Monday.com is a powerful work OS that allows us to collaborate on your onboarding and track progress. It is an easy-to-use tool so no training is required to get started – but here are a few key items we will be using on Monday.com as part of this project.
TABLE OF CONTENTS
Board Basics
Group
A group is a color-coded section on the board that contains items (rows). Each group is used to group the organise and categorise the items.
Item
An item is a single row within a group on a board. It usually consists of a single task within the project or task board.
Subitem
Subitems provide the board with a deeper structure by adding an extra layer of information within the items on your board.
Column
Columns are part of the foundation of the board.
Updates section
When you click any item, you will open its updates section. The updates section allows us to communicate, social media style, inside an item, keeping all the conversations about a specific task or project in the same place and in context. This can be used to centralise all communication related to an item as well as adding attachments.
Owner
Person allocated to that task. This person is responsible for this task.
Timeline
Timeframe the task is expected to be completed in.
Statuses
Indicates status of the task. Key statuses include:
| Monday.com Status | Meaning | Notes |
| Client Action | Client is required to complete this task | |
| Working on it | In progress | |
| Stuck | Need assistance to resolve | Please add comments and screenshots to give us context to the issue to help you resolve it |
| Done | Complete – you did it! | |
| Not started | Not started | This is the default status for tasks |
System Navigation Path
Where to navigate in the system to complete the task listed
Dependency
Indicates if an item is dependent on other item(s) to complete that task
Views
Board Views allow us to visualize your board's information in multiple ways (e.g. filtered actions, Gantt chart, or progress dashboard).
The following views have been set up:
- Main table – default view for all project activities
- Client Actions – filtered items of all client actions
- Dashboard – visual representation of progress in project
- Gantt – timeline view of project status
Account Type
You are set up as a guest to interact with our Monday.com project plans. For more information on getting started with your guest account, check their knowlege base article: Monday.com Support - How to get started as a guest
For more information on Monday.com, please check out the official Monday.com knowledge base: