![\"What](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/23\/posts\/33586\/image\/project-status-at-a-glance.jpg\")
With a visual dashboard of your project, you can delegate tasks, monitor progress, and be alerted of potential problems before they turn into crises. <\/p>\n\n\n\n
You also have a central hub to communicate and collaborate with your team members.<\/p>\n\n\n\n
Read on to learn the main steps of\u00a0project management\u00a0and how you can become an exceptional project manager with monday.com.\u00a0<\/p>\n\n\n\n
How to Do Project Management with monday.com, Step-by-Step<\/h2>\n\n\n\n
In the rest of this article, we\u2019ll pretend that I’m the head of a content team composed of a writer, a designer, and myself. Our project involves producing a whitepaper on collaboration and publishing it on the company website as a lead-generation offer.<\/p>\n\n\n\n
Here\u2019s how to manage this project using monday.com:<\/p>\n\n\n\n
1. Create a Project Management Dashboard<\/h3>\n\n\n\n
Begin by creating a project management dashboard or a place where you\u2019ll record and keep track of the various elements of the project. In monday.com, this is known as a board<\/strong>. Similar to a car\u2019s dashboard, the board gives you an at-a-glance view of the project and alerts you to potential problems.<\/p>\n\n\n\n On the left sidebar, click the +<\/strong> sign beside Boards<\/strong>.<\/p>\n\n\n\n You can create a board from scratch, use a template, or import a template. Using a template is the easiest way to get started.<\/p>\n\n\n\n Select Choose from a template<\/strong>.<\/p>\n\n\n\n Click See More Templates<\/strong> to view the templates available to you. <\/p>\n\n\n\n Scroll down through the list to preview each template. Select the one that shows most of the elements you want to track. It doesn\u2019t have to be perfect; you\u2019ll be customizing the board later.<\/p>\n\n\n\n When you find a template you like, click Use<\/strong>.<\/p>\n\n\n\n The Create board <\/strong>dialog opens.<\/p>\n\n\n\n Type a name for the board, then choose a visibility setting and click Create Board<\/strong>.<\/p>\n\n\n\n monday.com has three visibility settings:<\/p>\n\n\n\n The new board appears.<\/p>\n\n\n\n It’s easy to make your way around a board:<\/p>\n\n\n\n Advertisement<\/p>\n\n\n\n Break the project down into the specific tasks that need to be completed. Type each task as a separate line on the board.<\/p>\n\n\n\n By default, any board template you choose will already contain line items under several headings or groups. For now, type your tasks under the first group, in any order, as each task comes to mind. You can change the order of the items later on.<\/p>\n\n\n\n When you\u2019re done listing all the tasks under the project, organize them into groups.<\/p>\n\n\n\n You can group tasks in several ways. You can group them by week, by project phase, or by any other category you wish to use. This is your project, your board, and you get to decide how to organize it.<\/p>\n\n\n\n Once the project tasks have been listed and organized into groups, you\u2019re ready to build the rest of your project board.<\/p>\n\n\n\n For the next step, think of the project elements you want to document and track. Each element will be a column on the board.<\/p>\n\n\n\n Go over the board and delete any columns you won\u2019t be using. To delete a column, hover over the column header and click the drop-down arrow. Then click Delete Column<\/strong>.<\/p>\n\n\n\n Create a column for each project element or detail you want to see. <\/p>\n\n\n\n To create a column, go to the right-most side of the board and click the +<\/strong> sign. Then choose a column type from the drop-down menu.<\/p>\n\n\n\n The basic column types are:<\/p>\n\n\n\n To track deadlines, make sure you create a Date<\/strong> column, if the template you picked doesn’t have one yet.<\/p>\n\n\n\n If you want to track an element that isn\u2019t captured by any of these column types, click More columns<\/strong>. This brings you to the Column Center<\/strong>, where you can see even more column types, such as ratings, time tracking, world clock, and many more.<\/p>\n\n\n\n At any point, you can change the column settings. Click on the downward arrow in the column header to display the options available to you.<\/p>\n\n\n\n To change the order of the columns, click and hold a column header, then drag it into place.