The complete guide to getting your team to adopt (and succeed) with monday.com

monday.com is a super flexible and intuitive platform — it just needs one thing from you to succeed: the buy-in of your team. Unfortunately, sometimes that’s easier said than done, right? No one likes to learn new software — even if that software can totally make their workday more efficient and their tasks crystal clear. 

That’s why we created this post. From start to finish, this should give you the tools and education you need to make sure that your monday.com is set up to succeed for EVERYONE on your team. 

1. Conceptualize your monday.com structure before you build it.

This post shows you how to create a plan for your monday.com build before you even open the software. Whether you’re new to monday.com or you’re looking to improve what you’ve already got, this is where to start.  

2. Before you create your monday.com boards: Find your team’s negotiables and non-negotiables. 

So how DO you create a monday.com board that is a benefit to your entire team?  It starts with creating a reliable framework for your team to use when creating monday.com boards for the first time. Here’s how you build that from the ground up so that your team will hit the ground running with monday.com. 

This post shows you how to find out every piece of information you might need to capture in your monday.com boards and what to do with them. 

Your team WANTS to trust this system, but you need to give them reason to. A good way to do this is to negotiate with them on anything that isn’t absolutely necessary. It might sound funny, but what you DON’T track might actually be the thing that unlocks your monday.com board for your team. That’s the true power of negotiables. 

3. Getting Started: Learning monday organizational structures

Learning monday.com isn’t that difficult once you understand a couple of terms that we use. In fact, we think it’s one of the most intuitive work OS platforms out there. That said, you are going to have to learn just a little bit of what we’re talking about to make the most out of your monday.com experience. This post covers all the basic building blocks you’ll need to know to understand monday.com’s organizational structure. 

4. How to structure your monday.com boards for maximum team success on micro and macro levels.

You’ve got your team’s buy-in, and you’ve got some of the small pieces figured out. Now it’s time to start combining those into structures that will make your life as a project manager much more simple. Think of this as building pieces out of lego blocks. Let’s start small on a micro level, before showing you how to structure your board on a macro level. 

For this, we really recommend checking out the video that goes along with this blog. Julie does a great job of explaining how understanding table views and groups will give you even more control over your monday.com board. 

5. How we set up monday.com to succeed. monday.com training your Team can ACTUALLY Use.

monday.com training is a great tool for your team. But like any tool, it only works when you learn it correctly. That’s why we believe monday.com training is so important. We’ve helped dozens of teams train to become monday.com experts. This post will show you the steps we recommend to ensure everyone is clear on their goals, understands their monday.com tools, and knows how to use monday.com to make their work more efficient.

6. Using My Work and Table Widgets to track your team’s progress. 

As a project manager, you have a ton on your plate. When you feel overwhelmed because you have multiple projects, you can’t be your best self – for you, or for your team. That’s why monday.com created My Work. My Work is a great way to stay on top of all the tasks that you’ve assigned across your monday.com account. Find out how it can help you keep track of your team’s progress and discover the power of Table Widgets, too.

7. Setting monday.com Permissions for Your Team.

Setting monday.com permissions is one of the most important tools you’ll learn on monday.com. The problem is that sometimes it gets lost in the excitement of learning a new piece of tech. We’re here to tell you though that once you learn how to set permissions, it’s going to unlock a totally new level of monday.com for you, your team, AND your clients.

8. Right before you turn the monday.com machine on: defining status labels. 

A label in monday.com is really important. It’s sort of the building block you’ll use for each individual task. While there are definitely labels we can recommend, ultimately the best part of monday.com is that you can tailor these labels to the terms that your company uses. Coming up with consistent, cohesive language for these labels is going to be invaluable to your team. Before you solidify them, make sure you have your team’s buy-in and that everyone understands the function of each label. Better yet, work with them to come up with the labels. Ownership always wins!

9. Help your team succeed with monday.com. 

Your team is educated, fired up, and ready to go. So what now? Now you make sure that your team is only getting the info they need to hit the ground running after launch. Here are the steps you need to take so that your team will succeed with monday.com. 

Case Studies

Everyone loves a good success story, right? Especially when you’re knee-deep in creating new processes. We included these as a way to say, “Keep going! You can do it! These folks did too!” If you’re in need of a little more help, never be afraid to reach out to us. Lucid Day has experience helping dozens of companies reorganize monday.com boards, update systems, and help streamline communication so that their teams can be fully empowered to use monday.com. 

We reorganized monday.com for this growing company to help them get more productive Go Brent was an early adopter of project management software for their real estate company. Here’s how we helped them revamp their monday.com system as their team grew. 

How foundry10 streamlined their process to better serve their team. foundry10 We helped foundry10 use monday.com to enable more effective teamwork. 

There you have it, from start to finish how you can build your monday.com boards to facilitate team success. It’s a lot to handle, we recommend bookmarking this page as a reference guide for you to pull up when you need it! And as always, if there’s anything you have a question about, please reach out to us. Lucid Day was built to help you become a monday.com success story. 

Have more monday.com questions?

We’re here for you.

Lucid Day grew out of a passion for making work operations spark – for the individual, the team, and the business as a whole. We drive change in our customer’s business by focusing on what will drive effective teamwork. We establish intuitive, simple, and robust workflows in monday.com within an effective structure to drive. And we believe monday.com can provide that unleashing energy.

As small and mid-sized business owners and loyalists, we’ve experienced first-hand the power of monday.com to revolutionize the way we do business and want other SMBs to experience it too. No matter the size of your organization, we will find a way to help you get all you can out of monday.com.