I’ve recently been exploring more advanced workflows in monday.com, especially around automations and board organization, and I’m curious how other teams structure their setups.
Currently, I’m trying to improve a few things:
Keeping boards organized when multiple teams are working in the same workspace
Avoiding automation overload (too many automations triggering at once)
Managing dependencies between boards without creating too much complexity
For example, I’ve experimented with:
Using separate boards for different processes and linking them with connect board columns
Automating status changes when tasks move between stages
Creating dashboards to track progress across several boards
It works to some extent, but as projects scale it becomes harder to keep everything clean and easy to manage.
So I’d love to hear from the community:
How do you structure your boards when managing multiple projects or teams?
Do you prefer fewer boards with more groups, or multiple specialized boards?
Any best practices for automations that keep workflows efficient without creating conflicts?
If anyone has examples of workflows or board structures that worked well for them, I’d really appreciate your insights.
In general, I prefer fewer boards with a focus on board views. However, that changes based on workload and process… With workflows, I recommend putting in delays on occasion, even if they’re just 1 minute. It helps slow things down a bit and make sure things don’t overload.
A common approach is to keep boards focused on a single purpose rather than trying to manage everything in one place. Many teams create separate boards for major processes or project types and then connect them where needed using Connect Boards columns. This keeps each board easier to manage while still allowing data to flow between them.
For multi-team workspaces, it often helps to standardize board structures and templates. Using consistent columns, statuses, and naming conventions makes it easier to scale and reduces confusion when several teams are working in the same workspace.
For automations, the main best practice is to keep them simple and predictable. Instead of building very complex chains, many teams rely on small automations tied to clear status changes or date triggers. This helps avoid situations where multiple automations fire at once and create unexpected results.
Dashboards are also commonly used for the cross-board overview. Rather than building one very large board for reporting, teams keep operational boards separate and use dashboards to track progress, workload, and timelines across projects.
In practice, many organizations end up with a structure where each team or workflow has its own board, shared standards are applied through templates, and dashboards are used to monitor everything at a higher level.
If you’d like hands-on help or want us to walk through this live, you can book a 1:1 paid 60-minute strategy session with our team here: Calendly
