Complete Monday.com Tutorial For Beginners (Work Management Guide)

hey there in this video I'm going to teach you how you can use monday.com this is going to be a complete guide

that after finishing this you will know exactly how to use it and down below in the description you are going to find

timestamps so let's start right now this video is going to be for the Work Management plan on

monday.com if you desire to uh watch the CRM tutorial I made also video for that you're going to find link Down Below in

the Des description so when you're going to choose the Work Management the process of the set uping account is

really simple what I really like is that monday.com offers you a 14-day free trial in which you can test uh things

out what I recommend to check out is to see uh what kind of things you actually need if you need to go with a pro

version or the standard if you need time tracking chart view in this video I'm going to share with you like everything

that you need to know so then you're just going to click here try for free and you're going to set up the account

and now you've entered monday.com for starting out it seems that it can be a lot but we are going to

learn how to move through it and understand everything what is happening so the first thing that we are going to

do together is that I'm going to share with you the settings the important things you need to know regards your

profile and administration so so let's go to the top right where is our account and then under account you are going to

find my profile let's click on it in the moment when you are going to uh click on it I recommend to if you

want you can add a Skype you can add a birthday here add a work anniversary or then you're going to find like a phone

number Mobile phone and location so so you can uh change that and then you can also change the profile

picture if you want so I'm going to upload it so you can pause the video here and then you can just

like like this okay and I'm going to crop and save and I have my own uh picture then you're going to have

the work schedule and work schedule is primarily if you're going to work with other people

where you are going to find the working days and hours and you see right here the Monday Tuesday Wednesday Thursday

Friday then you're going to have like time off and to edit it you're going to have

these three dots here on the top where you're going to click here edit schedule and here you will have option

to edit the schedule of it so you see the uh weekends here and then you're going to have the

work schedule where if you want to for your work schedule uh you can change things here so here you're going to find

the Monday Tuesday Wednesday Thursday Friday I can click on it and then you can change the hours and of course this

is if you like just want to have it here you're going to find it that you can have like 9 to Friday let's say not

going to work at all or first day I'm going to work until like this like 5 hours

only uh not eight and then if I want to I can edit a time off when I'm going to click on

it and here you can choose like when you are going to have time off so let's say I'm going to

have like this and a time of name it can be holiday okay and as you can see uh this

is like the days that I'm off and you can just like choose it here in account schedule so here you will have the timer

off and this is what the schedule we have and uh then if you want you can add more

schedule uh to your account but that's pretty much it so now when we go back to our

profile and we're going to click here account schedule look at that so right now we can see we have the Monday

Tuesday Wednesday first day is cut it little bit so less days then you're going to have the Friday and then you're

going to have uh the time off so this is something how the personal information works there then under personal info you

are going to find working status and here you are going to always choose at the working status so you can

have in the office working from home out sick on break out office working outside family time or do not

disturb and then and if you want to let's say I'm going to be in the office or like working from home and if I want

to I can choose the dates so let's say it's going to be for these five days right if I'm going to be outse I can

again choose dates when it's going to be and if I'm in the office I'll just press here in the office so that's how the

working um status works and then if you want to you can also disable online indic a you also

won't see if others are online that's what you can do then under working status are notifications I

highly highly recommend to uh change notification settings for things that you want to have and not want to have uh

be like kind of bothered by that are like not important to you so let's say mentions you want to have it updates

maybe I don't want to have it just in Monday only by email or only in monday.com but not in email then you can

to have uh replies to conversation I'm in okay I want to have it only with email so I recommend checking out

notifications for the things that are important to you and uh that you want to be notified by and uh that's primarily

for the notifications then you are going to find the language and region where you can

change the language also where you can change the time zone time format date format and then

also a first day displayed on your calendars so that's about the language and region password where you can change

the password and uh session history where you're going to find the history of

where did you log in from the next step is Administration so for the administration all we have to do again

is go to top right to your profile and there under archive you're going to find Administration let's click on

it here or when you're going to be you're going to find a general settings here like account name account URL

here uh then you're going to have click here account where you're going to choose at the

weekends then also you're going to have the weekends on calendars like enable weekends in calendars or disable

weekends in calendars and you can also export account

data uh then you're going to find the work schedule that we've already dat where you can add the schedule if you

want to under General then you are going to find

customization where you can change and add your own branding you can also change the email

header next to The Branding you are going to find features where you can have features

like you can enable or disable uh gifts for the account also uh you can display a link

preview so when you're going to hover over YouTube video is going to uh like enable the preview or you can have it

disabled I recommend more or have it disabled to not be distracted from my own perspective and then same thing you

can display file preview if you want to you can have it enabled this is completely up to you uh then you're

going to have the enable or disable the pre-made due date reminders so uh this is something you

can also have disabled and enable or disable pre-made status

updates also the online activity indicator show or hiire users online status you can have

it and enable or disable aoin when getting mobile app using the QR code again you can enable or disable

it and you can have more settings here that you can change if you want to now because I don't know if you find it

important or no uh the next thing are boards so setting the board defaults so these are the default board labels if

you would add a board would you would actually have there if you have a template that you're going to use for

multiple projects and multiple boards you can change it right so let's say you're going to have it done working on

it stuck and um like preparing you can have there or you can just like rename it if you want

to you can even change the the order of it so I can like preparing Stu working on done

and you can have like multiple cores that you can change then uh next to the boards you're can to have user

profile here you can customize the fields that your teammates will be required to fill on their profiles you

can flag the fields that you want to appear in the contact in their contact at least title

so you'll see right here what are the things that you want to have and let's say we want to have also

uh what is going to be like the email here the phone Skype location birthday work anniversary or if you want to uh

you can add like new custom field here and you can change even the logo of it then the Field title and edit a field

