DD #26 – Managing daily tasks with monday.com
Welcome back to the first full edition of the Digital Directive in 2023, Edition #26!
Last year was a crazy year in the business world no matter where you’re located or what industry you operate within. It was a year that tested the will of many companies, teams, and individuals.
With people back in the office, gears turning, and work starting to flow in, how’s your team planning to manage their tasks this year? At CarbonWeb, we’re using Ol’ Reliable (aka the TO-DO Suite) to automate tasks and keep ourselves on track throughout the year.
Automation over procrastination
When it comes to a daily checklist, we all know how it goes… First, you complete the easy things, then you look at it for a second or two and immediately decide what you’re not going to do. For one reason or another, we all as humans love to make lists and only complete half of them.
Task management’s soul intended purpose, is to prevent this from happening. With the use of structured groups, and automation based on date and status you’ll always find the work you need to get done.
It’s pretty simple to set this type of system up for yourself. Here’s how we do it. First, you need a board with date, status, and people columns to help guide your automations.
From here, there are four core automation that will help your task completion journey flourish.
1.) When Date arrives, change status to Sprint
This automation allows you to pre schedule tasks and have them automatically arrive in your focus group on the day you need thanks to the next automation.
2.) When Status changes to Sprint item moves to Today’s Tasks
This automation tracks all your items, so whenever a status is changed to sprint, they will be moved to your focus group automatically.
3.) When Status changes to Completed item moves to Completed Tasks
This automation moves items away once you’ve finished the task and flipped the status, to allow for better record keeping and organization.
4.) 1 Day after Date arrives if Status is Sprint item moves to Overdue Tasks, change Status to Overdue and notify Owner
This automation holds you accountable, by tracking the completion of sprinted tasks with assigned dates, ensuring no tasks goes undone and unseen.
Now obviously there’s some work to do in order to build the system that will work best for you. If you’re looking to get a head start, you can use our Free Task Management Template that comes with the CarbonTO-DO Suite. Add it directly your monday.com account →
For those already turned-on to the CarbonTO-DO Suite, there’s always more you can do to enhance your system and develop a more efficient and effective process for your team. We’re always around to talk task management expansion, if you’re interest, let’s talk! Let’s talk →
Something extra 🦙
It is likely that this will stick around in the newsletter for a little while as we hope to spread the Carbon Brand and put some cool figurines in your workspace.
We’ve got this place in the Carbon HQ called the “Workshop” where we hand press and print internal merch and recently have been having some fun with our 3D printer(s) too. Of course we work-shop new ideas in there as well.
Anyways, if you’re interested we’ve got these lovely Llamas here, looking for new homes, preferably a desk, or shelf to sit on and remind you to check your monday boards.
For now, they’re 100% free to you, just send us a picture of where it ends up, or tag us on socials!
If you’re interested, you can fill-out an order form here!
2022 was our busiest year yet.
For those who missed last week, let’s reflect on all the big changes and accomplishments our team had at CarbonWeb last year.
We moved to a new office in January.
Updated our website in April and May.
Launched the CarbonCRM Suite in July.
Delivered dozens of innovative workflow automation projects.
Designed and developed 10 new websites.
Became Certified monday.com Channel Partners in November.