Get Started With Workflows on Monday Work Management With 13 Easy Steps

Workflows are a way for businesses to organize, track and discuss work. If you’re not familiar with them, they’re the digital equivalent of the bookmark in your notebook. And they can be an excellent tool for managing your work week.

Monday work management provides its users with everything they need to attend to the needs of their team and clients, including scheduling and forecasting.

It makes the project workflows much easier and more organized, saving time and producing better results.

Let us discuss more about Workflows on Monday work management.

Table of Content:

What is Monday Work Management?
What are Workflows?
Steps to Customize Workflow on Monday Work Management
Workflows on Monday Work Management – In Summary
Frequently Asked Questions

What is Monday Work Management?

Monday work management is cloud-based software to create, monitor, and track projects. It handles your office tasks, such as timekeeping, employee scheduling, and project tracking to ensure efficiency and improve satisfaction.

Monday work management also has integrations with Slack, Microsoft, Google, and so many other notable applications so you can also track your time on these platforms as well as monitor your performance, automatically generates a budget for company expenses and notifies your team when tasks are due.

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What are Workflows?

Workflows are a collection of actions and steps that are carried out when someone is engaged in a given work or task. They are typically triggered by an event and reflect a series of actions or events that must be completed to finish the job or task.

This function boosts team productivity and collaboration. There are two types of workflows: those that are “named” that are set up for certain projects or tasks, and those that are “unnamed.” Furthermore, an “Unnamed” workflow is automatically re-used for each subsequent task or job, ensuring consistency in your team’s workflow while still keeping a process for all tasks and jobs.

Steps to Customize Workflow on Monday Work Management

The Workflow on Monday Work Management feature is designed to assist in management. The user can set up their workflow projects (projects are self-directed, often created with the help of a team) to schedule and track tasks of different types across the workweek. This can be done with the help of the following steps:

Step 1:

The first step is to go to your profile icon and Click on the Workflows option. Ref. Img. Below:

Step 2:

Once you click on the workflows it will take you to the workflows center which will look something like the image shown below:

Step 3:

The next step will be creating your customer workflow. To do that, click on the “+Create Custom Workflow” button as shown below:

Step 4:

After you press the create workflow button it will take you to the page where you will see numerous options of workflows to choose from. Ref. Img. Below:

Step 5:

The first option will have a list of dropdowns under the section “When this happens” as an action item. Ref. Img. Below. You can choose the one that requires automation for your project.

Step 6:

The second option is the follow-up action for the previous one, thus make sure to choose the appropriate action item for a proper workflow. The list of action items will be categorized under the “Then do this” section. Ref. Img. Below:

After you select the appropriate action items and workflow, click on the “Create Automation” button. Ref. Img. Below: It will take you to the workflow page further.

Step 7:

For clear understanding, you can describe what the flow is about using the “add description” box. Ref. Img. Below:

Step 8:

The workflow is not a constant one for all the projects, and even in a single project the workflow will change based on the progress and status. Thus Monday’s workflow comes with an active on and off button for you to enable and disable the workflows whenever needed. Ref. Img. Below:

Step 9:

After you create the workflows, you have to start reading and following up on the workflows activities. To do so, Click the “Workflow Activities” button which is on the top right corner parallel to the search box. Ref. Img. Below:

Step 10:

In the Workflows Activity page, under the status section, you have three options to choose from namely Success, Failed, and In-progress. Ref. Img. Below. You can click on the relevant status to check your project’s workflow.

Step 11:

Since Monday can be integrated with quite a several applications, there is also an integrated option in the workflow activities under the “App” section to choose from the list of apps that you have configured your Monday account with. Ref. Img. Below:

Step 12:

There is also an option for you to pick the project you want to check the workflow status for. Under the “Board” section all your projects will be listed and you can pick the one that you want to check the progress. Ref. Img. Below:

Step 13:

There is also a feature in the workflow homepage to edit, duplicate, save and delete your workflow.

To do that, click on the (burger) button on the top right corner of an activity cell. You can see a dialogue box appears with options to choose from.

Workflows on Monday Work Management – In Summary

If the goal is to get your project or everyday tasks done in the “life-hacking” way, then Monday Work Management is the answer to help you achieve that goal by phasing workflow daily to make the transition easy.

Based on your workflow, Monday Work Management was designed to help automate tasks that you do each day on your laptop as well as provide a supportive workflow for your teams and teammates.

Monday Work Management identifies each of the tasks you plan to perform that is within the same day’s workflow. It also automatically cycles the daily task to the next day after you finish your current task.

By ensuring you do the tasks that your team needs each day, the end result is that the team will have fewer conflicts and fewer issues to resolve each day.

This is the process of making sure your tasks are scheduled, so the things you decide to work on with your team are done on time and are visible and understood.

For courses on project management and tools, please check our course list.

For more information on project management software and methodologies, you may read our blogs.

Frequently Asked Questions

Why is Workflow important?

Many people are unclear about the connection between workflow and schedule. Workflow on Monday Work Management is the task management tool that keeps people productive and on schedule. Managing your work on Monday Work Management is important to save headaches, free up time and accomplish your work-life balance knowledgeably. The key to the workflow system is that you need to have a task plan to feel more confident and ready to take on the tasks you have left.

Can I automate my workflows on Monday for work management?

Yes, there are customizing options available and modes to automate the workflows based on the preferences you enable for each task or project.

How can I download my workflows from monday.com?

If you want to download an individual project or tasks section you have an option to export them as an excel file, which will automatically get downloaded as an excel file and you can view them using MS excel or Google sheets based on your preference.

How to download an entire board from monday.com?

If you want to download the entire board then use the steps shown in the image. Through this, you can download, view, and edit the entire workflows using excel or google sheets or you can just save them for offline purposes.

Simon Calder

Chris “Simon” Calder was working as a Project Manager in IT for one of Los Angeles’ most prestigious cultural institutions, LACMA. He taught himself to use Microsoft Project from a giant textbook and hated every moment of it. Online learning was in its infancy then, but he spotted an opportunity and made an online MS Project course - the rest, as they say, is history!