Place holder text so you can add more things that you're going to ask from your teammates so this is another thing

that you can uh change and you can play around with what you actually need from them and then you're going to have like

the the hi this field in user profile display or when I'm going to press it and then you're going to have also

option here for the flag that you can flag the fields that you want to appear in their uh contact list

title then you can to have user notifications and customize default notification settings for new users

existing user settings will not be affected and you can also change these notifications if you want to so that's

about the user notifications in this part I'm going to share with you what you are going to

find in monday.com so here in monday.com on the left you're are going to find home where you're going to find uh like

the workspaces the update fit and just kind of like the dashboard right under home you're G to have my work uh when

you are going to click on my work you are going to find the tasks and the things there are for you if you

assign yourself or someone assigned to you into the monday.com projects here you would find for example task one and

here I see that I'm assigned to it so this is the my work and you can switch between table and calendar

and then under my work you're going to find also the favorites the things that you are choose as a favorite like let's

say tasks projects and things like that so then on the top right you're going to find

notifications and here you're going to find uh some notifications regards who mentioned you this is something that we

were doing that you can have like notifications enabled disabled in monday.com or in email then the next

thing you're going to have update feed here so update feed is that you're going to find uh

what goes in my feed you can have all boards in my feed updates without the boards so these are the updates if you

were mentioned all account updates bookmark so maybe you're going to use that in the future too then you're going

to find option to invite members here you're just going to write email and invite them

and then the next thing is that you can have Monday marketplace where we will go later in video and here you are going to

find uh different kind of applications in uh that you can like download and use for yourself in

monday.com and then you're going to have Search Everything where you can search uh for

things like crossboard updates files everything and then you're going to have help and the product switcher that if

you're going to have let's say CRM or the monday.com devs mode you're going to find it right here so uh that's about

what you can find around on monday.com and now let's go for the hierarchy and now let me share with you

how monday.com hierarchy works so first you're going to have workspace you're going to have it on the left side right

here and you're going to click on workspace right there you have option to add a workspace or browse all if you

you're going to have multiple workspaces and how it works in is that under the workspace you are going to you can

create folders and then subfolders and then you have option to add dashboards board work doog and other things there

so if you want you can completely skip the folder and subfolder and have only this but if you're going to have

workspace and you know that you need to have folders there then it's okay to uh have it like that so I'm going to share

with you example workspace can be my YouTube channels okay I I was just like my business that is primarily about like

7 to 10 YouTube channels then I would have folders that would be a folder of this channel then folder of another

channel so I would have multiple folders and in those folders I would have specific information for those channels

like dashboard boards work. fors affiliate cooperation sponsorship directly for that specifically folder

that is going to work as my YouTube channel I hope it makes sense so there will be a workspace of uh my business

then could be a workspace of of my home so there I could uh have not folders but I would just have some kind of like

boards there for the what to do with the kids what to do with a partner what to do with a car and what I have to do with

the with the cats that I have at home so um these are would be like different workspace and then if if you want you

can have a different kind of workspaces it really depends what you need but this is the primarily what I wanted to share

with you how I perceive it now of course is it depends uh what kind of job you do what kind of business and if you want to

combine it with your personal life too now when we going to dive deeper uh into the workspace we are going to create it

right now okay so here on the left when you're going to click M workspace you're going to click here add

workspace here you're going to have uh the new workspace so let's say I'm going to name it

business my business and you have option to every team member in the account can join or I'm going to have it

closed it's for the Enterprise only so we can have it only open now I'm going to click add workspace but right before

it you have option to edit it right here under add new workspace so if I want to I can change the

color I like green and I'm going to add H know the money symbol or or the sun symbol and then I'm going to add

workspace so look at that right here when you would click on all the workspaces you can switch between the

workspaces now what we can do now here uh you can this works the workspace is empty get started by adding boards docs

forms or dashboard so what I can do here I'm going to add item to workpace and here what you can find here we can add

board so you have option to add a board with a template then we can add a doc or I can start with a template I can add a

dashboard also form I have option to add there and then folder and then of course you can add apps if you want to if you

have like uh Google Quicks access to monday.com some kind of like app Marketplace we will get to that later

but primarily this is what you can add so this is what I was talking about right now we have the workspace but what

I can do is that I can go directly to the dashboard to add a form to add a a doc directly under the workspace if I

want to or what I can do is that first I'm going to add a folder

and then you can add a sub folder and then I'm going to add into those uh the dashboard board work doog and things

like that so first thing here I'm going to click plus and I'm going to add a folder right

here okay and I'm going to name the folder this is going to be business so where I make consultations uh with

business owners and things like that nice we have the business so then I can click add iton to workspace and I'm

going to add a different folder that I have knowledge by Marcus YouTube channel and I could add multiple channels like

these right and right here you see that we have two folders right now they are empty that's

okay and now what I'm going to do I can uh click plus Here and Now first we are going to start with adding uh the board

so you have a two options first when I'm going to click here and add a board I can add a board or I can start with a

template so first I will show you how it works with a template and then we are going to create the the board by

ourselves so when I'm going to click here start with a template you are going to find plenty of templates that you can

use depends uh what you want to use it for so let's say that you are in marketing right and you can choose here

email marketing product marketing Lounge Communications and PR or I can click here sales and CRM and I can go with a

basic CRM real estate CRM contact or I can go if you're a freelancer you're going to have event

management so you are going to find plenty of uh opportunities for the templates that you can use then what you

all you have to do is click here even management and let's say I'm going to click use a

template and you can choose for what kind of workspace you want and in the moment when I'm going to click use a

template is going to create a board or boards for me so let's just see uh how it looks like I will delete it and then

we are going to create the board for ourself I just wanted to show you uh what it what is actually happening when

you're are going to choose some kind of template and here you're going to get it so here you see that it created a folder

for me on on the left there you're going to find even planning check even planning even RSVP process even

dashboard and there you can have everything like pre-created for you uh what you can uh do with it so

that's regards how the templates work and now let's create the board uh for ourselves and I'm going to show you all

the all the things you can do with it so to delete existing template what we are going to do all we have to do is

go to the folder there you're going to have Three Dots and then you're going to find

delete folder under collapse all folders so I'm going to click here delete a folder okay delete and here we got it so

now we're going to add all the board by ourselves and all we have to do is click here new board and now you have option

to choose a name so let's say this is going to be um my content creation and you have option to change the

Privacy to main then you can have it as a private or you can have it as a sharable for working priv with guests

outside your account and then uh what you are actually managing in this board you can always choose it so it are going

to be items Uh custom clients leads budgets employees projects I'm going to choose tasks here and when you are going

to finish this part here you can click here create a board and now when the board is going to get

loaded I'm going to show you what you can find here and then we are going to dive even deeper okay so first as you

can see what we can find here here we can see a group under the group you're going to

find items or tasks and then you're going to find let's say a second group here so you can

even perceive it as you see like the status of working on it done so these are the group title and I can have for

the content creation uh regards like it can be like a video right and it can be a video about monday.com tutorial and I

can have item as a script as something else something else and like thumbnail and it will be like working on it

stopped done so we are going to I'm going to present it that way that we are going to create it but that's how the

group with items work would you can do you can always add a new tasks here or where you're going to find it and or on

the bottom you can also add new groups so that's about the groups title and you can always like rename it so

that's about uh like the dashboard then you right here next to the main table when you're going to look at you're

going to have ADD view so you have the views here as a main table this is like the the main main um

board and then if I want to I can add just table so you see it looks the same and

