• •Set up your Monday account - either a free forever Individual Plan or a 14 day free trial (no credit card required) of one of the Monday.com paid plans.
• •Created 2 Workspaces in your Monday.com account, each containing at least one Folder, Board, Dashboard and Doc.
• •Invited a second user & a viewer/guest to your account so you can assign tasks, chat with and mention each other . (If you don't have any other users to invite I will show you how to set up a dummy user for yourself so you can test how Monday works with a team).

Set up 2 Key Boards (Tasks & Projects) complete with Integrations, Automations and Dashboards.

• Created a Tasks Board (that will allow you to link Tasks to Projects and vice versa and also create Tasks automatically based on Project stage).
• Created a Deals Board (that will allow you to link Projects to Tasks and vice versa and also create tasks automatically based on Project stage).
• Set up the Gmail/Outlook email integration so that we can view, send and reply to emails in Monday - including using email templates and automated emails.
• Set up the Google/Outlook Calendar Integration so that important dates for our Projects get added to our Calendar and vice versa.
• Set up an automation that creates a new Task when a Deal reaches a certain Status/stage.
• Set up an automation so that when a Deal is marked as complete, any associated Tasks are also marked as complete.
• Created and used a template for a Call Log or Meeting Agenda Template in the Emails & Activities View.
• Learned how to use the Emails & Activities Item View to log Calls and Meetings.
• Created a Dashboard containing several Charts and other Widgets to give us a good high level overview of our Tasks and Projects Boards.

Set up a Monday Workdoc (super powerful and a complete game changer).

• Embedding a useable, filterable Board within the Doc
• Commenting on certain parts of the Doc and replying to those comments.
• Adding and using the key Doc block types
• Sharing the Doc with other Users and Guests.