How to Use Monday.com for Project Management

Joseph Lee
Vimal Kumar
October 15, 2024

How to Use Monday.com for Project Management

What is Monday.com?

Monday.com is a versatile work operating platform designed to help teams manage projects, workflows, and everyday work with ease. It provides customizable dashboards, automation, and seamless integrations, allowing teams to collaborate more effectively and boost productivity.

Monday.com Screenshot

Who is Monday.com best suited for?

Monday.com is ideal for Product Marketers, project managers, and team leads looking to streamline their processes. Some use cases include campaign management, project tracking, and team collaboration. It's beneficial because it offers intuitive visual tools, customizable workflows, and real-time updates, which enhance productivity and ensure alignment across teams.

How to Use Monday.com for Project Management

Common FAQs on How to Use Monday.com for Project Management

How do I create a new project on Monday.com?

To create a new project on Monday.com, simply click on the “+ Add” button in the workspace and select “New board.” Choose a template or start from scratch to define your project's details and tasks.

Can I integrate Monday.com with other tools?

Yes, Monday.com allows integration with various tools such as Slack, Google Calendar, Trello, and many more to streamline your project management workflow.

How can I assign tasks to team members?

You can assign tasks by clicking on the "People" column next to the task and selecting the team member from the dropdown list, or by inviting them to the board.

Is there a mobile app for Monday.com?

Yes, Monday.com offers a mobile app available on both iOS and Android. It allows you to manage your projects on the go with similar functionalities to the desktop version.

How do I track project progress in Monday.com?

Monday.com provides several visual tools such as Gantt charts, progress bars, and dashboards that help you track the progress of your projects effectively.

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker