What are some lesser-known features of monday.com?
Hello, I am Gianmarco Petrelli, currently working as Associate Implementation Consultant with monday.com.
monday.com is a powerful project management and collaboration tool that is designed to help teams stay organized, track progress, and streamline their workflows.
monday.com is a Work Operating System (Work OS) that goes far beyond project management. Over 180,000 companies worldwide use it, including startups and leading corporations like Coca-Cola, Lionsgate, Universal Music Group, and Hulu.
Although many users are familiar with its basic features, it has a number of lesser-known features that can greatly boost your productivity.
Here are some hidden gems, including columns, automation features, organizational tools, and reporting capabilities.
1. Organizational folders and subfolders
Organizational folders and subfolders on monday
One of the most useful features of monday.com is the ability to create folders and subfolders.
You can organize your workspace more efficiently and find specific content across your account more quickly with this feature.
Create subfolders and folders in the left-hand panel to categorize and group related projects, boards, and tasks.
For teams managing multiple projects simultaneously or coordinating complex workflows, this feature is especially useful.
2. Useful columns for streamlining workflow
monday.com lets you add columns to your boards to enhance functionality and manage workflow.
Columns for streamlining workflows.
Here are some notable columns…
- Auto ID column: The ID column lets you refer to your items easily during team meetings or when communicating with teammates. By adding an Auto ID column, each item is uniquely identified, eliminating confusion and making reference easier.
- Order column: The Order column gives you the option to specify a priority order within a group or on a board. You can use this column to define the sequence of tasks or projects that should be completed in order to ensure that team members know their priorities and can work accordingly.
- Auto number column: Prioritizing tasks is simplified with the Auto Number column. It helps you understand the order in which different tasks should be completed by assigning numerical values. By displaying what comes next in the sequence, this column simplifies workflow.
3. Widgets for comprehensive dashboards
With monday.com, you can create informative and visually appealing dashboards using different widgets.
There are a variety of widgets available on our dashboards. Both our own team and collaborators have developed these.
You can use these widgets to keep up to date on your projects, tasks, and team's performance.
Here are some noteworthy widgets…
- Countdown widget: Use the Countdown widget to keep track of dates and create an accurate countdown. You can use this when you need to track the remaining time for a particular event or milestone or when you are working towards a deadline. With the Countdown widget, you can stay on top of time-sensitive tasks and never miss an important deadline again.
- Workload widget: Workload widgets are powerful tools for managing resources. With them, you can set custom and dynamic capacities according to your team's needs. You can use this widget to distribute workloads effectively, identify potential bottlenecks, and ensure team members aren't overworked. Workload widget enhances team collaboration and facilitates task allocation.
4. Recipes for automating workflows
monday.com offers a robust automation feature that enables you to automate repetitive tasks and streamline your workflows.
Widgets for dashboard creation.
One of these features is Match Automation.
Match Automation is great because it lets you link items on different boards by using the 'Connect Boards' column. Depending on the account, you can use either the item name or any other unique identifier to establish relationships between them.
You can establish relationships between related items by using the 'Connect Boards' column and identifying similar column values. When you have numerous boards with interconnected tasks, or when you need to keep track of project dependencies, this feature is helpful.
monday.com brings you additional functionality, helps you organize, streamline workflows, and provides comprehensive insights into your team and project performance by taking advantage of its lesser-known features.
Your productivity and efficiency can be improved by features such as folders and subfolders, specialized columns, informative widgets, and automation recipes.
Whether you're managing a large project or collaborating with a team, monday.com can improve your work processes and help you accomplish your goals.
TLDR:
monday.com is a versatile Work OS used by top companies and startups worldwide. It has many hidden features you can use to increase your productivity.
For example…
- Organizational folders and subfolders: Easily categorize and locate content by creating folders and subfolders. This feature is helpful if you manage multiple tasks or complex workflows.
- Useful columns: Enhance workflow with Auto ID, Order, and Auto Number columns for clear task tracking.
- Widgets for dashboards: Use the Countdown and Workload widgets to manage time-sensitive tasks and resource allocation.
- Automation recipes: Leverage Match Automation to link items across boards and streamline task dependencies.
monday.com offers these features to enhance teamwork and project management.
Which of these Monday features would have the biggest impact on your workflow?