Work management
Using our 6-step methodology based on our Customer Success team’s experience working with 1000s of clients, this course is for anyone looking to build workflows in monday.com.
Each lesson is made up of approximately 2-3 bite-sized videos and at least 1 hands-on exercise, which you will complete from within your staging-csghelpcenter.kinsta.cloud account.
This Introduction the workflow methodology, defining the workflow. We'll define what a workflow is and what it isn't and explore some key questions to better understand your business needs. It is made up of 2 videos, 1 knowledge check and 1 exercise.
This lesson covers the first step of the workflow methodology, defining the workflow. We'll define what a workflow is and what it isn't and explore some key questions to better understand your business needs. It is made up of 2 videos, 1 knowledge check and 1 exercise.
This lesson covers the second step of the workflow methodology, defining the workflow. We'll define what a workflow is and what it isn't and explore some key questions to better understand your business needs. It is made up of 2 videos, 1 knowledge check and 1 exercise.
This lesson covers the 3th step of the workflow methodology, defining the workflow. We'll define what a workflow is and what it isn't and explore some key questions to better understand your business needs. It is made up of 2 videos, 1 knowledge check and 1 exercise.
In this lesson, we'll level up our workflow by:
Now you have learned how to build a process workflow and optimize it. Before we start rolling the boards out to our team, it's a good time to check if there are other workflows we want to manage in monday.com. In this lesson, we discover how to build a project board using a template, how to optimize it and then report on a project portfolio. The lesson contains 3 videos and 2 exercises.
We have reached the final step in our building workflows methodology, adoption. Rolling out everything you have built in monday.com is a very exciting time. In the final lesson of the course, you will learn best practices for planning and executing a successful rollout. This lesson contains 1 video.
Using our 6-step methodology based on our Customer Success team’s experienc111111111111111111
Work management