SOP Teleworking Requests Management

Overview

This template will help you to manage the teleworking requests from your team.

Structure

The template contains two boards and one document:

  • Teleworking Requests Management. Where you will receive the requests and manage the approval.

  • Teleworking Total Hours per Employee. It’s the database with your employees. Just add the employees with the assigned number of hours.

  • Instructions for Teleworking Requests Management

How it works

Watch the following video for more information about how to use and configure this template.

How to Install the Master Board app

Step 1 

Log in to the monday.com account where you intend to install “The Master board.” 

Step 2 

Copy the provided link on the address bar of the browser. As the page loads, click on “Install.” 

Step 3 (Optional)
After the installation, if you want to check that the app has been correctly installed, click on Apps button app button
which is located on the lower left menu bar of your account. 

To find the installed app, click on “Installed Apps.”
installed app
Important: You need to use an account with admin right so you can install the app. 

Please watch the video:

How to Add the Master Board workflow

Step 1 

To use the boards on the “Master board” – click on +Add and then “Choose from template.”  

Step 2 

On the search field, type “Master board” or you can also find it under the “Project Management” category. 

NoteIf it doesn’t show on the first attempt, refresh the page. 

Step 3 

The Master Board workflow will be installed in your Main Workspace. You can keep it there or move it to another workspace and incorporate then the subfolders. 

Detailed Workflow

The Master Board | Your Virtual Project Manager

The Portfolio and Contacts boards

The process starts on the “Portfolio” board where the initial deal negotiation takes place. The fields for the new lead may be automatically populated if a CRM is being used.

Once a lead is generated on the Portfolio board, an item on the Contacts should be manually entered. A lead is linked to the respective contact.

Note: The creation of contacts can be automatically done if the details are available on the form that receives the project details.

The Creation of the Project board

When terms are agreed upon, the project manager can then change the “Create Project” status column to “Create Project. The change would trigger the automation recipe in place.

A project board will be created based on the configured “Project – Template” board.

Note: The “Project – Template” board is customizable. Additional columns may be added depending on the project’s requirement.

From the Project Board to the Master board

Once the project board is created, it will have the name of the client project. The columns from the template are already mirrored from the Master board. Also, the automation recipe is already added on the Template – Board so it gets automatically generated on the new project board.

As the project is already connected to the Master board, then the project details can already be managed on the Master board or the project board. The changes will take effect and will be visible on both boards.

On the Master board, you can set up different views like the Gantt, chart, workload, and others depending on what type of data you would want to see directly for better analysis.

Other than the different views on the Master board, you can also set up the Manager and Employee dashboards. It will provide you and the team a quick high-level view of the things that are relevant based on the position and tasks.

Archive and Delete Activities

If the project is already completed, there are two options to manage the tasks:

  • Archive Activity – Once “Archive Activity” is clicked, the task will stay on the Project board but is removed from the Master board. It is then transferred to the “Master board – Archive.” The link on the “Portfolio” board will stay.
  • Delete Activity – Once “Delete Activity” is clicked, the task will be removed from the Master board and the Portfolio board link is also cleared.
 

How to Archive an Activity

From the Project board:

  • Click on the activity or task
  • Change the “Archive / Delete Activities” column to “Archive Activity”
From the Master board:
  • Click on the activity or task
Note: It is best to use the filter if you will be performing the action on a project with several activities or tasks. Use the Project Name column.

How to Delete an Activity

From the board:

  • Click on the activity or task
  • Choose Delete Activity from the “Archive / Delete Activities” column
  • Finally, click on “Delete” as shown on the image to remove the activity from the Project board.

Boards

Clients

This board holds the contact details of the clients. It has basic information such as title, phone and email. This is linked to the Portfolio board.

monday.com - main table

Portfolio

This board holds the deals that will be for negotiation. This is connected to the Clients board.

The following are some columns of this board:

  • Estimated Timeline – the timeframe for the project completion
  • Committed Date – the delivery date of the project
  • Project Value – the negotiated cost of the project
  • Hourly Rate – if project fulfillment billed hourly
  • Project Cost – the actual budget spent on the project.
  • Create Project – triggers the creation of a dedicated project board.
monday.com - portfolio