WWW… Wednesday! Monday.com

by Taylor Slattery | July 19, 2022

Monday.com is a centralized place for communication and project management. Its utility lies in its simplicity. By utilizing a simple board and task structure, its workflow is fully customizable to match any business or industry. Whether you’re on the digital end, tracking things like E-commerce, social campaigns, and content production, or the physical, like property management, manufacturing, and logistics, Monday.com has the flexibility to adapt to your unique set of needs.

Its basic structure consists of boards, tasks, and groups. Boards can be used to house anything from projects to entire departments, while tasks contain the day-to-day items that contribute to their completion or success. Groups are used to house different categories of tasks so you can further organize your board to make content easier to find.

Tasks function basically like an item on a checklist but with a great deal of added utility. Once you’ve generated a task, you can start by adding people. You might have one column for tracking each task’s creator, and another for the person who will be assigned to complete it. Another useful field is status. You can use this to track each task’s progress, adding as many different options as you need.

For basic tasks, this might be as simple as a couple of fields like in progress and completed, or any number of fields for something more complex like tracking and generating leads. Additional fields that tasks can be tagged with include location, for designating work for specific offices in the case of an international company, and things like links, files, and ratings, along with many more, all of which add fidelity and specificity so you can customize tasks to fit your unique needs.

Each board’s contents can be viewed in a number of different ways. The main table view can be sorted by any one of its fields, which is a great way to organize content based on your needs at the time. Another field that tasks can be tagged with is urgency. This provides a great way for sorting tasks by priority and ensuring everyone is focused on the most pressing issues. In addition to the table view, the board has views such as timeline, chart, map, and workload, each offering a unique perspective of the board’s content.

Timeline displays tasks chronologically, so you can easily see where you stand in the big picture. Maps show the locations of each task, which can be used as a reference for the locations of things like team members or clients, depending on the board. Workload shows how tasks are distributed amongst the team’s members, so you can avoid uneven distributions and overloading any single member.

Monday.com is free to use. You can learn more and try it here.