<\/p>\n\n\n\n This is also the time to customize the status column. Click on any Status column <\/strong>cell, then add, delete, change the label, or change the color of a status. Drag-and-drop status labels to change the order in which they appear.<\/p>\n\n\n\n When you\u2019re done, click Apply<\/strong>. The changes you make apply to all the Status <\/strong>cells in that column.<\/p>\n\n\n\n Now it’s time to set deadlines for each task. Click on the date cell then select the due date. Click on the Add time<\/strong> toggle to add a specific time when the task is due.<\/p>\n\n\n\n With the board items and columns built, it\u2019s time to assign the tasks to team members. We leave this for last, because every time you assign a task, the person receives a notification with a link to the board. And so, you want to make sure the board is ready before sharing it.<\/p>\n\n\n\n To add team members to the board, click on the people icon at the top of the board. <\/p>\n\n\n\n Type a person\u2019s name or choose an entire team.<\/p>\n\n\n\n Note: To appear on the People<\/strong> list, a person must already be in your monday.com account. If you want to share the board with someone who isn\u2019t in your account yet, click Invite a new team member by email<\/strong>. Then, type their email address and click Invite<\/strong>.<\/em><\/p>\n\n\n\n Reminder: If you want to share the board with people outside of your company or organization, make sure the board\u2019s visibility is set to Shareable<\/strong>.<\/em><\/p>\n\n\n\n Click on a People<\/strong> column cell, then choose from the list of people that appears.<\/p>\n\n\n\n You can also assign the task to a person who isn’t on the board yet, by sending them an email invite through the dialog box. To do so, click Invite a new team member by email<\/strong>.<\/p>\n\n\n\n Download thousands of PowerPoint and Keynote templates, business print templates, graphics, and much more with an Envato Elements membership. Get unlimited access to a growing library to millions of creative and business assets. <\/a>Google Slides Themes Professional, polished Google Slides themes for any presentation. <\/a>PowerPoint Templates18k+ PPT templates that can give your presentation the edge. <\/a>Pitch Deck Templates, Make your pitch deck stand out with these stunning designs.<\/p>\n\n\n\n Now you and your team members are ready to use the board to manage the project!<\/p>\n\n\n\n Your project management dashboard is helpful only if it accurately reflects the status of each task. To update the task status, click on a status cell. Select a status from the options.<\/p>\n\n\n\n Your project board lets you track the progress of a project at a glance. With the color-coded status cells, you can easily see which activities are completed, which are on-track, and which deadlines have been missed.<\/p>\n\n\n\n You can also hover over the cell beside a status to get more details, such as how much time is left before the task\u2019s deadline. The timeline cell indicates how much time remains on each task.<\/p>\n\n\n\n You can see reports in several ways. For example, type a team member’s name in the Search\/Filter Board<\/strong> bar to see how they’re doing on the tasks assigned to them:<\/p>\n\n\n\n Or, you can use different filters to see exactly the information you want. Save your favorite filters as a view, so you can easily access it later on. Click Filter<\/strong> and select one or more filters. Now click Save as new view<\/strong>.<\/p>\n\n\n\n To switch to a save view, click the downward arrow beside Main Table<\/strong>, then select a view from the drop-down list:<\/p>\n\n\n\n If you\u2019re concerned about a particular task, you can easily communicate with the person assigned to the task.<\/p>\n\n\n\n Click the speech bubble beside the task name and type your message in the dialog box that slides in. Now, click Update<\/strong>. <\/p>\n\n\n\n Note: You can use text formatting in your updates, as well as include hyperlinks and even a checklist.<\/em><\/p>\n\n\n\n A number appears beside the speech bubble to show how many updates have been added to the task.<\/p>\n\n\n\n Make sure to @mention<\/strong> a specific person so that they\u2019ll get notified about the update you posted. When that person logs into monday.com, the update appears on their bell notifications.<\/p>\n\n\n\n They will also get email and desktop notifications, if they\u2019ve enabled these on their monday.com profile settings.