The 8 Best Practices for Using Monday.com in Remote Work
Running a distributed team can be challenging. How do you ensure collaboration when you have team members located in different time zones? And does everyone have the resources they need to work productively and hit your team goals?
While there’s plenty to think about when managing a remote workforce, many challenges can be alleviated when you use monday.com’s project management system to stay connected. But as this is a platform with countless options, it helps to know a few best practices, so your remote team will thrive wherever they’re based. Here are eight of the best.
1. Managing Your Team Schedule
Remote employees may be based across different time zones, making it difficult to track who is online and at what times. Even for those based locally, the beauty of remote working means your team members may prefer to log in when they’re feeling most productive. Some may be night owls, while others might rise early and start working before the sun is up.
Instead of relying on timezone calculators or trying to keep track of everyone’s schedules in your head, useMondayto map it all out in black and white. Use the update section of your weekly schedule to note absences or request shift changes.
2. Use a Company Directory
Depending on the size of your organization, you may have hundreds or even thousands of employees working across locations. Set up a company directory to keep everyone in touch andcollaborate on monday.com.
You’ll add team members according to their role, then add a column to display their profile picture, contact information, and local timezone. Better yet, click through to the map view to see their global location.
3. Organizing Meetings
Remote video meetingsmay be essential for team catch-ups, but it can be tricky coordinating these when team members are in different time zones. It’s also important that these face-to-face interactions don’t hinder productivity.
Use monday.com to create a meeting board, with line items to describe the topic of the meeting. To make things run smoothly, upload the meeting agenda ahead of time and assign actions to specific team members. This way, everyone knows what needs to be discussed and can prepare their own words and documentation in advance.
Add a summary of the meeting highlights after the meeting has concluded, so everyone is up-to-date on what was discussed, including action points as needed. And if anyone was unable to make it? Monday.com integrates withZoom, so you may add a recording of the meeting for your team to catch up on later.
4. Setting Up a Team Resource Library
Remote employees need access to shared resources, such as company branding guidelines, templates, and employee onboarding documents. But sifting through a shared drive or folders upon folders of emails to find the right document can be time-consuming.
Instead, set up a resource library in Monday.com, and add all relevant files and links in one central place. you could also add comments to each document, so team members can ask questions or give feedback without having to search for the right person to contact.
5. Track Team Goals
Maintaining transparency is key to running a successful remote team. When everyone can see how the team is performing and what still needs to be accomplished, they can stay focused and motivated.
Use monday.com’s goal-tracking feature to set objectives and key results (OKRs) for your team. Use widgets like the Battery display or Charts, so everyone can see how close you are to hitting your targets.
6. Using Automation
Monday.com offers a range of features to automate tasks and keep your team connected, even when you’re not in the office. Automations make it easy to maximize efficiency without disrupting your workflow. They can be set up to do things like send reminders, update statuses, and assign tasks.
For example, you can create an automation that sends a message to a team member when they’ve been assigned a task. Or, you can set up an automation to update the status of a task when someone comments on it. Make the most of the platform’s ability to customize automations, so you can complete actions like moving items into a separate workflow or triggering a special alert for your team with just one click.
To set up a monday.com automation, select a trigger such as a status change or a person being assigned to an item. Your triggers will need a condition assigned to it, and then you’ll select an action point, such as notifying a Slack channel or sending an email.
7. Using Team Templates
Simplify the way your team members work, by creating a series of team templates for tasks they perform regularly. For example, if your team holds weekly status meetings, you may create a meeting template with the agenda and meeting format. This way, team members can just fill in the relevant details each week, without having to start from scratch.
you’re able to also create templates for onboarding new team members, project plans, and marketing campaigns.
8. Quick Search Functions
Productivity is everything in remote working. It’s easy to get overloaded by the very communication and collaboration tools that were meant to simplify our roles. To save tons of time every day, get used to using the following features:
Is monday.com Right for Your Remote Team?
By taking advantage of Monday’s features like templates, automation, and quick search, you’re able to streamline your team’s workflow and boost productivity.
If you’re not sold on using Monday, other project management tools like Asana and Trello are also worth looking at. The most important thing is to find a tool that works for you and your team. With the right system in place, it’s possible to successfully manage your remote team, no matter where they are in the world.
Asana and Monday are both popular project management tools, but how do they compare? Find out which one is better!
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