monday work management Project Management Software

How to use monday work management for project management

Jack Wallen exhibits you the way to arrange monday work management as your subsequent project management device to hold your groups working effectively and successfully.

monday work management home page with the text "A platform built for a new way of working" centered on it.

monday work management is a customizable platform designed to assist organizations obtain a a lot greater operational effectivity. To do that, the product helps you observe initiatives and workflows in addition to visualize information and empower collaboration inside groups. The device gives automation and integration with different apps.

Among all of the bells and whistles, monday work management can function an excellent project management platform, with kanban boards, agile roadmaps, dash planning, tables, charts, Gantt, varieties and extra.

With that mentioned, I need to present you the way to arrange a monday work management workspace as an awesome area for your project management.

SEE: Hiring equipment: Project supervisor (TechRepublic Premium)

What you’ll want

To observe alongside, you’ll want a account. You can begin with the free account, however I’ve a sense you’ll in a short time need to improve to a paid account, as you’ll acquire significantly extra options.

How to create a brand new workspace

The very first thing you’ll need to do is create a brand new workspace. Think of workspaces as the general location to home the instruments you’ll use to handle your initiatives. To that finish, you possibly can create a workspace for every project and even every workforce.

Creating a brand new workspace, particularly for those who’ve already created a workspace, may take you a little bit of searching across the person interface (UI). Let me ease that for you.

Log into your account, and click on on the Workspaces icon (Figure A).

monday work management workspace menu

Clicking that icon will reveal one other sidebar (Figure B) that lists your present workspace.

monday work management workspace menu
Figure B: Our present workspace in

Click the drop-down labeled Main Workspace, after which, within the ensuing menu, click on Add Workspace. Give the brand new workspace a reputation, choose the privateness stage (both open or closed), after which click on Create Workspace (Figure C).

monday work management create workspace menu pop-up
Figure C: Creating a brand new workspace in

In the ensuing window (Figure D), click on Add From Templates to create a brand new board for the workspace.

monday work management new workspace
Figure D: Our clean workspace is prepared for a brand new board.

Scan via the templates to discover one that matches the wants of your project. For project management, your finest guess is to choose the Project Management class and choose a template from that record. I have a tendency to favor the Kanban Software Development template, however you need to make sure that to choose the template that can finest serve your wants.

Once you’ve chosen the template, click on Use Template (Figure E) to apply it to your new workspace.

monday work management Kanban Software Development workspace template
Figure E: The Kanban Software Development template could be modified to higher match the wants of your project, if mandatory.

Once the template has been utilized to your workspace—it will possibly take a little bit of time to end up—you’re prepared to begin customizing.

How to add new views

By default, your new workspace will solely have a single view. If you decide to go the kanban route, your default view will probably be a kanban board. You may, nevertheless, need to add a dashboard, chart, Gantt, playing cards, kind or recordsdata gallery view into the combo.

After the template is utilized, change to your new workspace and click on the default view, such because the Backlog within the kanban board. In that view, click on + instantly to the correct of Main Table (Figure F).

monday work management main table menu options
Figure F: Our major view is about to acquire extra instruments.

From the ensuing pop-up menu (Figure G), choose the brand new view, akin to Dashboard.

monday work management adding different views to main table
Figure G: Adding a brand new view to our workspace.

Depending on the brand new view, you’ll want to choose from the accessible choices. For instance, including a dashboard, permits you to choose from accessible visualization widgets (Figure H).

monday work management dashboard view
Figure H: Adding a brand new visualization widget to our dashboard.

Keep including new views to the workspace till you may have all the things you want to handle your project with effectivity. Once you’ve carried out that, you possibly can customise every view to meet your wants. One factor to have in mind is that monday work management does deal with the customization of kanban column labels in a different way. To learn the way to rename them, try my tutorial, How to re-label kanban columns in Monday work management.

Once you’ve created the brand new workspace, added views and customised these views, monday work management is prepared to serve your project and make workforce collaboration and management a lot simpler.

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