Monday
For New Users | Resources for Current Users | Restrictions for Use
Monday.com is a project-management and collaboration software that is used by various areas of the University, including Research and McKelvey School of Engineering. Below are the common functions and training provided to those staff for reference on how to complete common actions in Monday.com.
- Projects: Plan, track, and manage any type of work with project management resources for your team.
- Collaboration: Collaborate with your team through dashboards, notifications, and real-time chat.
- Tasks: Create tasks to assign work and track progress on activities.
For New Users
Accessing Monday.com
The WashU Monday.com account managed by WUIT is an enterprise level account that is comprised of private workspaces owned by each department/team using the application to manage their work.
It is important to note, that while this is an enterprise level account, this does not mean that account access is free to all WashU employees. Annual Licensing fees are charged for each individual needing edit access in the application.
Requesting access
Who can request access: Any WashU employee can request access to the account.
How to initiate onboarding your department/team to Monday.com:
- Submit a Monday.com Workspaces – New/Delete form in ServiceNow.
- Submit a Monday.com Access – New form in ServiceNow for yourself and each member of your team needing access. Note: There is a field that asks for ‘team name’, since a team has not yet been created for your team, please place the name (first and last) of the individual requesting the new workspace into this field so we can identify which access forms belong to which group.
- Submit a Monday.com New Workspace Questionnaire.
How to request access to an existing workspace:
- Complete the Monday.com Access – New form in ServiceNow.
Need more information?
Not sure Monday.com is the right solution for your team? Check out the Work Management Platforms page to see a comparison of all Work Management applications managed by WashU IT.
If you still have questions, you can request a consultation.
Resources for Current Users
Join the WashU Monday.com Community on Microsoft Teams to learn about Monday.com updates/new features/best practices, issues/outages, collaborate with other Monday.com users across the University, and access resources.
- Platform demo (eLearning course)
- Monday.com Academy (eLearning course)
- Monday.com User Guide (user guide)
- Monday.com FAQ Page: Find answers to the most commonly asked questions related to onboarding and system functionality.
- Monday.com Access – New: Select this form to request a new individual to be added to a Monday.com Workspace.
Monday.com Fees and Rates. - Monday.com Access – Modify/Remove: Select this form to request a modification of an existing user role or to remove an individual from the Monday.com application.
- Monday.com Workspaces – New/Delete: Select this form to request a new workspace or to delete an existing workspace.
- You can also contact the IT Service Desk.
Vendor support is available 24/7 by emailing support@monday.com.
You can also access knowledge base articles, community conversations, and interactive courses by navigating to the help section within the application. To do so, select the question mark symbol in the upper right-hand corner of the screen.
Restrictions for Use
Monday.com is limited to University related activities, such as academic teaching or research. The use of WashU’s instance of Monday.com for personal activities is prohibited.
This application is not HIPAA or FERPA compliant. Be sure to follow all legal, regulatory, and University policies when collecting or storing sensitive data. If unsure whether or not your tasks or documents contain sensitive data, contact the departments below for guidance.
- HIPAA Privacy Office for Protected Health Information (HIPAA)
- University Registrar for Protected Student Information (FERPA)
- Information Security, including Personally Identifiable Information (PII)
- Human Research Protection Office for the use of ClickUp in human research studies