Key Takeaways and Recording On-Demand of Our monday.com User Group Session
Are you looking for new ways to maximise your productivity on monday.com? Our first MUG (monday.com User Group) session of 2025, “New Tools, New Possibilities: Level Up Your monday.com Productivity for 2025”, hosted by Provident CRM’s Customer Success team, Amy McLaughlin and Cian Brennan, was packed with insights, practical tips, and new feature demos to help you work smarter, not harder.
Whether you missed the live session or want a quick recap before diving into the full recording on demand, here are the key takeaways that will inspire you to revolutionise your strategies.
What Did We Cover in This Session?
1. How can you build a personalised weekly planning board?
Cian walked us through how to create a personalised task board using monday.com’s AI-powered features to streamline task management.
Use AI to auto-fill task details: Stop manually entering due dates, priorities, and descriptions. AI can automatically assign tasks, set deadlines, and even draft emails for you based on the task name.
Set up automations for reminders: Never miss a deadline again! Use custom reminders and notifications to keep track of your most important tasks.
Create your own workspace: Organising your personal workflow in a separate workspace ensures that nothing gets lost in the shuffle of company-wide boards.
2. How Can You Track Goals Effectively?
Goal setting is critical for productivity, and monday.com makes it easier to stay on top of them.
Use dashboards & widgets to track progress visually – Set up a goal tracker board where progress can be monitored using charts and graphs.
Leverage AI to auto-set deadlines – Automatically adjust deadlines based on the quarter you’re working towards, reducing manual input.
Break down goals into subtasks – Use sub-items to track mini-milestones, rolling them up into an overall progress indicator.
3. How can you improve planning with integrations?
Amy demonstrated how integrating monday.com with your other tools can create a single source of truth for all your planning needs.
Sync monday.com with Outlook Calendar – Automate the process of creating events when a task is added or updated in monday.com, so you never have to manually enter it twice.
Two-way sync keeps everything updated – Changes made in Outlook automatically reflect in monday.com, reducing the chance of missing important meetings or deadlines.
Customise event details – Define what information should be transferred between platforms to keep communication seamless.
4. How Can You Automate Recurring Tasks?
Setting up recurring tasks saves time and ensures you never forget key deadlines.
Automate weekly, monthly, or quarterly tasks – No more manual entries! Automate routine check-ins, report submissions, and follow-ups.
Assign tasks automatically – Ensure tasks are assigned to the right people every time they recur.
Set up notifications for task reminders – Keep your team accountable with scheduled notifications and due-date reminders.
Watch the full recording
Missed the live session? Watch the full recording on demand and follow along to see these tips in action.
