DD #53 – Becoming a Champion on monday.com

Greetings, dedicated learners of the monday arena and welcome back to Edition #53! Notice anything different?

While every tool has its learning curve, it’s the perseverance and strategy with which we approach it that truly makes a difference. Picture yourself not just as a user but as a champion in this digital colosseum. So, what does it mean to be a champion on monday? It’s not about being the fastest or the most knowledgeable from the get-go. It’s about adopting a mindset, honing your skills, and leveraging the platform’s features to their maximum potential.

Being a champion involves having a clear vision of your goals, an in-depth understanding of the platform’s capabilities, and the dedication to explore and experiment until you find the optimal workflow for your team. As we embark on this journey today, remember that every champion was once a beginner, and every expert was once a novice.

Today, let’s set the foundation, step by step, to ensure you’re on the path to becoming a monday champion! 🏆

The Building Blocks 🏗️

Laying the foundation is quintessential to any great structure. In the digital realm of monday, understanding and integrating the core elements of the platform is like setting the first stones in place. Let’s dive into these critical building blocks that will set you on your champion’s journey:

1. Board Mastery: Start simple. Familiarize yourself with the basics of creating boards, choosing between Main, Shareable, and Private boards. Understand the essence of each board type to determine which best suits your project’s needs.
   
   
2. Column Versatility: The real power of monday often lies in its diverse column types. From text, numbers, and dates to more dynamic columns like statuses, connect boards, and custom integrations – ensure you’re leveraging the right ones to capture and present data effectively.
   
   
3. Groups & Sections: Organize! Group tasks or items by phases, teams, or any criteria that make sense for your workflow. This organization will streamline not only your board’s appearance but also its functionality.
   
   
4. Views & Dashboards: Visualization is key. Familiarize yourself with different views like Calendar, Kanban, or Gantt. Furthermore, dashboards can help aggregate data from multiple boards, offering you a holistic view of projects at a glance.
   
   
5. Communication Channels: monday isn’t just about task management; it’s a hub for collaboration. Engage with the ‘Updates’ section under each item, utilize the @mention feature, and employ the notification center to stay aligned and informed.
   
   
6. Filters & Search: Time is of the essence. Ensure you’re familiar with monday’s powerful filtering options to sift through boards and find what you need swiftly. The search bar will also be your best friend in navigating large boards or locating specific items.

Remember, as with any craft, practice is essential. The more you work with these building blocks, the more intuitive and second nature they’ll become, propelling you forward on your journey to mastery.

Leveling Up Your Game ⬆️

Becoming a champion on monday isn’t just about understanding the basics; it’s about leveraging those nuanced features that truly make your workflow stand out. Here’s how to elevate your monday game:

• Automations & Integrations: Delve deep into monday’s automation recipes. These pre-built automations, like “When status changes to something, notify someone”, can drastically reduce manual tasks. Don’t stop there – explore the integrations to connect your favorite tools and platforms, creating a unified workspace.

• Item Dependencies: Establish clear task hierarchies and sequences by setting up item dependencies. This ensures that your projects move forward logically and efficiently, without any bottlenecks.

• Time Tracking: If you’re in project management or billing clients based on hours, the Time Tracking column is a goldmine. Understand how it works and encourage your team to use it diligently for accurate reporting.

• Templates: Why reinvent the wheel? Once you have a workflow that’s effective, turn it into a board template. This way, you can quickly replicate successful structures for new projects or teams. And take advantage of great templates that already exist too!

• Advanced Searches & Reports: Use the advanced search functionality to generate specific reports, then save these searches for future access. Over time, this will streamline your data retrieval process, making reporting a breeze.

Taking the time to understand and utilize these advanced tricks will not only streamline your operations but position you as a monday maven in any collaborative setting. Dive in, experiment, and discover the potential!

Embrace Continuous Learning 📚

Being a monday champion isn’t just about mastering the platform today; it’s about staying updated with its ever-evolving capabilities. Here’s how you can ensure you’re always at the forefront:

1. Stay Updated with Webinars: monday regularly hosts webinars to introduce new features and best practices. Set aside time to attend these or watch the recordings to keep your knowledge fresh.
   
   
2. Explore the Community: The monday.com community is filled with users sharing unique use cases, hacks, and solutions. Participate actively; there’s always something new to learn.
   
   
3. Test Beta Features: If you’re feeling adventurous, opt-in to test new beta features. This not only gives you a sneak peek but also provides an opportunity to provide feedback directly to the monday team.
   
   
4. Training Modules: monday.com Academy offers various training modules, from beginner to expert levels. Periodically review these to reinforce your skills or learn new ones.
   
   
5. Seek Feedback: As an admin or active user, always seek feedback from your team about their experience and workflow. Their insights might reveal areas for further learning or improvement.
   
   
6. Connect with a Partner: monday partners are certified and experienced users ready to help. Staying in touch with partners is a surefire way to guarantee you’ll hear about new and impactful features. Being subscribed to newsletters like this one is a prime example. Connect with CarbonWeb ->

In the dynamic world of digital collaboration tools, the learning curve never really plateaus. Embrace this continuous journey, and you’ll find yourself not just competent but truly exceptional in maneuvering through monday.

Keep spreading the word!

If you have questions about apps, wondering the best way to build a workflow, or have ideas for a topic you want to see covered in a future Digital Directive, feel free to share ’em with us!

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