the percentage breakdown as we hover over the chart, but we get to see that right here, it changes and we're able to see the amount of projects instead of the percentage of the here, I'll keep it as value, and we're also able to do things like edit in the color name and order. This one here isn't going to be as important. I want to keep the colors the same because these are the colors on the main table. So we just want to keep everything consistent here. Now, as we go down, we get to see groups, which is one that is familiar to you by now because we can limit this chart to only show us data from specific groups that we decide. And then the same thing applies right here where we can choose which columns to show. In this case, it's not going to matter because the thing that we want to see here is going to be our depart it's the only thing that's actually being visualized here. So these ones are not important, at least in our donut charts here. So let's go ahead and now rename this. We can name this here to projects by department. So now we have a super clear title as to what we're actually being able to see here. Now, let's go ahead and add in another chart right here. So we can come right here, and now we get to build a new one. Now, this one here is already showing us something that's quite meaningful. To see breakdown by our status. We see that there are four within stuck, six within working on it, and two within done. So this one here, honestly, can be its very own chart, but let's still open this up to see exactly what this is consisted of. So now, with our bar, we get to decide an X and Y axis. So right here, we see that the X axis is going to be our status because we see everything here being shown by status. And then our Y axis is simply just going to be a count of these now, again, we get to see these ones here, the calculation is not something that is going to give us anything different than the count. But within this bar chart, we can also change some other things as well. Like, for example, we can go ahead and change our labels like we already covered before. We can also change the order in which they appear right here. One is just going to show a running total of the data, so you can see how that changes here. And then we can also show empty values in our table. We are quite organized. We have zero empty values, so nothing appears right here. So if we want to go ahead and add in a benchmark line, you get to see that right here, let's say our benchmark line is going to be six, we then get to have that appear, and we can change the color of it right here. Like, for example, maybe we want to have our benchmark line at six, color it red, and we never want to have six project reach this line, and if so, then that means something has to be addressed ASAP, something like that. Then lastly, down here, we have our groups and choose which columns to show them. Now let's go ahead and exit out here and we can add in one more chart that we can go ahead and configure. Now, for this case, since we have no data that is actually going to fit within our line area or bubble, let's go ahead and make column. Now, with our column, they're essentially just our bar graphs that are flipped to their side. So in this case, our X axis is still going to have this status marker. It's still going to be the thing that we are going to be measuring by. But really, it should be flipped around here in the settings, but it's not a problem. We could go ahead and work with this still. So here, instead of going by status, let's go ahead and see by priority. So right now we get to see that we added in an extra column because we have four priority labels instead of the three that exist within status. Because we have this set as priority, then the next thing obviously is going to be just looking at this count, and then we can do all of the same kind of customizations that we could do on the other ones, more specifically, the exact same ones that we could do with our bar graph. Now, with that, we have created three different charts that are all measuring and looking at and visualizing three different aspects of the data within our main table and our project track. You can see here, this is a lot of visualization of a lot of data using our charts. And what we learned in this lesson is going to be the foundation of what we're going to be going over when we cover our dashboards in the next section of this course. Alright, that is it for this lesson. Now, in the next lesson, we are going to finish out this section and cover the last bit of our views before we go ahead and move on to those dashboards. 18. Use Doc and File Gallery Views: Now the last two views that we are going to be going over is going to be our dock and file gallery views. First, we have our dock view. Now, our dock view is going to essentially be one dock, one mother dock that is going to be tied to our board. The thing about this dock is that no matter what we do with this dock, it's always going to live within our board. Go ahead and rename this project Tracker Doc. So now we have this one existing right here, but it's not going to be something that we're going to be able to access from our side panel. And another thing to note, as well, is if we go into one of the docs that we created right here in our January projects, if we go ahead and come here into a new line, and we try to go ahead and link in this page that we just created, if we come here to mention docs, you see that it's not going to appear either. This is all just to say that yes, this one is going to solely live right here within our project tracker board. Besides this, this view here is going to operate exactly like a normal dock that we would add right here. It's all of the same functionality. Now, if we want to go ahead and maybe integrate this here with our board, maybe a little clearer. What we can do is we can just add in our board here so we can have our board view along with our project tracker doc. You can resize it to make appear however you want. But it might just be a little bit easier way of using this dock because you can go ahead and cite things that are within your board, within your main table, at least a little bit easier when you have this widget to your dock. But again, this dock is just going to function just like any other normal dock, but it simply is going to live within the board that you create the viewing. Let's go ahead and move on into our file gallery view. Now, with our file gallery view, this one is going to do what the name insinuates. All it is is essentially going to be one gallery, one space, one part of storage of the files that exist within your board. Right here, the way that we actually would make this file gallery useful is if we go ahead and come back into our main table. Thing that we need is we need a file column to exist here. Right here, we have our files, so we could go ahead and add this in here as a column in our board. And what we would now do is go ahead and add in any relevant files for all of these projects or for some of them. I'm going to go ahead and do so so we can go ahead and see how this file gallery is actually going to appear. Alright, so I went ahead and added in some files here. These first two are just PDF files. They're Google Docs. And this last one here is going to be an image. Now, if you want to go ahead and add in multiple files, per each project, you could go ahead and do so. You have multiple options here. You can link in some docs here. You can add in a link. You could link your Google Drive, Dropbox or simply just upload from your computer. Let's go ahead and move over into our file gallery. Right here, we have all the three files that I uploaded. So we get to see one of them here is an image, and these two are going to be PDFs. Now, I did this to show you how both can work. You can upload in documents. They can work fine. Here, there's nothing within these. It just says sales CRM setup brief, but you get to see that you're able to click into these. You can add in some comments. You could go through pages, and you can even do some slight edits here, like rotations, and you could print and download as well. Now if we come here, we get to see all the things that we're able to do here, within images. It's the same thing. Now, the reason that we'd upload images here is because they can serve multiple uses within our views here. Now, we can have them for file keeping purposes, of course, but also if we come over here into our NvanVew, we get to see if you remember from the lesson that we can actually make our images appear right here within the card. So if we go ahead and come here and to customize your KN Band card, we can display cover images. So you get to see with this one enabled and with the cover column as files selected, we get to see the images that appear here. Now, we also see our sales Serum set up in our website redesign. Also have an image preview right here because there's only one line of text on each of these, they're cut out. They're all the way at the top. But that's just another thing for you to keep in mind of the kind of utility of adding in files to your main table because you have to access them in multiple places. Now, just because this is essentially a storage space, it doesn't mean that we aren't able to tweak around with some things here. First off, what we're able to do just like any other view is we can filter this board. If we want to filter the board by specific projects, then we could go ahead and do so to only see the files that are associated with some projects. Again, for example, like the files that are associated with our highest priority projects. Other things that we can do here in terms of the widget settings, these ones are going to be super simple because we get to see which columns to show because we could have multiple columns that have some files associated with them. Right now, in our case, we only have one, so it's only showing us this option. But as you can also see, the Files gallery will also have files that exist in some updates. So if we go over here into our main table, and we come in and we click in to one of our projects here within February. If we go ahead and upload a file within this update, then this will also appear in our Fils gallery. You don't only have file gallery limited to what we see here within our files column. This one was just a quick lesson to introduce you to how you can use these doc and file gallery views to kind of visualize your data and be able to have this kind of dedicated doc that only exists within your board as well. 19. Understand Dashboard Fundamentals: Now that we've gone ahead and covered all of the different views within Monday, it's time to go over the feature of Monday that allows us to put all of this knowledge that we've gained into one page. And that is going to be our dashboard function. Now, if we go ahead and add in an item to our workspace, what we've done is we've covered boards, we've covered docs, and now we have dashboards. Now, if we open a dashboard, what we see is going to be not very inspiring. Have anything here at our disposal. Which is why in this lesson as an intro to dashboards, what I'm going to do is I'm actually going to come here within our dashboard and reporting, which was one of the basic items that was created when we created our workspace. This was here, and this was autofill and connected to the board that we first now, right here, we get to see that we can connect boards to this dashboard. Now, this is the start of actually being able to visualize some selected amount of information. If we went ahead and unselected that, then you get to see that everything right here that we have in front of us is not going to be able to be auto filled with any information. Let's go ahead and select this our project tracker board because this is our main board that we've been working with. And now we get to see a whole lot of different information. Some of them are going to be quite useful. Others, maybe not so much. The first thing to note here about what we see is that every single piece, every single little rectangle that we see, either be one of these up here or one of these larger four ones are all widgets. Now, widgets are something that I have went ahead and repeated multiple times, especially in going over the different views that we have. Because if we go over back to our board, then we get to see with some of our views that we've gone over, if we came into the settings, you'd see that these are called widget settings. And that's because these are all widgets, right here, our Gant, it's in a widget. If we go ahead and come over into our charts and we come and edit them right here, we see that these are widget settings. So every single one of our views here can be turned into a widget, which is why our dashboards are made up of these widgets because they're all just different ways that we can visualize data. Now, let's go over here and add in now, in the last section of the course when we were looking at views, we saw how we could create our chart widgets. Here, this one is a basic one. If we add another widget here, we have our Gant view, which is again going to be one that we worked with. But there are some widgets here that we aren't familiar with, and that's our numbers and our battery right here. So, let's go ahead and scroll to the top here. And we can see that we have some numbers here. And these, of course, are going to be our numbers widget. So let's go ahead and go into our settings. And we get to see here that we have some options. We get to choose what we want to be reflected within no, there's a reason why these ones are small, because they are quite straightforward. Right here, we see the description of this is to get a quick view on all numbers columns. So if we add this in right here, we get to see the widget appear right here. Because they're just showing us one number, we don't have to make them big within our dashboard, because it's all going to be super condensed information. Now, one thing to note while we're here, we get to see all of these are stuck on the number 12. Now, there is a reason for this. And that's because these number widgets are going to work with number columns. Meaning their main utility is going to come from columns within our table that are going to be doing some kind of number calculations. Some kind of numbers that exist there are going to be what's going to be taken and calculated or simply counted by our number widget. Now, we see that everything is 12 here because if we come back here into our project tracker, we get to see that there are 12 different projects. We have three projects here, six, and then three here for a total of 12 different projects. Because there are no numbers in any one of our given columns to be able to do some kind of calculation. So what it's doing here is it's simply just counting the total amount of projects, the total amount of items within our main table. So in order to actually see these numbered widgets in action, I'm going to go ahead and create a new board for us so we can actually do some calculations. What I did here is I just created a new board here that is going to be tracking the hours of each employee on any given team. So now what we can do is we can come back here into our dashboard reporting, and we can come up to our connected boards and we can connect in a new board. So we can go ahead and do this. And now we have some updated statistics here. But again, they're just showing us total counts, and that's not what I want to do. So let's go ahead and come in here into our all tasks, and let's change this up a little bit. So, right here, what I want to do is I want to select only the new board that we and what I want to see here is I want to go ahead and look at the average hours worked by each department. So in order to do so, what I want to do is I'm going to come here into our groups, and I'm going to only select one group. We have marketing right here. And now, what I want to do is I want to come up here and to customize. And right now, what it's doing is it's counting the total amount of items within our marketing tab. So there's three items there, but I don't want that to happen. What I want to happen is I want it to create an average of hours log column. So first thing that we need to do is we have to select an average here, so it's not just doing a count or a sum. What we have to do is come into our number columns. And instead of just having count, what we want to do is come to columns. And now we have one by one and we get to see our hours log is selected, and this here is, in fact, going to be the average of hours worked for our marketing team. So now what we can do is we can first off come over here and we can rename this to marketing team hours. And what we can also do is quickly just come over here. And what we can also do is go ahead and exit out of this. And to show the hours for all of our teams, let's go ahead and get rid of these and do a strategy that I told you before that makes our lives a little bit easier. Just go ahead and duplicate this. Now, if we come into our settings and we want to show the average hours for our other teams, we could do is now change this from marketing and now select sales. So now what we have here is all the other settings are pre filled. So now we have our sales team hours. And we can do this once again over here. We can delete this, and I'll go ahead and create two duplications. For the two remaining teams that we're going to fill in. So we have this and this. We can come in here settings right into our groups. And we could go ahead and select our next one, but we could see actually that I made a mistake here because I had both selected. So now it's taking an average of both of those. So let's go ahead and fix this. Let's go ahead and just have this one as only sales. So now we can come back here into this one and we can change this one from having both to only having operations, and then we can change this one to operation hours. And then, lastly, we can do that right here for our last bit here with our product team hours. Now, with this, we can clearly see who's performing well. We have our marketing team slacking with only 2.6 hours, and we have our operations team that are putting in the work. They're at an eight hour average. Now let's go ahead and look at our last widget here that we've yet to cover, which is our battery. So our battery we get to see here is simply going to be best used when you have it set on this status because our status is going to be something where we want to get to 100% done. If we go ahead and change this, we come into the settings and we select something like our priority, that here just isn't going to make any sense. Which is why we also have this titled as our status columns because our battery is really only meant to be used with our status column. You can also see that you have other ways that you can customize. But for the most part, we have every single thing that we need simply by adding in the widget of our battery. Now, the next thing to note here, in relation to actually using all of this information to create our dashboards, it's going to be placement and resizing. So once we have the knowledge of every possibility that we could do with our widgets, then it's just going to be in terms of placing everything in a logical. What we can do is we can come and we can grab these little six dots here, and we can move everything around. We can put things in different places and really just put everything in a manner in a place that is going to make sense to us. And again, not only by dragging, we're also able to resize everything in a lot of different ways. Your freedom here and actually being able to create things, how you want them is quite large. Now, that is going to be it for this lesson. This was our intro to our dashboards, how we can use them. Now, in the next lesson, we'll actually start from scratch. Here, we can actually create a dashboard that is going to be specific for our needs using everything that we've gone over to this point. 