Monday CRM

Instructor-led Scrum Alliance-aligned training in Monday CRM. Delivered live online by senior practitioners, with hands-on labs and a final assessment. Includes an Skilvi course-completion certificate.

intermediateScrum AllianceExam voucher available
24–32 hours Live online (VILT) intermediate
Live online (VILT)
Hands-on labs
Assignments & projects
Completion certificate

Overview

The Monday CRM course provides an in-depth understanding of how to effectively utilize Monday.com for project management within an Agile framework. You will learn to streamline workflows, enhance team collaboration, and manage projects efficiently, making it a critical skill for modern project managers.

What you'll learn

  • You will be able to navigate the Monday.com interface with confidence.
  • You will be able to create and customize boards to fit your project needs.
  • You will be able to implement Agile methodologies using Monday.com tools.
  • You will be able to automate repetitive tasks to improve team productivity.
  • You will be able to integrate Monday.com with other tools and platforms.
  • You will be able to analyze project progress using built-in reporting features.
  • You will be able to collaborate effectively with team members and stakeholders.
  • You will be able to manage multiple projects using Monday.com’s dashboard functionalities.

Curriculum

7 modules · outline is indicative and can be tailored to your team.

1Introduction to Monday.com
  • Overview of Monday.com features
  • Understanding the Agile methodology
  • Navigating the user interface
2Creating and Customizing Boards
  • Setting up project boards
  • Customizing columns and views
  • Using templates for quick setup
3Agile Project Management with Monday.com
  • Implementing Scrum and Kanban boards
  • Managing sprints and backlogs
  • Facilitating daily stand-ups and retrospectives
4Automation and Integrations
  • Creating automation recipes
  • Integrating with external tools (e.g., Slack, Google Drive)
  • Using APIs for custom integrations
5Reporting and Analytics
  • Utilizing dashboards for project tracking
  • Generating reports on project metrics
  • Analyzing team performance data
6Collaboration and Communication
  • Using comments and updates for team communication
  • Sharing boards with stakeholders
  • Managing permissions and access
7Advanced Features and Best Practices
  • Leveraging advanced board settings
  • Best practices for using Monday.com effectively
  • Case studies of successful implementations

Prerequisites

No prior experience required.

Who should attend

This course is designed for project managers, team leaders, and anyone looking to enhance their project management skills using Monday.com.

Certification

On completing this course you receive a Skilvi course-completion certificate. Where an official exam exists, an exam voucher can be arranged through authorized channels on request.

Prepares you for the official Scrum Alliance certification exam.

View the official Scrum Alliance certification →

Skilvi is an independent training provider and is not affiliated with, or endorsed by, Scrum Alliance. Trademarks are the property of their respective owners.

Frequently asked questions

What is the format of the course?

The course is delivered live online, allowing for interactive learning and real-time feedback.

How long is the course?

The course duration is typically 16 hours, spread over four sessions.

Will I receive a certificate upon completion?

Yes, you will receive an Skilvi course-completion certificate after successfully finishing the course.

Are exam vouchers included?

Exam vouchers are available through authorized channels on request.

What are the prerequisites for this course?

No prior experience required.

Is this course suitable for beginners?

Yes, this course is accessible for individuals with no prior experience in project management tools.

Monday CRM

Pricing on request

  • Live online (VILT)
  • 24–32 hours
  • Hands-on labs & assignments
  • Skilvi completion certificate
  • Exam voucher on request