Powerful team collaboration is crucial for the success of any project. If you have the right project management tool by your side, you can actually become invincible. monday.com is just the ideal platform for this purpose. Most of the monday.com tutorial guides primarily highlight project tracking and task management. Somehow these guides forget one of the most amazing features of monday.com: the ability to make your custom workflows.
Whether you are supervising an IT sprint, an HR audit or an advertising campaign, monday.com provides you with flexible workflows to improve communication, foster collaboration and streamline your operations. The end result: your productivity skyrockets!
We are sure you want the same. Let’s help you achieve your goal then with this monday.com tutorial.
What are Custom Workflows on monday.com?
The term ‘workflow’ refers to an organized process that helps you plan, manage and assess your work. A workflow on monday.com is the same: it lets you and your team handle your tasks, and track their progress effectively.
On monday.com, you get access to pre-built templates to structure your workflows. But you also have the option of creating custom workflows, and that’s the real power of the platform. Custom workflows are created just according to your business needs, work processes and team’s requirements. This allows the workflow to align with your business perfectly and yield desired results.
monday.com has a very intuitive interface allowing you to craft workflows that give you more visibility into the project and its progress. Moreover, they help you automate all the tedious and repetitive tasks, and promote accountability. Automatically, your work processes improve and growth flows in beautifully.
So how can you design a custom workflow using monday.com? Follow this monday.com tutorial for custom workflows to get all the answers. 😉
How to Create a Custom Workflow in monday.com?
Crafting your custom workflow in monday.com is actually quite straightforward. Perhaps you are new to the platform and that’s why you are apprehensive about the process. In reality, it is rather simple. Let us show how you can easily make your very own custom workflow using the platform.
Step #1: Define Clear Objectives for Your Workflow
Before you dive into monday.com, figure out the core purpose of your workflow. You need to know why you are creating it to ensure it helps you achieve your objectives. Ask questions like:
- What tasks do I want to manage with this workflow?
- Which team member will handle a specific task?
- What automation can I apply to reduce some of the manual work?
- How will the team track the progress?
For instance, if you are taking care of content production, your respective workflow will include stages such as Generating Ideas → Crafting Content → Editing and Proofreading → Creating a Design → Publishing the Content.
Step #2: Create a New Board to Add the Work Stream’s Stages
Next, you need to create a brand new board in the tool. Just like you created the very first board on your account, make another one.
Ensure to define the stages of the workflow as different columns such as to-do, under progress, in review, completed. Don’t forget to customize all the column types including priority levels, due dates and status updates.
Step #3: Assign Tasks to Team Members
Once you are through with creating a new board in monday.com, it is time to create tasks, and assign them to their respective team members.
Make good use of the ‘people’ column to define and assign responsibilities to the team. Set deadlines for all the tasks so the team is aware of the due date, and processes tasks accordingly.
Step #4: Leverage the Automation Feature
Automation is undoubtedly one of the top features of monday.com. If you don’t leverage this feature, you are going to miss out on a lot this platform has to offer.
Here’s how you can set up automations in monday.com:
- You will find pre-built automations like: when a task’s status shifts to done, notify the supervisor.’ Use these already constructed automations in the beginning.
- Automate the reminders to intimate the team of the approaching deadlines.
- Make triggers to allocate tasks to different team members according to the steps involved. For instance, if step A is complete, move the task to person D for step B.
Step #5: Connect Your Account with Third-Party Tools You Need
One of the amazing features of monday.com is its integration capacity with third-party tools such as Zoom, Google Drive, Trello, Dropbox, Slack and various CRM systems. When all your tools are integrated, you get a powerful hub for seamless data management and communication.
Make sure that you integrate all your essential third-party tools with your monday.com account. You can get real-time updates and task progress reports on Slack. Google Calendar helps you keep track of a project’s deadlines, and with Zapier, you can link your account with tons of other apps.
Step #6: Use Dashboards to Track Progress
With custom dashboards, you can see all the ongoing projects with a bird’s-eye view. Use these dashboards to monitor the completion rates of different tasks.
Also, use the dashboards to track the team’s performance along with their workload. Once you assess the workflows, you can identify any bottlenecks if they exist. After their identification, you can create solid strategies to overcome them.
That’s about it. Your monday.com tutorial to create custom workflows is complete. Get started with it to take your productivity to a whole new level.
Conclusion
The option to create custom workflows in monday.com is absolutely incredible. The platform gives you the wings to work smarter instead of working harder all the time. As a result, their efficiency and productivity both increase. Now that you have this monday.com tutorial to help you design custom workflows, get started with it right away.
