My name is Rachel Leigh and I am a Senior, Enterprise Customer Success Manager at monday.com. I work with large accounts, helping them to become more efficient in their day to day work lives. I wanted to share with you a topic that comes up regularly- Timesheet Reporting
Many of you are already using monday to track tasks, so why not utilise the tool further to track how much time is spent on these tasks and is this time being spent wisely?
This can help you to identify:
- Which tasks take longer or shorter than expected.
- Do you need to allocate more or less resources in these areas due to the time spent?
- Are you spending too much time on a particular area and not enough in areas that can help grow your business further?
- Are some employees working more than others?
- Are you billing your customers correctly, in accordance to time spent on their account?
I’ve made this short video which explains how to set up boards and some suggestions on the types of insights you can get from your board(s):
To summarize how I set up the board
I added columns to capture the data points I wanted to review:
- Number column for time spent
- Person column- who spent this time
- Status column to track area/customer/project being worked on
- Numbers for billable or non billable time
- Formula to calculate into hours or days
And for any other data point that is important to you, add a column to reflect this information.
You can have a board per person, or you can have everyone work off of the same board depending on your needs.
To take this a step further, you may want to link to other project boards so on the timesheet board users can reference other boards and where they have spent their time- this can also be pulled into nice reports as to which board and which item have they dedicated their time to.
Once you have this data within the board(s) you can add some amazing charts with the chart view, to visualise where the teams’ time is being spent. You can then make data driven decisions off of this data such as reallocating resources, dedicating more time to certain areas that need further attention etc.
I hope you find this useful!