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Monday.com Personal Use Tutorial - How To Use Monday.com For Just Yourself
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Mar 10, 2024
Optimize your personal productivity with this tutorial on using Monday.com for personal use. In this step-by-step guide, discover essential techniques to leverage Monday.com as an effective tool for personal organization and task management. Whether you're an individual seeking a streamlined workflow or a professional managing personal projects, this video provides clear instructions on how to harness the power of Monday.com for personal use. Watch now and empower yourself with the knowledge to maximize your efficiency and stay organized with Monday.com in 2024.
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Monday.com personal use tutorial. How to use Monday.com for just yourself
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Hello, everyone. Welcome back to another video. In this video, we're going to be talking about
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Monday.com and how you can use this for your very own personal use. Now, Monday.com is obviously
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a very famous, very incredible work management, project management, task management system. Okay
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And on this, you can manage your work or your projects or your tasks in the easiest way possible
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it gives you the best idea of how you are going to want to do all of this
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It gives you the best idea of how task management actually works, how project management actually works
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And you get a generosity and a general vibe and aesthetic of how the projects actually work
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So I'm going to be walking you through all of it. And I'm going to be showing you how you can actually do this in the easiest way as possible
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Now, to start things off, obviously this is more of my work side
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So I'm going to go ahead and log out of this account to show you how you're going to create an account specifically made for your personal use
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So it brings you here. And I'm going to now, once I've logged out, I'm going to go to log into another account
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And once you're over here, I'm going to click on sign up. Now, once we click on sign up, here you are going to want to enter an email for yourself
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Okay, you're going to want to let them know about your email. Now, the fun thing about Monday.com is that it takes no charges from you
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All it needs from you is your email and your password. So I'm going to add my email
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All right. And I'm going to click on to continue. Now, once you do that, you're going to add in your name
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And then you are going to add in your password. Once you do that, click on next
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Now it says, hey there, what brings you here today? Now, obviously, we're here for personal work, right
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So I'm going to go with personal and click on next. Now it says, select what you would like to manage first
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You can always add more in the future. So you know there you can use it for software development you can use it for operations you can use it for legal HR and recruiting marketing nonprofits sales and CRM design and creative project management authorization
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you know, there's education, product management, et cetera, et cetera. So you can use it for anything
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You can use it for all the reasons you want. If you don't want it to be managed in those ways, you can click on next
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And now you can go with, you know, content calendar. You can go with that
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Or you have task management. with that. Now, in your personal life, I would say task management makes more sense. So I'm going to go
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with that and click on Continue. Here says one last question. How did you hear about us? You can go
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through with friend or colleague and just click on next. Okay. This is not too much of an important
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part. Okay. So you can skip that and it's going to help you just get straight into the main page
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Okay. Now, once we do this, what we're going to be doing is here it says who else is on your team
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You can actually invite them with a link. You can invite them with an email however you want
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But I'm just going to go ahead with remind me later. I don't want to invite anyone right now because obviously if it's personal, I don't think you would actually enjoy adding anyone else to your workspace. Okay
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So I'm going to skip that bit. Now once we do that, it brings us here. Let's start working together
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You're going to name your first board. So I'm going to call it my week
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Okay, I'm going to call it my week and I'm going to go that. Now it says, select it
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the relevant columns that you're going to need for your board. So you have the owner column
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the status column, the due date column, files, last updated, priority, budget, timeline, and notes
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So you have all the necessary columns that you're going to need to add for your board. Okay
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And the necessity of these columns are pretty basic. Okay, they help you a lot and they give you
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a general idea of how you're going to stick along with them. So what we're going to do after gaining that
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knowledge is we're going to go ahead and click on next. So once you do that here to select one of the items you would like to manage Obviously if I am in the personal management system I going to go with tasks out of you layout Now this is the fun part
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In most project management software is out there, I'm pretty sure you are fond of this
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that you don't get a lot of views for free at least. You do get a lot of views, but you don't get them for free
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So as you can see over here, you can add your table, cards, canman, calendar, and timeline view
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all for yourself in one timeline, in one project workspace, and wait for it. It's totally for free
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You give no charge. You give nothing to them. So once we do that, here are your tasks. Okay. So my week
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first of all, in my week, I'm going to obviously keep a task one task two right now. And now I'm going to
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click on get started. Now here's the my week task. And we can give this different name. So this is your
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basic interface okay so first of all we go on this week and i'm going to call it uh let's say
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monday obviously so you have monday then you have tuesday all right you can add a new group call it
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wednesday okay then obviously you go on and on and on you give it thursday you give it um you know
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friday whatever you want i'm going to go at thursday there we go so you have monday tuesday
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Wednesday, Thursday, and obviously, Friday, Saturday, Sunday. You can add that later on for yourself if you want to
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But yeah, that gives you a general idea. Now, what we're going to want to do is we're going to go ahead
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And let's say in Monday, we have all these tasks, right? So I'm going to write over here in task
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Let's say write thesis. Okay. I want to write the thesis. I'm going to write that
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And you have second task off Monday. let say water the garden for example and then you know you could go with something like fix the shed or fix the garage door So you know you could ask add in daily tasks like these for yourself So you can get an idea of how to work with these
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And then you can give them a sense of urgency for yourself as well
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So if you're stuck, you can go with stock. If you're done with them, go with done
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If you're done with this, go with done again. So yeah, you know, just go ahead and work with these as much as you want
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to play around with the actual board of Monday.com because the more you play with it, the more
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it's going to give you an idea of how you can familiarize and comfortably help yourself with this
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okay? Because it's a pretty easy software to use and it's a pretty basic software you can get an
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idea of. Now moving on in Monday.com, what you can do moreover is let's say I'm going to come here
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you can get integrations as well where you can integrate this with your Gmail and Google
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calendar. So obviously if you use Google on your phone, your Google calendar probably has
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deadlines for your job or something like that. And if it does, you can actually integrate your
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Google calendar to let your Monday.com calendar know that, okay, this person has tasks on these
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days, these days, these days. So once you integrate them, that gives Monday.com an idea that
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okay, I'm going to let this person know on this day how to do this, how to do that
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et cetera. And then you can also get things like Gmail. So if you get an email considering, you know, anything regarding your personal life
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you can add it into your actual Monday.com through the integration. Then there's automation as well where you can create custom automations for, you know
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Gmail, Google Calendar, Outlook, and a whole lot more. So basically, that's the general idea of how you are going to work
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with Monday.com as your personal use tool. So yeah, basically if you enjoyed watching this video all the way
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till the end, drop down a like, subscribe to the channel, and that's pretty much about it for me
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So thank you for watching and I will see all of you in the next video. Goodbye
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