monday.com Blog - Page 79
Better forecasting: how to design a sales process flowchart [2026]
A strong sales process runs on clarity. When every rep understands the path from first outreach to signed contract, the entire team moves with more confidence and far...
CRM automation: The what, the why + the best CRM software solutions
Customer relationship management (CRM) systems are the backbone of any thriving sales team — a prime example of how modern technology can drive productivity and...
Using escalation process templates to boost customer service
Sometimes, an issue arises in the workplace that requires a higher level of assistance. By using an escalation process template, your team members can take the right...
Streamline your business’s construction projects with a general contractor template
If you don’t work in construction, it’s difficult to describe the effort required to effectively manage dozens of subcontractors, oversee countless materials, and...
Stock ledger template: a peek at corporate bookkeeping
In keeping business finances in order, there are two essential concepts required daily: control and transparency. Tracking and recording every expense and transaction...
Create lasting brand presence with a branding brief template
In 2006, the Oxford English Dictionary added the word “google” to its contents as a transitive verb. This is the very definition — pun intended — of brand...
Streamline workflows with a daily report template for construction
Every project, regardless of industry, has many moving parts that can be challenging to accurately track without the right tools, knowledge, and team. However,...
Free customizable employee directory template for 2026
Picture this: a new hire needs to find out who handles vendor approvals, but there’s no central place to look. They message three people, wait an hour, and still...
The Pomodoro technique: how to focus better and get more done
Staying focused at work feels harder than it used to. Between notifications, emails, and the constant pull of your phone, deep concentration has become a rare commodity....
How to build a happy workplace that drives real business results
Only 20% of employees worldwide are engaged at work, according to Gallup’s 2026 State of the Global Workplace report, costing the global economy $10 trillion in...
Identify your customer base using a market segment template
Do you know who your target customers are? Do you know where they live, how they shop, and what motivates them to make a purchase? Knowing the answers to these questions...
Keep your earnings rolling in with a bill template for Excel
It’s 9 a.m. on Monday morning — already your phone is quaking with notifications and your calendar is a kaleidoscope of colors. And even though you double-booked...
The ultimate free PRD template for Agile teams
Building great products starts with clarity, teamwork, and the ability to turn plans into real progress. With a product requirements document, teams gain a single source...
How to create and use a mind map template for better brainstorming
Every team has experienced the brainstorming session that starts with energy and ends with a scattered whiteboard no one can decode. Ideas fly across sticky notes, chat...
How ad hoc tasks fit into your project management strategy
Ever feel like your perfectly planned day gets hijacked by unexpected requests? Those ‘quick’ ad hoc tasks can easily derail projects and stress out your...
How to solve bottlenecks in project management [2026]
Bottlenecks in project management often show up quietly. A task sits in review a little longer than expected. One team member becomes the go-to person for everything. A...
How project management helps government agencies get more done in 2026
Government agencies oversee some of the most critical initiatives affecting communities, from infrastructure expansion and public safety programs to technology upgrades...
GTD template: the complete guide to getting things done in 2026
Getting Things Done (GTD) is a productivity method created by David Allen in his book Getting Things Done: The Art of Stress-Free Productivity. A GTD template gives you...
Free registration form template to help accurately capture data
Online forms have become a ubiquitous feature on websites in practically every industry. Whether you’re registering for a class, scheduling a...
A guide to creating a BRD (business requirement document) template
Have you ever looked at a BRD (business requirement document) template and wondered what purpose it serves? Keeping project stakeholders aligned is important for...
Float management in 2026: a practical guide for modern project teams
Projects rarely run in a straight line. Tasks shift, dependencies change, and even small delays can ripple through your entire schedule. That’s why understanding float...