Découvrez Monday com en 10 Minutes : Tutoriel monday.com 2025
3 min read
2 months ago
Published on Dec 19, 2024
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Table of Contents
Introduction
This tutorial provides a comprehensive guide to mastering Monday.com in just 10 minutes. You will learn how to create your account, set up projects, and utilize the platform's features effectively to enhance your project management and team collaboration.
Step 1: Create Your Account and Set Up Your First Project
- Visit the Monday.com website.
- Click on the "Sign Up" button and fill in the required information to create your account.
- Once logged in, you can start a new project by selecting "New Board" from the dashboard.
- Name your board and choose a suitable workspace for your project.
Step 2: Understand the Platform Basics
- Familiarize yourself with key components:
- Workspaces: These are collaborative areas where you can manage multiple boards.
- Boards: Central to Monday.com, boards are where you organize tasks and projects.
- Columns: Each board consists of columns that represent different data points (like task status, assignee, deadlines).
- Groups: Use groups to categorize tasks within your board.
Step 3: Utilize Templates for Quick Start
- Navigate to the template gallery within Monday.com.
- Choose templates relevant to your field (e.g., design, HR, manufacturing).
- Customize the selected template according to your project needs.
Step 4: Customize Your Workflows
- Add and edit statuses in your columns to reflect the progress of tasks.
- Explore views such as:
- Kanban: Visualize tasks in stages.
- Table: Detailed list format for in-depth management.
- Charts: Graphs for analyzing project data.
- Apply filters to focus on specific tasks or team members.
Step 5: Automate Tasks with Simple Rules
- Access automation settings from your board.
- Create rules by selecting triggers and actions, such as:
- "When a status changes to 'Done', notify the team."
- "When a date is reached, move the task to the next group."
Step 6: Manage Team Collaboration
- Use the discussions feature to communicate directly on tasks.
- Set up notifications to keep team members updated on important changes or comments.
Step 7: Integrate Other Tools
- Enhance productivity by integrating tools like Slack or email.
- Go to the integration center and select your desired apps to connect with Monday.com.
Step 8: Export Data and Collaborate Using Monday Doc
- To export data:
- Click on the board settings and select "Export to Excel."
- Use Monday Doc for collaborative documentation similar to Notion, allowing team members to work together on documents.
Conclusion
By following these steps, you will have a solid foundation in using Monday.com for project management. Explore further features as you become more comfortable with the platform, and consider integrating more tools to optimize your workflow. Don't hesitate to revisit this guide as you progress in mastering Monday.com.