Task Management Guide
Visual Project Management

monday.com
Implementation Guide

Complete action plan for integrating email, meeting notes, and task management with monday.com's visual project management platform

Visual workflows
Powerful automations
400+ integrations

Why monday.com?

Visual First
Color-coded boards, timelines, and Kanban views make task status instantly clear
Powerful Automations
No-code automation builder connects email, meetings, and tasks automatically
400+ Integrations
Native connections to Gmail, Outlook, Zoom, Teams, Slack, and more
Built-in Analytics
Real-time dashboards show team workload, progress, and bottlenecks
The monday.com Stack
Three core components working together
Boards
Visual task management
Automations
Email & meeting sync
Integrations
Connect your tools

4-Week Implementation Plan

1
Week 1
Setup & Board Structure
⏱️ 55 min
Create your workspace and define workflows

Create Your Workspace

👥 Team Lead
  • Sign up at monday.com (14-day free trial, no credit card)
  • Invite team members (starts at $9/user/month after trial)
  • Choose a template or start blank (recommend "Task Management" template)

Design Your Board Structure

👥 Team Lead
  • Create groups: "To Do", "In Progress", "Blocked", "Done"
  • Add columns: Owner, Status, Priority, Due Date, Source (Email/Meeting)
  • Set up color-coded status labels (Not Started, Working, Stuck, Complete)
  • Enable timeline view for project planning

Test Basic Workflows

👤 Each User
  • Create sample tasks manually to familiarize team
  • Practice assigning tasks, changing status, adding updates
  • Set up mobile app for on-the-go access
2
Week 2 - Premium Content
Email Integration
Connect Gmail or Outlook to monday.com

🔒 This content is locked. Unlock the full guide to access Weeks 2-4 with detailed implementation steps, email integration, meeting notes automation, and advanced workflows.

Unlock Weeks 2-4 Implementation Steps
Get the complete monday.com implementation roadmap with email integration, meeting notes automation, and advanced workflows
Complete Weeks 2-4 implementation steps
Downloadable PDF checklists for all guides
Video tutorials and helpful resources
Access to all 4 implementation guides
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$19one-time payment

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Complete Cost Breakdown

monday.com Pricing
Choose the plan that fits your team
Individual (2 seats)$0
Basic (3+ users)$9/user/mo
Standard (recommended)$12/user/mo
Pro (advanced features)$19/user/mo

Standard plan includes: Timeline view, automations (250/month), integrations, dashboards

Add-on Costs
Optional enhancements
Gmail/Outlook integrationFree
Zoom/Teams integrationFree
Fireflies.ai (AI meetings)$0-10/user
Zapier (advanced integrations)$20-50/mo

Recommended setup: monday.com Standard + Fireflies.ai free tier = $12/user/month

10-Person Team Example
monday.com Standard (10 users)$120/month
Fireflies.ai free tier$0
Total Monthly Cost$120
Annual cost$1,440

Quick Win Strategy

Pilot with One Team (2 Weeks)
Prove value with free trial before purchasing
1
Day 1
Sign up for 14-day free trial, create first board, invite team
2
Days 2-3
Install Gmail/Outlook integration, convert 10 emails to tasks
3
Week 1
Connect Fireflies.ai, run 3 meetings with AI extraction
4
Week 2
Build 3 automations, create team dashboard, gather feedback
5
Day 14
Present results: time saved, tasks tracked, team satisfaction
14
Days free trial
400+
Integrations available
$12
Per user/month

Common Pitfalls to Avoid

Don't Do This
Over-customize boards initially (causes analysis paralysis)
Build complex automations before team understands basics
Skip the trial period and purchase immediately
Forget to set up mobile app (team needs on-the-go access)
Do This Instead
Start with template, customize based on actual usage patterns
Use manually for 2 weeks, then automate repetitive tasks
Run full 14-day trial with real workflows before buying
Help team install mobile app during training session

Ready to Get Started?

Start your 14-day free trial today. No credit card required. Cancel anytime.