checklistbeginner
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.
Migrations fail on adoption, not on data. This board is the sequence from the migration article, turned into something you can assign and tick off.
The most valuable part is the week 2 cutover section, because that is where most migrations quietly fail. If you only take one thing from it, take the step that removes edit access from the old spreadsheet.
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Templates get you 80% of the way. The last 20% is where the value is, and it is usually a short conversation.