Boardbeginner
monday.com CRM starter board
The exact board structure I use to start every CRM build: 6 pipeline stages, 9 columns that earn their place, and the 5 automations worth having on day one.
Get itSteal these
Templates
Board structures, formulas and automation recipes you can copy straight into your account.
All templates
Formulaintermediate
The 12 monday.com formulas you actually need
Working formulas for date differences, business days, conditional totals and text cleanup, with the syntax gotchas that cost me hours.
Get itChecklistbeginner
Spreadsheet to monday.com migration checklist
The 4-week rollout sequence as a working board: data prep, import, parallel running, and the cutover that makes people actually switch.
Get itChecklistintermediate
monday.com automation audit worksheet
A structured way to review every automation in an account: what fires, what it costs, what is redundant, and what should move to Make or n8n.
Get itChecklistintermediate
Board structure audit: 20 questions
Twenty questions that surface the structural problems in an existing monday.com account, ordered by how expensive each one is to fix.
Get itWant one built for your situation?
These are starting points. If your process does not fit a template, that is usually a sign it needs designing rather than copying.