20. Create a Simple Performance Dashboard: Alright, so now that we've learned about dashboards, it's time to actually go ahead and build one, and that is exactly what I've done for us right here. Now, as you can see, we have a lot of integration of a lot of different widgets and a lot of different views that we've gone over so far. But also, we're able to see some new additions here. That's because everything that we've worked with thus far is not the only things that we have access to if we come here within add widget, we get to see that more widgets also exist. So as we select this, we get to see that we have all of these options to go ahead and work with in actually building our dashboard. Now, that is exactly what I did for this dashboard here that I created, one that we'll go ahead and create from scratch together here in this lesson. So let's go ahead and duplicate this view right here, this dashboard. And let's go ahead and start to get rid of everything, so we can create this from scratch. Now, one thing that I will leave here is going to be this top row, because in the last lesson, we went over how we can make these ones here. But for the rest of these, I'll go ahead and get rid of all of them, and then I'll come back. Now that we have a clear canvas to work with, let's go ahead and start adding in widgets here. Now, what I want to do is I'm first going to come to our more widget section because I want to go ahead and start using some of these extra widgets that aren't readily available to us. Alright, now let's go ahead and get building. So, for the first step of this, what I want to do is I'm going to come here into our more widget section. First thing that I want to pull is going to be one that's going to be very basic, but also has a lot of utility. And that is going to be our calendar view right here. So, the calendar view is going to be great because here we get to see so much information just at a glance. Now, what I want to do here, though, is I want to go ahead and get rid of our label here because that's just going to be taking up very valuable space here within our dashboard. I'm going to come over here and I'm going to come to additional settings, and I'm going to uncheck show Color legend. Now, just like that, if I go ahead and exit, that color legend is now disappeared, and I can make this a little bit more compact. Let's say the size right here is good. So now I can go ahead and move this over and we can even move into February here to see something that is a little bit more filled. Now, with this, I'm able to see a lot of information because we're able to see our current day and also what is coming up. In the next week, within the next month or anytime after that, I just acts as a nice little overview of seeing everything at a glance. Now following the addition of this calendar, let's also go ahead and put in a super easy one, one where we're not going to have to make any changes, and that is going to be our battery widget right here, and we can resize this. Next, we could go ahead and add in our chart widget. So let's go ahead and put this one in here. What we want to do is first resize this because we want to place it right here, and now it's time to actually get into this. So let's start with our settings here. And the chart type is fine. Now what I want to keep this to is going to be a bar graph. Now, for our X axis, what we need to do is instead of selecting all at once, I'm going to come here until one by one, so I can actually get into the columns of my project tracker, which is what I want to work with. Now as I selected it, we get to see everything here as I want it, except we see a lot that I do not want to appear here. And all of these are coming from our other board that we created, our employee board, as you can see right here. So what I actually want to do here is I want to come down to the boards, and I want to make sure employee board is not selected. So I only have right here the projects from my main board in our project tracker. No, this is all I wanted to be visible right here. I don't need to change anything else. I don't need to come into customize or the Y axis because this is it. So what I want to do with this is I want to change the title of. I want to go from charts to actual customized title here and project by priority. Okay, so now with this, if we exit out here, we have our second row completed. We have our first three widgets here. What I'm going to do to just give this a little bit more prominence within my workspace is, I want to go ahead and drag this down a little bit to also have everything kind of appear maybe a little bit more staggered here, so it doesn't all just kind of go into lines like this. Here, it makes it for a little bit more visual breakup and it makes things a little bit more easy to be seen. So the next widget that we are actually going to work with is going to be a Beta. So this widget right here, they are going to be adding in here as a Beta, because what I assume is they want to get some testing here as a widget before they are actually implemented into one of the main views. So this here is going to be our list view. Now, our list view is going to work similar to our boards, except it's going to be a little bit more kind of compact in the information that it's giving us, right? Our lists, everything that we have here in one kind of list akin to a Google sheets, and they're not broken up into groups like we have on our table. Now, the reason that I want to use this list view is because I want to create a view here that only shows us our stuck projects. So, right here, what I want to do is I want to go into our filters. So I'm going to come here and I'm going to come into settings. Now, the first step of this is going to be coming up here into our filter. What we want to do is we want to filter this board to only the items that have that stuck tag. So we'll come over here into our project tracker to now come and get this STUC status. So as we select this, we see that it's pulling out four different projects from our project tracker. We see our knowledge base revamp right here and three other projects down here. Now, what I want to do is I only want our STUC projects. I don't want things from our employee board present here. So, typically, you'd come over here to boards and you'd just uncheck employee board. After unchecking our employee board, we see that it got rid of all of the employee board items and just left us with the four from our project tracker as we intended. But one thing to note here, this actually isn't always the case, mainly because here, this widget is so I've run into the problem here where actually deselecting one of my boards doesn't get rid of all the items within the list to you. So one way that you could work around this is if you come here into filters and you stay within your advanced filters, you could go ahead and filter this down into your employee board. So let's go ahead and bring this back here. You could come to the employee board, and you could have it where the name column contains, and then you could just put in any kind of set of random letters here. So we could go ahead and just put in XYZ. We know for sure that none of the names contain XYZ in that order. So you get to see here that all of them were removed. From here. Just like this, we now have a filtered down view. Now, because I'm only just going to stuck projects and I know they all come from the same board, one thing that I also want to do is I want to hide these extra columns. So I don't care about the board, and in this case, I don't care about the group because it's giving me the month here. So I can go ahead and now get rid of all of those, and now we can make this much smaller to fit in, let's say, right here below our battery. Okay, so now our dashboard here is coming together quite nicely. Let's go ahead and come back into our widget center over here to add in some more. Now, the next one that I want to do is going to be quite straightforward one. We're going to go ahead and scroll down here to the I was mentioned widget. So this one here is just going to give you a widget where it's going to alert you if you were mentioned in anything yet. So we can go ahead and have these ones sitting right next to each other. The utility of the I was mentioned one is quite clear. If you're mentioning anything, it's going to appear right here. This is kind of like a basic one that you want to have. Okay, now let's go ahead and move on. What we can do now, what I want to add, is going to be one of our basic ones right here, that being our Gap view. So with our game view here, I don't even really want to make any drastic changes default one is already going to be something that is going to be useful for me. So all I really want to do here is just make a little change. I'm going to come here into the settings. I want to have our label B be by name, so in one view, right here, I'm going to be able to see all of the different projects and sub items here by their name and the other things that they are surrounded by so what I can do here is just expand this one a little bit. We can drag that down and make it a little bit more narrow in its width. And again, we can come to the autofit here, be able to see everything. So now I'll just move this over and we can add in our last two widgets. So again, we're going to come here into our more widgets, and you can see that there is some of the ones that we've went over, but also a lot of ones that are going to be, again, quite straight. For example, we have our gauge right here, and our gauge is going to operate the exact same way as our battery. It's just visualized in a little bit different way. So, the one that I want to add in right here is going to first be our Update feed inbox. So here, this one is just going to be giving us breakdown of what exists within our update feed in our inbox. So, right here, it's yet to load in, but once it does, it'll be giving us our most recent message. And we only have one in there right now, so it'll be easy to preview. So now, this is going to leave us with one more widget to add into our dashboard. As you can see, my top bar right here, our tool bar is grade. Now, if you ever run into this issue here, it's a super easy fix, and it's one that's quite common. All you have to do is go ahead and reload your page. So in my case, I just hold Command R, and then now after just a moment here, it should reload. And then we should also be able to see my inbox, as well, that inbox widget should go ahead and actually fill in with the correct information. So just like that, we get to see our update feed has gone ahead and loaded in, and we are able to add in our final widget. Now, this one here doesn't have much outward utility in terms of connecting with anything that we've done within Monday thus far, but it's kind of just a nice one to have, and that's going to be under our motivation section of our Widget Center, and that's our quote of the day. Quote of the day is super easy to just go ahead and auto fill here. And now we get to see that it'll just sit right here. If we want to do some customizations, we can come here into the settings, and we could change how the text color appears and how the background appears, or you can just set it to be on automatic. Now, just like that, we have our entire dashboard built. Now, here with my Gant view, I usually like to go ahead and collapse this just because we added in the labels of the names and always autofit it just to be able to quickly see everything that's going to be going on. Essentially, there you have it. We have our entire board created with many of the widgets that were accessible to us here throughout our widget center. We've put in action a lot of the things that we've learned thus far in creating this dashboard. So it's just as easy for you to go ahead and do yourself with what you have in your main board. Now, before we go ahead and sign off, I also want to bring your attention back here because we see that our filters did not hold into our list Beta. Now, this could be for one of two reasons. Again, this is in Beta, but secondly, whenever you apply filters to a view or to a widget, make sure you go ahead and hit save here. I probably forgot to do so. Alright, now, with that, that is the end of this lesson, and I'll see you in the next. 21. Master the "My Work" Tab: Now, since we've been discussing different ways that we can visualize our data, I think now it's time for us to go over our My Work tab. Now, our My Work tab is going to be one of the foundational things that we're able to access within Monday. It sits right below our home tab in our sidebar here. And essentially the main use of this is going to be able to see all of the different items within your workspace that are assigned. You can see how I have it set up here, we're seeing some things that aren't assigned to me. Now, that's because we're able to change up the settings here to be able to show really essentially anything that we want in whatever view we please. So you see right now this is in a date view. So the way that it's grouped up, we see our past dates today, this week, next week and all the items with a due date that is later than next week. This is a great little checkpoint for you to go ahead and come and look quickly, for you to see everything that is kind of surrounding your day or week or any time that's past that. But we are able to come over here to the right side of our screen, and we can make these changes. So right here, it's a date view. We could change it here into our status view. We can also go into priority. Now, one good thing about this MyWtab is that it's able to consolidate many different boards. So instead of just seeing one of our boards, what we're able to do is connect in all of them and then be able to see how different tasks are going to interact with one another. If we want to go ahead and separate them by board, we also have its own dedicated view to do so. Now, here, we get to see that everything is in one because I only have one board connected here. Now, I think the best way to actually utilize this My Wortab is to keep it in this date view, and we can come over here within our customized settings, and we have a few different things that we're able to play around. The first thing is going to be our P tag. Typically, what this will be is filled in just with yourself. So then it would go ahead and filter down only showing you things that are assigned to you, only showing you the items. Now, for the boards that we have built here, these three different distinctions aren't going to be important for us because we have three different options here. This first one is going to be tasks assigned to individual members. So in our case, that's just going to be like the ones we have right here because I am the only person assigned to these, it's going to show all of them. But these ones, if you were to have more than one person assigned to any one of these, then that is when these settings are going to come into play in terms of showing you right here within your My Wortab. Now, next, we have other more familiar customizable settings here. We have our board, so we get to choose which boards are going to be visible here. We have our status column here. So right here, within our MyWorkTab there are three different columns that are always going to appear. You have a status column, a date column, and a priority. Now, these are going to stay the names of these columns. But if you go ahead and open this, you get to see that you are able to change what is shown under this status column. So even though it says Status column here, I could change it to show the department. Now, if we go ahead and exit out here, we see that even though it's titled status here, we see that the departments are mentioned. So that's just one thing to keep in mind here. I'm going to go ahead and set it back to our status. If you do have a different one that you want to go ahead and set here, then you would be able to do so. So with our status and our priority columns, while under our date column, those ones will only allow you to set calendar or date column properties here. Now, in our case, we only have due date as a calendar property. So this is the only one that we're able to show in this case. Next, if we move on into table, this essentially is just going to allow us to change how each one of these items are going to be displayed. Right now, they are in a compact view. So this is akin to the list that we went over in our dashboard. Now, if we go ahead and choose this context view, then we get to see a little bit more information regarding these. So we get to see what board they belong to up here and the group they belong to, as well. And if we exit out, we see that there's just a little bit more space between everything right here. Lastly, we have our calendar customizable settings. Now, if we come a year into our calendar view, you get to see that there are a few different ways that we can kind of change the view here. Right here, we have it as month. We could change it into week, we could change it into day. Right here, if we go ahead back out into our month view, then if we go ahead and move forward, then we'll start to see the different ones that appear right here. One thing that we are able to do, just like our calendar view within our boards is we could still drag and drop different projects into different days to be able to change their due date property. Now, let's go ahead and come here into our customized settings, come into our calendar, and we can color by certain things. So we can color by our column name. We can color by our property, and that will then give us a little key down here. And then we have our label B, and we can label by other columns as well. Personally, I always like to keep the label as the name with the board that it belongs to. But if you want to do some other settings there, you got. Here we get to do again, more familiar settings. So we have our color legend down here. We can go ahead and turn that off. We have our weekends hidden, but we can unhide those to be able to see our Saturday and Sunday as well. Okay. But with that, this is our M W tab. So under our My Work tab, again, you're typically going to use this to see different tasks from across different boards that are assigned to you. And in the most Cbd view, you'll see them in this date view. So you'll be able to see what different projects are coming at you and what you need to prepare. 22. Connect Boards Properly: This section of the course, we are going to start to look at more advanced use cases of our columns here. Throughout this course, we've looked at many of these columns, and also a lot of them here are going to be quite self explanatory. But there are some of them where the uses maybe aren't as clear, and it's going to take a little bit of explaining to see the utility that they provide us. And that's the entire purpose of this section of the course to go ahead and look at these more advanced columns and see them in action. In this lesson, what we're going to do is we're going to focus in on our connect boards feature. With our Connect Boards column, this one here is going to be mainly useful when you have multiple boards that all are going to be conveying different information, yet related information. So right now, I have three different boards within my workspace. We have our project tracker. We've created this task board, and we also have our employee board, as well. So in this lesson, we are going to put our connect boards feature our Connect Boards column into action with every single one of our boards right here. Now, first off, I went ahead and created this new board here, this task board. And each of these tasks are related to some project within our project tracker. But instead of being entire projects, I have them in a separate board because they're smaller actions. They're only tasks. They're not the entire projects themselves. And additionally, you could have a setup like this because you kind of want to see things separated. You want your own board for projects, bigger things, and you want to see the things that make that up separated from it. Let's go ahead and start off and adding in our column here. Now, we get to see that our connect Boards feature is right here, but if it doesn't appear there for you, you could go ahead and come down, and it will be in your essentials section. So let's go ahead and add this board, and then it's going to give us the prompter to select our board. Now, if that doesn't appear for you, you can always come here, and then you can come into the settings, and then you can come over here into customized connect Boards. So now let's go ahead and select our board. And what I want to do is I want to connect our tasks here into our Project tracker. So all I have to do is select Project Tracker, and then we can connect So now that we have this connected in, all we have to do to connect one board to the other is just go ahead and click here and we'll be able to connect all our items. So what I'm going to do here is I'm going to connect in our sales CRM setup because this here is in relation to that one, and I can go ahead and go down the right here, what I'm doing is I'm selecting one per each of these. But if you do have multiple, then you can also select multiple. So right here, this one belongs to our new product launch. But if I want to go ahead and also add in website design, we get to see that the amount here is listed right here. So if it's just one, it'll show just the single one. And if there's ever any more, you'll see that indicated by that little black circle right there. Go ahead and fill this all in, and then I'll come back to you. Okay, so now that we have all of this connected, let's go ahead and check out the settings of this column. So we can see what other things that we're able to do with this. Because right now this connected column only lives within this board, within our task. We get to see something I just mentioned. We're able to link multiple items to each one of these. If we want to turn that off, we could go ahead and do so. In this case, because this one is only ever linking to one project, I could have it off, but it doesn't really matter. But next you want to see here that we have a two way connection. Now, let's go ahead and come back into our project tracker. This project tracker here is unchanged from before I added that column within our task board. Nothing here is now, this means that we're not seeing any of the connections from our tasks here within our project tracker. If we want to change this, if we want this to be able to be viewed on both ends, we can come here into our settings, and we can turn on our two way connection. So let's go ahead and turn this on. We can add the column to our other board. So now, if we come back here into Project Tracker, we should see our new column right here. We get to see the opposite end of this because we have multiple different tasks that are linked into one single project, we get to see here how there are multiple items within this column. So if we ever want to check how many tasks exist within our new column here or simply what is there, then we can come here to this little plus button next to each one of the items, and we could select it and then open up here all of the connected tasks that exist. We get to see that these are the two. But also, if we want to check what else is going on within this board, the other tasks that exist, and you can scroll down, you get to see the entirety of the board here. But at the top, we get to see only our connected ones. So it's nice to see on both ends how our project tracker is connected into our tasks. Now, an additional kind of benefit that you get from this is if you have tasks that aren't assigned to anything yet in your project tracker, what you could also do is, of course, you can come here within our column, and you could connect all of those tasks that have yet to be connected. Now that we're familiar with this, we understand how linking works and how it can be a two way or one way street. Let's go ahead and move over here into our employee board. Right here, what we're able to do is show another use case of this because in our employee board, we're not really showing much information here. All we're doing is logging the hours here of each one of our employees. But another thing that we're able to do, of course, here, by using our connecting boards, we can connect the projects or tasks that each employee is assigned to or is working. So if we go ahead and come here into our settings for this, we can customize our connect board, but we could also connect more boards, right now, we're only connected into our project tracker, so we could connect our tasks as well. And if we want to set up this two way connection from here, we can also do so. But for now, I'm just going to go ahead and connect in this board. So, this one can essentially be something that all of your employees, all of your team members can go ahead and track for themselves because they can go ahead and mark everything that they are working on. You as manager, team leader, founder can go ahead and be able to keep track on everything that everyone's going to be working on, so you're kept in the loop, and so is everyone else. Now, one thing to note here is that for this mirror column, what I did is I connected in two boards into this column. So that means that we're going to have multiple kind of data points here. We're going to be looking at both project trackers and tasks. But alternatively, if you want to kind of keep things a little bit more separated, you could always add in multiple of these connect board columns, and then you could have one be dedicated to a project tracker and then one B dedicated to tasks. And the same thing can apply on your other boards here, because if you have these setup as two way connections, maybe even here, you want to separate them as well. Okay. But with that, that is going to cover our connect boards column. Now, in the next lesson, we are going to go ahead and take this a step further because once we go ahead and connect these tasks, what if we also want to connect other pieces of information, other columns that exist that are related to them? Well, in the next lesson, we'll cover exactly how to do that with our next column. 