How to use Monday work management for project management

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Jack Wallen shows you how to set up Monday Work Management as your next project management tool to keep your teams working efficiently and effectively.

Monday work management is a customizable platform designed to help organizations achieve much higher operational efficiency. To do this, the product helps you track projects and workflows as well as visualize data and strengthen collaboration within teams. The tool offers automation and integration with other applications.

Among all the bells and whistles Monday work management can serve as an outstanding project management platform, with kanban boards, agile roadmaps, sprint planning, charts, graphs, Gantt, forms and more.

That said, I want to show you how to set up a Monday work management workspace as a great space for your project management.

SEE: Recruitment Kit: Project Manager (TechRepublic Premium)

What you will need

To follow, you will need a monday.com account. You can start with the free account, but I have a feeling you’ll want to upgrade to a paid account very soon, as you’ll gain a lot more features.

How to create a new workspace

The first thing to do is to create a new workspace. Think of workspaces as the general place to house the tools you’ll use to manage your projects. For this, you can create a workspace for each project or even each team.

Creating a new workspace, especially if you’ve already created a workspace, may require you to dig a bit into the user interface (UI). Let me make it easy for you.

Sign in to your monday.com account and click the Workspaces icon (Figure A).

monday work management workspace menu

Click this icon to display another sidebar (Figure B) that lists your current workspace.

monday work management workspace menu
Figure B: Our current workspace on monday.com.

Click the drop-down menu titled Main Workspace, then in the resulting menu, click Add Workspace. Give the new workspace a name, select the privacy level (open or closed), then click Create workspace (Figure C).

monday work management create workspace menu popup
Figure C: Creating a new workspace in monday.com.

In the resulting window (Figure D), click Add from Templates to create a new table for the workspace.

monday work management new workspace
Figure D: Our empty workspace is ready for a new board.

Browse the templates to find the one that fits your project needs. For project management, your best bet is to select the Project Management category and select a template from that list. I tend to prefer the Kanban software development model, but you want to make sure you select the model that will best suit your needs.

Once you have selected the template, click Use Template (Figure E) to apply it to your new workspace.

monday work management kanban software development workspace template
Figure E: The Kanban software development model can be modified to better suit your project needs, if needed.

Once the template has been applied to your workspace (this may take some time), you’re ready to start customizing.

How to add new views

By default, your new workspace will have only one view. If you go the Kanban route, your default view will be a Kanban board. However, you can add a dashboard, chart, Gantt, maps, form, or file gallery view into the mix.

Once the template is applied, switch to your new workspace and click on the default view, such as Backlog in the Kanban board. In this view, click + directly to the right of the main table (Figure F).

Monday work management main table menu options
Figure F: Our main point of view is about to acquire more tools.

In the resulting context menu (G-figure), select the new view, such as Dashboard.

Monday work management by adding different views to the main table
Figure G: Adding a new view to our workspace.

Depending on the new view, you will need to choose from the available options. For example, adding a dashboard allows you to select from available visualization widgets (H-figure).

monday work management dashboard view
Figure H: Adding a new visualization widget to our dashboard.

Keep adding new views to the workspace until you have everything you need to manage your project effectively. Once you’ve done that, you can customize each view to suit your needs. One thing to keep in mind is that Monday work management handles customizing kanban column labels differently. To learn how to rename them, check out my tutorial, How to Relabel Kanban Columns in Monday Work Management.

Once you’ve created the new workspace, added views, and customized those views, Monday Work Management is ready to serve your project and make team collaboration and management easier.

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