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How to Use Monday

Monday is a project management tool that allows you to plan, track, and launch projects. Monday also has reporting features that allow project managers to view and take action to improve the team's performance in real-time.

The Curriculum Operations team uses Monday to manage all production projects. The goal is for Monday to act as a single source of truth across the team. Monday integrates with other tools that we use at Codecademy frequently like GitHub, Gmail, and Slack.

You should have received an email invite to the specific Monday board for the project you are assigned to. If not, please check your junk folder. Let's break down how to use your Monday board!

Features

Boards

Boards are a view of the project's workflow in the most current, or live, state of the project. Each board has a main table view as well as roadmap/timeline and Gantt chart views.

Items

Items (or "tasks") are the deliverable tickets that move through the Monday board as the project progresses. Main tickets represent deliverables moving through the stages of production.

If you are stuck or need help with something, you should update your ticket's status to "blocked".

Tickets also have fields like Google Drive attachments, link inputs, and deadlines that are used by the team to keep the project organized.

You should attach any files and links to Tickets for easy sharing and visibility. A deprecated term "pulse" might still be floating around the Monday interface - this also refers to items/tasks/tickets.

Status

As to be expected, the status column in the board and the columns in the Kanban view show the status of the content item or subitem.

To Do: All Tickets begin with the To Do status. When the Content Contributor starts a deliverable, the issue must be moved to In Progress.

In Progress: While the Content Contributor is working on a deliverable, the appropriate ticket should have the In Progress status. When the Content Contributor completes the deliverable, they should move the issue to Ready for Review. If the Reviewer moves any issue to In Revision (or similar), the Content Contributor must revise the deliverable, and move it back to In Progress when the revision work begins.

Blocked: All deliverables in the Blocked column are in a critical state until a solution is found. The Project Manager and Reviewer will be notified when Tickets are moved to this column to address the blocker. Please leave a description of your problem on the issue. Common blockers include awaiting Art Assets, issues in the LE, or technical questions.

Ready for Review: When the Content Contributor has completed their deliverable, they must move the issue to Ready for Review. Once the issue is moved, the Reviewer will be notified that this deliverable is ready for review. The Reviewer will move Tickets to In Review once they’ve begun review.

In Review: The Reviewer will move the issue to In Review once they get started. After they complete the review, they will move the issue to In Revisions or Needs Revisions if it needs revisions or move the issue to Done.

Done: Only the Reviewer or Project Manager can move an issue to Done once review is complete. This column means the deliverable has been approved and the Content Contributor may move on to the next step in production.

Statuses may differ slightly from domain to domain and production type to production type.

Subtasks

While your tasks map directly to the final content item deliverable, subtasks are various steps in the process you will take to get there. These likely include an outline, a draft, porting into Author, as well as revisions and review, depending on how your project manager has set up the production.

Views

Main Table

This is the meat of the board and where most of the information can be found including all tasks (items), subtasks (subitems), timelines, assignees, details for each ticket, links, files, status.

Main view of monday board

Timeline

This view can be broken out in many ways, most often by Assignee or Module. This is a useful way to see what is due to start, what is due to turn in, and if there are any overlaps, specific to the individual.

Timeline view of monday board

Gantt Chart

This is view allows the project to be seen at a high level.

Gantt view of Monday board

Kanban

This view takes the ticket status and creates columns so you can see where deliverables are at a glance.

Kanban view of Monday board

My Work

This is a handy feature that allows you to check in on items and subitems that are assigned to you without the noise of the rest of the project. This also shows all items assigned to you from all projects. This can be accessed via the toolbar on the left-hand side of the screen.

The "my work" icon can be found on the left-hand side of the screen. It looks like a calendar with a checkmark.

For greater details on how your specific project is set up, reach out to your project manager.