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Neelam Bhatt
Neelam Bhatt Updated on Apr 4, 2023  |  5 Min Read

According to a PWC survey, 97% of companies accept that a rightly selected project management tool enhances business performance significantly. This statistic sure does go to prove that your business is as good as the tools you use – provided that you know how to use them effectively. However, the deficiency between the tied expectations and reality became apparent through a study by Wellingtone that discovered that only 35% of project managers are ‘somewhat or very satisfied’ with the system in place. As such, businesses have a long way to go when it comes to optimizing the solutions that they have implemented consultant

Adopted by over 100,000 organizations, is used for managing simple to complex projects in an integrated environment. From creating tasks to administering every activity, monday helps managers adhere to deadlines and schedules through automated workflows. But as we’ve seen already, in order to make the most of its task and project management features, it is crucial to set up, configure, and connect appropriately. For this reason, we have a compilation of tips and tricks to help you get started. Best Practices, Tips, and Tricks is your personal productivity assistant, helping you get things done on the workdays without feeling overwhelmed by the number of things you have on your plate. It’s a work OS that helps you organize your time and tasks by week, which makes it easy for you to plan ahead, transform internal processes, and stay on top of what needs to be done.

  • Kick Start With Project Documentation
  • Don’t Forget to Create a Roadmap
  • Break the Project Schedule
  • Promote Task Ownership
  • Integrate to Collaborate
  • Align Your Boards to the Workflow
  • Expedite with Automations
  • Use Advanced Search to Find What You Need
  • Monitor with Custom Dashboards
  • Sync monday Board with Calendar

In addition to its rich set of features and functionalities, monday truly manages to steal the show through its flexibility, visually telling interface, intuitive dashboards, real-time task tracking, and powerful reporting and analytics, regardless of the size or complexity of the project. As a result, it comes as no surprise that 152,000+ customers across the globe turn to monday for managing workflows. Here’s where you are about to learn the tips and tricks that will give your business a competitive edge. Whether you’re trying to reduce notifications on or create a calendar for yourself, here are some monday tips, tricks, and best practices to maximize project management outputs:

1. Kick Start With Project Documentation

To start with, add the documentation on Document the framework – outlining priority-based project processes and action items in all project tables. Now, share this documentation with your teams to fasten up the adoption of your new project plan. Also, make sure that every project has its own page in your profile so that it’s easy for everyone involved to find what needs to be done and when it needs to be done. You don’t want any confusion about whether a certain task needs to be completed by X date or not!

2. Don’t Forget to Create a Roadmap

A Project map shows the vision and direction that inspires team members. Ensure to specify the importance and impact of the project while specifying its general scope. Use the Project Scope section or add a new dedicated section to the monday dashboard for outcomes on integrations

3. Break the Project Schedule

It is one of the best practices to break down the project schedule. Managers using the waterfall model to manage the projects call this a work breakdown structure (WBS) wherein the entire deliverables are broken into specific tasks and mapped to the project workflow.

4. Promote Task Ownership

Assigning task ownership motivates the team members and leads to greater accountability. On dashboard, you can assign tasks and subtasks to owners by simply clicking on the Person icon. The assigned members get notified of the ownerships along with their respective due dates with comments.

Assigning simple tasks such as updating on the progress in sprints or identifying challenges or complexities brings a sense of ownership among teams promoting a transparent culture.

5. Integrate to Collaborate integrations with your existing communication tools enable you to collaborate with your team directly on the tasks. You can share files, create discussion threads, and view all correspondence and commented threads by clicking on the Speech bubble.

6. Align Your Boards to the Workflow

You get the flexibility to customize your boards in the digital workspace on monday. You can add more columns and fields for status, timelines, dependencies, and task owners that best suit your project workflow. These board customizations can also be saved on the board as reusable templates.

7. Expedite with Automations

With workflow automation recipes, you can speed up the processes by automating repetitive tasks like internal communication. By minimizing human errors and preventing iterations, workflow automations let you focus on other crucial aspects of the project management, bolstering overall efficacy.

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8. Use Advanced Search to Find What You Need comes with a powerful search tool ‘Search Everything’ that enables you to search for anything across all your boards. You can refer back to your work by searching using tags, mentions, or people. So, whether you want to check which tasks are still incomplete, how much work your team member is handling, or what items you have been assigned to this week, the search functionality gets you covered.

9. Monitor with Custom Dashboards

Continuous tracking of the project progress enables you to identify the bottlenecks and take necessary actions well in time. The easiest way to administer the status of processes and workflows during project management with is to build a custom dashboard that indicates KPIs and helps you stay updated.

10. Sync monday Board with Calendar

When you’re managing a team of developers, it can be hard to keep track of all the projects they’re working on and the status of their work. With, you can easily manage your team’s projects and get instant updates on their progress through streamlined event management. Just sync or create a calendar for your team members so they can see what projects they’re on—and how much time they’re spending on each one.

Ready to Jumpstart your Journey?

Summing up is a widely accepted project management tool that streamlines various processes on the go. Use the above tips and tricks for for effective and proactive project management.

While this user-friendly Work OS offers a range of templates and features that can aid in improved capabilities, configuring and customizing it to attain expected outcomes calls for some technical skills and hands-on experience. To expertly handle run-time challenges and secure a smooth transition to the digital workspace, it is recommended that you hire a consultant with proven expertise on “how to” things on monday.

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