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
Live session: April 29, 2025 at 2pm EST
- 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
Live session: May 6, 2025 at 2pm EST
- 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
Live session: May 13, 2025 at 2pm EST
- 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
Live session: May 20, 2025 at 2pm EST
- 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
Live session: May 27, 2025 at 2pm EST
- 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
Live session: June 5, 2025 at 2pm EST
- 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
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
Need Help?
For access or platform issues, email us at [email protected]
How to Access Your Course
Log in at https://simpledaysolutions.com/member-login/ using the email you registered with and the password we will send you within 24-48 hours after your purchase.
FAQs
Here are the live session dates for Mastering monday.com (all times are in EST):
Week 1: Tuesday, April 29 at 2:00 PM
Week 2: Tuesday, May 6 at 2:00 PM
Week 3: Tuesday, May 13 at 2:00 PM
Week 4: Tuesday, May 20 at 2:00 PM
Week 5: Tuesday, May 27 at 2:00 PM
Week 6: Thursday, June 6 at 2:00 PM
We’ve automatically added you to all these sessions, which will be hosted via the GoToWebinar platform.
You don’t need to do anything — all access details will be sent to you through reminder emails before each session.
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
Share ideas or struggles
Celebrate wins
Get Tara’s input between sessions
You’ve already been invited — just accept the invite in your inbox to join us!
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 required 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
