monday.com Project Planning and Team Collaboration Training Course

Course overview

Projects often lose momentum not because teams lack effort, but because work is scattered across spreadsheets, chat threads, email updates and disconnected project boards. Project managers need a reliable way to turn scope into assigned work, make dates and dependencies visible, capture requests consistently, and give stakeholders accurate status without repeatedly rebuilding reports. This course addresses the practical challenge of configuring monday.com so that teams can plan, execute and govern work from a shared operating view rather than chasing updates across multiple channels.

Participants build and manage monday.com workspaces, boards, groups, columns and views for real project delivery. They learn to translate work breakdown structures into usable boards; set owners, milestones, dependencies and timelines; configure status, formula and mirror columns; apply workload and Gantt views; and create dashboards that show progress, risks and capacity. The course also covers WorkForms, automations, permissions, templates, documentation practices and integrations with Microsoft Teams and Microsoft Excel. By the end of the week, participants can design a board structure that supports both day-to-day team coordination and management reporting.

Delivery combines instructor demonstration with guided configuration labs based on a cross-functional project scenario. Participants progressively build a working monday.com project workspace, test notifications and automations, resolve data-quality issues, and present a dashboard to a simulated steering group. Each participant leaves with a configured project-planning board, a supporting intake form, automation rules, dashboard design and a documented rollout plan that can be adapted for their own team.

This intermediate course is suited to professionals who already understand the basics of project delivery and need to make monday.com a controlled, repeatable team workspace rather than a simple task list. It is particularly valuable where several teams contribute to shared milestones, leaders need reliable portfolio visibility, or project updates are currently manual and inconsistent.

Course objectives

By the end of this course, participants will be able to:

• Configure monday.com workspaces, boards, groups and column structures for a multi-team project
• Translate a work breakdown structure into sequenced tasks, milestones, owners and dependencies
• Build Timeline, Gantt, Kanban and Workload views for schedule and capacity management
• Create dashboard widgets that report delivery status, overdue work, risks and workload
• Design WorkForms that capture standardised project requests and route them into a board
• Automate status changes, owner notifications, due-date reminders and item creation using monday.com automations
• Apply board permissions, templates and documentation conventions to govern team collaboration
• Produce a monday.com implementation and adoption plan for a live project or department

Benefits of attending

Target competencies

Who should attend

• Project Managers — who need a controlled workspace for plans, dependencies, updates and stakeholder reporting
• PMO Analysts — who standardise project boards and create portfolio dashboards across delivery teams
• Operations Managers — who coordinate recurring cross-functional work and need visible ownership and capacity data
• Team Leaders — who allocate work, monitor deadlines and remove delivery blockers for their teams
• Project Coordinators — who maintain project records, chase actions and prepare status information
• Business Analysts — who collect requirements and configure workflow structures that reflect operational processes

Requirements and prerequisites

Participants should understand core project-management concepts including scope, tasks, milestones, deliverables, owners, due dates, dependencies and status reporting. They should be comfortable using a web-based business application, entering and filtering data in tables, and working with browser-based collaboration tools. Prior use of monday.com is helpful but not essential; participants who are new to the platform should complete basic navigation and account-access setup before the course. No coding, API development, database administration or advanced spreadsheet modelling is required. Participants should have access to a monday.com account or training environment with permission to create boards and automations.

Training methodology

The course is delivered through live instructor-led demonstrations, short configuration briefings and sustained hands-on work in monday.com. Participants use a realistic cross-functional project case to create boards, columns, views, forms, automations and dashboards in sequence. Facilitated group reviews compare alternative board designs, reporting measures and permission choices. The instructor uses troubleshooting clinics to address broken automations, incomplete dependencies and misleading dashboard data. On the final day, participants adapt the case design to their own workplace and complete an implementation plan covering governance, adoption and reporting.

Course outline

Day 1: Designing a usable monday.com project workspace

• monday.com account, workspace and board hierarchy
• Board groups for project phases and delivery streams
• Task, subitem and milestone design choices
• Core column types for owners, dates, statuses and priorities
• Custom labels and controlled status vocabulary
• Item updates, @mentions, files and activity records
• Board templates and workspace naming conventions

Workshop: Participants configure a project board from a supplied work breakdown structure and produce an agreed board architecture with groups, columns and ownership fields.

Day 2: Planning schedules, dependencies and team capacity

• Converting deliverables into sequenced board items
• Date, timeline and duration column configuration
• Dependency columns and predecessor-successor relationships
• Milestone tracking and critical hand-off identification
• Timeline and Gantt view configuration
• Kanban view for active-work flow management
• Workload view for capacity and allocation analysis

Workshop: Participants build a dependency-linked delivery schedule and produce a Gantt view and workload view that expose a simulated resource conflict.

Day 3: Automating intake, coordination and follow-up

• monday WorkForms design for project requests
• Form question mapping to board columns
• Automation recipe logic and trigger conditions
• Due-date reminder and escalation automations
• Status-based owner assignment and notifications
• Item creation and movement between groups
• Microsoft Teams notifications and collaboration touchpoints

Workshop: Participants create a project-change intake form and configure automation rules that route, assign, remind and escalate submitted work.

Day 4: Creating trustworthy project and portfolio reporting

• Dashboard architecture for project sponsors and delivery teams
• Numbers, battery, chart and table dashboard widgets
• Connecting multiple boards to a dashboard
• Formula columns for schedule and delivery indicators
• Mirror columns and connected-board data design
• Overdue, blocked and at-risk work reporting
• Microsoft Excel export and data-validation checks

Workshop: Participants produce a management dashboard from connected project boards and present the status, risks and capacity findings to a simulated steering group.

Day 5: Governing adoption and applying the design at work

• Board permissions, guest access and ownership controls
• Project documentation using monday Docs and item updates
• Template governance and reusable workflow standards
• Data-quality rules for dates, statuses and owners
• Notification discipline and collaboration etiquette
• Rollout sequencing, pilot selection and adoption measures
• Implementation risks and continuous improvement backlog

Workshop: Participants complete and peer-review a monday.com implementation pack containing a configured board, dashboard, governance rules and 90-day adoption plan.

Tools & standards covered

monday.com Work Management, monday WorkForms, Microsoft Teams, Microsoft Excel

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions