Early in our Monday.com days we learned we were sort of an odd-ball case for the service… which made our discussions and calls with our CSM interesting. Like a lot of teams, we came to the table with a huge basket of things to organize and just said “how”. And well, we struggled with our “how” until part of the team started trying a different solution. After many thousands of dollars and a virtual-office full of cries of “let’s just go back to Monday!”, it became clear that with these types of services, what is MOST important is:
- Being flexible in finding your workflow- it may be the most important thing your business ever does
- Using a software your comfortable with
- Making it MANDATORY- then if it’s not getting utilized correctly, why?
- A culture of improvement with the software you choose (with Monday it’s generally ask an ye’ shall receive!)
So then, how we organize the madness. Here’s our snapshot- we buy, renovate, rent, sell and then manage properties between us and our partners. In the buildup to using a different project management solution we had to get hyper-organized and learned we have about 103 processes that have to be completed in 3 different phases for all our requirements to be met on a single property… and next month the boss wants to sell 20.
With that realization, we knew 1 board wouldn’t cut it, or we would be stuck side-scrolling our lives away. So we hammered the order into place and with improvements to Monday’s in-board search, board permissions which hide unneeded columns from viewers and the “hide” option for the rest… we got to a very streamlined solution that everyone understands. Finally!
So then, here’s how we keep things in order.
Board A, where we manage all our Rehabs. A property stays in here until all the items in it are DONE and we’re just waiting on the paperwork…
Then we move that pulse to the next board- all of the matching columns from Board A are moved into the new board, and we’re ready to start on the new items. You may be asking- why bother with the multiple boards? Well, each of these boards has between 20 and 30 columns unique to it. We can rearrange these columns from board-to board, hide non-essential info in later processes, trigger actions based on pulses moving in to the boards, etc. so it made a lot of sense for us.
Once a property is sold, it then goes on to the next board. Nice and linear.
Then that property just lives in that final board for all it’s days. All the updates and columns input from the beginning of the project on still live in Monday so we can always reference back if something comes up… no more hunting through email and texts!
Now that’s the largest facet of our Monday interface, at least at a glance. There are many automations, integrations, incoming forms, documents, etc. tied to and surrounding that. And, I should say, that is how it is for right now. The community on Facebook and, I suppose now here, have always been very good about sharing your ideas and what you do that’s working.
Who else has some suggestions we can learn from?