<\/p>\n\n\n\n Another way to facilitate project management is by using monday.com to share files with your team. Shared files are associated with a specific task or line item. No more back-and-forth emailing of files!<\/p>\n\n\n\n To share a file, click the speech bubble beside a task and then click Add Files<\/strong> to find the file in your computer. When you find the file, click Open<\/strong>.<\/p>\n\n\n\n The files you uploaded appear in the Files List<\/strong>.<\/p>\n\n\n\n Files can also be found through Search Everything<\/strong>.<\/p>\n\n\n\n Tip: As the name implies, you can use Search Everything<\/strong> to find, well, <\/em>everything in your monday.com account.<\/em><\/p>\n\n\n\n Once a project is complete, you can close it by archiving the board. To archive a board, click on the ellipsis and select Archive This Board<\/strong>.<\/p>\n\n\n\n You can still view archived projects by going to Search Everything<\/strong> and clicking Archived Boards<\/strong>.<\/p>\n\n\n\n Make sure everyone involved in the project is added to the project board. Remember, even people outside of your organization or company can be added to a board by making it a Shareable<\/strong> board. <\/p>\n\n\n\n And then, make sure everyone uses the project board on monday.com for their updates, notes, and file sharing. To ensure that team members have the appropriate permissions to update the status of their tasks, go to Board Permissions<\/strong>.<\/p>\n\n\n\n There are several permissions to choose from:<\/p>\n\n\n\n By keeping all project-related information in one central location, you streamline communication, save time, and improve collaboration.<\/p>\n\n\n\n Your Home Dashboard <\/strong>can also provide an at-a-glance preview of your projects. <\/p>\n\n\n\n By default, the Weekly Tasks <\/strong>widget shows items you own. Add other team members to this widget to see tasks assigned to them as well. To do so, click the gear icon in the upper-right corner of the Weekly Tasks<\/strong> widget and choose the name of a team member from the list. Click Done<\/strong>. <\/p>\n\n\n\n Explore and add other widgets to your dashboard to help you keep track of your projects. In the Home Dashboard<\/strong>, click Add Widget<\/strong> > More<\/strong> to see all the widgets available. <\/p>\n\n\n\n The widgets under the Staying on Top<\/strong> category are particularly useful for project management. <\/p>\n\n\n\n Your monday.com Dashboard is a powerful organization and productivity tool that deserves its own post.<\/p>\n\n\n\n If you use a digital calendar, integrate it with your project board. Click the downward arrow in a date or timeline column. Select Column Settings<\/strong> > Sync<\/strong>.<\/p>\n\n\n\n Follow the rest of the instructions, depending on which calendar you wish to sync with. monday.com has direct integration with Google Calendar. You can also integrate other calendars, such as Microsoft Outlook, iCal, and others by using the column\u2019s URL.<\/p>\n\n\n\n Ref: https:\/\/tutsplus.com\/authors\/lexi-rodrigo?_ga=2.28751348.935663052.1610995791-1058465374.1610995791<\/p>\n","protected":false},"excerpt":{"rendered":" By: Alexis (Lexi) Rodrigo If you\u2019re just getting started, project management is like learning to drive a car.\u00a0 You have to keep your eye on different things all at once… coordinate different parts of your body… and somehow communicate with other drivers on the road, who are all struggling to do the same thing. Similarly, Read More<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[555,497],"tags":[557],"class_list":["post-2946","post","type-post","status-publish","format-standard","hentry","category-project-management","category-solutions","tag-monday-com"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=\/wp\/v2\/posts\/2946","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2946"}],"version-history":[{"count":1,"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=\/wp\/v2\/posts\/2946\/revisions"}],"predecessor-version":[{"id":2947,"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=\/wp\/v2\/posts\/2946\/revisions\/2947"}],"wp:attachment":[{"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2946"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2946"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2946"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Create a New Board<\/h4>\n\n\n\n
