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How To Use Monday.Com App Tutorial (2024)
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Jun 16, 2024
Learn how to use the Monday.com app with this comprehensive tutorial for 2024. This video walks you through the essential features of Monday.com, including task management, project tracking, team collaboration, and workflow customization. Whether you're managing personal tasks or coordinating team projects, you'll gain practical insights and tips to enhance productivity and streamline your work processes using Monday.com's powerful tools.
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How to use Monday.com app
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Hey guys, welcome. In this video, I'm going to show you how you can use Monday.com app on your mobile phone
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to access all of your project, task, and much more. So let's get into it
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First of all, Monday.com app is available on Android and iOS, and you can download it from your Google Play Store or App Store
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So I'm going to open up my app store and search for Monday. And here we can see Monday.com work management
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this is the application that we need to download to our phone. So once the application is installed, you just have to open it up and it will take you right here
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Monday.com is a project management software and a CRM. It allows us to collaborate with our team
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We can create our task and manage our team. So here I need to actually log into my Monday.com
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If you do not have an account, you can create one. If you already have one, then you're just going to log in
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So I'm going to log into my already existing. account on Monday.com. So here, first of all, it's asking me if I would allow notifications from
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Monday.com. Well, I will because I wanted to access every time and I want to get notifications
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So here we are insider Monday.com. You can see this is the look of the app. It shows me my different
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projects that I have already created, my different workspaces. And then I will select a workspace
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from here and then move on to my boards and then projects. Here at the bottom, you will be able to
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see we have home, my work notifications and more. We have this plus button right here
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Click on this plus and it allows me to select a template
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We can even add a template using our mobile phone. We have this ad button at the top right
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You can see. So here we have sent an email and this is for invitation
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We can invite a member from the top right corner here. Now let's open up a workspace
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I'm going to open up this one, project management. And it will show me the different projects and boards that I have within a workspace
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All right, so here we have our main board. You can see this is a board that I already created
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Of course, I can create a new board as well. Here we have the main table
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First of all I can change the views We have a timeline view we have a table view calendar view Camden View Timeline Map Battery cards and files Let say I want to switch to a campaign view So this is what it will look like Then I can switch back to a main table view
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And this is going to be here. So creating a new section really easy. Just click right here
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And then edit the name, delete or add a new group here. Adding a new item is also really easy
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You will get the option right here, new item. So let's just hit it and add the name of new item
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Let's just call it task one. Click on add and your new task will be created on Monday.com
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Now I can open it up. Okay, so here I can now do more
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I can add an assignee. So I'm going to assign it to a team member. Perfect
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Then we can select a status. Let's add a status of working on it
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If I want to add a new status, then we can actually do that. Let's create a new status of maybe, let's say, completed or in process
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Then I'm going to click on save. and the status will be added. But here, let's go with working on it
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Then we have the date. This is where we can set a due date for the task. So I'm going to select tomorrow's due date here
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Click on save and it will be added. We can also add a column here
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So click on add column. I will be able to add more columns such as numbers, tags, statuses
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timelines, subtitle, sub items, and then we can see more. We have checkbooks
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We have tags, drop down. We have some of the others, such as
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links then we have essentials where we have dates and text long text then we have voting team
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location and more so you can see the look of monday dot app is actually really impressive and it's giving me
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all of these different features and tools that i get on my desktop um so here what i'm going to do is
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i'm going to go with the tags here and let's add it so the tag will also be added and in tag we can
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create new tag so i'm going to click on new tag this is a new task click on done and a new tag will be created
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Let's create another one which is going to be error. Maybe this is the tag that I want to add
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I'm going to click on done. Similarly, let's create another tag which is going to be test. Perfect. Okay
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Now I'm going to add this and this to my new task. So we have new you know different tags created At the bottom here you will be able to see we have description and comment that we can add So here we have the document option We even have a
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voice note option. We have a send option and we can also upload media from our phone. I can even
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attach files, videos and photos to my task right here. So you can see this is what it looks like
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I can now add any update here, add a comment. We can also share this task with this shared option
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here at the top click on share and it will allow me to share it to different apps on my mobile phone we
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have these three dots right here click on these three dots we have added name duplicate item
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move to group move to board archive and delete so this is how you create a new task on a monday.com
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app you can see and if you want to add a new column from here you can swipe left a little bit and
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click on add column and again you will get to create a new column option here if you want to create a new
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group hit here add the name for instance we have a month name here
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So I'm going to click on ad and it will be added. So this is what a project looks like on Monday.com app
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If I take you back and let's say I want to create a new workspace or I want to do more
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So how we will get more settings into it. So you're going to see the more option here at the bottom
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In more we have our inbox, my team, search everywhere, account, admin settings
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Then we have some of the other supports here. Then we also have notification
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This is where I will get all the notifications from my Monday.com
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If I have a task assigned to me, if I have a due task that I will be getting notification here
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Then we have my work. This is where it will show me the work that I have
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The option that we have on our desktop as well, it will show me the different tasks that I have due this week, next week later or without date
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Here I will also be able to access a calendar and I can connect a calendar to my Monday.com app
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we can connect any kind of integration to a Monday we can also integrate different
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applications such as Google calendars slack to here and it will also sync my
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Monday to what I have on my desktop we just need to sign in so if I click on this
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plus button here now we have select your next template this is where you can create your new board So here we have create a new board option I can start from the scratch or I can select a template for a project
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portfolio management. Then we have reject requests, customer project, product, development, product, roadmap
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features and release mode roadmap. Then we have basic CRM. We know that Monday.com is also a CRM platform that you can use this one
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We have contacts. We have start from scratch and a team task. Then we have job recommendations
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social media schedule and more. So here, what I can do is I can just click on create new board
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and it will be creative for me from the scratch. And this is what a new board looks like
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And again, now we are here, I will be able to create new groups here, new items, add assignies, add due dates and more
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So using Monday.com app is actually really easy and it becomes very easy to manage our everyday task
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our work task on our mobile phone. Similarly, when it comes to inviting a team member
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just hits here, let me actually show you the process. we can also share a link from here but we can send an email you just have to enter their email address
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here click on invite and an invitation will be sent to them and they will be able to join you here on
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monday.com then of course you will be notified we can also customize our monday dot com experience here
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and we have search everywhere so this is where you will get your monday dot com dashboard documents
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and other items so you can search here too if you feel like you cannot find something for instance
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I cannot find Monday docs or I cannot find the Monday dashboards, right
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So what I'm going to do is I'm going to just search for dashports here. And it will look for me if I created any dashports
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You can see here and I will be able to search it. So it's actually really easy
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Then we have our other settings, admin settings here and support too
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We can also log out of our Monday.com anytime we want. But this is how you will be using Monday.com app
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It's actually really easy. All you need to do is just install the application. login and then you can get more productive save your time collaborate with your team and much more i hope
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that i was a big help to you guys and now you know how to use bundy dot com app don't forget to give
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this video a big thumbs up leave a comment down below turn on bell notification and subscribe to
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