So, you’re diving into Monday CRM and ready to get organized? That’s awesome! But let’s be real for a sec. When it comes to task management in Monday CRM, there’s a bit of a learning curve. While Monday CRM is super powerful, it doesn’t exactly hand you a fully built task management system right out of the box. Think of this as your friendly guide to navigating those initial hurdles.
The Truth About Task Management in Monday CRM
Initial Impressions
Alright, picture this: you’ve just signed up for your free Monday CRM trial. You’re greeted with a bunch of boards, all set up and ready to go. I wanted to start from scratch, just like you would. So, what you see here is what you’ll likely encounter. Now, the onboarding process does let you customize things a bit. You get to choose which columns to add and what to name your contact board. So, your boards might look a little different from mine, depending on how you answered those initial questions. But generally, you’ll see boards for contacts, deals, leads, accounts, and client projects.
The Missing Piece: Task Management
Here’s the thing: you might notice something’s missing. Where’s the dedicated task management functionality? I mean, you’ve got a “Client Projects” board, but that’s not quite the same. Let’s take a closer look at that board.
You could use sub-items to manage tasks within each project. Each sub-item can have a status, due date, and assignee. But honestly? It’s pretty basic. And sub-items are way more limited than items in Monday CRM. So, if you can avoid using them, do it.
Think of it this way: Items are like full-fledged building blocks, while sub-items are more like Lego bricks. You can do more with the bigger blocks.
The Smarter Approach: Connecting Projects to Tasks
So, how do you manage tasks effectively in Monday CRM? Instead of relying on sub-items, create a separate board specifically for task management. Then, connect your projects to your tasks. This gives you way more flexibility and control. You’re building relationships between your projects and the tasks needed to complete them.
Beginners Guide to Monday CRM Task Management – Building Your Own Task Management System
Starting with a Template
Okay, so you’re not into the limited sub-item approach. Smart move! Now, let’s talk about how to actually build a task management system. One of the easiest ways is to start with a template. Just click that plus button, select “add to workspace,” and then choose “start with template.” This will open the automation center, where you can find all sorts of goodies.
The “Design Weekly Tasks” Template: A Good Starting Point
In the automation center, search for “task.” You’ll see a bunch of templates. I’ve found that the “Design Weekly Tasks” template is a surprisingly good starting point. Even though it’s design-specific, you can totally adapt it for general task management. It comes with pre-built boards and views, making your life a whole lot easier.
Exploring the Template’s Features
Once you’ve added the template, you’ll see the “Asset Cards” view and the main table. The main table shows you everything, and you can switch between different views. You can even reorder the board views!
Key Columns and Customization
Now, let’s customize this thing. Here are some key columns you’ll want to pay attention to:
- Assignee: Unless you’re only managing design tasks, rename this to “Owner.”
- Priority: Essential for figuring out what to tackle first.
- Status: Keep track of where each task stands.
- Due Date: Obvious, but crucial.
- Description: Add all the details needed to complete the task.
- Asset Files and Brief ID: You might not need these, so feel free to customize or remove them.
- “Design Idea” or Item ID: Every item in Monday CRM has a unique ID. You can delete this column and re-add it later if you need it. Don’t worry, you won’t lose the numbers!
Automations: Basic but Helpful
This template also comes with some basic automations:
- You’ll get a notification the day before a task is due.
- Subscribers will be notified when the status changes to “Waiting to Review.”
- When a task is done, it automatically moves to the “Done” group.
These automations are a good starting point, but you’ll probably want to add more to really supercharge your task management.
Limitations and Considerations
Keep in mind that this template has some limitations. There’s no recurring task functionality, and items don’t automatically move based on dates. To get the most out of it, you’ll need to set up additional automations.
Level Up Your Monday CRM Task Management
The Path to a Powerful Task Management System
Look, the template is a great starting point, but it’s not the final destination. If you want a truly powerful task management system, you might want to build a board from scratch with custom features.
Recap of the Current Situation
The truth is, robust task management isn’t standard in Monday CRM. But don’t let that discourage you! The “Design Weekly Tasks” template is the most accessible way to get started without a ton of effort.
So, that’s the beginners guide to monday crm task management. I hope this helps you get a handle on task management in Monday CRM! And now you know what they don’t tell you when you sign up.
Disclaimer
Please note that this blog post reflects my experience with Monday CRM. Features and functionality may change over time.
Call to Action
Now it’s your turn! What are your favorite Monday CRM task management tips? Share them in the comments below! And be sure to subscribe to my blog/YouTube channel for future videos on advanced Monday CRM setups.
If you’re new to monday.com, you can visit the Monday CRM website to learn more.