Tutoriel Avancé | monday com

Introduction

This advanced tutorial on monday.com is designed to enhance your mastery of the platform by exploring its advanced features. You'll learn about different views, automations, integrations, and dashboards, enabling you to optimize your project management processes effectively.

Step 1: Exploring Different Views

Understanding the various views available in monday.com is crucial for managing your projects visually. Here’s how to navigate them:

• Table View: The default view that displays items in a spreadsheet format.
• Kanban View: Ideal for workflow management, allowing you to move tasks across stages.
• Timeline View: Useful for tracking deadlines and project timelines visually.
• Calendar View: Displays items based on due dates, helping you visualize time-sensitive tasks.
• Gantt View: Great for project planning, displaying tasks along a timeline with dependencies.

Practical Tips

• Use the filters to customize the information displayed in each view.
• Switch between views as needed to gain different perspectives on your data.

Step 2: Setting Up Automations

Automations streamline repetitive tasks, saving you time and effort. Here’s how to set them up:

1. Access the Automations Center:

   • Click on the "Automations" icon in the top right corner.

2. Choose a template or create a custom automation:

   • Browse through available templates or click "Create Custom Automation" for a tailored solution.

3. Define the trigger and action:

   • Select a trigger (e.g., when a status changes, a date arrives).
   • Choose an action (e.g., notify team members, move items to another group).

4. Save and activate the automation.

Common Pitfalls to Avoid

• Ensure the trigger and action are compatible to avoid errors.
• Test the automation to confirm it works as intended before relying on it.

Step 3: Integrating Other Tools

Integrations enhance functionality by connecting monday.com with other platforms. Follow these steps to set up integrations:

1. Navigate to the Integrations Center:

   • Click on the "Integrate" button on the top menu.

2. Select your desired integration:

   • Choose from popular applications like Slack, Google Drive, or Trello.

3. Authenticate your accounts:

   • Follow the prompts to link your accounts securely.

4. Configure the integration:

   • Set up how data should flow between monday.com and the integrated tool.

Practical Advice

• Regularly review your integrations to ensure they meet your current workflow needs.
• Keep an eye on any changes to integrated services that could affect functionality.

Step 4: Creating Dashboards

Dashboards provide a high-level overview of your projects. Here’s how to create one:

1. Click on the "Dashboards" icon from the main menu.
2. Select "Create Dashboard."
3. Add widgets to visualize data:
   • Choose from various widgets like charts, numbers, and tables based on your needs.
4. Customize your dashboard:
   • Adjust the layout and settings of each widget for clarity.

Real-World Application

• Use dashboards to present project updates in team meetings, ensuring everyone is aligned on progress.

Conclusion

By mastering the advanced features of monday.com, including views, automations, integrations, and dashboards, you can significantly enhance your project management capabilities. As a next step, start experimenting with these features to tailor the platform to your specific workflows, and continually refine your processes for improved efficiency.