As projects and teams grow, Monday.com boards and workflows often become more complex — more views, more automations, more people involved. Even with powerful tools, it can feel like things get cluttered faster than they get improved.
One approach that’s helped me is treating processes like stages in a flow, making sure each step has a clear purpose and only adding automations when they remove real friction. This helps keep things predictable and easier for new collaborators to follow.
At Funnelsflex, we often map workflows before building them, which makes it easier to spot unnecessary complexity and refine boards with intention rather than just adding more automations.
I’d love to hear from others here:
How do you review and simplify boards as they evolve?
Any practical habits that help keep things clean and usable over time?
Hello @Funnelsflex Great question. This comes up a lot as boards mature.
What’s helped me most is doing regular board check ins and asking a simple question. Does this column view or automation still drive a clear action. If not it gets simplified or archived.
Assigning a single board owner also helps keep things clean. One person accountable for consistency and for pushing back on unnecessary additions.
I also try to add automations only when they remove an existing manual step today not a hypothetical future one.
Dr. Tanvi Sachar
Monday Certified Partner, Tuesday Wizard
@Funnelsflex One habit that’s worked well for me is doing periodic “board hygiene” reviews: removing unused views and automations, clearly documenting what must happen at each stage, and validating whether an automation is still solving a real problem or just adding noise. I’ve also found that designing with a “new user lens” helps surface unnecessary steps pretty quickly.
Curious to see how others approach this as well - great topic to raise.
Hello @Funnelsflex Boards naturally grow messy if they’re not reviewed with intention.
One habit that helps is a recurring board cleanup. I review views, statuses, and automations through a “new teammate” lens and remove anything that no longer clearly supports the workflow. If an automation doesn’t reduce real friction, it goes. Adding brief board or column descriptions also helps keep complexity from creeping back in.
Dr. Tanvi Sachar
Monday Certified Partner, Tuesday Wizard
That’s a great question! Especially in January (new year, new me, right ? ). All those promises to keep my boards tidy… well, sometimes it gets really hard. So I’ve learned to spot some red flags before the mess becomes unbearable.
First, I realized that if my board does not reflect reality, it starts missing the whole point. So my first step is always to update my board: collect all notes from various tabs, messages, and post-its. While doing that, I can evaluate which information should stay and which items—or even whole boards—should go.
We’re about to talk about this kind of practice (but CRM-focused) during episode 1 of #DevinitiAutomationStudio. It’s in Polish, so if you know what “Cześć” means, you will get to know several useful tactics.
Reach me out if one wants to lear more about the webinar
). All those promises to keep my boards tidy… well, sometimes it gets really hard. So I’ve learned to spot some red flags before the mess becomes unbearable.