Whether you’re new in using monday.com or have it for quite some time now, you must have configured boards with integrations, automations, and even formulas. You know well that you’ve invested quite some time to set up your boards. Sooner or later, your business will grow and you don’t want to start all over again in terms of configuring your boards.
As a monday.com specialist, I have devised a strategy which is mapping the paths especially when they involve formulas. This is to make sure that processes can be tweaked at any point to adapt to my clients’ business needs without the hassle of going through each board or columns. You can just imagine how time-consuming it could be.
In mapping formulas, I use Lucid app for this task. Read through as to why I’ve chosen the said application and how I do the mapping.
What is Lucid app?
This is a web application where you can create flowcharts, diagrams, maps, and others. It has an easy-to-use interface and has a drag and drop function. It allows collaboration between multiple users. Also, you can use it with G Suite. Click here if you want to find out more about Lucid app.
The Mapping Process
Start on the item level
In mapping the formulas, start on the first item which has a formula. Break the components down of that item level formula to trace it to the proceeding columns.
To make a distinction that the path is on an item level, use a distinct connecting line. In this case, the solid line means it is on the item level.
Tip: It is best to map your formulas simultaneously as you configure the board.
Proceed to the sub-item level
From the item level, trace the components of the main starting formula that are on the sub-item level. Just like on the item level, use a distinct connecting line to establish the connection to differentiate the item level and sub-item level paths.
In this example, a broken line is used to signify that the column is on the sub-item level.
Connect common components of different formulas
To easily trace which formulas share the same component, use a distinct connecting line to create the grouping. In this project, I’ve used a double broken line in blue.
This will come handy if you will alter one formula that uses the same component. You would easily know which ones you’ll have to adjust.
Extra Items
On the connections, I have used several connecting line heads to tell whether the connection is one-to-one, one-to-many, and or mirrored items.
Below is an example of a one-to-one connection between columns. It means that these two are on the item level and on the same board.
While the image below is an example of one-to-many connection. It means that components of the other formula are pulled from other boards.
Below is an example of a connection that tells that the item level column is a mirrored data from a sub-item.
Start mapping formulas
You can play around with the symbols as you map the formulas from your monday.com board using Lucid app.
The application is very flexible and it will definitely be a good partner of your project management tool. The ultimate goal is to have your processes at a glance so you can change and scale anytime according to your business’ needs.
If you would need help with monday.com, please feel free to book a commitment-free consultation with me.
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