monday.com Work Management Advanced study plan

Categorize every column type by the shape of data it stores (single-select, multi-select, numeric, relational, computed) and name one case where each beats a plain text column

Build a working hierarchy on a free trial account: one parent board with 3 groups, one subitem level, and 2 boards joined by connect boards

Configure a mirror column and a rollup/formula column so subitem progress surfaces on the parent item, and write down the refresh behavior you observe

Decide and justify, for a 3-tier work breakdown (program → project → task), when subitems are correct versus a connected separate board versus a second board per team

Build 5 automations that each use a different trigger category: status change, date-based, item created, column change, and recurring schedule

Add at least one condition and one time delay to 2 of those recipes so they fire only for qualifying items

Test each automation against a written expected result and record actual behavior, including what happens when the condition is false

Map the relationship between triggers and item-level versus group-level versus board-level scope, and note which recipes must live on the parent board versus the subitem board

Assemble a custom multi-action automation with more than one action step and at least one branch or condition

Connect 2 external integrations (for example Slack or Teams plus Gmail, Google Drive, or a dev tool) and describe the payload each one sends or receives

Construct a self-triggering loop on purpose, observe the effect, then fix it with a condition or a status guard and document the fix

List the automation and integration limits that matter at scale - automations per board, runs per month on your plan, and what happens when a limit is hit - and note where you verified each number

Build a dashboard with at least 6 widgets spanning at least 4 chart types, each answering a named stakeholder question

Apply board-level filters and dashboard-level filters, then write down the difference in what each one changes and which one persists for viewers

Create a battery-style numeric widget and a time-based chart, and confirm the numbers reconcile against a manual count on the source board

Write a one-line definition, data source, and refresh expectation for each KPI shown on the dashboard

Build a permission matrix mapping each account role (admin, member, viewer, guest) against 8 concrete actions such as creating boards, deleting items, editing automations, and inviting users

Set board-level permissions to edit, comment, and view on 3 different boards and verify each by logging in as a second, lower-privileged test user

Design a workspace structure for 5 teams with a naming convention for workspaces, boards, groups, and columns

Draft 3 governance rules covering who may create boards, required column naming, and archival of completed boards, then apply them by cleaning up your own account

Package a board as a reusable template with default columns, pre-built automations, and permissions already set

Apply the template to 3 separate team boards and record every manual fix that was still required

Configure a portfolio-level board that rolls up status from the 3 team boards and shows one consolidated view

Write a 5-step onboarding plan describing how a new team would adopt the template without rebuilding anything

Take a timed 60-question practice set spanning all 5 domains and tag every missed question with its domain and sub-topic

Rewrite your 5 weakest concepts into a one-page cheat sheet from memory, then correct it against the product

Redesign one of your week-1 boards so it complies with the governance rules and naming convention you wrote in week 5

Rehearse explaining aloud how subitem data reaches a dashboard widget and where that chain can break

Build a capstone workspace that supports a 3-team workflow end to end: board hierarchy, automations, a dashboard, permissions, and a reusable template

Audit the capstone against a 20-item checklist you derive from all 5 domains, scoring each item pass or fail

Re-take the timed practice set and reach at least 85 percent, reviewing every remaining miss back to the source concept

Write a 10-line summary of the decisions you would defend in a real deployment, covering column choice, automation scope, permissions, and scale