23. Use Mirror Columns Correctly: This lesson, we are taking what we learned last lesson in our connecting board column to the next level with our mirroring column. Let's go ahead and get right into this. And come in here. Again, under essentials. We have this column right here. Our mirror column is going to work similarly to our connect boards column. With this, we're able to mirror certain columns from other boards into the board where we have this mirror column here. We're going to go ahead and start off by connecting in a board. I want to connect in our project tracker right here, and then it's going to ask me, which column do I want to go ahead and mirror here? There's a reason why we went ahead and covered this mirror after our connect board function. Because in order to know which exact items that it's going to mirror for us, it has to know, first, which board do they come from, and secondly, what is the actual item that it's mirroring. So what it's going to do is whatever we select right here, whether we want to mirror the due dates, whether we want to mirror priority status, any other thing, essentially, what's going to happen is it's going to take this item right here, our sales CRM setup, and then it's going to mirror exactly whatever the column is for any of these right here. Let's go ahead and first mirror our priority. We can go ahead and now click out of these. You get to see that there is consistency here. We have our sales CRM is low, our new product launch is high. Our sales CRM is a low priority, and our new product launch is high. Okay, so this all is lining up correctly. Now what happens if we go ahead and change this up? If I change our sales CRM to a critical priority, and I come back here into task, and what we should see is a mirrored result of that, and that is, in fact, what we do see. Now, what about working both ways? Does this just mirror a project tracker into our task or can it mirror the action that we set here back into that motherboard? Let's go ahead and test that out. Right here, we have our pricing strategy review project, and current priority on it is low. Now, let's go ahead and change this to let's say medium. Right now, this is set to medium here. Now, if we move back over here, we have a pricing strategy review right here, and we do, in fact, see that the priority has updated into being medium. So the answer is yes, these mirror columns do work in both ways. Now, of course, we can have multiple mirrored columns. Whenever I have board here where I want to create mirrored columns, usually, I'll have multiple mirrored there. So let's go ahead and create another one here. And oftentimes you'll even find yourself mirroring columns that already exist within the boards that you're creating. Like, for example, what I want to do here is I want to mirror the due date column in my project. Because I want to see the ultimate due date of this project, as well as the due dates that I'm going to set here for these individual tasks that make up the larger project. So when we have it set up like this, we can do is just go here and we can rename this to project dude just so we have something here that's going to be differentiating from the actual due date of these tasks. Right here we have our project due date, and then here we have the due date for now, another thing that is nice, another addition that they add here is that whenever any column here is going to be linked to some information from another board, and we're able to see that with this slight green line. So we see our connected board column right here has that little green line. Our first near column also has that green line in our second one, as well. But our columns that only exist within our task board right here, our due date, and our complete checkbox column, do not have any of that. Okay, so there you have it. This was our mirror column. Now, this one was a quick and easy lesson, but it is nonetheless going to be super useful, especially when connecting boards. Now, in the next lesson, we are going to continue being able to connect our data in more efficient ways by going over our dependency column. So I'll see you there. 24. Control Timelines With Dependencies: So far in this section with our advanced columns, we've been using them to relate data to one another from different boards. Now we're going to start to relate data to one another from the same boards. Let's go ahead and go and come into our columns. And what we are going to work with in this lesson is going to be our dependency. Now, the way that our dependencies work is that we are going to link different items, different projects to one another within the same board. Now, once we do these, these are then going to be log. Now, that would be the case if we go ahead and have them on a strict dependency mode. And once these are going to be locked, that means whenever we change the due date for one of them, everything else will be changed accordingly by that same time margin. But you can essentially see this in action with this graph. So if we're in a Gant or a calendar view, and we have multiple items, multiple projects that are dependent on one another, what happens when we move one a couple of days, everything will be moved with it. Now, if we have our flexible dependency mode, this means that essentially we're able to move each item on its own accord. But once that item overlaps with another one that it's dependent on, then it will start to move the entire timeline. I'll move the entire dependency over. Now, lastly, we have our no action dependency mode. Now, this one here is going to be most akin to our connect Boards that connection didn't necessarily do anything besides telling us this item from one board is connected to this item from another board. So that's exactly what happens with our no action dependency mode. But instead of linking in different items from different boards, it's going to be linking different items from the same board, just so you have that knowledge that, Hey, this connects with this if that matters. No, let's go ahead and start off with a strict dependency here. Now, our column for our item dependencies are going to be our due date because these dependencies, as you can see, and as we've talked about, are going to be in relation to the date. Now, if we have no action, then this doesn't matter because the dates aren't going to be something that are going to be moving around once you move one item. Now, because we're going to have it on our strict dependency mode, this, of course, is going to matter. So I'm going to go ahead and select our due date for our column for this dependency. Alright, so now let's go ahead and actually create some dependency here. So we'll work with our new product launch, and what I want to do is I want to link it here to our pricing strategy review. So I'm going to type in pricing here, and now we see that this item has popped up. Okay, so now what we need to do is decide which of these is going to be our dependency mode. Now, when you add a dependency in Monday, you're not just saying that one item depends on another. You're also defining how they're connected in time, which is what this setting allows us to do. So the default option here is finish to start. This item can't start until the other one is finished. Now, this one here is going to be the most common dependency and the one that you'll use in most situations. Start to start means that both items can run in parallel, but one can't begin until the other begins. So this is useful when work intentionally overlap. Finish to finish means that this item can't finish until the other one finishes. So you'll usually see this with reviews or approvals that need to wrap up at the same time. And then, lastly, we have our start to finish here, which is the least common. It means that the item can't finish until the other one starts. So if you're not modeling a handoff or transition, then you probably don't need this. Again, in most real world boards, sticking with the finish to start is the right choice. The other options are there for specific situations, not defaults. So let's go ahead and select our finish to start next we have our lag setting, and this one simply adds a buffer time between items. So, for example, if you remember that little graphic that we saw, if we have this in a flexible mode, if our dependency is flexible, then when we put a value in lag, it's going to abide by having that kind of buffer in between the dates when we're going to be moving them around. So for now, I'm just going to keep this the same. Now let's go ahead and move into our GAM view to actually see this in action. So our items were due within February. So let's go ahead and move over here let's go ahead and move over into our calendar view to actually see these dependencies in action. So now let's go ahead and move into our timeline view to actually see this in action. So, but here within our timeline view, we have both of these projects. We have our new product launch and our pricing strategy review. Let's go ahead and try to move this here to be a little bit closer to present. So if I move this, we get to see that our new product launch moved now, if we go ahead and move the new product launch instead of the first item there in our pricing strategy review. I'm going to move it. Let's say, one, two, three, four days ahead. If I release, we see that now this is telling us to update the lag between our task because we didn't grab the first item within the timeline. We didn't grab the item that was closest to present. So what happened here because we grabbed the second item, it's asking me to update the lag between these tasks because we are in the strict mode of dependency. I'm going to go ahead and not do that. We're going to click X. Now we'll see if I move this one here, our pricing strategy. We see that both of them move together. I can go ahead and change our view into days so we can see this a little bit more clearly. Again, we now see that these move together as this one moves front and back, that moves with it. If we now move our new product launch, behind that, we then get to see, it's asking us to update the lag here because of our strict dependency mode. Now, another thing to note is that this was also going to be present here within our main board. So if we go ahead and come to our new product launch and we change this due date, let's say we're going to change it to the 20th. That we're in our main board, if I want to go ahead and change the du dy on our pricing strategy review, just like I would do on the timeline. Let's say I move it off by two days. We now get to see how our new product launch has updated with it. Now, this is also going to be the case whenever you set dependencies within the board itself. So if I create a new dependency, let's say this one right here, our sales CRM setup, we see that the due day is January 24. Now, if I create this one right here, and I do it with our client success playbook, then I set my finish to start right here. The exit out, we get to see how the due date updated from January 27 to March 2, because there has to be after this dependency. Now, if we also set this up the opposite way, we choose a dependency that is further out in the future than one that's before, let's say, a market expansion research right if we go ahead and set this one, you can also see that that is going to bring them only one day apart. So if you ever want to have difference between them, then what you have to do is set a lag because our lags are going to operate on days. If there's zero lag, that means there's going to be zero days. If you have your lag set at one, then that means we will have one day of separation between our dependencies. Now, with that, you are essentially a pro on how you can use dependencies, how you can connect different items within the same board to one another. Now remember, if you have any questions whatsoever, do not hesitate to drop them into the Q&A section, and me and my team will be there to answer your questions as soon as possible. 25. Build Smart Logic With Formulas: Alright, and this lesson, it's time to actually get hands on with one of the most, if not the most advanced column within our Monday dashboard, and that is going to be our formula column. So let's go ahead and come down to it right here. It's going to be under our board power ups in our column center. Our formulas here are going to be probably the most complicated thing that we could potentially go over in this course. But it's not for bad reason, because if we go ahead and enter in to our formula builder here, we get to see that there are a lot of different functions, a lot of different uses for this formula function. We're able to do a lot in here. Now, back in the day, our formula builders used to be kind of way more prominent. They were something that allowed us to do a lot of things that we weren't able to do with the basic functionality of our Monday dashboard. But now, as AI and automations have become a little bit more prominent, what we were once only able to do with formulas are now becoming possible with AI and automation function within Monday. So, for the most part, for most of you, this is going to be good news because you won't have to go ahead and learn all of this formula builder to get most of the value out of it. Well, I'll be showing you in this lesson will be some basic foundational knowledge. That is going to serve you a majority of the kind of utility that you could potentially get from the formula Builder. Of course, when it comes to learning that AI and automation, we will be getting there within this course with our automation starting in the next section. So with all that being said, what is the greatest utility of our formula function? Because again, before we were able to use it to kind of create these automations that live within these columns, except now we have that kind of replace. So what I would always recommend for using this formula column is you should only ever try to do calculations within. Here now with the name being formula, it kind of makes sense. You would think that's kind of straightforward. But still, it is worth mentioning because the use of these formula columns has really kind of evolved over time. So let's go ahead and start off simple here. Now, the first thing to mention is that our formula columns are going to only affect the columns themselves. And we're going to use inputs from our other columns to do these calculations within. Of course, to be able to do this, to be able to create calculations using other columns, you need to have columns that have some kind of numeric value. And that's why in this lesson, we are going to be focusing fully on creating formulas that have to do with our du day columns. So let's go ahead and start off with super simple formula here. What I'm going to do is I'm going to put in the word days here. We get to see, as I put in days, this here is autofill. So with our days function, we get to see that it appears right here. It's going to return the number of days between two dates. So essentially, why we are starting out with this is because we are telling the formula we're telling Monday. Days is going to be our output. And now what we're next going to do is we are going to give it something to go ahead and calculate. So now that we have our output defined here in days, what we have to do is set up our parentheses here. So our parentheses are going to define what exactly is being calculated here. So within our parentheses, this is where all of the magic is going to happen. Now, the first thing that I want to go ahead and put in here is going to be a column. And that column is going to be our due date. So right here we have our due date. So now it knows that it's going to create some kind of calculation, starting with our due date here. Now, next, what I'm going to do is I'm going to put in a comma to separate that you're going to be subtracting this first thing, our due date from another value. And that other value is going to be another dynamic value, that's going to be so right here, what it's doing is it's getting our today's date and our due date, and it's going to be subtracting them. So the output of this due dates minus today is going to be in days because this is what we have it defined as. So now if I go ahead and set this formula, we should see that now we have the days until a certain due date is going to approach. So this is probably the easiest formula that has quite a bit of use for you to go ahead and implement within your boards. But there is one thing that I don't really like about this formula. And that is right here, we get to see negative values. And that's because this is overdue. This due date here is in the past. So now what we can do is we can kind of upgrade this formula. We can make it a little bit more advanced to then be able to say, This here is overdue, and it's not going to give us a negative value because I don't want that. I wanted to tell me that this is overdue, so I wanted to output the word overdue. Let's go ahead and actually create a new formula column just to see these right next to each other. So right here we have our formula column, and now we can go ahead and get into customizing this. So really, the most useful thing from our formula Builder is going to be our if statements. So, right here, our if statements are really going to be what make up hyper majority of the formulas that you would. Essentially it's saying something happens, then output this thing. Then, if not, output something else. This is kind of the basis of automation. This is going to be the basis of what we're going to be looking at in the next section of the course, and that still applies here, within our formulas within Mundane. So just like before, how we had our parentheses tied into days here, we have it with I. So that means everything is going to live within these parentheses of this if statement. Now let's go ahead and actually input what we had before in our prior one. So what we're going to do is we're going to start off with days here. And then, again, that's going to give us some more parentheses. Keeping track of our parentheses is going to be a big deal in actually making sure that we create formulas that work. So just make sure you're always inputting arguments, and putting your things into the right so now what I'm going to do is do the same thing as we did before where we're going to input now our due date. So make sure that this is here in the correct spot, and now our due date is here. Now, following our due date, but still within the parentheses of days, I'm going to put in a comma, and we are going to input our today function. Okay. So right now we have our today function, due date. This year is doing a calculation, but we're creating an if statement. So that means what we have to do is we have to now say the output of what I mean by that is now what we have to do is