MONDAY.COM WORKFLOW TUTORIAL: FROM SETUP TO AUTOMATION

monday.com Workflow Tutorial: From Setup to Automation

monday.com Workflow Tutorial: From Setup to Automation

Blog Article

In today’s fast-moving business landscape, streamlined workflows are key to team productivity and operational efficiency. That’s where monday.com steps in—a powerful Work OS designed to help teams organize tasks, projects, and processes with ease. This comprehensive monday.com tutorial will walk you through everything you need to know, from initial setup to advanced automation, so you can fully harness the power of Monday.com for your business.

Whether you're a startup or an enterprise, Worktables is here to support your success by providing the right tools, guidance, and customization for your workflow management.

What Is Monday.com?

Before diving into the workflow setup, let’s quickly define what Monday.com is. Monday.com is a cloud-based work management platform where teams can create boards to track tasks, manage projects, communicate in real-time, and automate repetitive work. Its visual interface, flexibility, and integration capabilities make it a favorite among teams of all sizes.

Step 1: Setting Up Your Monday.com Account

1. Create Your Worktables Account

To begin, sign up for Monday.com through Worktables if you want guided setup and integration support. We help teams onboard smoothly and tailor the platform to your specific industry needs.

2. Choose a Template or Start from Scratch

After registering, Monday.com will prompt you to choose a board template or create a new one. Templates are available for various functions—project management, sales pipelines, HR recruitment, IT requests, and more.

Tip: If you're unsure, start with the “Project Management” template to familiarize yourself with the basics.

3. Set Up Your Workspace and Teams

Workspaces are containers for different boards and dashboards. Create a workspace for each department (e.g., Marketing, Sales, HR), and then invite your team members using their email addresses.

Step 2: Building a Workflow

1. Create a Board

Boards are the foundation of Monday.com. Each board includes:

  • Groups: Representing different stages (e.g., To-Do, In Progress, Completed)

  • Items: Individual tasks or projects

  • Columns: Customizable attributes like Status, Deadline, Priority, People, Text, Numbers, and more.

Example:

Task Name Status Owner Due Date
Design Homepage In Progress Sarah Smith May 15
Launch Campaign To Do Tom White May 18

2. Add Team Members and Assign Tasks

Assign items to specific team members using the “People” column. This ensures everyone knows what they’re responsible for, improving accountability and transparency.

3. Use Status and Timeline Columns

Track task progress using the “Status” column (e.g., Not Started, In Progress, Done). Add a “Timeline” or “Date” column to set clear deadlines and visualize project duration.

Step 3: Customize Your Workflow

1. Create Custom Views

Monday.com offers multiple views to match your workflow:

  • Table View: Classic spreadsheet-style

  • Kanban View: Ideal for Agile and Scrum teams

  • Calendar View: Great for deadline tracking

  • Gantt View: For project planning and dependencies

  • Dashboard View: Combine data from multiple boards

Use the Dashboard View to track KPIs across departments from one screen.

2. Integrate Your Favorite Tools

Monday.com integrates with over 200 apps, including Slack, Google Calendar, Zoom, Microsoft Teams, Trello, and more. Use integrations to reduce app-switching and centralize your work.

Step 4: Automation – Work Smarter, Not Harder

Automation is where monday.com truly shines. By setting up "If This, Then That" recipes, you can eliminate repetitive tasks.

Examples of Useful Automations:

  • Status Change Notifications
    If status changes to “Done,” notify the project manager.

  • Due Date Reminders
    Two days before a task is due, send a reminder to the assignee.

  • Recurring Tasks
    Create a new “Weekly Report” item every Monday at 9:00 AM.

How to Set Up Automations:

  1. Click on “Automate” at the top of your board.

  2. Choose from built-in automation recipes or create your own custom flow.

  3. Save and watch your workflow simplify itself!

Automation helps reduce human error and free up time for more strategic work.

Step 5: Track Progress and Report

1. Use Dashboards for Reporting

Create dashboards to track progress, deadlines, and team workload using widgets like:

  • Battery for task progress

  • Charts for analytics

  • Workload to manage team capacity

2. Use Filters and Search

Quickly locate information using board filters by status, due date, or team member. The search bar is robust and even scans text within files and updates.

3. Export and Share Reports

Easily export data to Excel or PDF to share with stakeholders. You can also invite external collaborators as viewers on specific boards.

Worktables Can Help

At Worktables, we specialize in helping businesses implement and customize Monday.com. Whether you're new to the platform or want to optimize your existing setup, our consultants can:

  • Set up your workspace

  • Train your team

  • Build custom dashboards

  • Create industry-specific automation

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Final Thoughts

This monday.com tutorial shows how a well-structured setup and a few automation rules can dramatically improve your team’s productivity and communication. Monday.com’s flexibility makes it ideal for all business sizes and types, but the real magic happens when it's tailored to your workflow.

With the help of Worktables, you don’t have to do it alone. We’re here to ensure your Monday.com experience is seamless, efficient, and impactful.

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