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Project and program management
Project and program management
Go to the CRM workspace. (This is used for both outreach and project management.)
Use the Programs board to track projects and programs.
Tasks are connected to projects. To add a task related to a program or task, go to the row for that program in the Programs board, and fill in the "Task Name", "Task Owner", "Task Due" fields, and then click "Add Task". This runs an automation to add the task to the Task board and link it back to the right Project.
View your tasks in the Tasks board. Don't make new tasks directly in the Tasks board, but rather, use the aforementioned method starting from the Programs board.
When you create a new program, an automation is run (via a "webhook") that allows you to update and assign a standard set of tasks.
To add a new project, you can click in the "+ Add project" box under "Active Programs".
You will get a pop-up window; fill out the information about this new project.
Then, open the project page.
Go to the Updates tab underneath the name of the program. There you will see an update that begins "Program task setup ready for review"; follow that link.
You will be taken to a page with multiple tasks.
Any task with a checkmark in the "Inc" column will be created as a Monday.com task linked to the program. You can check or uncheck the "Inc" boxes individually, or select several rows at once using the select options and then clicking "Check Inc" or "Uncheck Inc".
You can change the due dates and assignees.
When you are ready, click on the green "Confirm & create tasks" button at the bottom; it will take a little time to create the tasks.
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