Mastering monday.com
- 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 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 of this course, 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 & Schedule
This 6-week course includes 7 modules. Each module features video lessons, a live Q&A session, hands-on exercises, and quizzes to help you apply what you’ve learned.
By the end, you’ll have a working structure inside your monday.com account tailored to your needs.
- 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
Practice template: Task board template
- 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
Practice template: High-level & low-level boards
- 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 6 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
Practice template: Financial boards template
- Share your final monday.com setup with the group
Reflect on key takeaways, ask final questions, and get live feedback - Sign up for a 30-minute 1:1 session with Tara to review your setup in depth
- 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
4 free templates: SOP, Social Media, Employee Directory, Expense Management
Course Policies
01Participation
Active engagement in live sessions and assignments is encouraged
02Technical Requirements
A monday.com account is required
03Recordings
All live sessions are recorded and accessible for later review
04Refund Policy
Due to lifetime access to all materials, no refunds are available
Resources & Support
Required Materials:
- monday.com account
- Worksheets & practice templates (provided)
Extras:
- Private Slack community for questions and peer support
- Lifetime access to recorded lessons
🏆 Certificate of Completion awarded
Have questions?
If you have any questions about the course, feel free to email us at [email protected].
Where to Access the 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, live session links, and replays—whether you’re in the current cohort or an upcoming one.
FAQs
The current cohort is in progress.
Live session dates for the next cohort will be announced soon.
No worries — every session is recorded and uploaded to your student area within 24 to 48 hours.
Join our private Slack channel to:
Ask questions about what you’re learning
Share ideas or challenges
Celebrate your wins
Get input from Tara between sessions
It’s your space to stay connected and supported throughout the course!
Post in the Slack channel or email Tara and the team at [email protected]. We’ll get back to you as soon as we can.
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.
Yes! You’ll receive exclusive monday.com templates that match what we build during the course. These are available in your student area and are yours to keep and reuse.
Yes — after the course officially ends, you’ll be able to book a 1:1 review session with Tara.
This session is included in the course and is your chance to go over your setup, get feedback, and ask final questions. Details will be shared during Week 6.
No pressure — you can go through the course at your own pace. Since you have lifetime access, you can revisit all modules and recordings whenever you need.
You’ll have lifetime access to the course dashboard, lessons, recordings, and templates — so you can return anytime.
Yes! Once you complete all modules, you’ll receive a digital Certificate of Completion.
We’ll send it to you 7 days after the course ends, straight to your email.
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
