Whether you are a small business looking to create a daily task management board that everyone can easily access, a remote team, or a large enterprise with multiple departments, monday.com’s capabilities as a project management software enable teams to collaborate effectively and streamline their workflows.
As a monday.com implementation specialist, I will provide you step-by-step instructions on creating a project, from setting up a new board to customizing columns and automating processes.
What are Project Boards?
Project boards are the core of monday.com and provide a shared workspace where teams can organize, collaborate, and manage projects. With project boards, you have unlimited boards and can add columns to customize each board’s layout and add tasks for team members to work on.
These boards aim to visually represent a project’s components, including tasks, timelines, and team members. This makes it easier to stay organized and keep everyone up-to-date on their progress. Used properly, creating boards on the platform can streamline project processes and help teams become more productive.
Using such a feature also makes it easy for project managers to handle multiple projects simultaneously without repeating the same steps for each project.
Setting up a New Board with monday Project Management Software
Creating a project starts with setting up a new board. From there, you can start exploring the custom workflows and critical features provided to you by the platform. Follow these simple steps to create a new board:
Log in to your monday.com account.
Click the + New button at the screen’s top left corner.
Select New Board from the dropdown menu.
Choose the desired board type from the following options:
Main: Visible to all team members.
Private: Visible only to invited team members.
Shareable: Accessible via a unique link.
Enter a board name that suits its purpose.
Create to finalize your new board.
Choosing a Board Template
The monday.com board templates offer various pre-built boards catering to different project management needs. When going through the list of templates, it’s best to remember the purpose or function your board will have.
If you plan on using the board as a knowledge base or central hub for all team or business information, boards with multiple columns, such as a Calendar board or an Issue Tracker board, may be the best choice. Alternatively, if you need to track various tasks, Gantt charts and project boards can visually represent how each task progresses.
Regardless of your purpose, you should follow these steps in choosing and applying templates from the project management tools monday provides:
Click the Templates tab located at the top of your new board.
Browse through the available templates or use the search bar to find one that suits your project.
Click Use to apply the selected template to your board.
Customizing Columns and Rows
After setting up your board and selecting a template, customize the columns and rows to meet your requirements. The monday.com onboarding of your projects doesn’t have to be daunting since you’re working on a platform that is very easy to deal with.
Click the “+”icon located at the right end of the column header row.
Select the desired column type from the dropdown menu, such as text, date, or status.
Enter a column name and click Add Column.
Click the “+” icon located at the bottom of the board.
Type the task name or item description in the new row.
Press Enter to create additional rows as needed.
Editing Column Values
Click on the cell you want to edit within the column.
Enter or select the appropriate value.
Press Enter to save your changes.
Assigning Tasks and Setting Deadlines
Part of what makes this platform the ideal project management software for an entire team is its ability to add essential details seamlessly. Task management is often a tedious manual task, so streamlining that process improves efficiency and accountability. Follow these steps when assigning tasks and setting deadlines:
Click on the Assignee cell for a specific task.
Select a team member from the dropdown menu.
Click on the Deadline cell for the same task.
Choose a date from the calendar picker.
The automation feature streamlines repetitive tasks and reduces the potential for human error. To set up automation, follow these steps:
Click the Automation button located at the top of your board.
Select + New Automation.
Browse through the available automation recipes or create your custom automation.
Click Add to Board to apply the automation recipe to your project.
What You Need To Know About Project Management Tools
Project management tools are the backbone of any project. Monday’s platform provides powerful features that help teams organize and manage projects efficiently. With its intuitive user interface, custom columns and rows, assignable tasks, automation capabilities, and more, monday is an ideal project management tool for teams, big or small. It offers concepts like Kanban boards, Scrum boards, and Gantt charts to help you visualize progress.
Team members can also use the platform to communicate with each other and provide feedback on tasks. When used properly, it helps teams stay organized, on track, and productive throughout the life cycle of their projects. With that, here are a few things you need to know about the platform once you get started:
You can use it for any project.
Using the boards on the platform is not limited to one type of project or another. Nor is it limited by business or industry type. Because you can easily customize each field and column, it’s the ideal solution for task management and project teams looking to accelerate their potential by using one of the best project management software in the market.
This makes the platform an ideal solution for small businesses that handle varying project types or want to use the platform across every department. Everyone from human resources to marketing will find the software useful in managing day-to-day collaboration or high-level projects.
You don't have to worry about team size limits.
With the platform, you can choose a plan based on your team size. You won’t have to worry about reaching limits regarding who can join, view, or become an admin for specific boards. For example, a project manager handling multiple boards can organize their permissions for each one to ensure the right people have access.
From there, it’s also possible to sync and connect boards to create a seamless management structure. Overall, this makes it easy to sync projects across multiple teams or collaborate on individual tasks using various tools simultaneously.
There are features and plans for every type of business or project.
When you use monday.com for projects, you’ll find multiple plans and features. For example, the platform offers a free basic plan for small teams wanting to get started on basic project management or an enterprise plan for businesses looking for advanced tracking with robust security protocols.
Regardless of which option you choose, you can always customize each board with multiple fields and rows so you can get the most out of your project. With multiple views available, such as the Kanban board views, Gantt charts, timeline view, and more. Teams can easily track progress within their projects in real-time. Now, let’s review a few key benefits of using the platform.
Benefits of using monday.com for your projects.
When managing projects, the platform comes with a comprehensive list of elements and components that you can use to customize each board based on your needs. Because of that, you can gain a lot of benefits from using the features available such as:
As mentioned above, the platform allows you to automate repetitive tasks and processes to save time and resources. Automation features also enable teams to move faster on their projects, ensuring the right people can access the tools or data they need when working on a task.
With the multiple table view options, project managers can easily visualize progress from one board.
The platform also offers time-tracking tools, which allow teams to easily track project progress and provide detailed reports in no time. With the ability to track time, project managers can ensure that tasks are completed on time and within budget.
The platform also has multiple views, including Kanban, boards, Gantt charts, and timeline views. This makes it easy for teams to get a comprehensive overview of their projects in real-time. Aside from being able to get a comprehensive overview of where your project is at and where it is heading, multiple views also come in handy when bringing in external parties to the project.
Instead of bogging them down with the nitty gritty, having this overview provides a useful way to quickly gather action points and insights. This comes in handy when presenting to stakeholders, CEOs, or department leads who want to have an understanding of the project without being overwhelmed.
Accommodates Large Teams
The project boards you create on the platform can accommodate a large number of people, making collaboration and communication easier. With the ability to create permission-based boards, you can easily grant access to the right people and make sure that the project is secure. With that, you can create private boards for internal communication and link them to boards that you invite team members to view.
In these cases, optimizing the permissions per column, row, and board proves a useful feature in keeping everything organized and systematic even when there is a need for a number of people to access the project.
3rd Party Integrations
Last but not least, the platform supports various third-party integrations to ensure that teams get a comprehensive dashboard view of their project. This gives them the ability to connect with other tools such as Zapier, Microsoft Teams, Slack, Dropbox, Google Calendar, and many more. With these integrations in place, your team can easily move important data from one platform to another, track project statuses, and update task progress all in one place.
When you use monday.com as your go-to project manager, you get a straightforward process that involves setting up a new board, choosing a template, customizing columns and rows, assigning tasks, setting deadlines, and automating processes.
Setting up your project board is easily accomplished in a few simple steps, saving valuable time. Plus, the customizable templates streamline your ability to get accurate real-time data and feedback, allowing you to make informed decisions quickly. With task automation tools in place, your team can move faster while being able to track time and progress with added efficiency.
So when it comes to creating projects, you don’t have to worry about the complexity of setting up a project management system as the platform takes care of it for you. With all the features and integrations available, your team can get things done easily and efficiently with this powerful project management software development platform.
If you have further questions about monday.com board functions and configurations, you may schedule a commitment-free consultation with me.
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