What’s your strategy for streamlining project workflows using monday.com?

Hey everyone,

I’m looking to improve how my team manages projects in Monday Community and want to learn from the experiences of others.

Specifically, I’d like to hear how you streamline workflows to make projects more efficient and organized. Some areas I’m curious about:

  • How do you set up boards, groups, and items to reflect project phases clearly?

  • What automation recipes or integrations have significantly reduced repetitive tasks?

  • How do you manage dependencies, deadlines, and priorities without creating confusion?

  • Any tips for keeping the team aligned and reducing bottlenecks?

  • How do you adapt workflows for different project types (marketing, development, client projects, etc.)?

Basically, I’m looking for practical strategies, templates, or lessons learned that can help my team save time, avoid errors, and improve collaboration.

I’d love to hear your approaches, screenshots, or examples if possible!

Would help to know more about your needs to be able to answer. With monday there are SO many ways to do things, that there’s not one clear answer. Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have? And what type of work are you doing?

Desiree - www.thecleverclovers.com

Hello @TarunNagar !

I’ve just released a new article where collected 10 Tips I Wish I Knew When I Started Using monday.com from real monday.com users. I’m sure they will help you make friends with monday.