I'm not going to show you exactly like every single one uh in this moment I will share it later in video but I just

wanted to share with you that here you're are going to find all the board views that you can use for your um main

board now then you're going to have option to click here and you can import tasks or

add new group of tasks or I can click here and add new task what will happen is that if you're going to create new

task it will pop up right here then you're going to have search but the search works only in that

specific uh board that you are in then you're going to have filter board by person so let's say that you

want to locate how a specific employee or someone is doing you can find them right here and now if I would click it

look at here I can see only one item that is assigned to me now I unclick it and I can see all the tasks then you're

going to have filter so if you want to uh you can have like Advanced filters like where column let's say name

is or let's say when where person I can go like this where person person is me it's going to search for it right or

I can go where status is working on it and it's going to again search for that so this

is how is like Advanced view or like Advanced filtering or what you can find in your dashboard so again when I'm

going to click filter you're going to find uh the all columns here that okay I want to go by status which is done

and it's going to search automatically for status is done so we can either always write it and and like have this

kind of like filtering Advanced or what you can do is that you can click here filter and then choose the option from

here so that's how you can do it uh then you're going to have sort board by any

column and if I want to I want to sort it by status and you can have ascending or descending

right and and that's it what you can also sort it by uh then you're going to have also hide columns so let's say that

you want to hide person and status because for you it's not important and right now for you you just want to see a

date that's something you can also do so that's about uh the person and status then you can also group items

and let's say you want to group it by status right and do you see what happened right now so um do you remember

in a start we were doing is that we're going to have working on it done and let's say I'm going to choose the status

here stuck and right now we have fre groups so we first edit the the groups by date

or just like this traditional where you're going to have just groups but if I'm just going to that I want to see

groups by status and I just wanted to see like which are what is the state like which

are working on which are stuck you can see it clearly here and this is also great something

you can do and that's something that I like so you can group items by is my one of the favorite features that you can

use if you need it then you can have the free Dots here where you can pin columns uh then you can also item height

that if you want to you can change the item height to even triple if you want to have it bigger for some

reason so I'm going to make it to single then you're going have again Three Dots here and you're going to find

conditional coloring so uh column condition so when name

is or like when let's say person is me I want that cell to be maybe like this okay and do you see that the

conditioning changed so this is something that you can also have if you want to and you can do it for whatever

you want right and this is something that you could also possibly like uh the

conditioning and how it works uh then you're going to have also the default item values prefer SS for all new tasks

on this word so what it means is that let's say you're going to have fre Dots here and this can also save you time in

the future but you're going to find periperal cells for all new task on this board and we going to have person is me

and that the status is going to be working on it and if if more I'm going to have

columns here I can just fill it out so look let's see what happens I'm going to save the changes and in the moment when

I would click here and add new task see what happens automatically it added person as me and it added the

status working on it so that means uh right now it's always going to be like that and of course when you're going to

have threee Dots here I can remove the conditioning and I can also remove the

default clear all values save changes so this is uh what this kind of like part here is doing I hope you understand it

well because for me it's kind of like intuitive it's not that hard to understand uh later in the video of

course we're going to look on Integrations and automations but right now I want to share with you also uh how

the columns looks like then we are going to go for tasks on how you can add a task what you going to find in the task

and then how it works with columns and then we are going to create a specific new views what do you say about that so

here when you always going to have the columns and you would click here on a column you're going to find Essentials

so like status drop down date text people we're going to do every single one of them then you're going to find a

super use here that is a files connect formula checkbox priority label and then you're going to have more columns

here and you're going to find all the possible columns that you can and can add to to your items it really depends

like what you need but these are the columns that you're going to find with monday.com so first let me share with

you what you can do with a group and then I'm going to share with you how you can add tasks so where you're going to

find uh the group title you're going to find free Dots here so when I'm going to click here free dots if you want to you

can collapse the group uh collapse all groups if I want to or I can expand all groups then you can to have add a group

duplicate this group if you want so you can duplicate tasks updates or tasks then you're going to have move group so

if you want so you can easily just move group to uh to different board you can rename the group group you can change

group color you can even export it to excel let's say I'm going to make it righted

now okay if I want to I can delete it or archive it so that's about group so I'm going to name uh the group

monday.com tutorial because that is going to be my uh video that I'm planning to

do so now comes for adding the tasks so to add a task you have two options how you can do it the first option is

that when you're going to click here on top left new task or what you can start doing you can

just start writing under the group right here so I'm going to write here write a script okay now first I want to share

with you what you can actually do with the tasks so I can click here

where you're going to have this kind of like check here and when you click on the check you

can duplicate the task if you want to you can export it archive it delete it you can even convert it you can con wor

it to sub item if you want to you can move it to something or you can choose apps here so these are the things that

you can do with the task so here when you're going to open it let's open it together

we can see what we can actually do with it so first thing first you're going to have option to have updat so you can

write an update hit right now and you have multiple options what you can do with

the text here like add numbers bullets table link align line change direction or even make it

bold italic underline all those things that you can do with it also you can add uh files to it you can

add a gift Emoji or mention someone then next to the updates you're going to uh find that you going to have

files there and uh you can search for files and you can add files to it so let's say

it would be uh some kind of project where the files are going to be important you can just add a files there

and then you're going to find activity log there so what was actually happening with that specific task so I'm going to

just simply add a file here to see how it's going to look like for you I'm going to be in desktop here and I will

just choose some PDF file here so okay let's go with this one and

now it's uploading uploading the PDF and it's going to be right here for people or for me when I would like to open

it then you're going to have option to also add a view here so items View to visualize and

manage items in many different ways so if you want to uh and you're going to have your

um your items view you are going to have multiple options what kind of views you can add there so item description add

reach and detail descriptions to your items so I can click here add to item and look what will happen automatically

it's going to add you the item description where you can just start writing here and add a sled here and

this is similar to the notion I don't know if you've ever used it but here you can add table layout divider page break

media video so this is little bit more comp complex comparing to the standard updates where you're going to write here

the text but here in item description this is like creating in way even even more

complex item if you need it to so that's about item description all you have to do is write slash and then you're just

going to choose CH things here like let's say I want to add a table like this and I can have a table directly in

my tasks which is amazing in my opinion then when we are going to add a different view you can add send and

receive emails create email templates and look activities

okay and uh if you you need like a free trial for Monday CRM so if you want I can I'm going to like show it in uh the

