Tutoriel Monday.com : débuter facilement - Tuto 2023

Introduction

This tutorial provides a comprehensive guide on how to get started with Monday.com, a popular project management tool. Whether you're an individual or part of a team, this guide will help you understand the platform's features and how to effectively utilize them for your projects.

Step 1: Create Your Account

1. Visit the Monday.com website.
2. Click on the "Sign Up" button.
3. Enter your email address and create a password.
4. Confirm your email address by checking your inbox for a confirmation link.

Practical Tip

Choose a strong password to ensure your account's security.

Step 2: Familiarize Yourself with the Dashboard

1. After logging in, take a moment to explore the dashboard.
2. Notice the main features displayed:
   • Boards: Where you manage projects.
   • Workspaces: Organize your boards by teams or projects.
3. Click on the "Add Board" button to create a new board.

Common Pitfall to Avoid

Don't rush through the dashboard; understanding its layout is crucial for efficient navigation.

Step 3: Create Your First Board

1. Click on "New Board".
2. Choose a template that fits your project type or start with a blank board.
3. Name your board and select the visibility settings (private, shareable, or public).

Practical Advice

If you’re new to project management tools, starting with a template can save you time and help you understand how to structure your projects.

Step 4: Add Columns to Your Board

1. Inside your newly created board, click on the "+ Add Column" option.
2. Choose the type of column you need (e.g., status, date, text).
3. Customize each column by naming them according to the data you will track.

Explanation of Column Types

• Status: Track progress (e.g., not started, in progress, completed).
• Date: Set deadlines for tasks.
• Text: Add descriptions or details.

Step 5: Add Items to Your Board

1. Click on "Add Item" to create tasks or project milestones.
2. Fill in the details for each item, including assigning team members and due dates.

Practical Tip

Regularly update items to reflect current progress and keep your team informed.

Step 6: Utilize Views and Filters

1. Explore different views of your board (e.g., Kanban, Gantt).
2. Use filters to focus on specific tasks or team members.

Common Pitfall to Avoid

Neglecting to use filters can lead to an overwhelming view of tasks. Make use of this feature to enhance clarity.

Step 7: Collaborate with Your Team

1. Invite team members to your board by clicking on the "Invite" button.
2. Assign tasks to team members to clarify responsibilities.

Practical Advice

Encourage team members to leave comments and updates directly on tasks for better communication.

Conclusion

By following these steps, you can effectively set up and start using Monday.com for your project management needs. Familiarize yourself with the dashboard, create boards, add columns and items, and collaborate with your team to enhance productivity. For more advanced features, consider exploring Monday.com's tutorials or resources available on their website. Happy project managing!