Our Goal

The purpose of this SOP is to provide a detailed guide on the advanced features of monday.com, ensuring all team members can leverage these tools to enhance complex project management tasks, improve efficiency, and foster effective collaboration. Mastery of these advanced features is essential for maximizing the platform's capabilities.

What We're Covering

This SOP applies to all team members who are responsible for managing and overseeing complex projects within monday.com. It is particularly relevant to project managers, team leads, and staff involved in detailed project planning and execution.

When to Do This

This SOP should be followed during:

●     Onboarding of new team members with advanced roles.

●     Advanced setup of complex projects.

●     Regular review and optimization of project workflows.

●     Training sessions or refreshers for team members using advanced features.

Why It Matters

Understanding the advanced features of monday.com is critical for:

●     Efficient handling of complex project management tasks.

●     Enhanced team collaboration and communication.

●     Streamlined workflows and increased productivity.

●     Ensuring consistency and accuracy in project execution.

Things You'll Need

●     Access to a monday.com account.

●     Internet connection.

●     Relevant project details and tasks to input.

●     Training resources or guides on monday.com advanced features (optional).

Who Does This

●     Project Managers: Responsible for setting up and managing advanced project features.

●     Team Leads: Ensure team members follow the guidelines.

●     Team Members: Use the features as instructed for their tasks.

●     IT Support: Provide technical assistance if needed.

How to Do It: Step-by-Step

Step 1: Using Advanced Board Views

●     Access Board Views: Click on the "Main Table" and explore additional views.

●     Select Advanced Views: Choose from advanced options such as Gantt View, Workload View, and Chart View.

●     Customize Views: Adjust settings within each view to match project requirements.

●     Save and Share Views: Save customized views and share them with team members for consistency.

Step 2: Implementing Advanced Automations

●     Navigate to Automations: Click on the "Automate" button at the top of the board.

●     Select Advanced Automation Recipes: Choose from complex automation recipes or create custom ones.

●     Define Multi-Step Automations: Set up triggers and actions that involve multiple steps or conditions.

●     Test and Activate Automations: Test the automation to ensure it works as intended before activating.

Step 3: Utilizing Dashboards

●     Create a Dashboard: Click on "+ Add" and select "New Dashboard".

●     Add Widgets: Choose from a variety of widgets such as charts, numbers, and battery widgets.

●     Configure Widgets: Customize each widget to display relevant project metrics and data.

●     Share Dashboards: Share the dashboard with team members and stakeholders for real-time insights.

Step 4: Integrating with Other Tools

●     Navigate to Integrations: Click on the "Integrate" button at the top of the board.

●     Select Integrations: Choose from available integrations such as Slack, Google Drive, and Zoom.

●     Set Up Integrations: Follow prompts to connect and configure the integration.

●     Manage Integration Settings: Adjust settings to ensure seamless operation and data flow.

Step 5: Using Formulas and Conditional Formatting

●     Add Formula Column: Click "+ Add Column" and select "Formula".

●     Create Formulas: Input complex calculations to derive metrics and insights from your data.

●     Apply Conditional Formatting: Use "Conditional Coloring" to highlight important data based on set criteria.

●     Test and Validate: Ensure formulas and conditional formatting work correctly and adjust as needed.

Step 6: Collaborating with Guests and External Users

●     Invite Guests: Click on "Invite" and select "Invite as a Guest".

●     Set Permissions: Define what guests can view and edit on the board.

●     Collaborate on Projects: Use shared boards to collaborate with external users while maintaining control over sensitive data.

●     Monitor Guest Activity: Regularly review guest activity to ensure compliance and security.

 
Important Tips

●     Compliance: Ensure data entered complies with company policies and any relevant regulations.

●     Documentation: Document any changes made to boards or tasks, noting reasons for changes.

●     Regular Updates: Regularly review and update boards to reflect current project status and priorities.

●     Training: Provide ongoing training to team members to keep them up-to-date with new features and best practices.