CRM video about the emails and activities so that's what I will do in a video so you can check it out then also

we can add view you're going to have ques uh quotes and invoices and if you want to you can

create instant documents directly in monday.com for the items and you can to have all the all the information that

you need directly in a task which is insane in my opinion so that's something you can also so

do now when we are going to go even further I can add a view here and you're going to have more more things here like

file your gallery manage and Cate on your files with your team get Overview at the glance so this is another thing

that you can add here so these are the primary most important things that you can add for the items maybe you're going

to find it useful and for example with the quote and with the billing here with the quotes and invoices this is just a

standard procedure in which you're are going to add you're going to have Bill from Bill

two where you're going to have a company name company address company country contact email then also items here and

then you're just going to add a signature and you can download it so yes that's about the quotes and

invoices for the task now the next thing that I wanted to show you regards a tasks and what you can do with a task

ask is when you are going to be and you're going to see that TK here you're going to find this like small

Arrow next to the task do you see that expand this item now when you're are going to cck here on expand this

item you have option to add sub items so let's say write a script and I'm going to have like a meeting

with script writer okay meditate what script I want to write okay and now when we have the

tasks and we finish it this is the most what you can do out of the task the next thing that we are going to do you can

always open the tasks page right here we are going to work with columns now columns are are really simple to

understand so first when you're going to see these main columns like person status and date if you want you can make

a column shorter or longer just dragging this part right here uh then also if you want to you can rename the

column like status one for this specific group and then you're going to have three dots here

where you can customized status column you can add description to it you can even restrict column editing even

restrict column view you can filter out the column you can sort it out or you can even collapse it like

this you can group it by and then you can to have also option to uh duplicate column you can also add

column to the to the right of the day timeline people text things like that and if you want to you can even change

the column type so to something else and then of course then you can rename it and delete it so that's about

the basic function what you can do uh with the column now when you're going to click on next to the date you are going

to find add a column and here are the essentials so status we have then we're going to find the drop

down and here I can create labels like one then I'm going to have

two three right and what I can do now I can see here one two three right is drop down

then I can see here the labels this is going to be two and let's say this is going to be free so I hope U this is

like a drop down that you can choose from multiple points here then I'm just going to delete this date here and

Status so I'm going to show you everything when I'm going to click plus here again we're going to find a text

here this is a standard text uh that is going to work like okay this is just text if you want to have some note to

the task but you don't want to directly write it to the uh to the task you can have it like

this uh then you are going to find the option to add a date this is something you've already had is that you can

choose uh a date for like when the task is happened like it's going to happen then the next one are people this

is something that we've already got people is for assigning people so when you're going to have team members or

people you're just going to choose uh the the person right here and that's for the

people uh then you're going to find the numbers here so numbers this is a standard fix so let's say this is going

to be like 500 right and if you want to you can add like various symbols but this is just a standard numbers and

that's how it works and you see right here there is assum when I'm going to close this

um then I can go let's say it's going to be 200 and is going to be 700 and look what happens here so when you're going

to add a number 500200 you're going to have option um like on the sum when you're going to click you

have option to add if it's going to be dollars Euro Libra percentage or type your

own and you can have it to the right or to the left the price and then if you want to you

have option to have like average is 350 median minan Max count or none so these are the things that you can actually add

and in moment when you're going to change the number to let's say a dollar all the numbers are going to be in

dollars so you're always going to change it by changing the numbers right here I hope it makes sense so I'm going to

leave it like this but this is also important if you want to add numbers how it actually

works uh then when you're going to have the plus here and we add in the numbers then we I'm going to show you exactly

like every single thing that you need to do need to have is that add uh you're going to have the

feature and I'm going to show you right here plus and we can add files so files are standard you're just going to click

here and you have option to add file from computer from webcam from Doc from link this is a standard

thing uh then the next thing that you're going to find you're going to find formula so formula is where you're going

to find a columns and uh you're going to have functions that you can add this ismer to

to Excel or a Google sheet that you can use various various um formulas there so I

won't really dive deeper into it because I don't know what kind of function you need or constant but this is where you

can have it right then the next one you are going to find connect and I will um show this like

later in video so what you can do is that if you want to you can just like choose boards to

connect when you're going to choose them and you can now visual data from your connected boards with the mirror

column the mirror column helps you reflect information from multiple boards creating more visibility and control and

you're going to create a mirror C room and what happens is that look at that so if you are going to have I will explain

it right now so how it works is that you're going to connect two boards and here you're going to choose like okay

from the project management board I want to have like let's say priority and here I want to have person

right or or group so you can like connect mirror data from the two boards that you have so this is something that

you can do if you want to and that's how the whole process works and

yeah so delete I'm going to show you the next ones when I'm going to click plus here

uh we have the checkbox this is the really just like easy thing when you're going to just click here and this is

like a done but if you want if you're a fan of like having a checkbox uh this is another thing that you can

do and then you're going to click plus here and you're going to have priority so this is like critical high

medium low so this is a different comparing to status where you're going to have working on it uh here you're

going to have like low medium high critical this I can change to medium and uh you can always click here

and you can edit labels so if you want to you can even more add more labels if you want to so that's about priority

maybe you're going to find it useful then when you're going to go further uh you're going to have timeline

so right now let's say it's going to be from 13 to 30 and this is going to be from 28 to

30 and you see that this is the timeline that you can add to it now when we are going to go even

further you are going to have option to have a label so you see this is like the label

that you can add to it so this is not like a status this is not like a priority this is a label that you can

create for yourself like what kind of label you want to add for your task I don't have right now any example what

you can do but that's something you can think about what you could actually add there

uh so next one is a label that we've done so more columns and as I mentioned we did the

status the priority the label people uh you can have like Monday do Monday dog so what it means is that uh

we are going to add a dog together and here I will show you how to actually use it uh in a separate doc file what

you can do but if you want to and you want to have like plenty of notes regards it you can add it directly as a

column so that's something you can also do then when I'm going to click plus here more

columns and we've did the date timeline long text is similar to the text by but long connect boards mirror this is the

thing that we did also checkbox uh hyperlink is also simple hyperlink what it does is that with

hyperlink you have option to just like add a YouTube video so I can come here youtube.com and I'm going to click on it

and I'm on YouTube right so uh that's about it and now when I'm going to click plus here

again and I'm going to look for world clock so you can keep track of the time anywhere in the world then it will show

unique ID for each item then you can have the phone so this is primarily really good for the CRM so you can just

write here phone number and it's going to be right here and uh that's about the phone

it's like simple that you can call directly from it and then when we going to go even

further you're going to find files here that we've already done then you can to have

the location so if you have the location this is also good for the CRM or if you're working with someone you can just

like let's say this going to be matcho picture right or where is the contact from like where you need to go you can

have it directly there so that could be also interesting for you now when I'm going to click plus here again and I'm

going to check out uh you're going to find here the team power up so so adding a tag to categorize items

across multiple boards because then what you can do you can search things by tags uh then you can have the vot here so