we have to come outside of this, so we have to come outside of our day function. And now we actually have to define what it's going to be looking for from the output of this calculation right here. So now what I want to do is I want to put greater than or equal sine. And then going to do is follow that with a zero. So what this is saying now it's defining our first conditional statement. So the thing that it's saying is if the calculation between the due dates in today is greater than zero. So with this first line done, this is going to start off, and this is going to signify the first part of our if statement. So, in plain English, what this one is saying here is if the due date is after today, that's it. There's nothing more because we have yet to put and this is the case because it's saying if the days, and this is the case because it's calculating the difference between the due date and today and it's checking if it's greater than zero. So if that's greater than zero, that means our due date is in the future. We're not overdue yet. So now what we have to do is actually tell it what to do if the output here is greater than zero. If the due date is in the future. Due date is in the future, then what I want to happen is exactly what we built in the last formula. I just wanted to go ahead and output for me the output of this little formula right here. So really, what I can just do is I can copy this entire thing right here, and then we can go ahead and paste it in to follow. So I have this entire thing copied, and now what we can do is we can just go ahead and paste Okay, so now let's actually cover what this is saying here. Well, now it's saying if the dude is in the future because it's greater than zero, then I want you to return the product of this calculation, our due date minus today. What to do if that's not the case. What to do if the due date minus today is not greater or equal than zero. If it's negative. Well, in that case, it's actually super easy to tell it what to do if that's not the case. All we have to do is add in a comma right here. So now this comma is giving us the opposite this isn't true, then go ahead and just listen to whatever comes after this column. And what we're going to put after this column is simply going to be text. It's going to be a string value, in other words. We're going to go ahead and put in quotation work, then we are going to type what we want because this is the kind of formatting that our formula builder takes in terms of outputting text here. So we go ahead and close this. And then right now with this, this is going to give us exactly what we want. So let's go ahead and set this formula. And now we can see it here in action, working as it should. So before where we had our negative values, we now have overdue. So I know it's quite complicated to grasp at first go because what we're essentially learning here is There's no other way to put it. There's no softer way to put it. So I don't want you to worry. I don't want you to be stressed about learning these formulas. Now, I know this here was quite complicated, right, because there's no other way to put it besides saying that you're essentially learning code here. The things that I was using, the terms, strings, arguments, these are all coming from coding language. What I'm trying to do here is just show you what things are important here and being able to understand the kind of formula outputs here. So if we come back here into this column, you know, the things that we want to know, the things that we want to understand. These parentheses are going to be extremely important. If I go ahead and get rid of this last parenthesis right here and I go ahead and set this formula, you're going to see just that small little change has now given us an error right here. Let's go ahead and come back in here, and if we go ahead and add this back, everything will be fine and D. So these parentheses are things that matter. These commas also are going to be the separator of our arguments when creating our if statement. So if we quickly just come back into this formula to just recap the things that we want to understand. Well, we know parentheses are going to be extremely important in actually being able to build out these formulas. Because if I just go ahead and get rid of this parentheses right here, this last one, Netflix set formula, we see that completely fails and we have an error output. So the things that we put into these formulas have to be extremely specific. Now we can go ahead and simply fix this, but we have this one highlighted in red, meaning that it's trying to tell us that it doesn't see where this parenthesis is going to be closed oh, that's kind of nice that they give you at least a little bit of help there. Other things that you want to keep in mind is that these commas are also going to be extremely important. They do a few things. In this case right here with our days function, our comma is saying that you're going to subtract these two things. In the case of our if statement, it's going to do two things. It's going to separate different arguments, and it's going to tell us what to do if something isn't no, lastly, another thing to keep in mind here in terms of the output that you want to give. If you ever want to give an output that's going to be simply text, you can't just put in the text at the end of your if statement. You have to have it surrounded by these quotation marks because that is the formatting understands as being a text output. Now, another thing to keep in mind here as well if you want to go ahead and test out the AI assistant and you want to try to build some things that's going to create some calculations, you could go ahead and do that. In a lot of cases, it will work. But in some cases, it just in those scenarios, sometimes it's close. Sometimes it's not completely understanding you and giving you an output that isn't exactly what you wanted. But now, if you know these foundational things of how the formula builder works, you're able to go in there and make those small tweaks to actually get the output that you desired. Now, before we go ahead and sign off for this lesson, I do want to show you within the Monday Help Center, they actually have an entire article that is based solely on formulas, right here, we even have entire section dedicated to our I. More importantly, what they also have is going to be an article 0N formula use cases. So you get to see there are a whole bunch of different use cases that you can either just go ahead and copy and put into your boards or you can allow them to give you some kind of inspiration for you to do some little changes to them for them to work for your specific use case. I'll go ahead and link this within our resources section for you to be heap to go ahead and access. Okay, now, with that, that is going to be the end of this lesson. Now, in the next section, we are going to be going over automation, and that's where Monday really becomes powerful. 26. Understand Automation Fundamentals: This lesson, we are going to introduce automation. Now, automations and Monday are not about doing more work faster. They're about removing work you shouldn't be doing at all. Anytime you find yourself repeating the same action, updating the same field or reminding people manually, that is usually a sign and automation should exist. So in this video, I'll explain what automations are, what they're good at, and just as importantly, what they're not good at. Let's go ahead and get started. Well, this entire time you may have seen or not have seen. They exist right here at the top of our board. This is because each board that you create can have its own set of automations associated with it. So let's go ahead and actually get into our automation center to see how everything works. Now, in this first tab here, we are going to have our automations. The automations that we've already created, along with the automations that Monday has maybe created for us. So among these automations that already exist or that you create, you're going to have a few things here. First, we are going to have level of importance. Here we can set our minor, we can set a major level of importance or we can set critical. So if you ever have to filter down where we see right here, you have to filter down to some level of importance to find some specific automation because you can create essentially hundreds of these. If you want to find the ones that are most critical, you could go ahead and use this filter you want to filter for other things, you can also do so. We have our status here. We also have owner and triggers, which we will go over. Next, we have a run history. So this run history is going to essentially just be a log of all the times any automation that you have within your board have run. And then it'll tell you if it's going to be a success or if for some reason, there was a failure and there wasn't able to be able to complete this automation. The cases where we will see some failed automations. This is going to be whenever we create connections and we create integrations to other apps. Because within Monday, to be able to run an automation within the software itself, almost every single time, you're going to get a success. But when you start to introduce integrations, that's where sometimes things can get a little wonky and there can be some problems. So this is going to be the center where you're going to be able to review all of that and be able to fix any problems that may arise. Okay, so now let's actually get into the automation builder itself. So we can go ahead and create automation, and now this is where we are. This is what's going to happen. It's extremely simple. It's very intuitive. What we see here are these conditional statements. When this happens, do this. So at its foundation, these automations are quite simple. Now, before, I noted that these things called triggers exist. So when we come here to our filters, we see that we can go ahead and filter by trigger. Triggers are going to be this step of the equation. This is what our triggers are. They're going to be the thing that trigger the automation to begin. So in the next lesson, we'll look at some examples. So in the next lesson, we'll actually start to build out some automations. Here, you're able to see all of the different things that could potentially trigger some automation. A status change to something, an item created a change within a column. A date has arrived every certain time period. So this can be an automation that runs on an interval, let's say, at the beginning of every week, every Monday at 9:00 A.M. More things that are going to be within certain categories. So we have column changes. So if there's a person assigned, if the status changed or an email changed, you have item moved, you have sub item recurring. All of these exist to you. Now, once we go ahead and select one of these triggers, then what we're able to do is look at actions. So let's go ahead and look at, for example purposes, one of these triggers here. So right here, I have every time period. So now what I have to do is, although I selected this, what I need to do is I need to actually configure it. So you'll see in some of the triggers or even actions that you set. When it's going to be grade out like this, that means that you have to do look at another example of this. Let me go ahead and get rid of this, and then let's choose another one. Let's see when column changes right here. We get to see right here that this is grade out. That means we have to do some action. We have to configure this some way. Now, in this case, what we have to do is we have to select a column. So when column changes, right here, we could say when status changes. So now we see that this is filled in. But another thing to note here is that our triggers don't only have to be individual occurrences. So what do I mean by this? If we go ahead and come here, we're able to delete something. We're able to delete a trigger using this function. But if we come to this icon right here, we can add in a condition. And in this case, it says, only if, and it allows us to go ahead and select another condition that is additional to this one. So we could say when status changes and we could say when status is something. This first one were saying when status changes. So if we have it, let's say, at working on it. So with this first statement, it just said if status changes. And now with this second one, we're making it a little bit more specific. And now we're saying and only if our status right here is working on it, stuck, or done. But we can also change this. This could be something else. When status changes and the priority is critical. That is then when this trigger will go ahead and be triggered to then move on to the action that we set. Let's go ahead and click on this to see our actions. Now, these actions are going to depend on the sometimes, depending on some certain triggers, you are going to be able to do only some set of actions. Now, here we get to see we have some most used ones at the top. We can move item, we can notify, change status, create sub item. We'll have some AI features here that we're going to be able to go over. Then we have integrations that we will also be going over. But then you have more broad things, like all the things that you can do within an item, all the assigning things that you can do, some date and time things, numbers, board and groups. You have so many different options here. In setting up this lesson, I actually already created an automation. Now, what I want to do is in the next lesson, we're going to go over that automation. But right now, I just want to give you a sneak peek about what happens. Let's go ahead and exit out of this. And right here, we can come into our task board. Now, we get to see within our task board. We have all of this filled in, right? There is all information that exists within this. And the last one that we have right here is our proposed update pricing structure. And also, we can see that there are 11 items, 11 tasks within this board. Now look at what happens. If I come here within my project and we go ahead and come into this project right here. When I say naturally, I mean that sub items of projects are going to be tasks, right? That's what you would label them. But there isn't any natural kind of thing that happens within Monday here that creates a new task under my task board whenever I create a sub item. But right now, if I go ahead and come here, and then I go ahead and add a sub item here, let's say survey customers. And I go ahead and hit Enter here. What we're soon going to see is right here, automation is running, and then automation was completed. Now, let's go ahead and move into our task just like that, you saw that a task appeared within our task board. Now, again, I'm going to reiterate that this isn't something that Monday does by itself, but it is something that I was able to get Monday to do using the automation function. So in the next lesson, we'll actually look at how I built a few other ones to help out. 27. Trigger Actions With Button Columns: This lesson, we are going to look at an extension of automations, a way that we can have an automation work with any individual item that we want at any given time when we're in our table views. Let's go ahead and create a column. And this column is going to be the one that enables everything that we're able to do with this. And that is going to be our button column. So as we add this in to our board, we're able to see that a button is going to sit next to each and every item. There is a column that is filled with these buttons. The buttons themselves without us doing anything, of course, aren't going to lead to any action. So what we need to do is we need to actually configure them. Let's go ahead and come here into our setup. Now, you get to see here that the trigger has been auto filled. When the button is clicked, we want to then do some action. Now, here, we're able to select any action that is going to be relevant to what you want to do here. Now, in this case, it's going to be super kind of specific to your use. Here, there's not many tricks or tips to give here to share, right? Because all of these are going to be quite straightforward, and soon we will be going over our AI steps as well to see if you can go ahead and pair this button with some AI step. For now, let's go ahead and do something simple. One thing that we can do with this is we can have the button being clicked lead to archiving that item. So if we go ahead and select this, we now have a full automation built that's based on this button being another thing to know is just like triggers, how we're able to add in multiple conditions for the trigger to run. We can do the exact same thing here with our actions. So if we want multiple actions to go ahead and run after this button being clicked, then we can go ahead and do so by adding in another action right there. But for now, let's go ahead and keep this to archiving the items. So now if we click Create automation, it's now going to fill in and it's going to be active. So let's go ahead and start to archive. Let's get rid of come down here to our marketing campaign o quarter. Now, if we go ahead and click this, let's see what's going to happen. We see our automation is running, and then we get to see again an automation archived item, and our item has now disappeared from here. So we see here that our button is working swimmingly. Let's go ahead and come into the settings of this. Because what we're able to do is not just customize an automation to run with us, but we can also customize how the button appears. So this can be extremely helpful for just communicating some information to your team, because if you just go ahead and invite someone in here and you don't give them kind of an onboarding session, and they're going to see the buttons, and they're not going to know what it does. So here, what we can do to make this super clear is we can just have this, say, archive item or simply archive. We can have this like this and we can give it a red color to know that something is going to happen here, something potentially bad. Let's go ahead and now we get to see that the text and the color has now changed. Let's once again go ahead and try to archive something. We can archive this client success playbook. We see a little checkmark there, and now in one moment, we should then see that item has disappeared. This one here was more of a straightforward lesson. Now that you know how you can use automation, this button column here is just a nice little addition to being able to kind of put in your automation toolbox. 