Choose the unit of work
Decide whether an item represents a deliverable, job, request or project.
Read this step →Business software / a practical field guide
Build a project board around decisions
An independent planning guide for teams organising work in monday.com.
Start with the decisions that matter
Agree the meaning of each status
Write down what starts and finishes each stage.
Read this step →Automate a stable handoff
Start with one notification or ownership change that has an unambiguous trigger.
Read this step →A concrete example
A facilities team tracks requests through New, Scheduled, In progress, Waiting and Done. “Done” requires a completion note, not just a colour change. A weekly review checks waiting items and missing owners instead of repeatedly asking every person for a verbal update.
Turn the guide into an action plan
Use the worksheet to record evidence, open questions and the next person responsible. Check only the items you have actually reviewed. Download a text copy or print your working notes.
Open the monday worksheet →