monday.com Training
monday.com only works well when your team knows how to use it properly.
We provide practical monday.com training for teams that need more than a quick walkthrough. Whether you are launching monday.com for the first time, improving an existing setup or helping your team get more from the platform, we’ll make sure people understand how to use it in a way that fits their real day-to-day work.
Our training is clear, hands-on and built around your setup, so your team can stop guessing, start using the system properly and feel confident keeping things moving after launch.
monday.com training built around your team
Generic software training can only go so far. Your team needs to understand how monday.com works, but they also need to know how it applies to your workflows, boards, dashboards, automations and reporting.
That’s where we come in.
We take the time to understand how your team works, then shape the training around the processes, roles and responsibilities that matter most. That might mean helping sales teams manage their CRM pipeline, showing project teams how to update work properly, training managers on dashboards or helping users understand how automations support their daily tasks.
The aim is simple: your team should know what to do, where to find information and how to use monday.com without creating more confusion.
When monday.com training makes sense
monday.com training is useful when your team has the platform in place, but adoption is patchy, processes are unclear or people are not using the system consistently.
You may need training if your team is asking the same questions repeatedly, avoiding monday.com altogether, updating information in different ways or relying on a few confident users to keep everything moving. It can also help after a new implementation, rebuild or optimisation project, where people need to understand what has changed and how to use the new setup properly.
Training is not just about showing people which buttons to press. It is about helping the whole team understand how monday.com supports the way they work.
Practical monday.com training for every type of user
New user training
We help new users understand the basics of monday.com, including boards, items, updates, statuses, views and notifications, so they can start using the system with confidence.
Team workflow training
We train teams on the workflows they actually use, helping them understand what needs to be updated, when to update it and how their actions affect the wider process.
Dashboard and reporting training
We show managers and team leaders how to use dashboards and reports to get clearer visibility across workload, performance, pipelines or projects.
Automation training
We explain how your automations work, what they are designed to do and how your team should use them without accidentally breaking the process.
CRM training
We help sales and client-facing teams use monday.com CRM properly, from managing leads and opportunities to tracking activity and maintaining accurate pipeline data.
Admin and super user training
We support internal champions and admin users with more advanced training, so they can manage, refine and support your monday.com setup over time.
Training that supports long-term adoption
Good training helps people use monday.com properly after the consultant has left the room.
We focus on making the system feel manageable, not overwhelming. That means explaining the setup clearly, giving people practical examples and helping them understand why the process has been built in a certain way.
This is especially useful for growing or established teams where monday.com needs to support real operational complexity. The recommended website positioning focuses on teams of around 25+ people that need better structure, clearer reporting and more effective use of monday.com.
Ready to help your team get more from monday.com?
If your team needs support using monday.com properly, we can help with practical training built around your setup, your processes and your people.
We’ll make sure your team understands how the system works, what they need to do day to day and how monday.com supports the wider process. Whether you need training after a new implementation, support for new starters or a refresher for an existing team, we’ll help people use monday.com with more confidence and consistency.
Trusted by teams using monday.com every day
Our clients come to us when they need monday.com to be clearer, more reliable and easier for their teams to use. We focus on practical improvements that reduce manual admin, improve visibility and help people feel confident using the system every day.
"The Workflow People took the time to understand our business and what we needed from monday.com. The new procurement process has made a real difference to the finance team and has given us much better visibility across the business."
Joanne Stephenson, Promethean Particles
"The Workflow People understood our business needs, and took a systematic approach to restructuring and refining Monday to meet them. We are now set up for years to come and all thanks to Naomi!"
Chris Bagnall, Up Energy Group
"By working with The Workflow People, Graf UK have successfully eliminated up to 5,000 manual actions per month. That's the equivalent of a full-time employee’s workload."
Matthew Rolf, Managing Director, Graf UK
Part of a wider monday.com support service
Training often works best when it sits alongside implementation, optimisation or ongoing support.
If we are building your monday.com setup, training can be included as part of the launch process so your team understands the system from day one. If you already use monday.com, we can review how your team is working, identify where people are getting stuck and provide focused training to improve adoption.
We can also provide ongoing support after training, helping your team ask questions, refine workflows and continue improving how monday.com is used across the business.
