When you join an existing monday.com account, there may already be active boards, workflows, and processes in place. This article covers the basics to help you get oriented: setting up your profile, joining the right workspaces and boards, and learning how to navigate your team’s existing structure.

Make your profile visible

Click your profile picture in the top-right corner and select My profile. Here, upload a profile picture, edit your details, and manage your login information.

Join the right workspaces

When you join an account, you will automatically land in the Main workspace. This default workspace includes all team members and is used for company-wide collaboration.

From there, you can join other open workspaces to see information that’s relevant to your department, team, or projects. Open the left pane, select a workspace, and click Join workspace:

Join boards and understand their structure

Boards are where the work itself happens. They are made up of items, organized into groups, and tracked with columns.

You can subscribe to any main board in a workspace. For private or shareable boards, you will need an invite from a board owner.

Add important boards to your Favorites so they’re always at the top of your left panel for quick access. Click the star icon next to a board’s name to favorite it.

Manage your notifications

Notifications keep you updated without having to check every board:

The Update Feed (Inbox) shows every update from boards you subscribe to:

Bell icon notifications highlight items where you were tagged or assigned: 

Email notifications send alerts directly to your inbox (you can adjust these in your profile).

See what is assigned to you

On any board, use the filter to show only the items assigned to you as so:

Across the account, My Work collects all of your tasks in one place so you can start each day with a clear view.

If you want help prioritizing, monday sidekick can help you summarize what is assigned to you and what needs attention first:

Communicate with your team

Every item has an Updates section for sharing progress, asking questions, or @mentioning teammates. This keeps communication tied to the work itself.

Track progress with dashboards

Dashboards bring information from multiple boards into one view. They help you track timelines, measure outcomes, and compare projects at a high level.

Add widgets such as Numbers, Chart, or Timeline to visualize progress. You can always add more widgets later as your needs grow.

Save time with templates

If you need to create new boards, the Template Center has ready-made setups for sales, project management, content production, and more. Templates can be customized later, but they give you a structured starting point so you don’t have to build from scratch.

Reduce manual work

Once you are comfortable with the basics, explore:

Automations: create rules that handle repetitive steps, such as moving an item when the status changes.

Integrations: connect monday.com with tools like Gmail, Outlook, or Salesforce to keep work flowing across platforms.

Collaborate on ideas

With monday workdocs, your team can brainstorm, capture notes, and turn ideas into action, all linked to your boards.

Resources for deeper learning

When you are ready to explore more, monday.com offers structured learning options for every level:

monday academy learning paths

Onboarding Essentials —learn the basics of navigating monday.com and building your first workflows.

monday admin associate — learn to manage users, permissions, and settings confidently.

Workflows associate — learn to build structured, scalable monday.com workflows.

Live and on-demand webinars

Join sessions tailored for admins, managers, and team members. Webinars cover practical topics such as feature deep dives, workflow optimization, and new releases.

Helpful Knowledge Base articles

Get started with monday.com

What resources are available for me to use?

Glossary

Understanding monday.com's structural hierarchy

How to communicate with my team