Monday.com Project Management Tutorial | 2026 | Step-by-Step

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Издатель
If your monday.com projects feel scattered or chaotic, this video fixes that. PMP-certified project manager Tish Eaton walks you through a complete professional project lifecycle inside Monday.com — from first intake request all the way to archiving a closed project. This isn't just a feature walkthrough, it's a professional project management system built inside Monday.com using a real phase lifecycle framework.

*Monday.com 14-day free trial* → https://www.certumsolutions.com/monday-com
*Read Our Monday.com Project Management Companion Blog:* https://www.certumsolutions.com/library/monday-com-project-lifecycle-tutorial-2026


*What you'll learn in this video:*
✅ How to use Monday WorkForms to capture project requests with required fields and conditional logic
✅ Multi-page forms, form templates, and viewing/exporting submissions
✅ Using status columns to track approval stages
✅ Building automations that create a new project board from a template the moment a request is approved
✅ Automating task assignments and due dates based on status changes
✅ Managing automation history and troubleshooting errors
✅ How to properly archive a completed project (and why you should never delete)
✅ What happens to board connections when a project is archived
✅ Keeping your workspace clean without losing data

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