How to Set up your Monday.com Account

How to Set up your Monday.com Account

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How to Set up your Monday.com Account

Welcome to the tutorial on setting up your Monday.com account. Follow these precise instructions to navigate through the account setup process seamlessly.

Go to techdella-marketing-team.monday.com

1. Click "Add email here"

Input your team email to add your team members to your workspace.

Click 'Add email here'

2. Click "Invite your team"

Click on "Invite your team" to send email invites to your team members.

Click 'Invite your team'

3. Click "My first board"

Now it's time to set up your workspace. Click on "My first board". Add the name of the board/workspace.

Click 'My first board'

4. Add the columns for your board.

Add the columns for your board. This will determine the view of your board.

Add the columns for your board.

5. Select the column you want to manage

Select the column/element you want to manage.

Select the column you want to manage

6. Click "Select one of the items you’d like to manage"

Set your preferences.

Click 'Select one of the items you’d like to manage'

7. Add a view layout

Add a view layout.

Add a view layout

8. List your tasks

List your tasks.

List your tasks

9. Choose your automation preferences.

Choose your automation preferences.

Choose your automation preferences.

10. Click "Get started"

Click on "Get started". And that is it. You have successfully set up your Monday.com account.

Click 'Get started'

This guide covered setting up your Monday.com account, including adding emails, creating boards, managing tasks, and utilizing various features like Timeline, Kanban, and more.