Monday.com Tips and Tricks | Developer.com

In case your software program growth workforce has chosen Monday.com as their most popular undertaking administration software program, hold studying, as we are going to provide ideas and methods to get essentially the most out of this respected undertaking administration and collaboration platform.

What Is Monday.com?

Monday.com is undertaking administration software program that can be utilized throughout numerous industries to spice up workforce group, collaboration, and productiveness. Monday.com is sort of standard with software program growth groups seeking to handle duties and initiatives, however it might probably additionally work wonders for groups primarily based in advertising and marketing, gross sales, human assets, operations, and so forth.

A few of the greatest manufacturers on the earth use Monday.com to assist groups maximize their potential, akin to Coca-Cola, Hulu, Common Music Group, and Digital Arts. One take a look at Monday.com’s options, and it’s straightforward to see why so many select it for his or her undertaking administration wants:

• Customizable dashboards
• Doc administration
• File sharing
• Gantt charts
• Integrations with over 40 highly-used third-party instruments
• Kanban boards
• A number of views, together with timeline, calendar, and chart
• Over 200 templates
• Shareable varieties
• Time monitoring
• Time-saving automations
• Person-friendly interface
• Whiteboard collaboration

If you don’t at the moment use Monday.com or are unsure if you’re utilizing its full undertaking administration characteristic set, try our cowl of the favored PM device in our tutorial: Monday.com Undertaking Administration Software program Assessment.

Suggestions And Methods For Monday.com

As you may see, Monday.com has fairly an inventory of options. However what good are they if builders have no idea profit from them? Listed here are some productivity-boosting and time-saving Monday.com ideas and methods that may guarantee your subscription to the software program doesn’t go to waste.

Save Time With Monday.com Shortcuts

If you’re going to be utilizing Monday.com on an on a regular basis foundation, the next keyboard shortcuts can turn out to be useful. They will help builders keep away from fixed scrolling up and down the display simply to seek out an merchandise, they usually could make navigating Monday.com’s intuitive interface a breeze.

You may entry the whole keyboard shortcut menu through your Monday.com account. All you must do is go to the lower-left hand nook of your display and discover your profile image. Click on on it, then choose Shortcuts from the pop-up menu. A fair faster strategy to entry the Monday.com shortcut menu is to sort Shift ? in your keyboard.

As you entry the keyboard shortcuts menu or cheat sheet, you will note two classes. The primary is system navigation, which helps you leap round your account and the general Monday.com interface. The second is board navigation, which helps you get round a selected board. Listed here are a few of the keyboard shortcut highlights that may save programmers and undertaking managers time, make your Monday.com person expertise a pleasing one, and make it easier to use the undertaking administration software program like a professional:

• Shut merchandise pages, dialog, or search: Esc (each Mac and PC)
• Open or shut navigation: Command+ (Mac); Ctrl+ (PC)
• Navigate up/down/left/proper: Use the corresponding arrow keys (much like Excel)
• Navigate to the following cell: Tab (each Mac and PC)
• Navigate to the earlier cell: Shift+Tab (each Mac and PC)
• Open the column view: House (each Mac and PC)
• Search the board: Command+F (Mac); Ctrl+F (PC)
• Copy a cell’s content material: Command+C (Mac); Ctrl+C (PC)
• Paste a cell’s content material: Command+V (Mac); Ctrl+V (PC)
• Lower a cell’s content material: Command+X (Mac); Ctrl+X (PC)

Rapidly Swap Between Boards

Right here is one other Monday.com shortcut that deserves its personal part. The Fast Search operate lets undertaking managers and builders seamlessly swap between dashboards, boards, docs, workspaces, and so forth, in Monday.com with out having to execute a bunch of factors and clicks along with your mouse.

To make use of Fast Search for seamless switching, hit “Command+B” in your Mac or “Ctrl+B” in your PC. Then sort within the title of the board you need to swap to.