I'll also show you the team power up maybe you're going to find it useful and then I'm going to share with you the

board power up so tags also really simple because I can just add here the

tag YOLO and this is the tag YOLO right and in the future when I'm going to press

here YOLO and I'm going to let's say also add for this item I'm going to add a tag YOLO

and if you can to have the tags multiple boards then you will just like click here for the YOLO and automatically

across boards is going to like show you right you're going to find options to add a vote what item pick a new feature

or favorite lunch place and I can like wot here or wot here you see so that can be also

interesting for you that if you want to add it then you have another columns here so

for example you're going to find like rating so rating here is like how much you want to rate

it also really simple for understanding but that's also what we can do what kind of column you can

do then when I'm going to click plus here again you are going to find option to

add a progress tracking this is also interesting one that I like and now how progress Works um progress Works in a

way that when you are going to have I will show you right here you can have multiple status here so for example this

is for the project of like materials you can have funding here project phase and you see ordered approached done working

on it and progress done for 75% so how does it work is that you need to have multiple status columns and those status

columns are going to reflect the progress column and that's how it works so right now as you can see I will show

right here I have only one column of status and it's done so now let's say I'm going

to have multiple status columns then I'm going to move here and it's going to be done too but I

need to like re remove the progress and now I'm going to add the progress and I will show you what will

happen see 66% and uh like this is how it actually works and how you need to like play play

around with it and what you can do with it but I just want to make this a quick way on what we

can do and how it works with the progress I hope you understand it if you want deeper explanation Let Me Down

Below in the comments and I will I will do deeper explanation for it so now when we going to go even to more columns uh

then you're going to find uh the board PowerUp so first thing first you're going to have the board PowerUp button

perform action on items by clicking button Okay add to board and you that is like kind of like

loading bottom column settings and that you will have to like change I'm going to like remove these

ones here so what is going to happen right now is like not loading I hope it's

going to load for you like what is going to happen when you are going to click the button

see set up uh ex like duplicate move I notify someone and more and okay now this is like kind of

like automation so when button is Click what is going to happen so we have option to to move item to the group or

notify someone or change status or create sub item or set a date so let's say I can just click here and when

button is clicked I can go change status to uh let's say it's going to be status or like let's change the priority to low

okay let's create the Automation and look at here this is our first automation that we did is that

right now when the button is clicked the priority is going to change too low so now when we're going to click here look

at that so this is the priority critical I'm going to click it and you see right here the priority

changed to low so this is how the button Works maybe you're going to find it also like important and interesting for for

you what you can do with it and maybe you're going to like it now when we going to also add a column here and I'm

going to click more columns you're going to find dependencies so set up the pendency

between items in a bard word and how that works is a look at that select how timelines shift for items with

dependencies so items timelines will just avoid overlapping with the other items they dependent

on and you see right you're going to find a stct here what happens is that everything

moves no action so when you're going to move uh one is not going to be like kind of like kind of dependent on it and or

you're going to flexible so look at that see so you can choose which one you want and it's like how dependency

works and you're going to have like this is dependent on and this is like a little bit for me

difficult even to explain but I will try it so you can uh you're going to have write a script that is like monday.com

tutorial and you can to finish to start start and this is like these two are dependent on each

other and start start to start right and this is kind of like uh kind of like beta version but this is

how we going to have like dependencies now I just quickly just show you something if I'm going to have it

in in gun do you see that so right now uh we have kind of like dependency done here between these

two that's what we've did so we have right now write a script is dependent on the group title item four so I hope it

makes sense at least little bit I'm not really using dependencies that much but I hope I explain it at least little bit

what you can do with it so now when we going to go further our more BS you're are going to

find another ones here you're going to find the drop down so this is what we already done then you're going to have

week this is similar to date but here you're going to choose you're going to select a week on which each item should

be completed I'm not going to re edit because that's kind of like simple then you're going to have the country here so

you're going to just choose a country then you're going find a Color Picker this is you can manage a design

system using a color pette so I'll just show you that see and like this is for primarily

for the design I would just like I need to um remove some of these because there's

like too much of it and I'm going to click here and choose like color palette and this is

like what kind of color of thumbnail you want for example right so that's how the color P works then when I'm going to

click plus here and I'm going to click more columns you're going to find the time

tracking so this is also interesting one time tracking is simple all you're going to find you can you can add

session manually or you're going to click this like play button and then it starts tracking time for you so you

don't have to use for example clockify because you can just like use it right here and you're going to find for how

long have you been working for the task primarily if you're being paid for let's say on hourly rate or your kind of

supervisor or you want to know okay how long does it take me to actually work on that specific task and then when

you're going to finish it you're going to just play pause but of course what you can

do you can add session manually so this is like 1 hour right so these are the this this the thing that you can

add and now I can let's say add so yes that's like what you can do with time tracking now the next thing

that I wanted to share with you and what you can do is that you're going to find option to add times to manage and

schedule task shifts and more so this is like the our task and how the our task work is that you can have it for let's

say okay you can have like 5:00 a.m. right that's like simple and then the the last one that I

wanted to share with you from the B power up you're going to find email so this is also great for CRM or

something that you're just going to have let's say I have affiliate corporations I would have directly the email right

here in monday.com so uh that's something that that you can do so right here I

would have email I'm going to click plus here and I'm going to add user an example and then I would just like add

here the text display and that's something you can also do and could be like

beneficial and that's about the column so I explain like the most important things that you need to know and how it

actually works so if you're going to have any questions let me down below in the

comments regards to this then you're going to have the the some kind of like combos here there are like three of them

here so you're going to have use a date combo to see urgent overdue assignments in a single date then you can have

option to use a timeline combo to see urgent over assignments in the time range so I can click here like the date

and status and look what happens so right now we have the status working on it and

I can add a date so you can do also also like that right or like 15 November like 2 days

left so right now you have 2 days left for for that to be done and then you see right here look at that until 15

November it has been done so this is kind of like combo that you can do that is also for me interesting to see and uh

that is like possibility what you can achieve with it so like check these combos out maybe you're going to like

those and now let me explain how the board views work and we are going to first start with a gun so board views

Works in this like kind of tab here that you can always going to have the main table you can add a view and we are

going to learn how to work with all these board views and I like there is no point to adding another table because

this is the table that we have for this board but we are going to start with a gun of course uh I'm going to explore

all the views that you can add so uh you're going to learn it all so now let's start with a gun gun works

pretty for me intuitively it's nothing that hard to understand and how does it work is that you are going to have

option to even add a new task directly in a Gant now important thing to know is in the moment when you're going to add

new task in a in a Gant it will automatically connect to the main table so let me just show you I'm going to

click here add a new task and this is going to be um this is let's say make a video about clickup right and I'm going

to have a person here which is going to be me so I'm just like adding directly uh a task into my Gant that is

connected to my board and is reflected on uh the main table too so what I'm going to fill out right here will show

these are all columns that we've added in the main table and now if you want to you can even change the group so let's

say I'm going to have group title or new group or monday.com tutorial and let's say the title is going to be make a

thumbnail for monday.com video and I can add a timeline so I want to have it for Friday

to be done and with like Friday and Saturday uh then I want to have I can add like

um Color Picker time tracking email date all of that you can add here and let's say it's going to be like working on it

and I can click here create a task now we have right here you can see that we have the task right here now if I want

to I can edit the task set or remove the Milestone and when I'm going to back go back to main table look at that we can

see directly the the task right here so everything is like connected together now when I'm going to go back to the

