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.
Many teams find it easier to manage scale by separating operational work from reporting. Individual teams or processes often have their own boards, and dashboards are used to bring visibility across multiple boards. This keeps the day-to-day boards simpler while still giving leadership a consolidated view.
Using templates can also help keep things organized when multiple teams are involved. If boards share the same structure, statuses, and naming conventions, it becomes much easier to maintain consistency across the workspace.
For automations, keeping them tied to clear triggers such as a status change or a date condition tends to reduce conflicts. When automations start chaining across several boards or triggering each other, they can become harder to track and maintain.
For cross-board relationships, Connect Boards columns are commonly used for linking items, while dashboards provide the higher-level overview. This allows boards to remain focused on their specific workflow without becoming overly complex.
Over time, many teams move toward a structure where boards handle a single workflow or process, shared templates maintain consistency, and dashboards provide the portfolio-level visibility.
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
