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How To Use Monday.Com For Task Management in 2024
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Oct 6, 2024
Master task management with Monday.com in this comprehensive 2024 guide. This tutorial walks you through setting up and optimizing your Monday.com workspace for efficient task tracking and team collaboration. Learn how to create boards, customize workflows, automate processes, and leverage Monday.com's powerful features to boost productivity. Whether you're a small business owner, project manager, or part of a large team, this step-by-step guide will help you harness the full potential of Monday.com for streamlined task management. Discover the latest updates and best practices for using Monday.com in 2024, and transform the way you handle tasks and projects.
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How to Use Monday.com for Task Management
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2023 Monday.com tutorial. Hello, everyone. Welcome back to another video. I hope you all are doing great and are having an amazing and absolutely incredible day
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I bring you back with yet another video. And in this video, we're going to be talking in great detail and depth about Monday.com
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And now you can use this incredible platform to allow yourself to do task management in the easiest, most simplest way possible
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And trust me, the ease of use that Monday.com. provides you is out of this world so yeah please do make sure to fully watch this video till
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the end to get the full you know ingrate that details about all of this so yeah
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without further ado let's get straight into it so to start things off we're going to come
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over to monday.com over here a platform built for any way of working or would you like to manage
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with monday.com work operation software so I am going to go with you know task management so
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we're just going to click on task management over here and click on get started again as you get started
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it takes you through the whole sign-up process so you know you're going to go ahead and add your
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emails and stuff so you can continue with your google as well i'm just going to add my email and
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click on continue once you've added everything clicked on continue it asks for your full name and
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everything so you're going to add that and then there's you know certain password and all you're just
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going to input that in once you've been put it that in you're going to click on continue so
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What brings you here today? You know, it could be work, personal, school, non-profits, you know, the usual, you know, the usual things that bring you to a basic workplace
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So I'm going to go with, you know, because tasks could be personal, tasks could be for work
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So it depends on whatever tasks you're working with in this video
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I'm going to go with work. You know, I have tasks in work. So what best describes your current role
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I going to go with the let say freelancer I a freelancer and I want to you know do my tasks managed Select what would you like to manage first You know there project management software development
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education, IT, CRM. Let's say I will go with, let's say I'm into the design of created section
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So select what you like to focus on first. Obviously, I'm going to go with task management
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One last question, how did you hear about us? Just go with, you know, something. So in your
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just go with a YouTube. You know what, no, not a YouTube ad
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What would make more sense is just a friend or colleague or maybe social media
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And then we're going to click on next. Now once you do that and click on next
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it's going to take you straight into the Monday.com section, and here you are
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So once you're into the Monday.com section from here, what you're going to want to do is you're going to invite someone into task
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Because obviously if it's a work thing, you can invite people or your, you know, workspace
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I'm going to do this later on and show you how you can actually invite proper people
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Whatever it says, let's start working together on your first board. Okay, I'm going to call this board task 101
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Okay, I'm going to call this tasks 101 just for fun. We're going to click on next
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Now, let's select the relevant columns for your board. Okay. So, you know, there could be the owner, due date status, files, last updated, timeline
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priority, et cetera. Now, obviously, if I'm doing them, I am going to be the owner, so I'm going to stay on this
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With due date, yes, status, yes, priority, yes, I'm going to go with that
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Then obviously, if I'm doing design and creative tasks, I'm going to keep a budget as well
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because every design and creative tasks will have a budget. So select one of the items you would like to manage
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Obviously, task management, so I'm going to go with tasks. And once you go with tasks, here it says out of view layout
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Now there's different views. So there's the table view, which is this view over here
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And there's a Canban view, which is your basic Canban board view. A timeline view which shows you a timeline view A calendar view which shows your calendar cards which is a lot like your basic Canman view Then there the Gantz chart which is you know just a basic chart
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Now, the most commonly used one is Canban, but we're going to start out with table because
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it's the default view for every, you could say, project management or task management software
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So it says list your tasks. So I'm going to go with, let's say the first task of mine
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is going to be design new, let's say, a project, you know, because let's say I'm into designing
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and I want to design some new thing. Then UI replenish. So let's say I will also have to design this
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user interfaces, you know, thing. And then finally, brainstorm, which comes in creativity
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So brainstorm new ideas. So, you know, I can add these tasks for myself
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Click on next. Group tasks to better organize your work. So you're going to go ahead
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I'm going to just go with this week next week. And once you've gone with the time frame, it's going to bring you here
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So let's start working. This is your basic dashboard. This is where everything's going to go down
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So here are your tasks. So design you project, UI, or Planis, brainstorm you ideas
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Now you're first of all going to get into the task. This is how you can rename them
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Just click on that. and you can rename the task. I'm going to go with the same names
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How are you going to edit a detail of the task? So let's say I've made a task, but I don't know anything about it
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So I am going to click on it over here. Once you click on it, it's going to say design new project, you know, write an update and everything
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So let's say in this project I can write for myself. Hi guys, in this project we're going to be talking or why would I say hi guys, never mind
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I'll be writing, you know, things for my future self. That for this project I need myself to you know go ahead to creative fabrica and on creativeabriga what we going to be doing is we going to create you know some type of new vector visit
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And obviously you can add the most that you can for yourself. It's really simple
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It's really easy. Then you can add different files for yourself. You can drop or add files that you want to use, you know, Photoshop, Adobe, et cetera
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So that's how you can add details into your project. Then obviously there's the due dates
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You can change the due dates according to whatever you want, you know. Pretty simple, pretty basic upfront stuff
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There's statuses. Okay, your status is what matters a lot as well
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So, you know, you can say if you're working on it, you're working on it. If you're stuck, you can leave that on stock and you can, you know
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actually use the help of your boss or something like that. And if you're a freelancer, you can just use the help of the internet
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If you're stuck, you can obviously create a new group for that. You can call this group things
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I'm at a creator's block. So you can create something fun like this
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And the fun thing about the table view is you can drag any of the tasks and just
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part of the here. You know, you've crossed the due date and you have an issue with that so you can, you know
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discard that. And you can also discard a whole task by just clicking on this, click on delete and you
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can archive it or delete the whole task. Let's say I'm going to switch this next week and a whole lot more
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You can give these priorities, give these different. budgets and obviously if you want to add different views like i want to add a canbin view i'm going to
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add a canbin view and look at that it's going to add a canbin view with different tables and canbin view is
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really simple to work with as well you can just switch things around like this and it's really simple so yeah
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pretty easy pretty basic stuff and then obviously you can add automations so basically yeah this is how
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you can integrate uh automate you know these are integration automation settings as well but basically
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this is how you can use this overall workspace with the designs. So yeah, basically that's about
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it for this video. Now, if you enjoyed watching, please do make sure to drop down a like
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subscribe to the channel, and I will see all of you in the next video. Goodbye
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