Gand and uh what I'm going to find here is that I'm going to find here the option

[Music] to to add and change the date range as you can see if I want to this is like

the November and then when I'm going to come here this is like December then of course you can like

move it like here with the arrow now then I can click here on a Baseline and it's going to pop up for me and what

you can do is that you can on the top left you're going to find option to filter it by people or filter it by

different things so this is also similar what I was talking about in the main view in the main table that you can use

the filtering and then you're going to have the widget setting so you can group it by right

or let's say I'm going to have it grouping by status and do you see what happens so

I group the whole gun chart with status and right now I see the done is new task working on it make a thumbnail for

Monday and empty new task or write the script or I can choose here group it by person so I see which one is assigned to

me and which is unassigned or you're going to have a color by visual settings so you have

like multiple things here I'm not going to go to every single one of them but these are the the kind of like field

ring that you can use and you can have like if you have fiscal year you can choose that or

color by let's say Group C or color by board or person you see right now this one is red and these ones are not you

can label it by group see you can add a label so you can really play around with it what do you want to have it and how

you want to have it then on the top right you're going to have option to uh change it to months to

quarters this is also what you're going to find here like weeks days another thing that you can do and

you can zoom in in and zoom out by pressing the plus and minus on the top right uh then you're going to have a

this play type that if you want to you can have it as a table here or as a g or split mode so if you want to you can

have a again mode and here on the bottom you're are going to find the uh the standard table mode so these are the

things that you can do and I hope it provideed a little bit of value regards this what we can

do and what you can do with a gun chart primarily what I mentioned is that in the moment when you're going to have

dependencies you you are going to find it in a gun chart I'm going to show you right here so I think I removed

dependencies yes I've did so I will just add here uh

dependencies okay and look at that so I'm going to have that

save we are going to have write a script is going to be dependent on make a thumbnail so write a script

uh is dependent on make a thumbnail okay okay like this and finish to start okay and this

thing is going to be dependent on write the script look at this can't create

dependency Loop a dependency with this item already exists so we right now have dependency between write a script and

make a thumbnail and as I mentioned you have the three options what kind of dependency you want to

create and when we're going to look here we see that we have right now do you see the dependency here that

monday.com is dependent on the um not the two task the make a thumbnail is dependent with the VAR

script I just have the label here for as a group so I'll just like change it so look at label by

none all like by name and look at this make a thumbnail for monday.com video is dependent on

write script so this is what kind of like dependencies you can do I hope it makes more sense so that's about the G

View and how it actually works and what you can do with it the next one that we are going to do

is that how you can add a chart so when you're going to click here add a a view under Gand you are going to find

chart now uh chart how it actually works is that you can see right here that right now we have it as a filtering or

like kind of by working on in status so I can click here on the settings and what I can do I can filter

it by people oh now right now it's showed just me then you're going to have a chart

type that you can like choose between multiple chart types that you want so that's uh what you can

do then also you're going to have by labels that is going to be by group look at that monday.com or group or we can

have it by numbers so it's by 200 and 500 or I can make it by

person or I can make it by rating so that that's something that you can do then you're going to have the values

here that let's say you're going to have a numbers here or you can change the the values and then if you want you can show

value as value or percentage these are the things that you can like do with it and like if I would have more numbers

then the chart would have more more sense but primarily this is what you can do right so you can have it by chart

type then you can have like what kind of values you want to do and what kind of label you want so let's say I want to go

with the sub items or I want to go with status that one is working on one is

done and you see right here the done and you going to have it direct directly so in the moment when I'm going to click

here on working on it and you would have like 10 working on it you just going to find all the tasks that are working on

it here so that's like kind of like short introduction into the chart version now if you want to I can create

more advanced tutorial on the chart but primarily you can have it more intuitive the more how would I even call

it the more numbers and data you are going to have so let's say I'm going to have the labels here and labels is going

to [Music] be uh name on it name of it look at that

and you can just like choose what you want to have here let's say it's going to be like

this like buy and label content creation

so that's it and now the next one that I want to share with you is calendar

so calendar is going to be pretty intuitive only because with calendar you're just going to uh find all the

tasks that we've did in main table or with a gun and you're just going to find it in calendar and what you can always

do is that when you just want to see what is happening in a specific day you can click here and you can open the task

directly or let's say this going to be make a thumbnail for uh monday.com video and I'm going to find all the all the

columns that I would actually see in the main T main table also what you can do this is same with the gun chart when you

can just be on certain date and you click add here then you can add um all like create a new task so this could

be upload a video right upload a monday.com video and now I can click here and you see right here this is the

7th of November 6 days overdue and I'm going to create a task so right now I see that it's overdue but I'm just going

to see it right here and I can change it to working on it and now it also change the color now

of course this is also similar works as with the main table when I'm going to click here on a person on the top

left and I would click on me I would have only tasks by me or I can filter it by let's say I'm going to have only a

group Monday or like top group or group title so you can like optimize it and

filter it then of course you have option to always go back to dat so let's see you going to be in June 2025 if I'm

going to click on today it's going to put me back to this day so that's another thing then of course you have

option to change between weeks between days or between months on the on the top right you are going to find it right

there and then of course next to it you can have display type and I'm going to choose like calendar here and if you

want to you can have table or split mode so you're going to have calendar and you're going to have the

monday.com so that's also and you're going to have settings here that what do you actually want to

have there you want to have time plan and date what kind of things then color additional settings uh if you want

to want to show hours Show color lend and you can hide weekend if you want

to and then you can to find also the groups here that let's say that I don't want to have any groups nothing is going

to be there if I want to have monday.com group it's going to be there right so this is another thing that you can

actually do and of course the last thing that I wanted to show share with you is that when you're going to have the

option to undock this widget and you see right here that it has been undocked

right and that's also what you can do and you can like have it like that and if I want to I let's say that I

want to uh add a files gallery and uh that is going to show you right now how you can work with

widgets so adding widgets is pretty simple you're going to find it also in G not here in main table you're going to

find options to add in the chart or in different views and what you just have to do is you're going to click on the

add widget if you can find the Ed widgets I'll show right here I'm going to dock it

in moment when I'm going to click add a widget let's say I'm going to add numbers what will happen is that

automatically is going to put it to uh like undock version and how it works is that you can have just multiple

widgets so this is for example the column numbers that we have from the main

table all right here then if I want to I can click here add widgets and I can click more widgets

here and I can have like to-do list here that I can have call my mother right and if I want to I can have

it like this and I can have to-do list or I can add a widget here and you're going to find like I was

mentioned or you can have time tracking for these widgets so let's say I'm going to have time tracking right here

and I want to have time tracking here then I'm going to add different widget then you going to have options to

add a chart all the views here that you see Gant timeline even work see who is over under capacity and the sign tasks

accordingly a map here so I'm going to show you right now the workload and we just going to wait until

everything is going to load and then I'm going to show you how it works and if I want to you're going to find so many of

them here uh I don't feel that I need to like show you every single one of them how it

works because it's for me at least I feel that it's like intuitive only because like if you want to add a

YouTube is going to add a widget right if you want to add a countdown you can add a countdown if you want to add a

cards you can do it if you want to add overview or the different like calendar again timeline

you can do that too if you want to add time tracking that you've already done you can do it and if I want to have

table I can add a table so right now look at this I have the table and right under it I'm going to

have the workload and I see the workload of unassigned and assigned to me so you can see a person right here for the

workload that is not getting a lot of work that he needs to be done so you just going to assign him uh like few

tasks and then you're going to see the workload is going to change so let's say that I'm going to have for example in

the main table and I'm going to assign this to me and I'm going to assign this to me look what

happens I can see right here that I got much more tasks even for these days for write a script or make a thumbnail so

this is another thing that you can do and you can add widget this way I hope it wasn't like surface level because I

just wanted to give you the introduction for me it's not that difficult to understand all we have to do is then

just like move the widgets and let's say I can even like make this smaller and I can move it also

like here next to the calendar and if you want to you can just like play around

with it like that so that's about uh the widgets and how they work and how we can add them and also how we can work with

workload because if you're going to have people under you workload can be interesting uh that you can

have so now the next one is how you can add kban so again same thing you would click here add a view then under

calendar you're going to find Canan and Canan is pretty simple and I really like it so how it actually works

is this uh you're just gonna the tasks that you have created in table or other views you can take it and you can move

it like let's say to working on it or I can take like write the script and I can put it right here to working on it or

stuck now what I can do always I can add the task directly under

the the Canan status so I have like the new task here I will just delete it or I can click new task and you can again

fill everything all the columns so that's it now if you want to you can sort out by name let's say or

you can sort it out by sub items or you can even filter it this is the same thing as with the m

main table or if you even want to you can choose like who is it only assigned to me and or like whatever person you

want and you're going to find it right there so then what you can also do I'll just

like remove the word the Sorting uh you can choose here the working on it and you see the stock is

one and blank is three on the on the right side then you can click here settings and this is important so this

is the most important thing about kban that I wanted to show you is that with the kban column you are going to find

the status and uh if you have more statuses uh you can choose it right here right

and you can divide it by group or divide it by like something else but if you're going to have more statuses and you can

to have certain ones you can just like change it right here so if you want you can even

customize it the task and subtask that you can have show column name display cover image all of that uh you can do

and that's pretty much it about kban it's super simple uh here in the settings you would be able to change the

canand column to something else if you're going to actually create it so that's about it in this next step I'm

going to share with you how we can add file Gallery so let's click here file gallery and this is like really super

simple how it works is that here you are going to have all the files that you've added to let's say the main table and

you're going to find it right here so that's like uh pretty much it I can click here always here and I can

download the file and here you would have the files gallery and you can always search for for the files right

here and you can change it like here and change the options so that's pretty much it there is

nothing more about a file gallery and now let's go for the next one in the next one I'm going to talk

about on how you can add form I really like working with forms in monday.com and I'm going to show with you how the

whole process works so as you can see what happened right now we have addit form and all the columns that we have in

the main table they are right now in our form so what you can do is first you can just like see it submit or I can click

here edit the form and what I can do here so first thing first is build

so first I can move the question below I can change move the numbers like here or I can like use the

arrows uh then what you can do is that you can click plus here and you can add all more columns

directly to your form right so you're can have let's say you want to add a link it's going to be link right here

and you can always add a description or like add a description right here and change the um

also like the name of the column name of the question I can always come here I can delete the question if I want

to and uh there are already submitted answers you can hide this question

instead of deleting it so let's say that you want to click here qu a question settings and here you can hide it so

let's say that in the future you still want to have the column but you don't want to have it in a form therefore you

can like always hide it so let's say I want to have date gone so if I want to I can just like click here hide the

question or you can make it even required so let's say the status is going to be required right and

you can going to see this red thing here the red star or how would I call it that this is going to be required so that's

about building it you can of course also upload the logo and on the right side when you would look

there you are going to find Galler that oh not Gall like um color that you can change or you can change the

image oh this is pretty pretty nice this is pretty good too so this is what you can do with uh the image and

color and of course you can upload your own if you want to then you're going to find here the option to change the uh

form trial like this one or this one and then you can change the alignment so let's say I want to have

middle and I can have it one by one and then you can also have progress bar enabled in uh your form format so that's

something you can also do and how you can change it then you're going to have option to add a text here so if you want

to you can change the fonts and you can choose the color also of the

text see so that's something you can do and then you're going to have form

and text Direction that you can change uh the form and text the direction I think this is pretty intuitive on how

you can work with it so that's about building it now for me it's like really simple to understand

how it works primarily focus on these things that you don't want to have it when you can delete them you can hide

the question and uh you can change the required and some of these columns are going to have like like autofill country

prefix use predefined country prefix and these things you're going to have there so next to the build you're going to

find customize and here you can have option to have a mobile preview or desktop

preview and you see the this is like the welcome screen that you're going to have

title please fill out the form and custom star button is going to be on start right so this is

the customizing the whole process then you can have the submission View that you can hide The Branding if you

want to and custom bottom text is going to be submit now uh form restrictions this is

also important we have option to show recapture challenge so that's something that you

would have there you can also require submitters to log in and if you want to you can even make

this form anonymous and there is going to be like a note for it then also you have scheduled a Clos

date so that's another thing you can do is let's say going to be 30 and then you can have that or you can

even set response limit and if you want to you can have password protection so right there so

that's about the some kind of like restrictions what you can have uh then you're going to find also the thank you

screen how it looks like where you're going to find thank you your answers were submitted

successfully and where it's going to be redirect so in the moment when someone is going to have it where is going to

