Project Management Basics
Thank you for joining us!
We would like to introduce you to our project management service, monday.com. Using this, we will keep track of tasks to ensure we complete your project in a timely, efficient, and professional manner. For more information on the software itself, simply visit https://monday.com in your browser of choice.
As a guest in the software, you will have the ability to create and assign tasks, post updates, notes and files, and much more. Just below, we’ve provided some basic functions of the software that you may find useful when getting started. If there is anything you would like us to go into more detail about, please let us know.
Creating a Pulse (task)
Click in the highlighted area, name your task, and press Enter.
Assigning a Pulse (task)
Click the “Assigned To” column and select a user to assign this specific task to. To the right of the Owner column, select a Priority level (High, Medium, Low, URGENT). If there is a specific due date, please feel free to enter that in the “Date” column as well.
Updating a Pulse (task)
Click on the “speech bubble” icon to the left of the Owner column for the task you’d like to update; a window will pop open from the right. Use this area to create an update, add info boxes or files, or check the activity for the task.
Changing Your Profile and Notification Settings
In the top right corner of the window, you will see your profile image. Click it and select “My Profile.” Here, you will be able to change aspects of your profile with us, such as personal info, your password, your notifications, and email integrations (if you would like to update via email).
On a board you are assigned to, click on the three bar icon, just under your profile image. Select “Email Preferences.” Here, you will be able to control if you receive daily update emails for this board.