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Navigating Workspaces in monday.com

In this video guide, you'll learn how to effectively navigate workspaces in monday.com, covering essential features like managing agents, accessing dashboards, and utilizing the…

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·4 steps·40 views·Published

In this video guide, you'll learn how to effectively navigate workspaces in monday.com, covering essential features like managing agents, accessing dashboards, and utilizing the Sidekick icon for enhanced productivity. Follow along to optimize your workspace experience and streamline your workflow.

Step-by-step Guide4 steps
  1. Click the Agents section

    Selecting the 'Agents' section allows you to manage and configure different agents within your workspace, adjusting settings and permissions as needed.

    Click the Agents section
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  2. Click the Workspace section

    Clicking the 'Workspace' section will display various options related to the main workspace, including access to dashboards, leads, and reporting tools.

    Click the Workspace section
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  3. Click the Sidekick icon

    Clicking the Sidekick icon opens a sidebar that enhances your workspace with helpful tools and features for improved productivity.

    Click the Sidekick icon
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  4. test

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