Mastering monday.com
- On-Demand Course Syllabus -
Course Overview
Mastering monday.com isn’t just about learning a tool—it’s about transforming the way you work.
This hands-on, self-paced course teaches you how to optimize and automate workflows, create essential dashboards, and build a functional monday.com structure tailored to your business needs.
By the end, you’ll have a working monday.com system in place—and the confidence to scale it.
Key Learning Outcomes
- Set up and organize monday.com boards to manage tasks easily
- Automate repetitive work to save time and reduce mistakes
- Use dashboards to track tasks, progress, and key business metrics
- Connect monday.com with other tools to streamline workflows
- Communicate effectively to keep your team aligned
- Walk away with a functional monday.com setup ready to support your business
Course Structure
This 6-module self-paced course includes:
– Video lessons you can watch anytime
– Hand-on exercises and practice templates
– Quizzes to test your learning
You’ll work inside your own monday.com account, step by step, building your workflow as you go.
- Overview of monday.com: What it is and how it works
- Setting up your account and admin settings
- Understanding user roles and permissions
Total training video time: 45 minutes
Homework: Build your general workflow using WorkCanvas
- Understand how workspaces and boards organize your work
- Learn about columns and item types for customization
- When to use templates vs. building from scratch
Total training video time: 87 minutes
Homework: Build your own task board
- Plan and organize your monday.com system using high- and low-level boards
- Use connected boards, folders, and “My Work” to create clarity
- Understand when to use different board types
Total training video time: 36 minutes
Homework: Plan your structure
- Build automations to reduce manual work and boost efficiency
- Explore integrations with tools like Slack, Gmail, and Google Calendar
- Improve collaboration using monday Docs, WorkForms, and updates
Total training video time: 40 minutes
Homework: Create 5 automations to save you time and build them
- Understand how dashboards support data-driven decision-making
- Learn to build dashboards using widgets like charts, Gantt, calendar, and workload
Explore real-world dashboard examples to inspire your setup
Total training video time: 43 minutes
Homework: Create 6 dashboards
- Case studies: How real businesses use monday.com effectively
- Common mistakes to avoid when building your workflows
- Tips for continuously improving your boards and dashboards
Course Policies
01Participation
Self-paced. No live sessions.
02Technical Requirements
A monday.com account is required
03Access
Lifetime access to all recorded materials
04Refund Policy
Due to lifetime access to all materials, no refunds are available
Resources & Support
Required materials:
- monday.com account
- Worksheets & practice templates (provided inside course)
Extras:
- Lifetime access to recorded lessons
Have questions?
If you have any questions about the course, feel free to email us at [email protected].
How to Access Your Course
You can access it in your student area by logging in at https://simpledaysolutions.com/login-mastering-monday/
This is your main access point for all course materials. Use the email and password you registered with.
FAQs
You can use a free trial or your existing account. While some features (like automations or dashboards) may require a paid plan, you’ll still be able to follow along and apply the lessons.
Forever! You get lifetime access to all videos, templates, and materials.
Each module includes homework to help you practice what you’ve learned.
Quizzes are added after each module to help you review key concepts.
Instructions for homework and quiz links are included inside each lesson.
It’s self-paced. Most people complete it in 2-3 weeks, but you can go faster or slower depending on your schedule.
Everything is pre-recorded, so you can learn whenever it works for you—no scheduling required.
Yes, you can book a 60-minute 1:1 session with Tara (optional, not included in course price). Details are inside the course platform.
Because you get instant, lifetime access to all materials, we don’t offer refunds for this course.
Your course access is for individual use only. If your team is interested in training, email us at [email protected] — we offer team packages and consulting options.
Instructor Contact
Tara Horn – CEO of Simpleday Solutions