28. Integrate Slack and Gmail Properly: This lesson, we are going to take automations to the next level. We're going to be able to take them outside of just creating actions within Monday. What we're able to do is integrate them into other apps. So let's go ahead and come here into our integrate section. Now, here, we're able to see a bunch of different kind of templates here that integrate slack within our Monday boards. Let's go ahead and come here into our integrations, just so we can see one of the many, many integrations that we have here for these automation. This is personally one of my favorite aspects of Monday. The fact that we're able to integrate so many different apps into here, and the fact that it's just a super easy process. Let's go ahead and first integrate Slack here. So that's what we're going to be working in with this lesson. So let's go ahead and use this template right here. When a status changes to something, notify and channel. So if we go ahead and click on this one, will then be redirected to connect our Slack account. So let's go ahead and do that. So with that click of the button, it's now led us to here. Now all I'm going to do is select. Alright, now it's brought us to this customized automation screen. So what we're able to do here is configure this automation. We can take that template and actually fill in the information that we want. So let's go ahead and do this for when the status changes too, I'm going to go ahead and select status. When that changes to done, I then want to be notified in my all Adam Taylor channel. So now what we have to do is we have to configure this message. So one thing that is quite nice about these integrations is that we can use some of those dynamic fields that I spoke about earlier. Right here, this already has a pre built message for us, and you can see that everything in these brackets are going to be some of those dynamic fields that I spoke about. These are going to be fields that are going to be auto filled with the relevant information. Now, personally, I don't think that there's anything that needs to be changed here. It has all of the relevant information. That really all I want to know what was the projects other things here with our board name and user name can be relevant in other use cases. In mind right now, it's not that necessary, but there's no reason to go ahead and take it out. But if we go ahead and look at these other dynamic fields, you kind of can get an idea of the other things that you're able to do with this integration. You essentially have dynamic field for every single thing that can exist within your so let's go ahead and click Done here. And now let's create this automation. So now that we see that it's created and activated, let's go ahead and back out here. And let's set some projects here to done. Let's take our sales CRM setup. Let's set that one done. Let's take our pricing strategy review. Set that one to done, as well, and we can take our client onboarding system right here and finally set that one to done. So, right now, what should have just happened is three separate automation runs should have been log. Now, let's go ahead and actually move over into Slack to see this in action. Okay? So now we can see that three messages, three separate things were sent in here by ourmnday.com app. So each one of them is saying that the status of item sale CRM setup in Project Tracker Board was changed by me, Adam Taylor. Now, we get to see a different message here with different dynamic fields. The status of item pricing strategy review and Project Tracker Board was changed by me. And then we see the status of item client onboarding system and Project Tracker was also changed. So this automation here has worked swimmingly. Okay, so now let's go ahead and move back here into our board. And let's go ahead and integrate one more app to see this action. Be here with our Slack automation, it can be super useful to be able to automate this communication. So you or anyone from your team doesn't have to go into your Slack and share some information about this, like the fact that they finished some project. But one limitation to that, although it's amazing, it's the fact that that's all it does. That's all the integration within Monday with Slack does. It notifies a channel. Now let's go ahead and do different integration and let's go and integrate our Gmail. Now, one thing that's great about our integrations within Monday is that every single time you select something, you get to see all of these different templates of ideas that you could go ahead and use with this integration. Now, the reason that I selected this one is because Gmail is something that is used by so many people. Another thing that we're able to do with this instead of just sending an email to someone, which would be an obvious one, and it could also be quite useful. Another thing that we're able to do is with this template right here. When an email from this column is received, then you can add that on as an update. So let's go ahead now and connect our Gmail account to actually see this here in action. Now I'm going to go ahead and select all of these, to be able to give it the full permission to do what we want. We can go ahead now and continue. And now just like our Slack integration, we get to see that we have this own custom automation screen that we're so now what we're able to do is configure this email column. So by now, we don't have an email column within our board, but we can simply click Add a new column. We can select our email one right here. And then now when an email is going to be received, you can add it on as an update. So it will have everything here within our one thing that can be extremely useful for our project tracker, it might not be kind of the most utility from this. But if you have another board where you house all your clients, and then maybe your projects with those clients within that as sub items, you could then have the email for each of those clients next to them on that board. So then every time they send you an email, assuming it's going to be regarding one of your projects that you're going to be working on with them, then it will be added into them. So this one here is just a super easy automation that you could go ahead and use because it's already created in a template Okay, now, with that, that is going to wrap up this lesson on using automations with our integrations, where we were able to see not only how we can use Slack integrated into Monday to be able to notify whatever channels we want, but also how we can integrate our Gmail, a tool that many of us are using every single day. 29. Design Advanced Workflow Automations: Lesson, we are going to be looking at what I like to call the advanced automation Builder in Monday. But Monday likes to call it workflows. So our workflows are essentially just going to be another view on our automations. There's a different way that we can build them here. Now, you get to see that whenever we start in here within a new workflow, we have to first choose our now, the entire UI of this is going to be very akin to Zapier, if you have any experience with that. So our first step is going to be choosing our trigger here. Now, the difference between our automation Builder within a board versus a workflow isn't really going to be, you know, that varied. That's because here within our triggers and our actions, we get to see essentially the exact same things. So with our trigger right here, we're going to see the same things that we would be able to trigger in our automation Builder and a board. Let's go ahead and select when item is created. Before within our boards, we would configure them within the sentence that they arrive in. So just for visual purposes, if we're here within our quick automation Builder within our boards, if we go ahead and select any one of these, you get to see that within the sentence is where we configure them. But within our workflow, we get to configure them in this panel right here. I'm going to have to do is I'm going to select a board. So we can go ahead and select our project now, the main difference of our workflow, because I just told you that our triggers and actions are going to remain the same, we get that same functionality, whether we're here or here, the difference is going to be coming in between those two steps. So that's right here. So before in our quick automation Builder, if we were to go ahead and select our trigger, let's go ahead and say an item is created. It's then going to take us into our action. You get to see within our workflow, our action is only one of five options that it gives us after our trigger. So we could choose action here, and then we could go ahead and continue to select an action out of one of these lists. It's the exact same thing. Let's go ahead and click on this and look in. We get to see our AI powered ones. We get to see our featured ones, like change status, move item to group. Again, the same ones that we'd see, we'd see integrations right here. But instead of selecting an action right here, go ahead and open this back up, we get these four new options that we don't have within our quick automation Builder. First, we have an IL this one is going to be quite straightforward. You're essentially going to choose a condition so we could have status. Then it's going to continue. If status is not something, then it's going to go on a different path. So let's go ahead and configure this one right here. So, right here, it says, I status is something. Now, just like our quick automation Builder, status is essentially going to be a placeholder for any label field. So you get to see right here that we can choose status, but we can also choose priority or we could choose department because these are all labeled columns. Let's go ahead and select our priority right here. So now we have to configure if the status is on our yes column. So if status is critical, then it's going to go ahead and continue. We could also select multiple here as well. But you get to see as I click out, if the status is critical, then it's going to move down under this yes condition because it is true. If not, we could have a different set of actions here that would give some different output. Now, let's go ahead and continue looking at this because our if statements aren't the only options that we have here. So if we come back here, the next thing that we're able to do is essentially going to be taking our IL statements one step further. That's with multi branch conditions. So here, with the IL statements, we're essentially just getting a yes or no. This statement is true, then go ahead and continue on this path. If it's not true, then you are going to go ahead and continue on the other path. But with our multi branch conditions, this essentially allows us to have as many different branches from one condition. So let's go ahead and come back here into if status matches. And is we can again select our priority. But now what we can do is we can have a branch set for each priority level. So when the item is created, if the priority is low, then you're going to go on this path. Then we're option two. If the priority is medium, then you can go on this path. Now we can go ahead and add in another condition. If the priority is high, you can go on this path, and again, we can add in another condition here, making it four total branches from this one step. And if it's critical, they can continue on this one. So if we go ahead and zoom out here, we get to see this entire workflow. Now, you get to see why they added this into the software because this allows us to build more advanced automation. It makes things a little bit easier because otherwise, if you didn't have this, then you'd have to be building so many different automations right here to be able to do the same functionality that we just created here within our branching step, which just took like 20 seconds as opposed to this simple automation taking probably closer to a solid, like 10 minutes to do so. If we come back here, we also get to see with these branches, there is an otherwise condition. So if the item created doesn't match any of these, if priority wasn't filled out, then you have the stop workflow option, or you could go ahead and do something else, and that is going to be, again, its own branch. Now, the next piece of functionality that our workflow enables for us is going to be our wait for event and delay functions. Our delay here is super straightforward. We're essentially going to set a time for this to wait before going ahead and looking for or carrying out the next steps in the workflow. So here we have the duration that we could set. We could set one day, we could set 1 hour. We could set even just 1 minute. But we're able to change these values, of course. Now, if you want to have it set on days, then you can also set when in the day that will start. So right here, we have our time zone and our time. So if I set four days from now, that means four days from now at 10:00 A.M. This will go ahead and allow the automation to when it comes to actually pairing this with a trigger like when an item is created, this can be quite useful because you're not going to go ahead and put everything in immediately when an item is created. So for this example, if it's going to be looking for the status, maybe you want to give this a solid 30 minutes or maybe even 1 hour after some item is created in your project tracker before it starts to look for things like what is the status say or other things like what does the department label so allowing a delay time here before the workflow actually looks for specific values in a column when an item is created can be quite useful. So I can go ahead and set this here into 10 minutes. Now, next, we have one more function here, and that is going to be our wait for event function. So here we get a bunch of pre built conditions. We have our wait until column changes. We have wait until status changes to something. Wait until items archive, deleted, wait until the item moves to a group. All of these are going to be different conditions that it's going to look for that when they happen, it will then continue down in this automation into the next step. So, for example, one thing that I could do in this exact scenario where we have when an item is created, I then wanted to take an action based on its priority. In this case, I could go ahead and select wait until status. So in this exact scenario, where we have the trigger being the item being created, and then it's going to be looking for a priority change. What I can do is I can come here, wait until status changes to something. I can go ahead and click this. And then for the board, we are going to check our project tracker. And now for the item, this one here is going to be something that's typically going to be auto filled by the workflow. But essentially, what you're doing here with the item is it's saying, which item do you want this to go ahead and effect? This case, I wanted to be looking for data from our first step right here. I wanted to be looking at this item. So right here, we can go ahead and click this and you get to see. In the other steps that we have, that is already something that is going to be pre filled. Again, this is essentially just saying what item in the board that you selected is this going to be looking for some information? If status changes in the item that was created, this is going to be the relevant one. If we come back in here, we can then again choose priority, and then I can choose if the status will change to a certain one, for it to be able to continue. But in my case, I just want to go ahead and select anything. If the status changes to anything, then you can go ahead and continue. So both of these are different ways that we can solve this problem of not having to too quick when an item is created in order for it to actually process here for a step like this where it's going to be looking for a certain status or label for it to then continue into some other action that we set. For now, since we have both of these, let's just go ahead and take out this first delay right here. And we can keep this one within our workflow. So while we're here, let's just go ahead and test this out to see if it's working. Now, what I'm going to do is I'll come here into our high. And here, what I'll do is the action will be to change the status, right here, I'll select our actual status, and I'll have it selected to working on it. And then with critical, we can have the action B to change the status. In this case, we can again select status. We can change the status to with this, we'll be able to test a few things. We'll be able to see if our weight step is actually going to work and then send through, and if it does, we'll see that if we set it to priority high, if the status changes to working on it, if we set it to critical, we'll see if it's stuck to see if this branching is in fact working properly. So now let's go ahead and publish this workflow, and it should just take a few moments for this to work and go through. So, now this here is published let's go ahead and move over into our project tracker. Now we'll create this new item, and then we'll come into our priority, and then we can set our priority to it. So now if we just wait a few moments, we should see a change in our status. And just like that, we see that it changed into working on it. Okay, now let's try another one. Let's do workflow two. From this point, we'll create it. Now let's set the priority into so now with the critical, we should then see the status change to stuck just as it did. Okay, so there you go. This was our workflow within Monday. This essentially is going to allow us to take our automation to the next level with the addition of these extra things in between our steps with our IL statements, our multi Branch conditions, our weight for event, and our delay. Now, this one is going to be one of the more advanced concepts that we'll be going over. So again, if you have any questions, don't be afraid to drop them in the Q&A section. I'll be there to answer them ASAP. 30. Build a Real End-to-End Workflow: Lesson, let's start to actually get in and create some automations. Now, our first one that we are going to go over is one that I created that is going to link this board right here on our project tracker to our tasks board. Because as we saw in the last lesson, what we're able to do with this automation is that every single time I add a sub item to any given project, it's going to copy that, and it's going to create another item, a new item within our task board. Right here, just as another example, we have our sales pipeline optimization. Now, if I go ahead and add in a sub item here, we can see that this will appear within our tasks board. So let's go ahead and do that. So right here, we have Configure A B test. As I go ahead and click Enter, we get to see that this was a sub item created under our sales pipeline optimization. And now we should see an automations running. It was complete. And now under task, we have this new one that was created. Okay, so let's go ahead and come here into our project tracker, and let's come into our automation section. Now, we get to see right here, this is the automation behind all of that. Let's go ahead and click on it to see what makes this up. So first off to the right here, what we're able to see is the run history of each one of the times this specific automation ran. Now, before we're able to see the run history of every automation, but within this, we're able to see just this. Have some more info when it was created in ID, recipe ID, then we have some more analytics. But let's actually look into this. Right here, we have the trigger of when a sub item is created. Now, let's go ahead and get rid of that. And let's look at creating this again from scratch. You get to see if we go down here, there is only one trigger that exists under our sub item category, and that's a sub item created. That is exactly what triggered this step. And next what we want to do is we wanted to create an item. Now, just because we created this sub item, that doesn't mean we want to create another sub item, that's one important distinction. What we want to do is we want to create a full item. Right here, if we scroll down, under our item section, we get to see that we have some settings, one of which is going to be the one that we need to use. Now, let's see here. This one is Create item in board, and this one here is create item. Our create item is going to default to creating an item within the board where this automation is set up. But our create item in board is going to allow us to select a different board for this item to be created, and that's exactly we want to do. So I'm going to go ahead and select this create item in board. Now we get to see here that there are two things that we're able to configure for. The first of which is going to be our board right here. And what we want to do is we want to create this task within our task board. And now we get to be able to configure this item itself. Right here, what we're able to do is set all of the columns here that exist within our task board. In terms of group, there's only one group. There's nothing that I have to set here. But in terms of name, this is going to be something that we for sure, want to be able to configure. If we go over here, we get to see these dynamic values. These are going to be values that we're able to fill in using the information that we created. So what we want to do here is we want to scroll down because right here, what we just did is we created a sub item. So what we want to happen is we want to take that sub item name to fill in when this item is going to be created in our task board. So now the name of that sub item that we create is going to be linked. Now, next, we can do the same thing for our due date. We can take this date field if we go ahead and set a date for it. It's then auto fill within our due date here. Now, sometimes you might set a date, other times you might not, but there's no reason us to not go ahead and set this up right here just in case you do. And now with this, we can click Done, or we can click Update automation. Now just one more time, let's go ahead and actually see this one in action. So we have our new product launch right here, and let's go ahead and create the sub item and decide on product. So now with this, we can go ahead and hit Enter, and in just a moment, we see that automation is running. Now it was completed. If we go over here, we should see our new task appear right here with the correct name. Now let's go ahead and set up another example automation. So, what I want to build is essentially whenever anyone places project or task for that matter as working on it, if they go from our default label here, if they're the person that changes it to working on it, then I want that person who did that action to then be assigned as the person in the column right here. It's essentially assigning ownership to them because they are the person that's working on it because they changed this column. Let's go ahead and set that one up. We're going to come over here. We are going to create our automation, and then we're going to come here. Now, one thing that you want to note here is when you want to set this one, if you're going to build this exact automation, instead of selecting column changes, because in this case, the column, they're going to change it into working on it. They're going to change the status column into that. But instead of using this one, we should use the status changes to because this one here is just going to be looking for any change in whatever column that you set. But this one up here is going to be looking for a specific change within our status column, a specific one that we denote within this. Let's go ahead and select this, and we're going to go ahead and have to make sure that we actually select our status column. So just know that you're actually able to select any label column. So even though it says when status changes to something, you could have a trigger here where department changes to something or where priority changes to so, let's go ahead and stick with our status here, and our status is going to change to working on it. So when somebody does this change, then what I want to do is I want to have the action that is going to assign, and what we're going to select here is assign creator. So this is the creator of this trigger because they're the person that did it as, and we're going to go ahead and select our person column because that is what belongs to them. So let's go ahead and now create this automation, and let's look at it in action. So now that it's created, we can here. And we can change let's say, this one, right here, our website redesign from Done, we can change it to working on it. And now we should see in just a moment that right there, I have popped in here as being assigned this one. Now, one thing to note is that these automations that you create, they do not work retroactively. So meaning that if you have this setup, that doesn't mean that any item with the working on it status is then going to retroactively be assigned to the person that set it. No, it only works from that point. Other example of this is our website redesign sub items. These ones don't exist within our Task Tracker because they were created before we have this automation setup. That's just another thing to note in terms of actually using these automations. All right, that is going to be it for this lesson. Here we were able to look at two quite useful automations. Two, that if you were to have something like a project track or task board setup, these are going to be ones that you should for sure have implemented within your workspace. Now, in the next lesson, we are not going to go ahead and move on from automations. We are still going to continue working and seeing more examples of how we can integrate these automations within our boards to make our lives much easier and to be way more efficient in using the software. Alright, so I'll go ahead and see you in the next lesson. 31. Use AI Columns Effectively→ Use AI Columns to Generate and Summarize Content: In this lesson, we are going to be going over the most versatile category of columns within Monday. And, of course, what I'm talking about is going to be our AI powered columns. Now, here we have so many different columns. But one thing that's nice about this, as opposed to confusing us and kind of overwhelming, a lot of these are going to operate in a similar way. We'll be able to go ahead and go over these and you'll see a common kind of pattern that starts to emerge. So let's go ahead and get right into actually using these. Now, the first one that I want to cover here is going to be generate docs with AI because we have our project tracker here and creating a doc for each project can be something that can be quite useful. So let's go ahead and add this one to our board. Now, you can see, first off, that any individual column that is going to be powered by AI is going to have this icon right here. Terms of configuration, actually getting this column to do what we want. This here is quite straightforward because what we're doing here is just writing a prompt. So we can see as we click into our prompt area right here, what we're able to do is add in these dynamic values. So whenever we put in something like project name, person status, what it's going to do with the AI column is going to do is it's going to take that information from that row that it's going to be creating this doc on. Let me go ahead and create a prompt right here, and then I'll come back to you. Alright, so now that the prompt is here, let's go ahead and take a minute to talk about. So, the first thing that I do after simply telling you it's objective is that I anchor the output to the project name and the department column, so the response stays grounded in the board and not just generic. I'm also being super specific about the structure that I want back. I'm asking for an objective, short scope and key considerations. So that tells the AI how much to write and what to focus on instead of letting it ramp. This is really the general rule with AI inside Monday. The more clearly you connect the prom to existing columns and give it boundaries. Now, this can become all the more important because if I go ahead and just copy this part right here, and I just delete it, you're going to see now this is going to regenerate this columer here. And now, without the proper instructions, we just saw that one of our outputs here are resulting in no result. This is because it's not given enough information to actually go ahead and execute this properly. Oh, that just goes to show that you need to be very specific in what you're giving it. And for the most part, adding in more columns, giving it more data to use is one great way to solve this problem. So now that we went ahead and fixed this, we can go ahead and click Save and apply. And now it's applying the auto fill with AI. Okay, so now after a moment, we've seen this column has now filled with a bunch of these projects. Let's go ahead and take a look at this. We open this first one right here, we see that there's a project objective. That's to enhance our user engagement and conversion rates through a comprehensive website redesign. We see a scope description, key considerations, everything here that we told it to include. Okay, so now let's go ahead and start to take a look at more of these AI columns because there are a lot to cover here. Okay, so if we go ahead and scroll down, some of these are going to be super straightforward. For example, we have our translate function. And our translate function, if we go ahead and add this one to board, it's going to be a super specific use case. But we're essentially just going to be defining an input here. So this one would have to be a text column, and then we're going to translate it into whatever language we say. Now, this one here is exactly what I'm showing you. It's super straightforward. Again, you're going to see how a lot of these columns are going to kind of approach where we're going to be having to link in columns and then specify what kind of output we want. Let's go ahead and come here into our assign labels. Now, with our assign labels, this one here, we go ahead and add this to board, we're going to be able to see what we can do. With this, what we're able to do is we can select a specific column here for the AI to analyze, and then we can define what outputs that we want these labels to be. So, for example, if we have this set on project name, what I could have here for our output is going to be potentially different departments. So I could entirely replace my department column with a column that is going to do that with AI. So what I could do is it could go ahead and analyze our project name and then using all the department tags. So if I go ahead and change these, let's just put marketing, sales and operations. Go ahead and give those three labels, and then I give it some additional instructions on how it should assign each one of the projects to one of these different departments. Then just like that, we have AI assigning our projects to the right departments. Now, additionally, we can also do this in a similar way. If I go ahead and get rid of this one and I add in a column here, we can come here into our assigned people. Now, our assigned people is going to work again in a very similar way because what we're able to do is we can choose a column here that is going to be relevant to who we want to be assigned in our assigned person let's say we come here into department. So we want to assign a person based on this department, and then we can add in all of our people. And then with this, we can then give a description to each person about what it is that they do to then have this be as accurate as possible. Like, for example, let's say Marty Monday and myself are both members of our market and what we could do is we could add in here and say marketing team member that specializes in website design. And then we could have that same exact thing right here for Adam Taylor, except instead of specializing in website design, we could have myself specializing in email out. Then, of course, you can do this for every single person within your boards. Okay, now let's go ahead and move on here. Now, just a moment ago, I showed you how we can assign labels using AI, how you can assign those labels using those columns. One thing that we're also able to do is we're able to turn our existing columns into AI columns. If I come here into our department, what I'm able to do is come here into AI powered actions. So what I could set is Auto assign these labels. So it's going to take all of our labels here. We see that there's also operations, even though it doesn't show right here. And then we can go ahead and change this here into the exact column that I was just showing you, and we can add these things here. So it's kind of a super easy little transition that you can make. And if you find that you want to do this, but it's not performing, to the best of its abilities or at least to the level that you wanted to, then you could always go ahead and turn off these columns. As you can see here, the main things that you need to know, the main things that are going to be important in terms of using these AI powered columns, you need to have your prompt construction, be super specific, using as many columns as possible in order for it to have as much data for it to give you the best output possible. Secondly, related to that prompt construction is going to be the configuration of these AI powered columns and the fact that almost every single one of them is going to be linked in to some other column to be able to give you its output. So once you know how to link it to other columns and construct detailed prompts, then you're essentially a pro with using these AI columns within Monday. All right. Now, AI doesn't only live within the columns of our board. AI is everywhere within the Monday software. So let's go ahead and continue chugging along to continue to cover all of this AI functionality within. 32. Use AI Sidekick to Draft and Analyze Faster: Prior lesson and the ones to follow, we look at how AI can create for us within Monday. So what we're going to cover in this lesson is using our AI side kick within our boards. So our entire lesson today is going to focus fully on this little side panel here and our AI side kick. Now, this is able to do quite a few. Can also use our side take to add or delete columns, move items between groups, change status, priority of department, or simply assign people and update ownership. So let's go ahead and try this out right now for our board in item management. Let's say that I want you to assign Marty Monday to all of the items that are labeled under the sales department. So let's go ahead and now see what our AI sidekick is going to do if it's actually going to go ahead and do what I just said. This one here, for example, can be used if you have people switching over roles within your team or if you're adding new people into your team, and you want the AI to quickly go ahead and implement the changes that you want all for you. Okay, so just like that, Marty Monday has been assigned to everything that has to do with sales. So, this one, for example, was an empty person field. So that one it just went ahead and put Marti Monday there. And then for here for these sales items, what happened is it replaced it. So it took me off and it put Marty Monday in. So next another use case of this can be through some insights and reporting. So you can summarize project progress. You can count items by category, and you can generate and share reports or documents. So, for example, we could say, give me progress report on how the product department is doing. I can go ahead and send that in, and now let's just go ahead and wait for a few seconds for this to give us an output. Okay, so right here, it's now giving us our output, the product Department Progress Report. There's two active, there's one completed. In terms of deadlines, there's no overdue items and all due dates coming. There's one high priority to medium priority. And then it's giving us here more of a breakdown on what this status was. So it's saying the team is on track with steady progress and known media issues. And with this, what we can do is come over here and I can click Save it as a Doc. And then in just a few moments right here, we get to see that the document is created successfully in our workspace, and now it exists right over here. Next, we can use our AI side kick for collaboration. So with that, we can add updates or comments to our items. So I can message our side kick now, and I can say add an update for all of the critical priority items. Have the update say This needs to be completed by the end of the week. So the full message says add an update for all of the critical priority items and have the update say This needs to be completed by the end of the week. And we can even add in quotation marks here to make this a little bit more specific and precise for the AI to output. Okay, so now let's go ahead and send this in, and again, give it a few moments to actually execute this command. So now we get to see with our critical projects right here, this one here, they each have update assigned to them. So let's go ahead and check these out. Okay, so now we get to see that it's added the update. This needs to be completed by the end of the week to all items with critical priority. So right here, we see that we have a notification here, and right here we don't see a notification, but if we go ahead and open it up, we see right here the update exists. Now let's go ahead and check that out right here. Again, we get to see the update is here. Okay, so far, we were able to see how we can use our sidekick for board and item management, insight and reporting, and now collaboration. Now, the next category where we can put it to use is going to be with data retrieval and filtering. So just like we can operate our filters and sorting criteria right here, we can do the same thing within our AI sidekick. Meaning what we're able to do is we can just type in some specific criteria, and then it will go ahead and show us. Like, for example, show me all items that are assigned to marketing and that are due in the next two weeks. Now, this one here should be a relatively easy one because we get to see here that we have our marketing departments only assigned to one task, one item here, and we see that this one is going to be within the next two weeks. So let's go ahead and see this one. Work, we see that there is only one thing website redesign. And now let's do another one here as well. Show me the next three projects that are soon to be due with the working on it status label. So here, essentially what I'm asking it to do is to filter my projects by the working on it status and then sort it by doody. And then tell me those top three projects that are most recently due. And we see that it did exactly that. We have these three that are working on it. Our website redesign our new product launch and our sales pipeline optimization. Those three are the ones with the soonest Doody on them. Okay, so that one was data retrieval and filtering. Now, next, we have knowledge and support. So we can use our AI sidekick to simply just tell us more about Monday. Like, for example, tell me how formulas work. For example, are going to be one of the most complicated things of the software. So we can go ahead and get a quick explanation from it right now. Let's go ahead and see this output. Formulas in Monday, use the formula column to calculate compare and display data on your boards. You can reference other columns, use math symbols, and apply various functions to create custom formulas, perfect for tracking budgets, progress and more. Then it goes ahead and tells us how to add it. Now, let's go ahead and ask another question regarding this. What is easy and common use case I can apply to my board using the formula column? So, right here, what we're essentially asking you to do is not only to pull a common use case from its knowledge base, but we're also asking it to look at our board and give us a recommendation that is based off that. Right here, what we can see that it's pulling us is one of the first formulas that I showed you. So you can see great minds do think alike. And in our formula lesson, we not only went over this, but we went over an upgraded version of this. So, that's great. Now, the last use case of our AI side kick is going to be document creation. Now, this one we kind of already went over with our insights and but with insights and reporting, that one can live solely within here. But with our document creation, we can take those documents and we can move them elsewhere. Now, let's go ahead and say, give me a brief of all the projects that are due in February. Now, here we get to see that it gave a short list right here. It listed all of the projects that are due, our new product launch, pricing strategy, sales pipeline, and SOP standardization, which, again, we can save this as a doc and once it pops up right here, we open it up and we can work with it however we want. And whatever edits that we apply to it, once we're done, we can go ahead and come to share this doc to whoever we want. We can invite them here into our workspace, or we can simply copy the link and send it everywhere. Okay, now, with that, that is going to cover our AI side kick within Mundy. It's super versatile. It can not only help us alter our boards, but it can give us summaries. It can report to help us collaborating with our team members. It can help us find things, and it can help us understand the software itself a little bit better. Alright, that is it for this lesson. I'll see you in the next. 33. Build Solutions With Magic AI: This lesson, we're going to look at one of the most powerful AI functions within Monday. And that's going to be our magic AI solution. Now, our magic AI solution is one of the most powerful because it is the tool that does the most for us with us putting the least investment upfront. Now, you can see right here that the description is Let AI build your workspace. And I'm here to say that there isn't an under now you can see right here that the description says, Let AI build your workspace and actually enables us to do. So let's go ahead and actually get into this to check it out. If we just went ahead and had everything build for us, if we had the AI working from us from the beginning, then all those necessary changes that we would have to make to kind of critique and fix up and improve what the AI gives us, we wouldn't have been able to do. We know the software. We know how to change up our boards. We know how to add columns. We know how to work with dashboards. Now it's time to see how we can have AI help us even further and add this powerful Monday magic tool to our Now, I want to reiterate that before we avoided using templates. I wanted to give you that foundational knowledge. I wanted to teach you how to fish instead of just giving you the fish itself. But here, in this case, I think using these templates are actually a pretty good starting point to understand how we can use this Monday magic to its fullest extent, especially because it's going to be doing so much for us. It's gonna be building workspaces. It's going to be building boards, docks, all of these different things. If you can find what your use case is among this or at least something similar, it would be good to start one of these, then you can make some small changes as things go on. Now, let's go ahead and start off with this prebuilt prompt in our real estate agency right here. Let's go ahead and create with this magic to see what it gives us. So now that we've clicked on this, we see that it is going to start building for us. Um, it's going to walk us through its kind of thought process right here. We see that first, we have the reasoning. So it's going to explain what it wants to go ahead and include then our workspace. So you can see there is a lot that's going on right here to try to keep up with everything it's reasoning through while it's building is going to be quite a task. What it just did is created the plan for us. If we come here into our solution overview, this is where our plan is going to kind of be housed. And then in our preview tab, this is where we're going to actually be able to preview workspace Now, you still have to give it some time, but them, right there. You see that it's now at least given us kind of overview. At least it's given us these few building blocks that we see. I still hasn't filled everything in. We get to see that it's broken into separate kind of folders, property management, and we have sales in CRM. And we get to see there is one board here under property management, one dashboard with sales in CRM, S two boards and one dashboard. Now, we can go ahead and come here into our solution overview while this still finishes up. Right here, we're able to see what the entire plan is that it kind of deduced from the prompt that we gave it. So we see an overview here. We see personas. So this system has three distinct user roles, so these other people are going to be able to get the most utility out of using this workspace. Then it shows us features here, user flows. All of this here is essentially just putting into words right here what it has created us. So now let's just give it a little bit more time to actually be able to finish this. Says it takes around 2 minutes, and I'd say, for the most part, that's always true. So now let's just go ahead and give it a little bit of time to finish this. It says it takes around 2 minutes, and I'd say, for the most part, it really does align with that in most cases. Okay, so now we have our entire workspace built out here for us by Monday Magic AI that are added in. To see that it's broken into groups off market, sold or rented, pending, and active listings. A bunch of different number properties. We have some label properties as well. We get to see use of other columns as well, like the Unique ID right here. There's even some date columns. We have file columns, and there's even linked deals right here. This is, of course, going to be our connect Boards column right here. We go down here, we get to see that we have a dashboard, as well. This one here is going to just take a moment to load in. So right here, we get to see our entire dashboard that was again, created in roughly 2 minutes from the magic AI. Now, if we move over here, we also have some more boards with our sales and CRM section. We have our deals, and we have our client so we get to see, again, this one is also broken up into four groups. So we have under contract, offer made, viewing schedule, and inquiry. And again, these ones here have a lot of columns to them. So these aren't just, you know, cookie cutter boards here. They're giving you a lot to work with. Again, let's also check out our clients here before moving on to the dashboard. Okay, so here we get to see that we again have four groups. You get to see a kind of pattern emerging here. We have our closed active under contract, active search and New Inquiry. Again, you guessed it, there are quite a few different columns that it's put to use here. And lastly, let's go ahead and check out our dashboard that we have right here. So again, we get to see here a full dashboard. We get to see some things like our deals by stage per agent, and our deals per agent are not filled in. So now we get to see here that we have our entire dashboard here filled in by the Monday magic AI. Now that we're here, other things that we're able to do is we can continue talking to the AI right here. We can ask it for different changes. We can ask it for additions. We can ask it to alter those existing boards. Once we decide this is all good, I want to go ahead and integrate this to my workspace. Go ahead and click View in My Workspace. So right now we have that AI built workspace here at our fingertips. So now we get to see we have this entire workspace at our fingertips. We're looking at it like we built it ourselves. We can go ahead and switch back into our main workspace. You can continue to add some and continue to build with it. You get to see here, we can come into any one of these, into all of our boards. We can make changes. We can move things around wherever we want because this workspace is now ours to use to edit, and to improve. So, again, in terms of my tips on how you can go ahead and use the Monday magic to the best of its ability, go ahead and look at those different templates. See which one fits your use case the best. And then as you build them, you could also speak to that magic AI to make all those small title changes. If the changes are so small, I would say that I would recommend you to go ahead yourself and make those changes. Because it can be helpful for AI to do a lot of the work for us. A lot of those menial tasks that are going to require much knowledge of the software. But again, for those small tweaks, it's best for you to go ahead and do that because there can be a lot of space for error with the AI solutions here. Now, with that, that is going to cover our lesson on Monday magic AI. Go ahead and see you in our next lesson. 