redirect him um you can also have option to submit uh another form and even you can hide success image if you want to so

these are the things that you can change then you're going to have accessibility so accessibility means the

form language and form logo all text and then you're going to find some m.com

settings so including uh name question in form include update section so and this is also important

you can sync questions and column titles and this is interesting only because when disabled changing a question title

won't change the related column title when enabled questions and column titles will sing unless column title change

manually so this is also important that you can have disabled or enabled this really depends if you want to have it or

no so that's about the disabling enabling the

form and then you're going to have a group for answers where you're going to have let's say a monday.com tutorial or

group title and these are the the group for the answers and if you want to you can even allow

creating items through the form so that's about the customization then you're going to have

the share where you can share it through the link and now when I'm going to paste it please fill out the form and you see

right here all the form all the form that someone can fill out for them and this is what is possible to be done then

you going to have analyze so here you would have all the uh data that you need for understanding what was happening

with the form and it works like pretty intuitively I also recommend like

shorting the form if you want to that can be so it's going to look better and then I'm going to click automate here

and streamline of form proc with easy use automations and I can like click here

explore all automations and you can always come here here and write let's say

form and we're going to see if it's going to actually do here so look at the word form is submitted notify someone

when form is submitted assign someone as a sign when form is submitted move item to a group so let's say someone is going

to report something there can be like issuing a company issue with the software that

automatically it's going to be assigned to a developer who's taking care of the the kind of like immediate

issues and they're going to fix it or let's say someone fill out a form for getting a call regards like lead Magnet

or something like that and you would get automatically [Music]

notified so that you're going to have like when form is submitted notify someone and you're going to have notify

me or you can choose team member right and this is the thing here type your message to personalize with fields from

board hey is marked as item status and um you can have it like that so we will get deeper into automations

but I just wanted to show you what you can do and how it

works and now when you're going to have it and you have the form you can always click here you can

publish on the top right and you're just going to share it with others so that's about form for me form

is amazing option uh that you can do and use for monday.com and I highly encourage you to do it under form you're

going to find also option to have a blank and in blank you're just going to customize all the widgets by yourself

that's printy intuitive the last two things that I wanted to share with you is how you can

add add a map and workload so how it works is that when you're going to click here add view

you're going to find under apps Explore More views and there you're going to find

map and I can add a column here and make a data visual so when I'm going to have a location here column

and I'm going to click here and I'm going to write here location and I'm going to let's say have

Giza colos Mach piku and I'm going to have map here I'm going to add a column and

I'm going to choose here location look what happened right now I can see directly so let's say that you're going

to have people around your like country world city I don't know and you would have locations then you can easily like

let's say poting out on this map and if you going to have like presentation is that you can point it out where are they

from why they are from that how much revenue they they bring if they are from those countries why we should focus on

that country so that's something interesting also that you can think about and how we can use map because

it's like also pretty to look at and yeah and let's go further so that's

about the map and that's all about the views of course you can explore more views here uh the one that I wanted to

show you is workload but you're going to find also some apps by Monday that you're going to find here I'm not going

to dive into those just be aware that you can also explore this right here and now when I'm going to click here and

I'm going to click here the workload that's something that we've already done but I want to show you separately is

that with a workload what you can see is kind of like performance not like how much work of like people have on their

shoulders and if they need more so I see right here that okay I don't have for here here

workload so I can click here and set the dates right I can just like assign this

to myself assign this to myself and when you're going to assign tasks then it's going to see that okay how much is

workload in a specific days so this is another interesting thing that you can do and how you can

use it and I just want to make it this a quick guide on how it actually

works so of course you can filter it by person if you're going to have multiple people on top right you're going to have

settings where you're going to have the time columns as a timeline and a sub item of content creation is going to be

the date this is like pre pre-created for you and then you going have like uh content creation is for like me the the

the person people and that's it so then you're going to find like e effort capacity and you can have it by effort

or count items so right now it works is based on items how many people has people have in those specific

days and that's you're going to have it right so you can have it on weeks and if I'm going to read months it's going to

be like November it's going to be full if I'm going to for days let's look here let's go for today you see that I

have like four this day and this day so in the moment when you're going to change it from weeks to months to days

is also going to change the bubble based on how many items they have people have for uh specific days so that's about it

primarily about the workload okay the next part that I'm going to share with you is how you can

use automations and how you can integrate monday.com with other software so to use automations all you have to do

is when you're going to be on your board on the top right next to the start the board discussion you're are going to to

find um like this part here automate with the robot next to it right here in the moment when you're

going to click on it you are going to find templates then on the top you're going

to find board automations these are the automations that are active for your board that you can like always turn off

and on uh connections and then the

usage of your actions that you can have for your plan now first thing first is that you

if you want to or you can create your own automation by ourself I'll first show you that and then I'm going to

share with you the the ACT automations the templates so okay first thing first how it always starts is that you have to

choose when something happens so you can choose when let's say the item is created with column changes with date

arrives when button is clicked when person is assigned when email changes so you have all these options

that you can choose so let's say when an item is created then we can change let's say we

move item to the group we can notify someone that okay like okay you need to do something about it we can change

the status we can create sub item directly under the item we can set the date or uh we can create item in board

connect board wordss create item in board archive item delete item create update or we can assign even so when

something when item is created then we're going to assign it to a person so I can do that we are going to go with

assign but you see that is not that hard to difficult it really depends what you actually need but it works like that so

when item is created I'm going to assign me as a person so then assign Mar Kaminsky as

person okay and now I can click here create Automation and while I got

it so when item is created aign replace maram Minsky as a person so uh you can do it and this is the one thing uh that

you can do now of course with the automations it's going to be a little bit playing around so definitely when

you're going to create automation test things out how it works maybe you have to like tweak some but that's it next to

the board automations you're going to have the templates that I was talking about where you're going to find plenty

of um like templates that you can already use so let's say you're going to have the the basic when status changes

notify someone when dat arrives notify someone then also the featured ones that you can use

recurring let's say move item or item creation like when an item is created

notify someone so I can go and use this template

and when item is created then notify me or someone you want and then you would create again uh like the

automation so it's nothing really difficult and I really like how monday.com is making intuitive so for me

this is how it works I don't think that I have to like speak more about it it really depends what kind of specific

cases you are in that you need to have it and then under custom templates you going to find the integration that I was

talking about and Integrations work in a similar simple way that all you're going to find is that you're going to find

like for example Integrations Asana and oh you're going to find the integration with it right here or when

let's say I'm going to have base camp and you're going to find plenty of integration like type form when a form

is submitted create an item when a form is submitted create an update to the item and you're going to find some

Integrations that you can try and that you can connect with so I don't know what kind of Integrations you're looking