Top 10 monday.com Tutorials & Training

Key takeaways

• Boost productivity with monday’s hundreds of customizable features. Leverage automation, integrations, and multiple project views (Gantt, Kanban, timeline) to streamline workflows and keep your development team on track.
• Enhance collaboration and communication. monday work management integrates seamlessly with tools like Slack, Zoom, and Google Calendar, reducing context switching and ensuring real-time collaboration among your developers.
• Save time and eliminate errors with shortcuts and automations. monday’s keyboard shortcuts, quick search features, and batch task update functions speed up navigation and project execution.

If you and your software development team have chosen monday work management as your preferred project management software, keep reading. You’ll find tips and tricks to get the most out of this reputable project management and collaboration platform.

What Is monday work management?

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monday work management is a cloud-based project management software solution you can use across various industries to boost team organization, collaboration, and productivity. It is especially popular among software development teams but is also beneficial for marketing, sales, human resources, and operations teams.

Some of the biggest brands use monday work management, including Coca-Cola, Hulu, Universal Music Group, and Electronic Arts. Here are some of the key features you can take advantage of:

• Customizable dashboards
• Document management
• File sharing
• Gantt charts
• Integrations with over 40 third-party tools
• Kanban boards
• Multiple views (timeline, calendar, chart)
• Over 200 templates
• Shareable forms
• Time tracking
• Automations
• User-friendly interface
• Whiteboard collaboration

monday work management tips and tricks 

monday work management has quite a list of features, but what good are they if you can’t make the most of them. Here are productivity-boosting and time-saving ways to get the most out of your investment in monday.

Save time with shortcuts

If you are going to be using monday on an everyday basis, the following keyboard shortcuts will come in handy. They can help developers avoid constant scrolling up and down the screen just to find an item, and they can make navigating monday a breeze for the mouse-averse.

As you access the keyboard shortcuts menu or cheat sheet, you will see two categories. The first is System, which helps you jump around your account and the overall monday work management interface. The second is Board, which helps you get around a specific board.

Here are some of the keyboard shortcut highlights that can save programmers and project managers time, make your monday work management user experience a pleasant one, and help you use the project management software like a pro:

Action	Keyboard shortcut
	Mac	Windows
Close item pages, dialog box, or search	Esc	Esc
Open or close navigation	Command + .	Ctrl + .
Navigate up/down/left/right	Arrow keys	Arrow keys
Navigate to the next cell	Tab	Tab
Navigate to the previous cell	Shift + Tab	Shift + Tab
Open column view	Space	Space
Search the board	Command + F	Ctrl + F
Copy a cell’s content	Command + C	Ctrl + C
Cut a cell’s content	Command + X	Ctrl + X
Paste a cell’s content	Command + V	Ctrl + V

Quickly switch between boards

In monday, you can display and organize your data using dashboards, boards, docs, and workspaces.

Dashboards provide a higher-level view of all project information and can be used to create summaries and reports. A dashboard is comprised of multiple boards.

Boards are interactive and collaborative spaces within monday where you can keep track and manage tasks and projects. monday boards come in three types: main, shareable, and private. 

monday also has workdocs, which teams can use to connect, collaborate, and execute ideas and workflows all in a single place. And there’s the workspaces, which provide users a way to better manage multiple teams, departments, and projects in one place.

The monday Quick Search function lets project managers and developers seamlessly switch between dashboards, boards, docs, and workspaces without having to execute a bunch of points and clicks with your mouse.

To use Quick Search for seamless switching, hit Command+B on your Mac or Ctrl+B on your PC. Then type in the name of the board you want to switch to.

Use custom workflows for agile development

monday supports Agile methodologies like Scrum and Kanban, which means you can create Kanban boards with just a few clicks to visualize workflow stages (Backlog, In Progress, Review, Done), while Scrum teams can use Sprint Boards with columns for sprint planning, daily tasks, and completed stories. By tailoring board structures to match your development cycle, you can enhance team coordination and ensure timely delivery.

For teams using Scrum, monday’s Sprint Planning Template can help track sprint goals, assign story points, and monitor sprint completion rates. Meanwhile, Kanban-style views make it easy for teams practicing continuous deployment (CD) to track tasks as they progress through the pipeline.

Link GitHub, GitLab, or Jira for better issue tracking

Developers often work with version control and issue-tracking systems like GitHub, GitLab, and Jira. Instead of switching between tools, you can integrate them directly with monday.com. This allows you to sync pull requests, commits, and issue statuses with your project boards, ensuring that all stakeholders—developers, project managers, and QA testers—stay aligned without having to manually update task progress.

For example, when a developer pushes new code to GitHub, monday.com can automatically update the corresponding task, mark it as “In Review,” and notify the QA team for testing. This reduces manual work and ensures better tracking of feature development and bug fixes.

Prioritize bugs and features with labels and filters

Managing multiple development tasks can get overwhelming. Use custom labels to categorize tasks as bugs, feature requests, technical debt, or improvements. This makes it easier to filter issues based on priority and type. Developers can also create personalized filters to view only the tasks assigned to them, preventing information overload and making it simpler to focus on critical work.

For larger teams, color-coded labels can be used to differentiate between frontend, backend, and infrastructure tasks, ensuring that developers can quickly identify which tasks belong to their area of expertise.

Use integrations to boost collaboration

While monday work management has several collaborative features of its own, you can extend the software’s functionality via integrations that connect it with third-party apps like Gmail, Slack, and Zoom. In doing so, you can ensure team members and clients get all the info they need without having to manually send out separate messages.

For example, if you integrate monday work management with Slack, To add an integration, simply go to the monday board you want to add an integration for and hover over to the top right side and click on Integrate. The Automation center will pop up and you can choose among the available integrations. 

Once you’ve chosen an app to integrate, you can start defining your parameters. In the case of Slack, monday has a plethora of prebuilt recipes you can choose from. When it’s all set up,each update or comment made through the messaging app on monday work management will automatically get sent to whoever needs to see it. 

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Keep a close eye on your dashboards

Project management software like monday work management can keep you organized and productive, but it also gives you greater insight into progress and what needs to be fixed. Dashboards in monday work management offer this functionality, so use them frequently to dive into deep detail regarding your projects’ resources, budget, schedules, goals, and so forth.

Avoid overwhelm with the workload view

monday work management can help you avoid overloading certain workers to the point that it stunts your organization’s progress. With the Workload View, you can see what each team member has on their plate, as well as related deadlines, so that you can adjust workloads accordingly.

Pick the best view for mobile

Developers using monday work management on the go will have many viewing options through the software’s mobile app, but if you had to pick the best one, you could not go wrong with the Table View. It is widely regarded as the best view for mobile. Not only that, but the Table View is also most often used by developers and not project managers, as it lets each individual see what tasks they must complete and by when.

If you’re planning to use the Table View in monday work management, use monday’s powerful filter builder to dial in precisely the info you need to make quick, accurate decisions. 

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Ready to learn more about monday?

If you want to explore monday work management’s full feature set, check out our monday work management software review. ■

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