34. Use Vibe App to Simplify Team Collaboration: This lesson, what we're going to go over is going to be a vibe app. Now, Monday's vibe apps are essentially taking this, I'd say a step further. Let's go ahead and open this up and see what we get to work with. So now we're here within our Monday vibe dashboard. Now, you can see, it's relatively similar to what we saw with our Monday magic. What we get to see here is we have some ideas which are basically going to be pre built prompts for us. We also get to see how we're able to connect boards. So we're going to say use these existing boards. Then here we have a discuss function, which is actually quite impressive. It's quite cool because we're able to chat with AI before it actually goes ahead and builds it. So we're essentially just going to talk to it in common language, and then it's going to be able to build out a prompt and build out a plan for it to then build the app that it's going to create us. Now, this is going to get me into describing what Monday Vibe actually is and how it differs from Monday Magic. With Monday magic, we're able to build entire workspaces, do what we've been doing this entire course, but it just does it for us. Now, Monday vibe is still going to be building us boards. They're still going to be building us what we could use as workspaces, except the difference, at least in how it's marketed, it's going to turn what we say into an app. Now, I don't want to go ahead and over exaggerate what this output is going to be because you're not going to be building kind of any app that you could think of. It's not that kind of no code software. Going to be essentially different views on your data. Now, throughout this course, we went over a bunch of different views, different ways that we can visualize our data. Now, that is what happens here with the apps within Monday Vb. They essentially create us new views. Now, they're not like dashboards because they are more complicated. You have to give a little bit more credit than that. But that's essentially what you could think of them. They're just customized views of your data. Because you're still going to be using a lot of these boards. These boards are where the basis are for the apps that you are going to create. Let's go ahead and actually get right into this. Let's start to create one app right here. And let's go ahead and do Marketing Project Manager. This is the idea that we'll go ahead and run with, and now we'll start building. Um, the process here is going to be quite similar to Monday magic, not surprisingly. So it's going to take here roughly, I'd say, again, like 2 minutes to be able to build out this entire app that consists of its own boards for us. And once it finishes this entire project, I'll go ahead and come back to you and we can start disc Okay, so now we have our app fully built for us. Now, this one here took roughly, I'd say, 3 minutes, and you can see that we have our side panel here that is going to act exactly the same as our Monday magic one. Now, what we're able to see here is that it's telling us what's included. What did they do? What was the thought process right here? And we could also ask it some questions here. We could tell it to make changes. And if we don't want to have our changes be implemented immediately, we could again come here into our discuss function. Now, this here is going to be the preview of our now, you can see how the idea of other views are kind of implemented here because right here, what we have are our individual apps. These ones are essentially like card views where we have each one of our marketing projects, in this case, right here, holding its own card. And you can see with our campaigns, as we click on them, we get to see not only some information about the campaign itself, launch date, budget, deliverables, but we also get to see these linked items right here are attached to each and every campaign. So this year was quite impressive. In just a few minutes, it was essentially able to build us these apps, which we could think of as upgraded views as essentially views with steroids because what they are doing at the basic foundation level is just communicating the information of our boards. Now, where do our boards live? Well, right here, we can come and we can see a preview of these boards here. From this, you can get an idea of how our app from our deliverables to our campaign is actually connected. B right here, we have ten deliverables, and if we move over into our board, we get to see that we have ten items. So each one of these, with the information that is related to each one, that is what is being shown on our app. Now, you get to see that this here is only one category. It's one board. We have our deliverables, but we also have our campaigns. So let's go ahead and look at this board. Now we get to see we have our campaigns here as well. Our Monday magic AI, those ones are more dedicated to that board space. It's kind of clear because we get to see here that these ones are more simple boards, right? You have things that are quite familiar. We have our name status, we have date, priority, budget, a person field, and we also have a linked board field. Now if we go ahead and move into our creative deliverables, we get to see more of the same stuff. We have some dropdown columns right here. We have a person column. We have our linked board column, due date, and status. So, these ones aren't going to be as extensive or as complicated of boards as you would get with our Monday magic. At the end of the day, that makes sense, because if we want to go ahead and come back into our app, you don't want to have an app that is going to be spewing out too much information at you. At that point, you could just have, you know, your dashboard and you could just live within your boards. Our app is supposed to take some information and give it to you in the most simple way possible that's going to be easy to view at a glance. Not only are we able to see the app in the boards, but we can also see the code behind it. So if you're someone who is knowledgeable on this, and lastly, if you want to go ahead and publish it, all you'd have to do is come up here to publish. And let's go ahead and look at these plans that exist because you get to see that this one isn't going to be included with your plan of Monday. This is going to be a separate package. So we get to see here if you get a starter package, that it's going to be $100 a month and you get ten active apps. 250 is going to give you 25, and you could contact them for a custom package as well. Ahead and come back here into our workspace. Because before this lesson, I built out a few of these just so we can see how these different apps can be made, what it can give us in different outputs. Now, here we get to see that this one is similar but still different output. Here with our social media hub, what we're able to do is plan out different posts across different cap. It also gives us a create Post button. So what we're able to do is give the title here. We can do the platform. We can delineate all of this information right here. We also have Analytics tab, so we're going to see all this information. Now, we also have these boards associated with them. So once we go ahead and create any posts, once we post it, we could add in information here like impressions, engagement rates, things like that. Another one that I created as well is under our campaign Dashboard. We get to see here that we again have our information. Our app here is giving us information in a different way. This is taking our data and visualizing it in all these kind of unique ways. This one here is much more focused on communicating statistics to us as opposed to our social planner, which is more intended to help us plan our posts. So you can get to see how these different ideas can kind of come to fruition with the vibe app. It has quite a bit of versatility. It's not going to give you the same output every time. You can really talk to it, discuss what you want to create specific for your business, and it'll go ahead and do so. Now, sometimes we'll have errors like this, but in this case, usually you could just go ahead and click out as I just did and come back in and then after a couple moments, it will load back as it. Before we wrap up this lesson, there is one strategy that I kind of want to make you aware of. I say is kind of the best way of merging these different AI solutions into one. Now, before I told you that our magic AI solution right here is going to be best for creating our boards. We got to see that the boards that it was able to create us were quite impressive, right? They had so many different columns, each tracking its own individual thing. Now, with our vibe app, it's not the best at creating these boards. So, if you want to fully use AI from scratch, you could go ahead and go into the Monday magic, AI, have it create your entire workspace, create as many boards as you want, and then we can come back into our Monday vibe. If it is the case that you do want to create app with this, you can then connect the boards that it creates for you. And then you can then tell it what you want it to make. What kind of dashboard, what kind of view of your data you want that app to contain. And then just like that, you're merging the best of the properties of both of those AIs into one ultimate use case of AI within Monday. Alright. With that, that is going to cover this lesson of our Monday being able to turn our boards or even turn our words into working apps. 35. Collect Data With Forms: This lesson, we are going to see how we can get some lead intake integrated into our Monday. And that's going to be through our form functionality. So if we come over here to add an item to our workspace, we can come down into forms. So right now, let's go ahead and create a new form. Not surprisingly, we can have AI within Monday help us build the cell. But for now, let's go ahead and start from scratch, so we can get a good idea of how all of this works and how we can tweak it ourselves. So now that we're here within the form, we're going to go ahead and click Edit Form to actually be able to implement the changes that we want to do. The form is essentially made up of these different blocks. Right here, we have the first one on our page one, as you can see, right here, is going to be simply the name. Now, if you look over here, we get to see the content of is going to be a welcome page that we could go ahead and enable, and then it could say start here. For example, we could have a description here, maybe say what they should expect, then they could start it or we could go ahead and disable this welcome page. And the first page that they would be tagging to would be right here where we have the name. Then lastly, we have our thank you page, which is only going to be seen once they submit this form. So now let's go ahead and click Add Content because here we have all of these different fields that we're able to add into our form. Right here, this is showing everything that we have. But we could also look at the category we have questions right here, which is going to be our first bit. Then if we scroll down, we could come down to board columns, and then bottom here, we have content blocks. Now, for the ones that we want to select, we can go ahead and just click on them, but we are also given the flexibility to add in multiple different fields at once. So let's go ahead and input these four question fields right here. Okay, so now we have these four entered in here. Now, let's go ahead and create a contact information form. So simple form that is going to be collecting basic contact information. Now, just like any other thing in Monday, we can come over here to the top and we can rename it. So that's what I'm going to start off with here. We have our contact information form, and now what we're able to do is we can click into each one of these to be able to go ahead and configure how these ones are going to appear. Right here, we have our name. But if we want to, I could change this to first name. Now that's not going to change the input here because it's going to be a simple answer, but we can also add in description here, and we can add in logic along with question setting. So first, if we go ahead and look at the question settings, we can have some pre filled value here. The way that the prefill value works is that if we're going to be sending this form internally to members of our team, then based on their account information, we could then have this prefill with certain parts of their account. So, for example, here, with our first name field, we could have this linked in to whatever is the first name on their account. We could also change this to be whatever else we want. So you get to see here this essentially is going to be a benefit for sending the forms within your team that exists on Monday. Next we have a hide question right here. So this one is simply going to hide the question from the form, and then we have required setting. So this one ensures that they're not going to be able to move on until this one is filled in with something. So we can go ahead and leave that one on. And now we can talk about the one that's a little bit more advanced, and that's going to be our logic. Now, our logic is going to be essentially a way that we can only show this question if certain questions before were answered in the correct way. So let's go ahead and add in here single select field. So here we can go ahead and put in a qualifying question, for example, something like, how much is your company's revenue? So if this was a form where we were actually trying to get some information to intake in some leads, and we want to make sure that they are qualified leads. So I want to make sure that they're making a certain amount of money. We could say, how much is your company's revenue right here? Let's go ahead and put in some answers here. We have $1, and we can have $1 million. So, we can just go with these two options, and with the third one here, I can just go ahead and delete that option. And now, if I have the logic selected here, now I can say, you can only show this question first name if this question right here, how much is your revenue is $1 million. If it's not $1 million, if they selected $1, then they are not going to see this question. We can also continue to see how we can integrate different kind of fields within these forms. So here, this one, with our single select, we get to see that we can add in options like this. We're able to delete options, hide options. We can look at the question settings here, shows us the display. How do we want to display them? Do they want to be in a list? Do we want to show the options horizontally, things like this or show the options alternatively within a drop down? Then we could also randomize them. We can have them in a custom order or we can have them in alphabetical order. Again, we get to see pre filled values here and our common hide question and required one. Now, if we go down here to email, we get to see again if we were to send this form internally, how we could also link in email values. So if I turn this one and I link in an email field from their account, then that one would then be Autof let's go ahead and look at some more. Because we have some file uploads as well. We have signatures. Let's go see how those are going to appear within our form. If we come here into a file, this one's simply going to allow files to be dropped in. Our signature, it's then going to have a signature request that they can go ahead and sign. Now, let's continue. Let's look at some more. We have our date and date range, and we can look at a rating field, as well. We get to see here with the date range. This one is going to be quite simple. Quite straightforward. This one can be like a birthday. If you're going to be asking and they can input it again easily. Then we have date ranges, start day day, quite straightforward. And now here we have our rating. So we can then ask them to give any rating. And then right here we have our rating where we can ask the people that are going to be filling out our form to give us a rating here. And then within our form software, it's going to not only compile the rating, but it will also give us an average rating of everyone who has filled out the form. So that's one thing to also keep in mind. For now, everything that we've seen has been on this page one. But what we're also able to do is add in multiple pages to our form, and add in another page right here. So now we get to see that this here is its own page where we can then have another set of questions. And you could also have these ones to then be reliant on some kind of logic that ties into the prior answers. So they'll only be seeing these if they are, again, for example, a qualified lead. Now, the next thing to look at with this is going to be our design setting. Here, these ones is where we're able to cosmetically alter how our form is going to look. So we can change the colith, we can change background, logo, and font, and we can even add progress bar here as well. So the people as they're going to be filling these out can see how far along they are in the form. Now, this one can especially be a good option to turn on if you are going to be giving your leads. What's going to be maybe a longer form? Because when we're going to be giving our leads these forms to fill out, what we need to do is we need to balance a kind of friction and getting enough information from them. So if you're conscious that your form is a little bit longer, then it can be nice to add in this progress bar just so your leads can see that they are, in fact, close to the end, so they don't just exit out from the form without filling it in. But another thing that we can see from our design layout is how our leads are actually going to be viewing this. So we saw that I chose a drop down option right here, and now because I selected 1 million, we also get to see that the first name here has now populated because of the logic that we set. Also get to see how everything else is going to appear on the form as well. Lastly, what we also have is going to be here within our settings. So here, these ones are just going to be, for the most part, your normal settings that are going to be applied to any form. Right here, we can allow them to save it as a draft. We can allow multiple forms to be submitted. This one here is anonymous. This one here is going to be a capture challenge. So to make sure there's no bots filling them out, then you have a response limit straightforward again have a closed date. So select a date that this will no longer be able to be answered from. And then you can also have a translate with AI, which is, as you can see, a trial and a beta. So if you know that you have leads that are going to be across the world speaking different languages, then one to try. This one, honestly, I haven't tried myself, so I can't really stand behind this and say that