We have been using a Board for ‘PreSales’ requests that come in. Part of that board i WorkForms’ which we have built so the Sales team can, using the WF link on our Intranet, request a new Presales.
We were using Boards for Project Management until we found that actually a Portfolio was much better. Now I would like to ne able to utilize a WorkForm for new Projects as currently i have manually creating new projects.
Any one else come across this and managed to resolve it?
TIA
Mark
Hey Mark!
It appears you want to simplify the process of initiating new projects with WorkForms in Monday.com. I recommend implementing an automation that allows the creation of new projects through a WorkForm. This way, Sales or team members can enter their information via the form, and a new project will be generated automatically in the Portfolio.
We can establish an automation that connects your WorkForm directly to the Portfolio board, ensuring that each submission results in a new project complete with all necessary details. This approach can enhance efficiency, minimize errors, and help you maintain organization and accuracy.
Let me know if you’d like help setting this up!
Hi
That feels like where I was headed before starting the topic but for the life of me I was not able to locate monday.com how to create a new WorkForm centrally without having to initiate from an existing board. If you could let me know how to do that I can take it from there.
Thanks
Mark