Every project manager dreams of having unmatched excellence in productivity. A surefire way to achieve this for real is to use the monday.com project management tool. You can manage your workflows with it, automate all the tedious tasks, and easily sync other tools with it. Perhaps you have mastered the basics of the app, and want to take things up a notch. You are in for a treat then. This time around, we will give you a monday.com tutorial covering advanced tips and hacks to skyrocket your productivity.
Let’s get started with it then. Today, we’ll help you explore the many hidden tools, features, expert techniques and strategies that can further optimize your workflows and maximize your productivity.
Use Custom Rules to Automate Workflows
Arguably, one of the best and most useful features of monday.com is its automation ability. If you have to set up repetitive tasks, and often stay stuck in managing mundane activities, you’ll love the automation option in the app.
Here is a quick monday.com tutorial of advanced tips to make the most of the automation feature of the app.
- If you want to automate all the updates, try the ‘if-then’ automation rules. For instance, ‘if a task is complete, shift it to the ‘done’ tab.’
- Automate the status changes that happen on your schedule to set up all the repetitive tasks.
- Make sure your team stays up-to-date on all the substantial tasks and updates with automated notifications. This reduces and often eliminates the need of getting manual follow-ups.
You and your team can benefit a lot by using these automation tips. The risk of experiencing constant human error starts to reduce and your efficiency automatically increases.
Make Your Workflow Smoother with Integrations
A feature of monday.com that many users love is its ability to quickly integrate with various third-party tools. When you can sync the different communication, collaboration and management apps with your monday.com account, it becomes quite straightforward to organize your workflows.
Experiment with some robust integrations particularly during the free trial period of monday.com.
- Dropbox and Google Drive: Easily attach the files you need and manage them.
- Salesforce and HubSpot: Make sure to sync all the sales pipelines to maximize your visibility.
- Microsoft Teams and Slack: Get all the notifications and updates in real-time.
- Asana and Trello: Import all the important tasks from other tools to better manage your project.
- Zapier: Connect your account on monday.com with tons of other marketing tools, CRM systems and apps.
With the help of these integrations you can adopt a centralized approach in your workflows. This ultimately eliminates the constant need to use multiple apps separately, and switch between them.
Make Informed, Data-Driven Decisions with Optimized Dashboards
Dashboards on monday.com give you a quick, bird’s-eye view of all the core project metrics. As a result, you along with your team are always well-informed about the project’s updates, and can work on them proactively.
Try the following hacks to truly channelize the optimized dashboards in the tool.
- Track KPIs including task completion rates, deadlines and budget utilization with customized widgets.
- Visualize all the projects, their timelines and updates with Gantt charts.
- Avoid burnout and keep a check on the bandwidth of each team member by setting up the workload views.
- Make your dashboard as centralized as possible by adding real-time updates from diverse boards.
Make sure to review the dashboard every few weeks and fine-tune them to optimize them even better for tracking your projects.
Get Instant Insights with Conditional Coloring
If you want to increase clarity and visibility across your entire workspace, try conditional color coding.
Here is a quick monday.com tutorial to use this feature in the best possible manner.
- You can highlight all the tasks that are pending in red.
- Color the tasks according to their priority. For instance, green can be used to indicate low priority tasks, and orange can be used for high priority tasks.
- Try different contrasting shades as that helps you distinguish the tasks assigned to different team members.
It is only when you try these color coding hacks that you will realize their true power. Practice these tips, and it will become super-easy for you to assign and assess workloads.
Use Customized Board Views to Fulfill Different Requirements
There are lots of different custom board view options on monday.com. If you haven’t tried them yet, experiment with them after reading this monday.com tutorial.
- Table View: It provides a very clear and structured format more like a spreadsheet.
- Timeline View: This view comes in handy when you need to manage long-term projects that have clear dependencies.
- Calendar View: The calendar view is ideal for scheduling events and keeping a constant check on the project deadlines.
- Workload View: It gives you an overview of the tasks assigned to each team member which makes sure everyone has the right amount of work, and nobody is overburdened.
- Kanban View: The kanban view works really well for managing backlog issues and practicing agile project management.
Personalizing the board views according to the needs of your team members, and requirements of different projects helps everyone work proactively and achieve their targets.
Final Thoughts
The monday.com app has indeed taken project management to an advanced level. It comes with tons of amazing tools that elevate your productivity to an entirely new scale. We hope you enjoyed this quick monday.com tutorial that covers many new tips and tricks to utilize the app.
Make sure to try these hacks and experiment with them to become an expert at using monday.com.
