Getting Started with Monday.com: A Step-by-Step Setup Guide
Getting started with Monday.com is easier than you might think. This platform helps you organize tasks and collaborate with your team in one place.
In this post, you’ll learn how to create an account, set up your first board, and discover key features that make your project management smoother.
Let’s get started.
Create Your Monday.com Account
To get started, you’ll need an account. It only takes a moment to sign up, and you can do it using your email address or an existing Google account.
- Visit monday.com.
- Click the “Sign Up” or “Get Started” button.
- Choose how you want to register (email or Google account).
- Fill in your details and verify your email address if prompted.
Once you’re in, Monday.com may ask you a few quick questions about your role or team size. This info helps personalize your workspace.
Feel free to skip or fill them out as you see fit.
Set Up a New Board
Once your account is ready, the next step is to create a board. Boards are where you’ll organize tasks, track deadlines, and collaborate with your team.
- From the left sidebar, click “+” > “Board” > “New Board”.
- Name your board something descriptive (e.g., “Marketing Campaign” or “Website Redesign”).
- Choose whether you want it to be Main (visible to everyone), Private, or Shareable (for external guests).
- Click “Create Board” to finish up.
That’s it! You’ve created your very first board in Monday.com. You can now start adding tasks and customizing your board to match your workflow.
Add and Customize Columns
Columns help you track the essential details of each task. They can handle everything from deadlines to who’s assigned to the work.
Adding and customizing columns is straightforward:
- Open your board and click the “+” icon at the top of any existing column.
- Select the column type you need (e.g., Status, Date, Person, or Text).
- Give your column a descriptive name, like “Due Date” or “Assigned To.”
- Drag and drop columns to rearrange them.
Below is a quick reference for common column types:
| Column Type | Use Case |
|---|---|
| Status | Track if tasks are Pending, In Progress, or Done |
| Person | Assign tasks to a team member |
| Date | Set deadlines or schedule milestones |
| Text | Provide notes or additional details |
Invite Team Members
Collaboration is a big part of Monday.com. To get the most out of your board, invite your teammates so everyone can stay aligned on tasks and deadlines.
- Click on the “Invite” button at the top right of your board. [invite button]
- Enter the email addresses of the people you want to invite.
- Select their permission level (Viewer, Editor, or Admin).
- Send the invitation, and your team members can start collaborating right away.
Keep in mind that every person you invite will need to create or log in to their own Monday.com account to access the board. Once they join, they can view and update tasks, add comments, and more.
Use Key Features
Monday.com offers several powerful features to help you manage projects more efficiently. Here are three that many teams find useful from the start:
- Automations: Set up rules that run in the background – like notifying Slack channels when tasks move to “Done.” Explore Automations to speed up your workflow.
- Integrations: Connect Monday.com with tools like Google Calendar, Slack, or Trello. Learn about Integrations and keep everything in sync.
- Dashboards: Get a bird’s-eye view of your workload, timelines, and progress. Dashboards Overview shows you how to build custom reports.
By exploring these features, you’ll see how Monday.com can save you time and keep your team in sync on every task. Don’t hesitate to experiment and find what works best for your workflow.
How Monday.com Compares to Other Platforms
Want to see how Monday.com measures up in terms of features, pricing, and collaboration? Below is a side-by-side comparison with ClickUp and Airtable. Each platform excels in different ways, so choose the one that fits your team’s style.
| Feature | Monday.com | ClickUp | Airtable |
|---|---|---|---|
| Main Strength | Highly visual boards and workflows | Unified workspace with customizable views | Flexible, spreadsheet-like databases |
| Pricing | Free trial; tiered plans for different features | Free plan available; paid plans for advanced tools | Free plan with limited features; upgraded tiers for more storage and collaboration |
| Integrations | Slack, Google Workspace, Trello, and more | Slack, Zoom, Google Drive, GitHub, and others | Google Drive, Slack, Zapier, plus various extensions |
| Collaboration | Real-time boards, tagging, automation | Document sharing, chat, customizable notifications | Shared “bases” with real-time editing and commenting |
| Best For | Teams that want a flexible visual approach | Organizations looking for an all-in-one project hub | Groups who need a hybrid of spreadsheets and database functionality |
Frequently Asked Questions
- Is there a free plan? Monday.com does not have a permanent free plan, but it offers a free trial period. You can test out the core features before deciding on a paid tier.
- Can I create multiple boards? Yes. You can create as many boards as your plan allows. Each board can be customized for different projects or teams.
- What about mobile access? Monday.com has mobile apps for both iOS and Android. You can manage tasks, update boards, and receive notifications on the go.
- How do I manage permissions? You can set different access levels (Viewer, Editor, Admin) for each user. This way, you control who can make changes to boards and tasks.
Wrapping Up
Getting Started with Monday.com doesn’t have to be complicated. With an account, a well-structured board, and a few core features like Automations, Integrations, and Dashboards, you’ll soon have a more organized way of tackling projects.
As you continue exploring, don’t be afraid to adjust columns, experiment with different board types, and invite more team members. Over time, you’ll find the setup that best suits your workflow.