This is for new monday.com customers who are looking for some guidance and handholding.

We do not provide formal training as part of the onboarding package, but rather enable your team with resources for self-paced learning. If you are looking for training online, let our team know and we can make that happen for your onboarding needs. 

Outcomes from onboarding

  • Structure workspaces, folders and boards
  • Get the admin settings for the account right
  • Optimize board structures (for one or two workflows)
  • Plan how to roll out to users

What to expect

We start off by having a kick-off session, where the process is explained in more detail. A typical onboarding will look something like this:

Let’s get your team set up

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