Whether you're new to monday.com or looking to optimise your setup, here are five essential boards every business should have in place to stay organised and productive.
1. Employee Directory / Onboarding / Offboarding Boards
Managing employee lifecycle processes can be time-consuming. Setting up Employee Directory, Onboarding, and Offboarding Boards in monday.com can simplify these workflows by:
Storing essential employee details, contact information, and roles.
Tracking onboarding tasks like account setup, training sessions, paperwork completion, and asset assignment.
Automating offboarding checklists to ensure a smooth transition when employees leave.
These boards help businesses maintain a well-structured approach to managing team members from their first day to their last.
2. Team Leave Board
Keeping track of employee leave is crucial for resource planning and ensuring workload balance. A Team Leave Board in monday.com allows businesses to:
Track vacation days, sick leave, and remote work days.
Provide visibility on team availability to avoid scheduling conflicts.
Automate approvals and notifications for managers and HR teams.
With the right automations in place, employees can submit leave requests directly through the board, triggering an approval process that updates team schedules accordingly.
3. Important Links Board
Every business has a collection of frequently used documents, forms, and resources. Instead of searching through emails or shared drives, an Important Links Board provides a centralised space for:
Company policies and procedures.
Employee handbooks and training materials.
Forms for expenses, IT requests, or HR documentation.
Quick access to external tools like Google Drive, Dropbox, or CRM systems.
Organising these links in monday.com ensures that everyone on the team has easy access to critical information whenever they need it.
4. Yearly Planner Board
Some tasks don’t happen every day but are essential to business operations at specific times throughout the year. A Yearly Planner Board helps businesses stay on top of these recurring responsibilities, such as:
Renewing business insurance and licenses.
Scheduling quarterly performance reviews.
Booking a venue for the annual holiday party.
Conducting budget planning or subscription audits.
By setting up this board with reminders and automations, businesses can proactively manage deadlines and ensure key tasks don’t get overlooked.
5. Team Tasks Board
Every team has operational tasks that don’t fit neatly into project or client work. A Team Tasks Board acts as a shared space for:
Internal admin work, such as updating systems or organising files.
Office management tasks, like ordering supplies or booking meeting rooms.
Team training or upskilling initiatives.
Having a dedicated board for general operations allows teams to stay accountable and prioritise tasks efficiently without cluttering project-specific workflows.
Ready to take your monday.com setup to the next level?
If you need help setting up these essential boards or optimising your monday.com workspace, book a call with us today. We'll help you customise your workflow and unlock the full potential of monday.com for your business!
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