monday.com Work Management Core Certification study plan

Map the core object model (boards, groups, items, subitems, columns, workspaces) by rebuilding a 3-board client onboarding workspace from scratch

Configure at least 8 column types (status, people, date, timeline, numbers, formula, connect boards, mirror) and record one line on when each is the wrong choice

Set up permission tiers across a workspace, board, and column and verify each tier by testing with a second user account

Outline the exam blueprint in a one-page matrix listing all 5 domains, their weights, and your current confidence score per domain

Build a dashboard with at least 6 widget types (chart, battery, numbers, calendar, timeline, table) sourced from the week-1 boards

Convert two board views (Kanban and Calendar) into dashboard-ready data by fixing missing dates and statuses

Write a 10-item glossary of platform terms (item, group, board, view, widget, workspace, column, automation, integration, agent) in your own words

Practice filtering and grouping data at the board level and confirm how those filters carry into dashboard widgets

Design a stakeholder-facing dashboard for an executive audience using no more than 5 widgets and justify each choice

Build a second operational dashboard for a team lead and contrast it against the executive version

Use chart aggregation options (sum, average, count) on the same column and explain in writing why the numbers differ

Create a scheduled dashboard snapshot or export and document how recipients consume it

Audit one dashboard for misleading visuals (truncated scales, mixed units, stale data) and fix each issue

Connect at least 3 integration categories (e.g., calendar, file storage, communication) to your workspace and document the data direction of each

Configure a two-way sync between a board and an external tool and verify a round-trip edit in both directions

Diagnose one failed integration by reading its error log and writing the root cause and fix

Compare native integrations against a generic webhook or automation-based connection for one use case

Build automations covering all major trigger types (status change, date arrives, item created, column change) on your workspace

Chain a multi-step automation with a condition and a time delay, then verify the full path with test items

Write a recipe for a recurring-status automation that notifies the right person only when a deadline is at risk

Break one automation intentionally and document the symptom, cause, and repair steps

List 5 automation anti-patterns (loops, over-notification, silent failures) and how to detect each

Explain in writing what an AI agent can and cannot do compared with a rule-based automation on this platform

Configure an AI-assisted workflow that summarizes or classifies item content and validate its output against 10 test items

Add a human-approval step to an AI workflow and confirm the workflow halts until approval

Draft a prompt or instruction set for an AI agent and iterate it twice based on observed output quality

Design an end-to-end AI workflow that spans at least 3 boards and one integration

Define guardrails for AI output (review step, fallback path, logging) and implement at least two of them

Evaluate AI output quality with a simple rubric (accuracy, tone, completeness) across 5 sample runs

Document where AI should not be used in a workflow and justify each exclusion

Rebuild one compact workspace from memory covering all 5 domains without referring to notes

Run a timed 60-question self-test weighted by domain percentage and score it

Review every missed item and write the correct concept in one sentence each

Finalize a one-page cheat sheet of platform limits, terminology, and decision rules