Expert monday.com Training for Teams
You've built a great system. But if your team doesn't know how to use it, you've built a very expensive filing cabinet. Our monday.com training programmes turn users into power users.
AI for Sales
End to End
Revolutionary AI-powered sales automation that transforms prospects into customers. Complete sales funnel automation is coming.
CPD accredited course:
AI Readiness in Sales
Why Training Matters
The difference between a system that gets used and one that gets abandoned is monday.com training that fits how your team actually works. We've seen it hundreds of times - the same platform, dramatically different results, all based on how well teams understand it.
Faster Adoption
Teams start using the system properly from day one, not month three
Confident Users
People who understand the 'why' use tools better than those who just know the 'how'
Better ROI
Trained teams extract more value from your platform investment
Our Training Programmes
monday.com Foundations
For new users getting started. Core navigation, boards, views, and basic automations.
Half-day sessionPower User
Advanced automations, integrations, dashboards, and workflow optimisation.
Full-day sessionAdmin Training
Security, permissions, governance, and platform administration best practices.
Half-day sessionCustom Programmes
Tailored training built around your specific workflows, industry, and team needs.
Flexible durationDelivery Options
Virtual
Live online sessions with screen sharing and interactive exercises
On-Site
Face-to-face training at your offices across the UK
Hybrid
Combination of virtual and on-site for distributed teams
What's Included
monday.com Training Curriculum
Each programme is broken into short modules, every one followed by hands-on practice on your own boards. Here is exactly what your team covers.
monday.com Foundations
For people new to monday.com. The goal is simple: leave the session able to run your own week without asking for help.
- 1
How monday.com is put together
Workspaces, boards, groups and items - the vocabulary your team needs before anything else makes sense.
- 2
Columns, statuses and dates
The building blocks of a board, and the column types that reflect how your work actually moves.
- 3
Views: board, timeline, calendar, table
Turning one set of data into the view each person needs, without duplicating anything.
- 4
Filters, My Work and notifications
How everyone keeps their own workload visible without drowning in updates they don't own.
- 5
Your first automations
Built-in recipes for status changes, due-date reminders and assignments - set up live on a real board.
- 6
Collaboration that stays in the board
Updates, mentions, files and comments, so context doesn't end up scattered across email.
- 7
A 30-day practice plan
The habits to build in the first month, so the session turns into routine instead of a memory.
Power User
For teams already using monday.com who want it to work harder. Most of the day is spent building, not watching.
- 1
Automation beyond the recipes
Custom triggers, conditions and dependencies for the processes built-in recipes can't cover.
- 2
Integrations that end double entry
Connecting email, calendar, Slack, Teams and third-party tools so data is entered once.
- 3
Formulas, rollups and calculated columns
Turning board data into numbers your team can act on.
- 4
Dashboards that answer a question
Building a dashboard people actually check, rather than one that gets ignored by Friday.
- 5
Templates, mirrors and parent items
Reusable structures that keep recurring work standardised across departments.
- 6
Build-along lab
Attendees rebuild one of their own live workflows with a consultant beside them.
- 7
Measuring what you saved
How to evidence the time your team has recovered, so the investment stays justified.
Admin Training
For the people who own the account. Covers the decisions that keep a workspace usable as it grows.
- 1
Account and workspace structure
A layout that scales, instead of one that grows sideways.
- 2
Permissions and governance
Who can see, edit and delete - and guest or viewer access done properly.
- 3
User lifecycle
Joiners, movers and leavers, without orphaned boards or shared logins.
- 4
Integrations, API tokens and OAuth
Approving connections safely and keeping token access tidy.
- 5
Audit, changes log and restore
Recovering from mistakes before they become an escalation.
- 6
A monthly admin routine
The short check-up that keeps boards, permissions and archives under control.
Custom Programmes
For organisations with a specific system to embed - a workflow, a finance or ERP integration, or a launch date to hit.
- 1
Scoping call
We review your workflows and identify the training your team is actually missing.
- 2
Content built on your boards
Exercises use your workspace and your data, not a demo account.
- 3
Role-based tracks
Separate sessions for teams, managers and admins, so nobody sits through the wrong half.
- 4
Delivery at your pace
Virtual, on-site or hybrid, scheduled around your calendar.
- 5
Follow-up and support
Post-session Q&A plus 30 days of access to our support team.
How Your Training Day Runs
Three stages, so the session is a starting point rather than a one-off event.
Before
A short pre-training assessment so the content matches the people in the room.
- Who's attending and what they do
- The workflows they need most
- What already exists in your workspace
During
Live, hands-on and on your own boards - nobody watches a slide deck for half a day.
- Short modules, each followed by a build-along
- Exercises on your real workflows
- Room for the questions your team has been working around
After
The session ends; the support doesn't.
- Comprehensive training materials and guides
- Post-training Q&A session
- 30 days of access to our support team
- Certificate of completion
Not sure where to start? Tell us how your team works and we'll recommend a programme - or see how other organisations use monday.com in our case studies.
monday.com Training: Common Questions
Do you train on our own monday.com workspace?
Yes. Where access allows, exercises run on your own boards with your own data - which is why the materials stay useful after the session. If your account isn't ready, we set up a practice workspace in advance.
How long does monday.com training take?
Foundations and Admin are half-day sessions, Power User is a full day, and custom programmes are scoped to what your team needs. Most clients start with Foundations for new joiners and Power User for the people already using the platform daily.
Is the training online or in person?
Both. Virtual sessions are live, with screen sharing and interactive exercises. On-site training runs at your offices across the UK, and hybrid suits teams split between the two.
Which monday.com course should we start with?
Foundations if your team is new to the platform, Power User if they've been using it but aren't getting value from automations, and Admin if you're handing over account ownership. If you're unsure, tell us how your team works and we'll recommend the starting point.
Can you train teams outside the UK?
Yes - virtual sessions work anywhere. On-site training is available at UK offices.
What do we get after the session?
Comprehensive training materials and guides, a post-training Q&A session, a certificate of completion and 30 days of access to our support team.
Do you offer AI training as well as monday.com?
Yes. Our CPD-accredited AI Readiness in Sales course is a nine-module online programme that shows sales teams how to use AI at every stage of the sales journey - no AI experience needed.
Looking for AI training too? Our CPD-accredited AI Readiness in Sales course is a nine-module online programme for sales teams.
Transform Your Team's Productivity
Unlock the full potential of automation for your organisation. Our comprehensive training programmes empower teams and individuals to streamline workflows, eliminate manual tasks, and focus on what matters most - driving business growth.
For Teams
- verifiedStandardise processes across departments for consistent results
- scheduleReduce time spent on repetitive tasks and administrative work
- hubImprove collaboration and visibility across projects
- trending_upScale operations without proportionally increasing overhead
For Individuals
- workspace_premiumMaster in-demand automation skills that advance your career
- psychologyGain confidence in using powerful workflow automation tools
- starBecome the go-to person for process improvement in your organisation
- timerReclaim hours in your day for strategic, high-value work
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