By Nancy Syal, Regional Lead-APAC, Marketing
What I learned as our monday.com setup evolved with our team
When we first adopted monday.com, I set it up myself and it worked beautifully. It was intuitive, highly visual, and gave us the flexibility to move fast. We built our boards, launched campaigns, managed approvals, and everything flowed.
But as our team expanded and our workflows became more sophisticated, our setup needed to evolve. The platform was still delivering exactly what it promised, but we realized there was untapped potential in how we were using it.
That’s when we worked with our internal team, our monday.com consultants, to take things further. They helped us identify opportunities for improvement, configure more advanced automations, and design dashboards that brought deeper visibility across teams. It wasn’t about fixing something broken, it was about unlocking even more value from a platform we already loved.
If you’ve been using monday.com for a while, you might recognize this moment: when your tools are solid, but a little expert guidance helps you get more from them than you imagined.
When we realized we could do even more
As we scaled, we noticed opportunities to make everyday work more efficient and more connected:
The same campaign was being tracked in multiple places
Statuses and fields meant different things on different board
Automations were running, but weren’t always optimized for our evolving needs
Reporting wasn’t as consistent as it could be
None of these were platform issues, they were simply signs that our setup needed to grow alongside our organization.
Refinements that helped us scale smarter
Standardize Just Enough
We aligned column names, labels, and status types across high-traffic boards. It made navigation and reporting smoother without taking away flexibility.
Audit Automations (Yes, Even the Good Ones)
We reviewed every automation to ensure it served a clear purpose and was configured in the smartest way possible. This cut noise and improved efficiency.
Build a Dashboard That’s Truly Cross-Team
We connected metrics from multiple boards into a single executive-level dashboard for leadership. This gave everyone a unified view of progress without extra effort.
Create a ‘Start Here’ Board for New Team Members
A single hub linking to key boards, naming conventions, and tips helped new hires get productive faster.
If you’re feeling the drift, you’re not alone
I’ve spoken with project managers, HR leads, and operations teams who’ve experienced the same thing: monday.com works brilliantly out of the box, but as your organization grows, it’s worth evolving your setup to match.
That’s where services teams like ours come in, bringing the experience, structure, and best practices that help great tools do even more.
What’s worked for you?
If you’ve found ways to optimize your monday.com setup, whether through smarter workflows, better automations, or dashboards that truly tell the story, I’d love to hear them.
What helped you streamline things?
Any automations you rely on every day?
A dashboard format that just works?
Let’s share ideas.
And if you’re still looking for some help…
Even the best platforms benefit from expert configuration.
If you’re ready to take your monday.com workspace from good to exceptional, Trundl’s here to help, adding structure, insight, and alignment so your teams can get even more from the tools they already use.
