Task Management
Thanks to its structure that encompasses all workflows, task management allows us to track various workflows across different workspaces. Through boards created within these workspaces, task flows can be customized by department. You can set priorities, assign team members, create sub-tasks, define timeframes, update statuses, and visualize everything through department-specific and overall dashboards. These dashboards also enable you to track KPIs effectively.
What differentiates task management from project management is its focus on more routine, operational actions. Additionally, task management can include revision workflows, interdepartmental task handoffs, and resource planning processes to streamline collaboration.
Request Management
With monday.com WorkForms, you can create custom forms to collect, track, and analyze data—automatically syncing everything with your monday.com boards and workflows. These forms are ideal for gathering task requests, finance approvals, IT support tickets, project requests and more.
Requests received via forms can be converted into tasks and assigned directly to the appropriate departments. Forms can also be embedded into websites or shared via social media or email, simplifying external request collection.
Cross-Department Task Flow
Effective collaboration and coordination between teams is critical. monday.com’s powerful automation features simplify interdepartmental workflows. For example, once a department completes a task, automation can seamlessly transfer the task to another department’s board.
To optimize this process, you can define rule sets based on task types. These automations enable smooth handovers between departments, making collaboration more efficient and task tracking more streamlined.
Key Features for Smarter Task Management
• Kanban
Kanban helps prioritize tasks based on current capacity and manage workload efficiently. This visual method highlights bottlenecks at a glance and ensures optimal resource usage. Its simplicity and flexibility make it one of the most widely used task management techniques across industries.
• Automations
monday.com offers no-code automations for streamlining task actions such as status updates, email notifications, dependency tracking, due date alerts, task assignments, time tracking, and more.
• Views
Monitor progress through multiple visual formats like timelines, calendars, charts, and custom views tailored to your workflow needs.
• Dashboards
Dashboards allow you to build customized views to monitor timelines, budgets, and performance metrics—from high-level overviews to detailed insights.
Revision Management
In workflows where tasks move between departments, revisions may be required. When a department completes a task and another department requests a revision, automations can resend the task as a new item to the respective department’s board. These revision tasks can be grouped under a separate “Revisions” section to distinguish them from the main task flow.
• File Management
Upload, organize, and share files easily to ensure smooth workflows and quick task completion.
• Version Control
Keep all versions of a file organized and managed in one place, ensuring transparency and reducing errors.
• monday WorkDocs
Use collaborative WorkDocs to build weekly checklists and track task or project progress—all in one shared workspace.
• Team Collaboration
Centralize communication within the platform, eliminating the need for third-party tools.
Resource Management
When assigning tasks by department, you can allocate effort hours based on task types and planned workloads. If the main department requests a revision, the effort hours can be reallocated accordingly.
Using the Workload Widget, you can monitor all active tasks by department, assess workload distribution, and manage team availability efficiently.
• Workload
Measure capacity and effort by resource and timeframe. Use the Workload Widget to visualize and report on team load and ensure optimal performance.
• Timeframes
Use Gantt Charts to visualize and manage workload distribution across time. Track project alignment and individual availability at a glance.
