Building workflows in monday.com course | monday.com building blocks

Introduction

The speaker introduces the main building blocks of Monday.com and explains how they are used to build workflows.

Main Building Blocks

• Boards: where workflows are managed

• Items: each row in a board, representing what is being managed (e.g. project, task, client)

• Groups: items are organized or categorized into groups

• Columns: where data points are tracked on each item

• Sub-items: add another level of hierarchy into a workflow by breaking down tasks into subtasks

Boards and Items

The speaker explains how boards and items work together to manage workflows.

Board Structure

• Each workflow can be built on one single board or span across multiple boards.

• Each row in a board is called an item.

• Items can represent projects, tasks, clients, etc.

Grouping Items

• Items are organized or categorized into groups.

• Groups can be based on time frames (e.g. weeks or months), clients, phases in a project, or anything else.

Adding Data Points with Columns

• Columns allow you to add the data points you are tracking on each item.

• Basic columns include people column for assigning team members to an item and status column for visually representing the status of each item.

• Date columns allow you to assign dates related to an item like deadlines or meetings.

Sub-items and Advanced Features

The speaker discusses sub-items and advanced features that bring workflows to life.

Sub-items

• Sub-items add another level of hierarchy into a workflow by breaking down tasks into subtasks.

• Sub-items have their own column structure so they can be different from the columns on the board.

Automations

• Automations remove manual repetitive actions in your workflow by automating them.

• Made up of triggers and actions, you can choose from pre-existing templates or build your own.

Board Views

• Board views allow you to see your board in different structures, not just in a table view.

• Examples of board views include forms for collecting and adding data to your board from outside, calendar for managing dates, and dashboards for reporting.

Integrations

• Integrations allow you to connect Monday.com with your other work tools.

• They work like automations with triggers and actions across platforms.

Organizing Boards in Workspaces

In this section, the speaker explains how to organize boards and dashboards in account workspaces using folders and subfolders.

Using Folders and Subfolders

• Folders and subfolders help keep everything neat and tidy.

• Lucky Llama workspace has folders for organizing different launches.

Building Boards

In this section, the speaker introduces building blocks of Monday.com. The next section will be putting this knowledge into action by building out Patricia's boards.

Introduction to Building Blocks

• Quick tour of the main building blocks in Monday.com.

• Putting this knowledge into action by building out Patricia's boards.

• Practice what we've learned before moving on.