So… time is money. And navigating any workspace takes time.
I’m proposing that the time is taken to develop the forms builder to make forms a far more powerful way for ANY company to save time in task management, creation AND delegation.
Currently, form submissions are a STATIC output, and through the use of automations, that output can be routed to various areas of a given board on Monday. Although this is functional, it is still inefficient.
I work with a company of about 20 people (and growing) that has a client list of 30+ clients (and growing, or at least, always changing). We provide content creating services, as well as media buying services across multiple online platforms as well as ‘traditional’ marketing channels.
On Monday, we have a different board for each of our departments (creative, marketing, admin, etc.) Each of these boards has one group for each of our clients.
Now imagine having a meeting with a client, and by the end of the meeting, you have 4 different tasks as takeaways. One task is an admin task, one is creative, and the other two are marketing tasks. You’d then have to navigate to the proper board, then to the client’s group, and then manually create the task.
My idea is this: Allow us to create a singular form that will allow us to add all the relevant information of the task such as task name, description, due date, files, status, assignee, etc., but ALSO give us dynamic fields to use that can ‘read’ the potential options for the given field preferably in a hierarchy.
The example would be this: after I fill out all of the details of the task in the form, I could then select from a drop down menu the BOARD the task needs to go to, as well as the GROUP in the associated board the task needs to go to.
This would eliminate ALL NEED to spend any time navigating in Monday just to create a task that would be delegated to someone else and consequently make task create FAR MORE EFFICIENT.
Imagine being able to do this from your phone! One form, no navigation, easy.
And please don’t recommend automations. You’d be suggesting that a wise use of time would be to create and manage 100s of automations in a never ending cycle due to either growth or shrink in our active client list. Unreasonable use of time. Just make a dynamic field that controls output of form submissions. Please.