Geteilte Anleitung

How to create a Monday.com account

Step-by-step guide covering: Click the Get Started link; Click the email input field; Press v; Type your email address in the input field.

viktoriaviktoria
·22 Schritte·2 Aufrufe·Veröffentlicht
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · Chinese
Step-by-step Guide22 Schritte

  1. Click the Get Started link

    This will take you to the onboarding section where you can explore features and set up your account on the work platform.

    Click the Get Started link
    Loading screenshot…
    100%

  2. Click the email input field

    Enter your email address in the provided field to create an account or log in to monday.com. Once filled, proceed by clicking the 'Continue' button.

    Click the email input field
    Loading screenshot…
    100%

  3. Press v

  4. Type your email address in the input field

    Enter "sa.mu.elerutt.er.4.14@gmail.com" in the email input field to continue with the sign-up process on monday.com. After typing your email, click the Continue button to proceed.

    Type your email address in the input field
    Loading screenshot…
    100%

  5. Click the Continue button

    By clicking the Continue button, you will proceed to the next step in the sign-up process for monday.com.

    Click the Continue button
    Loading screenshot…
    100%

  6. Click the Full name field

    Enter your full name in the designated field to help create your account. This information is necessary to personalize your experience on the platform.

    Click the Full name field
    Loading screenshot…
    100%

  7. Type your full name in the field

    Enter 'Jane Doe' in the Full name field to proceed with creating your account on monday.com. This information is necessary for user identification within the application.

    Type your full name in the field
    Loading screenshot…
    100%

  8. Click the Password field

    Enter your desired password, ensuring it is at least 8 characters long, to secure your account.

    Click the Password field
    Loading screenshot…
    100%

  9. Click the Account name field

    Enter the desired name for your account, which can be your company's or department's name. This name will help identify your workspace within the platform.

    Click the Account name field
    Loading screenshot…
    100%

  10. Type 'Jane Doe' in Account Name

    Enter 'Jane Doe' into the Account Name field to designate the name that will represent your account within the platform. This name will be visible to other users and associated with your activities.

    Type 'Jane Doe' in Account Name
    Loading screenshot…
    100%

  11. Click the Continue button

    This action will proceed to the next step in creating your account on monday.com after entering your details.

    Click the Continue button
    Loading screenshot…
    100%

  12. Click the Personal option

    Selecting the 'Personal' option directs you to features tailored for personal use within the application, allowing you to manage personal projects and tasks.

    Click the Personal option
    Loading screenshot…
    100%

  13. Click the Continue button

    Clicking the 'Continue' button will advance you to the next step, where you can choose the type of setup for your experience on monday.com.

    Click the Continue button
    Loading screenshot…
    100%

  14. Click the Marketing option

    By selecting 'Marketing', you will specify the area you wish to manage first, enabling tailored setup for your workspace.

    Click the Marketing option
    Loading screenshot…
    100%

  15. Click the Continue button

    By clicking the 'Continue' button, you will proceed to the next step of setting up your workspace based on your selected management areas.

    Click the Continue button
    Loading screenshot…
    100%

  16. Click the CRM option

    Selecting the CRM option will focus your experience on customer relationship management features, allowing you to tailor your setup according to your needs.

    Click the CRM option
    Loading screenshot…
    100%

  17. Click the Continue button

    Clicking the Continue button will finalize your selections and proceed to the next step in the setup process, allowing you to configure your preferences for the platform.

    Click the Continue button
    Loading screenshot…
    100%

  18. Click the Remind me later button

    This action allows you to postpone the invitation process for adding team members, enabling you to return to it at a later time.

    Click the Remind me later button
    Loading screenshot…
    100%

  19. Click the Continue without syncing button

    This action proceeds to the next step in the setup process without syncing your contacts with the CRM. You'll still be able to complete the setup but may miss out on automatic contact population.

    Click the Continue without syncing button
    Loading screenshot…
    100%

  20. Click the Next button

    This action moves you to the next step in adding your contacts to the monday CRM setup.

    Click the Next button
    Loading screenshot…
    100%

  21. Click the Next button

    This action will take you to the next step in setting up your contacts, where you can further customize the displayed columns.

    Click the Next button
    Loading screenshot…
    100%

  22. Click the Finish button

    This action completes the setup process, allowing you to proceed to managing your Contacts in monday CRM.

    Click the Finish button
    Loading screenshot…
    100%