Choose a Board Template<\/h4>\n\n\n\n
![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/add-new-board-options.jpg\")
<\/figure>\n\n\n\n![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/board-all-templates-use.jpg\")
<\/figure>\n\n\n\nSelect the Board Visibility Setting<\/h4>\n\n\n\n
![\"Create](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/create-board-dialog.jpg\")
<\/figure>\n\n\n\n![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/988\/posts\/33586\/image\/board-template.jpg\")
<\/figure>\n\n\n\n2. Break Down the Project Into Tasks<\/h3>\n\n\n\n
Add Tasks <\/h4>\n\n\n\n
![\"Project](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/988\/posts\/33586\/image\/board-tasks-list.jpeg\")
<\/figure>\n\n\n\nOrganize Tasks Into Groups<\/h4>\n\n\n\n
![\"Project](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/board-tasks.jpg\")
<\/figure>\n\n\n\n3. Add the Elements You Want to Track<\/h3>\n\n\n\n
Delete Unwanted Columns<\/h4>\n\n\n\n
![\"Delete](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/board-delete-columns.jpg\")
<\/figure>\n\n\n\nCreate New Columns<\/h4>\n\n\n\n
![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/board-add-column-types.jpg\")
<\/figure>\n\n\n\nSet Up Column Details<\/h4>\n\n\n\n
![\"Project](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/board-column-settings.jpg\")
<\/figure>\n\n\n\n![\"Project](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/board-column-status-labels.jpg\")
<\/figure>\n\n\n\n4. Set Deadlines and Create Timelines<\/h3>\n\n\n\n
![\"Project](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/board-deadline.jpg\")
<\/figure>\n\n\n\n5. Delegate Tasks<\/h3>\n\n\n\n
Add Team Members to the Board <\/h4>\n\n\n\n
![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/add-people.jpg\")
<\/figure>\n\n\n\n![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/988\/posts\/33586\/image\/add-team-members-name.jpg\")
<\/figure>\n\n\n\n![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/add-team-members-by-email.jpg\")
<\/figure>\n\n\n\nAssign Each Task<\/h3>\n\n\n\n
![\"Project](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/988\/posts\/33586\/image\/assign-task.jpg\")
<\/figure>\n\n\n\n2 Million+ Presentation Templates, Graphics, Print Templates and Creative Assets<\/h3>\n\n\n\n
6. Update and Track Progress<\/h3>\n\n\n\n
Update the Status of a Task<\/h3>\n\n\n\n
![\"Project](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/update-status.jpg\")
<\/figure>\n\n\n\nTrack and Monitor Tasks on the Board<\/h3>\n\n\n\n
![\"Project](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/project-status-at-a-glance.jpg\")
<\/figure>\n\n\n\nGenerate Reports<\/h3>\n\n\n\n
![\"Project](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/team-member-progress.jpg\")
<\/figure>\n\n\n\n![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/filter-upcoming.jpg\")
<\/figure>\n\n\n\n![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/saved-views.jpg\")
<\/figure>\n\n\n\n7. Communicate With Team Members<\/h3>\n\n\n\n
![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/task-update.jpg\")
<\/figure>\n\n\n\n![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/update-published.jpg\")
<\/figure>\n\n\n\n![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/bell-notification.jpg\")
<\/figure>\n\n\n\n8. Share Files<\/h3>\n\n\n\n
![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/share-file.jpg\")
<\/figure>\n\n\n\n![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/files-list.jpg\")
<\/figure>\n\n\n\n![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/search-everything-files.jpg\")
<\/figure>\n\n\n\n9. Close the Project<\/h2>\n\n\n\n
![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/archive-board.jpg\")
<\/figure>\n\n\n\nTips for Project Management on monday.com<\/h3>\n\n\n\n
1. Get Everyone \u201cOn Board\u201d<\/h3>\n\n\n\n
![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/board-permissions.jpg\")
<\/figure>\n\n\n\n2. Customize Your Home Dashboard<\/h3>\n\n\n\n
![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/myweek-follow.jpeg\")
<\/figure>\n\n\n\n![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/widgets-staying-on-top.jpg\")
<\/figure>\n\n\n\n3. Integrate the Board With Your Calendar<\/h3>\n\n\n\n
![\"Mondaycom](\"https:\/\/cms-assets.tutsplus.com\/uploads\/users\/2467\/posts\/33586\/image\/sync-column-to-calendar.jpg\")
<\/figure>\n\n\n\n