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Getting started with monday.com [2023 Quick Guide]

Updated: Aug 16, 2023


getting started with monday.com
monday.com Capabilities

Sick of Manual Spreadsheets? Getting started with monday.com is the best thing you'll do for your business in 2023. monday.com is capable of managing CRM, HR, Projects & so much more! Over 200,000 unique businesses globally leverage monday.com's flexibility to build solutions that make sense for their industry and unique teams process, giving the power back to small, medium and agile enterprise-size businesses.


Introduction:

Anyone can get started with monday.com and here is your foolproof dummies guide to setting up your monday.com account:


Step 1: Sign up for your free trial account of monday.com


Go to monday.com or use the Fruition extended & supported free trial link below:




Step 2: Click get started and follow the trial set-up prompts


Enter details like name and business details to get started


how to sign up for monday.com
monday.com get started trial button

Step 3: Create your first board


You can create a blank new board (blank slate) by selecting "Create New Board" from the dashboard and customize the board by selecting a template or creating one from scratch.

How to create a new board in monday.com
How to create a new board in monday.com

Using Templates to get a head start

You don't have to start from scratch, monday.com has dozens of pre-made templates that are free and available on all plan tiers too. Template centre here


Video tutorial on Templates:



Step 4: Setting up your board


Add groups to the board to categorise the information and items on the board to layout of your preference by simply dragging and dropping groups and fields

main table

Step 5: Add new items, tasks or projects


Add new items to the board by clicking the "+" button and entering details such as name, description, and assignees.


table of marketing plan

Step 6. Adding columns


You can add over 40 different types of columns to the board by clicking the "+" button and selecting the type of column you want to add, such as text, status, or date. Columns can be renamed and also dragged and dropped for your preference

sales lead management

Step 7: Use the communication features


Internal communicationssuch as comments and mentions, to collaborate with team members in real-time.

lea's events

Step 8: Integrate with other tools


Integrate with existing tools like Google Drive, Gmail and Microsoft Teams to streamline workflow and access all information in one place.


Step 9: Set up automation


This is where the workflow magic happens!

Automations are rules that help automate repetitive tasks like sending reminders great way to save time and make sure nothing slips through the cracks.


Step 10: Bring your data together with Dashboards


Once you have some data in monday.com your can create super intuitive reports to visualise your data to make better decisions by bringing it all together into a single view

data dashboard

You should now be well on your to be using monday.com, when you are ready to buy, you can select a pricing tier that best fits the needs of the team and use the excellent customer support provided by monday.com, including live chat and a thorough knowledge base,


About Fruition:


Fruition Services is a monday.com Partner because we adore the product capabilities, its flexibility and how it helps transforms our client's business operations to be resilient and scalable.


Our team of expert monday.com consultants partner with your to help transform businesses with expertise in business process design and automation with complete software delivery and integration services. We support clients across all industries and departments to scale and optimise inefficient business processes.



Fruition services is a monday.com partner
monday.com partner



How Fruition Services helps set up and scale your business with the right software:


Large and small-scale PMO framework consulting and implementation, we have expertise in transforming internal and client project management, delivery & scheduling


Every CRM is unique, we focus on understanding your lead, quote to cash, opportunity pipeline management and integration with core systems like VoIP Telephony and Marketing tools like Hubspot Marketing, Hootesuite and many others.


We help build a structured Marketing framework to connect your Marketing strategy and execution of campaigns to deliver measurable and reportable ROI.





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