How to Streamline Project Management with monday.com

How to Streamline Project Management with monday.com

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Project management isn’t easy.

About 59% of project managers have to manage 2-5 projects at a time.

They have to keep up with constantly shifting goals and manage teams with ever-changing tasks and priorities.

Plus, the availability of resources is always in flux.

Amidst all these challenges, how do you ensure the success of your projects?

Research shows that around 77% of high-performing project teams actually make use of project management software to ease collaboration, tracking, and periodic analysis.

As a result, they see a marked difference in their productivity.

Let’s take a look at some simple tips so you can get the most out of your monday.com platform.

 

1. Start with Project Documentation

Document the framework in the tool by outlining priority-based action items and project processes in all project tables.

Next, share this documentation with your teams to speed up the implementation of your new project plan.

Use board description area

 

2. Use Board Descriptions Area

On average, an office worker spends 1.5 hours per day searching for things. This translates into 6 weeks every year!

To make their lives easier, consider using the Board description space for the templates and info that your employees will be searching for most often, such as your proposal template, NDA, or summary of all your Zapier automations.

 

3. Create Individual Project Pages

Another tip is to ensure that each project has its own page in your profile. This way, it’ll become easier for team members to find what has to be done and when it has to be done.

You do not want any misunderstanding about whether a particular task has to be accomplished by a certain date or not!

Create Individual Project Pages

 

4. Develop a Clear Project Map

A project map depicts the direction and vision that motivates team members.

Make sure to lay down the significance and impact of the project while stipulating its overall scope.

In the monday.com platform, you can use the Project Scope section or add a new dedicated section to the dashboard.

 Develop a Clear Project Map

 

5. Divide the Project Schedule into Tasks

Consider using the waterfall model to manage your projects. Based on this model, a work breakdown structure (WBS) allows you to break down entire deliverables into particular tasks and map them to the project workflow.

Divide the Project Schedule into Tasks

 

6. Leverage Integration & Automation

If your company regularly sends a ‘Welcome’ or ‘Please leave us a review’ email to your customers, you can do so easily through monday.com Gmail or Outlook integration.

With 200+ integrations and custom-built apps, this tool can integrate seamlessly with almost anything you can imagine.

 Leverage Integration & Automation

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