4 Ways To Make Monday Templates Work For You

Struggling for time? Always doing the same tasks over and over?

I hear you.

Doing your job while also managing a team is hard as it is. You don’t need additional problems and headache!

That’s why I’m here to liberate you from the prison that is manual data inputting, misunderstandings, and missed deadlines.

You’re probably scratching your head, thinking, “But that’s not really possible, is it?”

Well, the good news is that it is very possible with workflow software!

The bad news? You need to educate yourself first and do your research.

Luckily, I’m here to help you do just that.

So let’s go!

What is a workflow?

Let’s start with the basics.

A workflow platform is an essential tool for planning and executing tasks, making you more organized.

Workflows use a sequence of steps or processes required to complete a particular task or project.

They are, essentially, a visual representation of the steps involved in completing a task, including the inputs, outputs, and the order in which the steps are executed.

You can use workflows in various industries, such as:

Business
Healthcare
Software development
Finance
Education
Customer service
And more!

Use them to optimize and standardize processes, improve efficiency, and ensure that tasks are completed promptly and effectively.

Workflows can also be automated using various tools and software, making it easier to manage and track the progress of tasks.

Monday templates

Monday is a popular project management tool. It allows you to create customized workflows to streamline your work processes and communicate with your team.

Let’s look at some workflow templates you’ll encounter on the platform.

Project management workflow

Create a board like the one above for each project that may include columns for:

Tasks
Deadlines
Status updates
Team members

You can also assign tasks to team members, set deadlines, and track progress in real-time.

But did you know that Process Street offers a free in-depth project management process template?

Below is an example of one of the tasks:

All our templates offer integrations with tools like Trello, Asana, and Slack to keep everyone in the loop.

Moreover, with features like conditional logic, mobile app access, and auto-filled workflow runs, your team will have the ability to create the most meticulous workflows anywhere!

And there’s more! With Process Street, you can harness the power of ChatGPT and AI technology to generate workflows that perfectly match your team’s agility and scale.

Sales pipeline workflow

With this workflow, you can create a board to track your sales pipeline, with columns for leads, prospects, opportunities, and closed deals.

Use automations to trigger actions like sending follow-up emails or scheduling meetings. You can also use Monday’s reporting features to analyze your sales performance and identify areas for improvement.

Do you need more guidance creating a sales process? No problem! Our sales process template will show you step-by-step how to qualify a potential customer and see if they should be put through your sales pipeline.

Below are some of the tasks you’ll find in this template:

HR workflow

Create a board to manage your HR processes, such as:

Recruiting
Onboarding
Employee data management
Performance reviews

Use custom fields to track important information like job titles, salary, and performance metrics.

But if you look at Process Street’s employee onboarding checklist, you’ll notice that you can also:

assign tasks to other team members
give them a deadline
pause the workflow run at any point
change who can see tasks by adjusting the permission settings
utilize automations to trigger tasks like sending new hire paperwork or scheduling meetings

Here’s an example task from the workflow:

Marketing workflow

You can design a board to manage your marketing campaigns, deadlines, and team members.

Work with integrations like Google Analytics and Hubspot to track performance metrics and measure ROI.

You can also take advantage of dashboards to visualize your data and make informed decisions.

Wanting to send automated emails or build an email marketing campaign that will grab the attention of your email list subscribers?

Our email marketing campaign template will help you do all that, and more!

What are automations?

In simple terms, automations are pre-configured workflows that can automatically perform tasks in response to specific triggers.

They are designed to eliminate the need for manual intervention and reduce the risk of errors.

Most industries will benefit from automations.

For example, you could set up an automation that emails customers when they purchase your product.

You could even automate posting new content to your social media channels.

Automations can be triggered by various events or conditions, such as a new data entry, a specific date or time, a change in status, or an incoming email.

You can set them up with other software and platforms like Zapier and Integromat, which provide pre-built templates and options to suit your needs.

Automations are a powerful tool for automating routine tasks, improving productivity, and reducing errors in various workflows and processes.

They’ll allow you to focus on more important tasks and maximize your time and resources.

If you’d like a more in-depth guide to workflows, download our free Ultimate Guide to Business Process Automation.

Why do you need automations?

If you’re still not convinced that workflow automations are right for you, let me reassure you that they are!

Why? Here are 5 good reasons:

They streamline repetitive tasks such as data entry and updating spreadsheets.
Automations improve the accuracy and consistency of work.
By automating routine tasks, employees can work more efficiently and effectively.
You can use automations to enforce compliance with regulations and policies.
Automations are essential for improving efficiency, reducing errors, and saving time

As you can see, automations are important. But they truly are very effective, too.

Do you need workflows and automations?

If you’re tired of repetitive tasks, constant errors, and wasted time, the answer is yes.

Workflows and automations work in tandem to bring your company to a state of efficiency. They bring a new meaning to the word “teamwork,” and they most certainly won’t disappoint!

Just make sure to choose the right workflow tool, or you’ll run the risk of creating more expenses than necessary.