Reduce Distracting Notifications

One of many major explanation why builders use undertaking administration software program like Monday.com is to extend focus and productiveness. That may be arduous to perform if you’re continually inundated with notifications, which is why you might be most likely greatest served to show off as many as doable by doing the next:

• Edit your bell notification settings
• Mute notifications on particular boards
• Unfollow conversations that don’t pertain to you
• Delete your self as a board member from boards which might be nonessential
• Exit from objects

Learn: Monday.com versus Wrike Undertaking Administration

Sync Objects To Your Google Calendar

Are you bored with having to manually create calendar occasions that correspond to your busy schedule? Sync your objects to your Google Calendar through Monday.com, and you’ll keep away from that time-consuming process by eliminating the necessity to continually leap between apps simply to determine what’s in your upcoming agenda.

You may sync your Google Calendar in Monday.com by:

• Going to your board
• Clicking the drop-down arrow beside the Date column subsequent to your duties (it needs to be on the right-hand aspect of the web page)
• Clicking on Settings
• Clicking on Customise Date column
• Clicking on Sync subsequent to Google Calendar

Replace A number of Duties Concurrently

Manually updating many duties in Monday.com can gobble up a ton of your time. That’s the reason builders ought to replace a number of objects concurrently, which you are able to do by:

• Going to your board
• Choosing all objects
• Updating them as wanted

Use Monday.com Integrations To Enhance Collaboration

One of many greatest advantages supplied by PM software program like Monday.com is that it offers you all of the instruments you must achieve one place. With Monday.com, you may cease switching between apps to ship emails, do video calls, handle duties, and the like. In doing so, undertaking managers, builders, and stakeholders can really feel organized, higher linked to your initiatives, and fewer more likely to let essential data slip by the cracks.

Whereas Monday.com has a number of collaborative options of its personal, you may lengthen the software program’s performance through integrations that join it with third-party apps like Gmail, Slack, Zoom, and many others. In doing so, you may guarantee workforce members and purchasers get all the information they want with out having to manually ship out separate messages. Combine Monday.com with Slack, as an illustration, and every replace or remark made by the messaging app on Monday.com will mechanically get despatched to whoever must see it.

Does Monday.com combine with each standard third-party app proper out of the field? No, however you may work round this by utilizing a platform like Integrately.com that may join your favourite apps to Monday.com, so you don’t miss a beat.

Maintain A Shut Eye On Your Dashboards

Undertaking administration software program like Monday.com can hold you organized and productive, but it surely additionally offers you higher perception into progress and what must be mounted. Dashboards in Monday.com provide this performance, so use them ceaselessly to dive into deep element relating to your initiatives’ assets, funds, schedules, targets, and so forth.

Learn: High Collaboration Instruments for Software program Builders

Keep away from Overwhelm With The Workload View

If you’re main a workforce of builders, Monday.com will help you keep away from overloading sure staff to the purpose that it stunts your group’s progress. With the Workload View, you may see what particular person workforce members have on their plate, plus associated deadlines, to be able to regulate workloads accordingly.

Choose The Finest Monday.com View For Cell

Builders utilizing Monday.com on the go may have many viewing choices by the software program’s cell app, however in the event you needed to choose the very best one, you can not go fallacious with the Desk View. It’s broadly thought to be the very best view for cell. Not solely that, however the Desk View can be most frequently utilized by builders and never undertaking managers, because it lets every particular person see what duties they have to full and by when.

If you’re a developer planning to make use of the Desk View in Monday.com, remember to use the filtering choices above. They are going to allow you to rapidly filter your title to see the duties you might be liable for. Past that, you may filter in keeping with precedence to see the order during which you need to full the duties.

Monday.com Alternate options

Searching for an alternative choice to Monday.com or wanting so as to add some further collaboration instruments to your software program growth workforce’s arsenal? Try our tutorial, Monday.com Undertaking Administration Alternate options for extra choices.