it's going to give you good results. But looking at all the other AI products that Monday has released and that I do have a lot of experience with, I don't have any doubts that this one would be great, as well. Again, right here, we have some extra stuff. So we can allow submitters to view and download their responses using this setting. We have a redirect URL. So maybe if you want to go ahead and send them to your website, you could go ahead and do that just from them hitting submit on your form. So this one can be a great use for creating your funnel as well. Okay, so now we've looked at how we can build these forms from scratch. And we get to see here that once you want to share it, you can go ahead and click this. We have some extra settings right here. But essentially, all you have to do is copy this link and send it to the people that you'd want them to fill this out. And then we also are going to see that all of our submissions are going to be compiled right here. So we'll be able to see everything. And if we move over here, we can go ahead and see our rating. Here, we can configure this to show us an average and if we move over here, we can see all of the other fields as well. Here's our rating field that we'll have an average of right here. So here we essentially have everything that's going to be in relation to our form submissions. Now, another tab that we also have to access is going to be our WFms submission. Now, let me go ahead and create a submission of this form so we can look at how this is going to allow us to view our data a little bit differently than our main table. Okay, so right here, we get to see with our workfm submission, which is an app integration with our Monday, we get to see all of the answers that I did. Now, you get to see that our form was way longer than this, but I only answered these questions right here. Now, if we come into our main table, we get to see here all of the things that I didn't answer, as well. So we can see country is answered, rating is answered. The revenue is answered, and email and name are also linked in right here. Okay. This is how we can create a form completely from scratch. But oftentimes if we're going to be doing something that is akin to a contact information form within our workspace, we'll probably already have a table that is created. Let's go ahead and come over here into our project hacker. And here, what I want to do as an example is we can actually come into existing boards that we already have created, that we already have fields, columns already filled out. And what we can do is we can add in a view or we can come down to our form. Now in just a moment, it's going to redirect us back to our Form Builder. But now you get to see that this form is already fully filled out with all of the relevant fields in it. That's because what it did is it took all of those fields from our board itself and just added them into our form to create us this one form named Project tracker that is fully ready for us to go ahead and send out. And then anytime any additions, any responses are made, they would then be added into our board itself. So that there's already a pretty good use case that you can go ahead and implement into your boards using this form view. Alright. Now, with that, that is going to cover it for forms on Monday. I'll see you in the next lesson. 36. Use Templates to Move Faster: In this lesson, I want to introduce you to something that we haven't really touched on throughout this course, but it is something that can at this point, now that you know the software can be helpful for a variety of different reasons. And that's going to be our templates right here within our template center. This year is the template Center. Now, the template Center is going to house templates for many different aspects of Monday, right? You'll have vibe templates. You'll have doc templates, you'll have form templates. You'll have a bunch of different templates for your boards, depending on the category that you using them in. And there's really templates, every single aspect, every single point of the way within this. We even have templates in our automations. Now, again, as I've said, the reason we haven't been looking at these templates are so we can get a good foundational knowledge of the software without taking any of these shortcuts that templates give us. But now that we're well versed with the software and we know what we can do for the software and we know what the software can do for us, these templates come at a perfect time. So here we have our template center. Again, as I said, we're going to see templates for essentially every single aspect in Monday here. But also, within any point that we want to add an item into our workspace, like a board, a dock, a form, or even a VBAC, we get to see that if we come over to this era, we're able to start with a template. Now, these are all great if you want to go ahead and filter down to specific kinds of templates from the start. For now, let's go ahead and just explore the template Center because we get to see everything that we need right here. Now, what's nice about Monday, especially as you start to use it and implement your use cases within the software. So we see that there is a tab that is solely recommended for you. We have all these different ones that are mainly among social media and marketing, which makes sense because that's what we've been doing this Monday, within our workspace. Now, let's go ahead and actually select one of these. Now, we can see a few things for each one of them. On the left, we're able to see the download count. So the bottom left of each one of these cards, we see how many other people have downloaded these templates. And then to the right, we get to see the integrations within that so this one here we have our marketing strategy, and we get to see that there are quite a few integrations that are within this. We are integrated with Google Calendar, Facebook ads, Gmail, Mailchimp, Hubspot, and Google Trial. Let's go over here. Now, if we click this dropdown, what we get to do is we get to use this template in a specific workspace. So right now I'm in my main workspace, but we have this workspace that we built with the Monday Magic AI. I could go ahead and assign it there or I can create a new workspace to put this template within. But for now, I'm going to go ahead and just click UETemplate to see how this is going to go ahead and load in and see how we can use it just like we created it so now we are here within our marketing strategy board. So we get to see that this one here is broken up by quarters. We have quarter through quarter, and we have all these different types of columns. What's nice about this template and a lot of templates that exist within our template center is that we have Start Here page. We get to see essentially a little breakdown of what this template is and what it has to offer us. So you get to see right here, this one, they include us YouTube video about how we can use this specific board right here. Now, this is going to take me into the first thing that I want to discuss when it comes to using these templates because our templates are much more than just drag and drop and use because what I see is the best value in terms of using these templates is the fact that we can learn from them. You can go ahead and you can search through all these different templates here. But many of them are doing a lot of the same thing. For example, we can come here under our marketing general template. And among these templates, we're going to see many things are going to be very similar, but there's going to be small changes. And even for the things that exist that are similar, they are still learning pins. There are still things that we can go ahead and look at and we can even steal for our own workspace. Now, this doesn't mean that we have to go ahead and whenever we use a template that we have to use every single bit of it. No, many times, what I do is I search through these templates. I look through and I see what do they do the best. Sometimes it's maybe one little thing. It's a small thing that I want to go ahead and add to my toolkit to my arsenal within Monday. That is always how I use templates, and that is the best way to do so in my opinion. So that could be a specific view. It could be a specific integration. It could be something as simple as using a column in a way that you didn't really think of to use before. Really, our templates here more like a learning center instead of just a template center, because what we can do is you can go ahead and find your niche, find what your category is, what your topic is, and look through what it has to offer you because what we just saw were different boards. Let's go ahead and look here at our docs because docs are still a big part about Monday, right? They're a big functionality. Let's go ahead and look at our product launch plan right here. We can go ahead and use this template. Through these, again, there's so many different ways that we can use Monday, and with that, there's so many different things that we can learn, so many different little niche ideas that you might not have thought of that are going to be relevant to your niche in your use case of the software. So throughout this course, I've given you the roadmap. I've given you the things that you need to know. I've given you the foundational knowledge, and we've even went past the foundation. You know this software in and out, but there can always be these small little ideas, small improvements to the way you use Monday. To the way that your workflow operates. So really, that's all I want to speak about in terms of this lesson because our templates themselves are going to be super straightforward in terms of using our template center, the places our templates exist within Monday. It's mostly about the thing that many people might not think about is the way of framing these templates and using them as something we can learn from. So with that, that is going to be the end of this now, for other things, just for your convenience as you're going to be searching, there are other things that you might want to keep in mind because we have our search right here. You can search things that are going to be relevant to your business. We have our filter here. We can filter by monday.com, and we also have a sort by function. So we can sort by devolt installs recently updated or alphabetically. In terms of searching for your own uses, the search bar here is going to be the most useful one. What's nice about filtering by monday.com is that all of the ones that are created by monday.com, or at least most of them do have some tutorial video talking about their template there. So just to keep in mind. Now, with that, that is going to be the end of this lesson. I'll see you in the next. 37. Explore the Marketplace for Extensions: This lesson, we are going to look at the Monday marketplace. Now, the Monday marketplace is where you extend Monday beyond its core features, but it's also where people tend to overcomplicate their setup pretty quickly. So, the goal here isn't to install as many apps as possible. It's to understand when the built in tools are enough and when an external app actually solves a real problem. So in this lesson, I'll show you what the marketplace is, the different apps that we can find and how we can integrate them into our existing setups. So first things first, we can access our Monday marketplace right here at the top of our screen at this toolbar. It's going to be this puzzle piece. Now, here we get to be in two different categories. We have two different large categories in our apps and our AI. Now, in terms of our AI skills, these ones are just going to be a few. We have only these eight right now. And they're going to be integrations with apps that you're going to be commonly using. You commonly know of at least with Gmail, slack, outlook, male champ, these ones are going to be your most common ones. Now, quickly going over these AI skills, essentially what differentiates apps and AI skills with these, you get to see that we have our AI side kick icon right that means that we're able to use our apps. We're able to use these specific ones like Slack with our AI side cake. So that's going to be in our panel and our board. So let's call here into our project tracker and now come into our side. What we're able to do is we're able to speak with our AI side kick and be able to use some of these integrations. So we get to see right here that they can use Slack. We can use Gmail, Trello. There are these skills that are integrated in with our side kick. Now, let's go ahead and come back here, and let's just look on our apps now because this is going to be where most of our functionality and where most of the focus of this lesson is going to go. Now, with these, we get to see that they are broken up into different categories. So we see featured, we see for you. This one's going to be quite nice because it's going to be recommended for you based on your boards and based on the things that you do within Monday. We have some top 25 apps. We have trending, Editor's Choice, new favorites solutions, CRM. So you get to see these first labels here are going to be more about Monday's opinion on the app or just general behavior that surrounds well, these next ones right here are going to be more solution oriented, more niche oriented to where we have marketing, project management, software development, team management, all of these different things. So in terms of your use case of Monday, what you are going to be building within it, it can be quite useful to go ahead and just to kind of just search the apps that are here and explore their functionality for your own use case. Typically, where I tend to find the best apps are going to be under these editor's choice or if they have this best seller badge. Those ones for me are the ones where I'm immediately drawn to them. Let's go ahead and look at how we can set one of these apps up. Now, if we look at the app layout, we get to see that it's kind of similar to what we see in our templates. We right here, we get to have the amount of downloads, how many other people have this. And we also are able to see if there is going to be some side kick integration. And then we can also see the star rating for each. Now, I want to introduce you to one of my favorite apps, and one that I think is the most generalizable, no matter what your use case is, no matter what industry you're working in. And that's going to be our same item in multiple boards. So here, what we're able to do once we install it, once you click Install, we can apply it to all of our workspaces or just a specific one. I'm going to go ahead and install it in all of our workspaces. And now to start out, we have to choose not only our workspace, which we just did, but also choose a starting board to actually get this up and running. And I'm going to go ahead and choose our main board in our project tracker. And I'll add the app. Then with some of our apps, what we have to do is click Authorize Monday. So this one here is just going to be authorizing our integration with this app and Monday. So let's go ahead and authorize this. And before we actually get to using this, let's go ahead and go back into the app itself. So first things first is, what does this app? What this app does is essentially what its name is. It's the same item in multiple boards. So what you're able to do with this is you can duplicate the exact same item across multiple boards. So this is tasks that I've kind of talked about throughout this course. Right? Because in the beginning, what we were doing with this before we'd have these mirror columns, if I go ahead and move over into our task, we get to see that we have these mirror columns that are going to be connecting this board and our tasks into our project tracker. And, of course, you could set up multiple mirror columns to essentially mirror the same tasks across but now, another solution to this. So looking at an automation, what we had when a sub item is created, then create an item in tasks. So that was connecting just one way, our project tracker into our task to duplicate that item. But of course, that trigger is only one to trigger when a sub item is created. So any other changes that you make aren't going to be reflected in that task board. You'd have to set up more automations to be able to do that. But now with our new app, this is going to be our seamless solution that solves all of our problems in terms of having the same item within multiple boards. Okay, let's go ahead and try this out. So let's come down to our March projects. And right now, let's go ahead and connect an entire project to our task board. And then in the moment, we can also do sub items as well. Let's go over here, and then let's come into apps. So all we have to do from this point is we select Add item to another board, and then it's going to take a second here to load, and then it's going to pop up with our workspaces. And as we expand each one of these, we get to see all of the boards within our workspace. So I'm going to come down here into tasks, and then I'm going to expand this. And then from here, what we're able to do is select the exact group that we want this item to in. Here because our task board only has one group. I'm going to go ahead and select that singular group. And then in just a moment, it's going to go ahead and finish connecting these, and then we can go ahead and move on into our taskboard to see there. So now let's go ahead and move here into our taskbard, and now we can see our enterprise sales playbook existing right here with our Dudate column mirrored. Now, it's not mirrored in the same way that our mirror column works, but we just get to see here that it is the exact same dueDate as our sales playbook. The way that this works is that it's essentially going to take the name of every single column that is associated to an item. And it's going to look for that same name among the board that you're going to be connecting it to. And here, because only do date is matching from our task board to our project tracker board, that is the only column that's being mirrored that we see the same thing. But also, one thing that you can see with that is because these are linked, if I go ahead and change this to, let's say, March 19, and I come back you into our project tracker, we're also able to see how that changed as well. And you could also see in the bottom corner how an automation is the C another thing that happens with this specific app is that we get an extra column in both our project tracker and our task board. And that's this item location column. And essentially, this one is just here to tell us exactly where this item also lives. Now, if we also were to go ahead and add in a sub item here, let's just go ahead and name this sub item one, and we hit Enter, and we come back into our task just a moment, we're going to see another item pop up here. So we get to see that this appeared as I was speaking. So this one here is now connected as a sub item. But if we also were to come here into our project tracker and let's say, come here and configure AB test, if we want to come and take this sub item and go ahead and come into our apps and do the exact same thing as we did before, if we just type in task right here, if we link this sub item, then because it's not connected to a parent item within the app, then this is going to just add into our task as its own individual item. So we get to see right here that this here is not a sub item like the one under our enterprise sales plate book. So that's just more specifics about how this app specifically works. So in terms of connecting your apps, no matter if it's this one or any other one, it's going to be as simple as this. We're going to come here into our apps, and we can connect them just like this. Now, if we come back into our app marketplace, there is a few other things that I want to note here before we go ahead and wrap up this lesson. Can come up here into our manage to be able to see all of the ones that we have downloaded. And some of them are going to have plans associated with them. So you can go ahead and upgrade if that's something that you choose. If they have some kind of premium features that you think are worth it, you can go ahead and upgrade via that functionality. Also have more search controls within this. So if you want to come into any one of these categories, let's go ahead and move over into design and creative. From here, we can sort by things like ratings, by amount of installs, alphabetically, or the newest apps that have been released. So you can filter by monday.com or anyone else that has uploaded an app to the we have different payment things that you can filter by, whether that be paid trial, free plan available or free and different features that can exist. So you essentially get to see that there is a lot of versatility with these apps that you can integrate into your workspace. Not to sound cliche, but really the possibilities are endless. So it's worth it to go ahead and scour the marketplace, look for things that can be helpful to you, but also on the other end of that scale, don't overdo it. Find the things that you know, solve an exact direct problem that you have within the software. And don't go any further than that. Really, it is a one way ticket to just overcomplicate everything, especially if you have other team members that also exist within your Monday workspace as well. That might not have the same knowledge that you do. Okay. Now, with that, that is the end of this lesson. And remember, if you have any questions whatsoever, feel free to drop those. In the Q&A section, and me and my team will be there to answer all.