Monday.com Training Videos for Teams
Vorec Team · 2026-05-31 · 12 min read
Monday.com boards can look simple until you join a team that has been customizing them for a year.
There are groups, statuses, owners, board views, dashboards, automations, integrations, mirrored columns, connected boards, forms, and templates. The board builder understands the logic. New teammates see a colorful grid and wonder what they are allowed to touch.
That is why monday.com training videos are useful. Not generic platform courses. Short narrated walkthroughs of your team's actual boards and workflows.
The more flexible a work management tool becomes, the more team-specific training it needs. A monday.com board is not just a board; it is your team's operating system.
With Vorec, you can record a monday.com board walkthrough silently, let AI generate narration, and create a reusable training video and written guide. New teammates can learn the workflow without a live meeting every time someone joins.
Why monday.com teams need custom training
Monday.com is highly configurable. That is why teams use it for project management, CRM, sprint planning, operations, hiring, marketing calendars, and client delivery.
But configuration creates local rules:
- Which status labels matter
- Who owns each group
- Which view should each role use
- What automations fire when a status changes
- Which integrations notify Slack or email
- How dashboards roll up progress
- When items move between boards
- Which fields are required
Generic monday.com tutorials cannot explain your team's workflow logic. Custom videos can.
What monday.com workflows should you record?
Start with boards that new teammates use in their first week.
| Board/workflow | Training video topic |
|---|---|
| Project board | How work moves from request to done |
| CRM template | How leads, deals, and follow-ups are tracked |
| Sprint planning | How issues move through planning and delivery |
| Content calendar | How campaigns, owners, and publish dates work |
| Client delivery | How status, files, and approvals are managed |
| Automation setup | What happens when statuses change |
| Integrations | How monday.com connects to Slack, Gmail, Teams, or other tools |
| Dashboards | How managers read progress and blockers |
If a board has automations or integrations, it deserves a video.
Record a separate monday.com video for each role. A contributor does not need the same training as the board owner or operations admin.
The workflow: board walkthrough to narrated video
A fast production workflow:
- Open the monday.com board.
- Choose one audience: contributor, manager, admin, or executive viewer.
- Record the screen silently while walking through the board.
- Show groups, statuses, views, automations, and important columns.
- Upload the recording to Vorec.
- Generate AI narration.
- Review the language for your team terminology.
- Export the video and written article.
- Add the video to onboarding docs, the board description, or your team wiki.
This avoids the hardest part of training video creation: talking perfectly while clicking through a complex board.
Example: project board training video
A project board video should explain how work moves.
Cover:
- What each group means
- How to create a new item
- How owners are assigned
- Which status labels trigger action
- Which date fields matter
- How to use the timeline or calendar view
- Where files and updates go
- What not to edit
The video should not explain every monday.com feature. It should explain this board.
Example: CRM training video
Many teams use monday.com as a lightweight CRM. The challenge is consistency. If reps update fields differently, reporting breaks.
A CRM training video can show:
- How to add a lead
- How to assign an owner
- How to move a deal stage
- How to log follow-up notes
- Which automations notify the team
- How dashboards use the data
- When to archive or close a deal
This is useful for new sales reps and managers reviewing pipeline hygiene.
Example: sprint planning video
For product and engineering teams, monday.com boards can support sprint planning or roadmap tracking.
A sprint planning video can show:
- How backlog items are grouped
- How priorities are set
- How sprint views work
- Which status changes trigger notifications
- How blockers are marked
- Where specs or tickets are linked
- How completed work is reviewed
Again, the value is not generic training. It is your workflow logic.
Example: automations and integrations
Automations are powerful because they reduce manual work. They are also easy to forget because they happen in the background.
Record a video explaining important automations:
- What event triggers the automation
- What action happens next
- Who gets notified
- Which field changes matter
- How to avoid accidental triggers
- Who owns the automation
For integrations, explain what data moves between monday.com and other tools. If Slack messages, emails, calendar events, or external tasks are created automatically, users should know.
How to organize a monday.com training library
A useful library might include:
- Board overview for each major board
- Contributor workflow videos
- Manager review videos
- Admin automation videos
- Dashboard reading videos
- Integration explanation videos
- New hire onboarding playlist
Keep videos short. A 3-minute board overview is easier to update than a 30-minute platform tour.
Video vs written board docs
| Format | Best for | Weakness |
|---|---|---|
| Written docs | Rules, definitions, ownership | Hard to visualize board movement |
| Screenshots | Static UI reference | Can become outdated quickly |
| Video walkthrough | Workflow logic and navigation | Needs review after board changes |
| Video plus article | Training and searchable reference | Requires an owner |
Use written docs for rules. Use video for the workflow.
Quality checklist
Before sharing monday.com training videos:
- Use clean demo data or remove sensitive client information.
- Show the correct board view for the audience.
- Explain what each status means.
- Call out automations that users might trigger.
- Keep the video focused on one workflow.
- Include a written guide for quick scanning.
- Assign a board owner to review after changes.
Measuring success
Track:
- Fewer onboarding questions
- Fewer incorrect status updates
- Better board hygiene
- Faster new hire ramp time
- Less dependence on the board owner
- More consistent use of automations
- Cleaner reporting dashboards
If managers still need to explain the same board every week, record the explanation once.
Pricing and rollout
Vorec includes a Trial with 200cr. Paid plans are $9, $24, and $59. For a monday.com team, start with the boards that matter most:
- Main project board
- CRM or pipeline board
- Sprint planning board
- Team dashboard
- Automation overview
That creates a practical onboarding library without boiling the ocean.
Final recommendation
Monday.com training videos should teach your team's workflow, not the entire platform. Show the actual board, explain the statuses, call out automations, and make the rules clear.
Record the board walkthrough silently, generate narration with Vorec, and share the video where new teammates already look for onboarding help.
Turn monday.com board walkthroughs into narrated onboarding videos. Start free with Vorec. Trial includes 200cr, with plans at $9, $24, and $59.