monday dev - Tutorial for Beginners

About this video

David tutorials monday dev (in a partnership offering an extended 30-day trial), the monday.com product letting each team work its own way — Scrum or Kanban — while management sees a shared roadmap. He covers monday terminology (a board holds items/tasks in groups within a workspace, with customisable fields), inviting members/viewers (viewer licences not charged), and renaming ’tasks’ to ‘stories’ via item terminology settings, plus editing descriptions for acceptance criteria, adding a link column renamed ‘design spec’, and relabelling statuses such as ‘awaiting QA’. For Scrum he starts a sprint, uses the active sprint view and burndown chart with its activity log, runs a daily standup in the Kanban view, and plans Sprint 2 by creating a new sprint group with a two-week timeline and dragging tasks from the backlog. The bugs queue board supports a publishable bug reporting form (fields become questions, and he adds a ‘reproduction steps’ long-text question), triage by status such as ‘ready for dev’, and a ‘move to sprints’ automation that copies a bug into the backlog, all changeable via the Automate button. A retrospectives board lets the team vote on topics instead of spending 20 to 30 minutes choosing. The Kanban template makes the Kanban board the main view, supports soft work-in-progress column limits (a limit of 1 triggers a warning when exceeded), and moves work from a separate backlog board via a ‘move to Kanban’ button. The GitHub integration syncs issue status to task status — closing an issue sets the task to ‘pending deploy’ via a monday-generated item ID, requires an admin to install the monday GitHub app, and surfaces branches, commits, pull requests and issues in the task’s Git UI view. A beta engineering performance dashboard adds average cycle time split into four phases: time to pull request, time to code review, time to approval, and time to merge. Finally, the Epics board uses a connect-boards column to link tasks and roll up story points, a timeline column for a Gantt view with critical path, baselines and dependencies, a roadmap tracker view, and a cross-team ‘initiatives’ dashboard combining battery and Gantt widgets from multiple boards.

Key takeaways

  • monday dev lets Scrum, Kanban and other teams work differently on one platform; viewer licences are free, and boards, item names, fields and statuses are fully customisable
  • Sprint workflow covers starting a sprint, active sprint and burndown views, Kanban standups, and creating the next sprint by dragging backlog tasks into a new sprint group
  • Bug handling combines a publishable reporting form, status-based triage, and automations that copy bugs into the sprint backlog, all editable via Automate
  • GitHub integration keeps engineers in GitHub: closing an issue updates the linked task to ‘pending deploy’ via the item ID, and branches, commits and PRs appear in the Git UI view
  • The beta engineering performance dashboard breaks cycle time into time to pull request, code review, approval and merge, while Epics and cross-board dashboards roll work up for management

Episode details: published November 18, 2024 · 16:11 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.


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