Description

Building a workflow isn’t just about setting up tasks—it requires a structured approach to ensure clarity, efficiency, and scalability. This lesson introduces the step-by-step methodology for designing and implementing workflows in monday.com, focusing on best practices for structured execution and long-term adaptability.

Throughout this lesson, you’ll follow a real-world use case that demonstrates each stage of the workflow-building process. By applying monday.com’s recommended methodology, you’ll learn how to create workflows that align with your team’s needs, improve collaboration, and drive efficiency.

Try this: Think about a process your team follows regularly. Are there clear steps, or do things get lost along the way? As you go through this lesson, compare your current approach to the structured methodology and identify areas for improvement.

What you’ll learn:

• Identify the step-by-step methodology for designing and implementing workflows in monday.com.

• Analyze how structured workflow thinking improves efficiency using a real-world use case.

• Apply best practices to build workflows that enhance clarity, collaboration, and long-term scalability.

Lesson chapters:

• Step 1: Defining a Workflow

• Step 2: Visualizing a Workflow

• Step 3: Execution

• Step 4: Optimization

• Step 5: Scaling

• Step 6: Adoption