Overview

monday.com is a Work OS that empowers teams to run projects and workflows with confidence. With its flexible and visual platform, you can plan, track, and deliver your team’s work efficiently.

This article walks you through the basics of project and task management in monday.com, including how to set up boards, assign tasks, track progress, and collaborate effectively.

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🧱 1. Setting Up Your Project Board

A Board in monday.com is where you manage all aspects of a project.

Steps to Create a Project Board:

1. Click “Add” (+) in the left panel.
2. Choose “New Board”.
3. Select a board type (Main, Private, or Shareable).
4. Give your board a name (e.g., “Marketing Campaign Q3”).
5. Choose a template or start from scratch.

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✅ 2. Creating and Managing Tasks (Items)

Tasks in monday.com are called Items, and they live within Groups (like “To Do”, “In Progress”, “Done”).

Add a Task:

• Click “+ Add Item” at the bottom of any group.
• Name the task and press Enter.

Customize Columns:

You can customize each item with different columns, such as:

• Person (assignee)
• Status (task stage)
• Date (due date)
• Timeline (start and end date)
• Priority (urgency level)
• Files (attachments)

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📅 3. Planning and Scheduling

Use visual views to plan and monitor your timeline.

Key Views:

• Table View – Default view, like a spreadsheet.
• Gantt View – Ideal for project timelines and dependencies.
• Calendar View – Displays tasks by due dates.
• Kanban View – Drag-and-drop interface for task stages.

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👥 4. Assigning and Collaborating

Assign Tasks:

• Use the “Person” column to assign team members.
• Add multiple assignees if needed.

Team Collaboration:

• Use Updates section in each item to communicate.
• Mention teammates with @name.
• Attach files or share links.

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📊 5. Tracking Progress

Stay updated on task and project status with these tools:

• Dashboards: Create a dashboard to get a high-level view of your project using widgets like Battery, Charts, and Numbers.
• Automations: Set up rules (e.g., “When status changes to done, notify manager”).
• Notifications: Receive updates via email or in-app notifications.

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🔁 6. Automations & Integrations

Automations:

Speed up your workflow with triggers like:

• Status changes
• Date arrives
• Item is created

Examples:

• “When task is overdue, notify assignee.”
• “When a new item is created, assign it to John.”

Integrations:

Connect monday.com with:

• Slack
• Google Calendar
• Outlook
• Jira
• Zoom and more.

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🧩 7. Tips for Efficient Project Management

• Use Templates for recurring project types.
• Regularly update Status and Dates to keep boards current.
• Encourage team to comment and collaborate directly in tasks.
• Set up recurring tasks with automation.