Monday.com onboarding

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Welcome to our Monday.com onboarding sessions.

The main goal of a onboarding session is to build your workflow into Monday.com, taking into account your existing processes, as well as the tools you are currently using.

We try to understand how you work right now and either transfer these processes into Monday.com or suggest improvements and identify the bottlenecks and only after that, create them as boards in Monday.com

Below are a range of onboarding professional services that we suggest to new clients.

Online Basic Session

Duration 4hr Remote (2 x 2hr sessions)
Price £480.00 ex VAT

This course is designed to introduce and understand the key features of Monday.com to enable you to successfully work with Monday.com and meet your business needs.

Course Agenda:

  • Introduction and Overview
    Here you can access a standard introduction and overview of Monday, along with the aims, objectives and lessons format.
     
  • Templates
    A template can be used as a form, a mold, or a guide. This session covers the most used Monday Templates and also explains the features.
     
  • Boards / Pulses and Groups
    An overview and explanation of the core components of Monday boards, pulses and groups. Explore the functionality of each component and you can filter down activities.
     
  • Boards / Pulses and Groups
    An overview and explanation of the core components of Monday boards, pulses and groups. Explore the functionality of each component and you can filter down activities.
     
  • Fields and View Centers
    Explore the functionality of the field settings available and how you can utilise them using your Monday.com Boards.
     
  • Search and Navigation
    Find out the methods of searching and navigation in Monday.com. You can search through fields, the bolt loot, the search bar and much more!
     
  • Help / webinars / assistance
    Explore how you can get extra assistance and help from Monday if you ever need to know how to do something.
     
  • Summary
    This is a short summary of everything that has been explained.

Online Admin & Automation Session

Duration 3hr Remote (1 x 3hr sessions)
Price £360.00 ex VAT

This course is designed to introduce and understand the adminstration and advanced features of Monday.com to enable you to successfully configure your Monday.com platform.

Course Agenda:
  • Introduction and Overview
    Here you can access a standard introduction and overview of Monday, along with the aims, objectives and lessons format.
     
  • Automations and Integrations
    Be able to create automation and filter your boards. Also discover how to connect your boards up to different softwares (apps).
     
  • Security and Permissions
    With permissions you are able to invite people to see or edit your boards! As well as board permissions you can find out the level of security that your are getting with your Monday.com. Find out in more depth how you can control your security and visitors.
     
  • Admin
    Get more in depth information about how admins can access; Customisation, General, Security, API settings, Billing, Stats and Tidy Up Tools.
     
  • Help / webinars / assistance
    Explore how you can get extra assistance and help from Monday if you ever need to know how to do something.
     
  • Summary
    This is a short summary of everything that has been explained.

Online Advanced Session

Duration 3hr Remote (1 x 3hr sessions)
Price £360.00 ex VAT

This course is designed to increase users understanding of Monday.com and enables them to manage their day to day tasks and activities.

Course Agenda:
  • Introduction and Overview
    Here you can access a standard introduction and overview of Monday, along with the aims, objectives and lessons format.
     
  • Search and Navigation
    Find out more information about the methods of searching and navigation in Monday.com. You can search through fields, the bolt loot, the search bar and much more!
     
  • My Week View
    Week view enables you to keep on top of tasks and see everything in one place. Find out how to control your week view to suit you.
     
  • Dashboards
    An in depth explanation of user dashboards and their functions. Explore how you can have a number of lists with different categories in one place on your dashboard. Control the information within your dashboards and use it successfully.
     
  • Help / webinars / assistance
    Explore how you can get extra assistance and help from Monday if you ever need to know how to do something.
     
  • Summary
    This is a short summary of everything that has been explained.

Online Brainstorming Session

Duration 4hr Remote (2 x 2hr sessions)
Price £480.00 ex VAT

Course Description:
  • Introduction and Overview
    Here you can access a standard introduction and overview of Monday, along with the aims, objectives and lessons format.
     
  • Brainstorm / Configuration
    A 4 hour workshop which will put all of the previous information in place. A chance to sit down with the tutor and apply all of the tools on your own Monday board and brainstorm any ideas.
     
  • Summary
    This is a short summary of everything that has been explained.

Online Consultancy Session

Duration 2hr Remote (2hr sessions)
Price £300.00 ex VAT

Course Description:
  • Brainstorm / Configuration
    A 2 hour workshop which will put all of the previous information in place. A chance to sit down with the tutor and apply all of the tools on your own Monday board and brainstorm any ideas.

Onsite Monday Workshop

Duration 2 day onsite (2 x 5.5hrs sessions)
Price £1780.00 ex VAT

Course Description:
  • Introduction and Overview
    Here you can access a standard introduction and overview of Monday, along with the aims, objectives and lessons format.
     
  • Templates
    A template can be used as a form, a mold, or a guide. This session covers the most used Monday Templates and also explains the feaures.
     
  • Boards / Pulses and Groups
    An overview and explanation of the core components of Monday boards, pulses and groups. Explore the functionality of each component and you can filter down activities.
     
  • Introduction and Overview
    Explore the functionality of the field settings available and how you can utilise them using your Monday.com Boards
     
  • Search and Navigation
    "Find out the methods of searching and navigation in Monday.com. You can search through fields, the bolt loot, the search bar and much more!
     
  • My Week View
    "Week view enables you to keep on top of tasks and see everything in one place. Find out how to control your week view to suit you.
     
  • Help / webinars / assistance
    "Explore how you can get extra assistance and help from Monday if you ever need to know how to do something.
     
  • Automations and Integrations
    "Be able to create automation and filter your boards. Also discover how to connect your boards up to different softwares (apps).
     
  • Security and Permissions
    With permissions you are able to invite people to see or edit your boards! As well as board permissions you can find out the level of security that your are getting with your Monday.com.
     
  • Admin
    "Get information about how admins can access; Customisation, General, Security, API settings, Billing, Stats and Tidy Up Tools.
     
  • Dashboards
    "An explanation of user dashboards and their functions. Explore how you can have a number of lists with different categories in one place on your dashboard.
     
  • Brainstorm / Configuration
    A 3 hour workshop which will put all of the previous information in place. A chance to sit down with the tutor and apply all of the tools on your own Monday board and brainstorm any ideas.
     
  • Summary
    This is a short summary of everything that has been explained.

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Contact us for training information below: