Key Takeaways and Recording On-Demand of Our monday.com User Group Session
Turn the Heat into Insight: Watch the Live Board Roast Replay
Let’s be honest – most monday.com boards start with good intentions, but then spiral into colour chaos, forgotten columns, and workflows that leave teams guessing.
In this special summer edition of our monday.com User Group, we hosted a Live Board Roast, where our Customer Success experts Amy McLaughlin and Cian Brennan took a closer look at real boards submitted by users and offered honest, practical feedback to help them work better.
If you’ve ever wondered whether your board is actually helping your team or just getting in the way, this recording is a must-watch.
What Did We Cover in This Session?
1. The 5 principles of a well-built board
How to define a clear purpose for your board so that every column and group supports a specific goal
Why starting simple leads to better long-term results, and how to evolve your board intentionally over time
Tips for structuring item names, groups, and columns in ways that promote clarity, accountability, and action
2. Real boards, roasted (gently!)
A key account planning board and a CRM pipeline board, both submitted by attendees, were reviewed live
Amy and Cian broke down what was working and what was missing, highlighting common issues many users face
Attendees saw live fixes and improvements that made each board more intuitive, trackable, and effective
3. Practical fixes and pro tips
How to integrate timeline views, dependencies, and document links to give boards more meaning and momentum
The value of subtasks for breaking big items into smaller, manageable actions, and how to link these effectively
Ways to bring boards to life with visual cues, automation, and status indicators that help you prioritise at a glance
4. Visual clarity, accountability, and momentum
Why assigning owners and next steps is essential and how to structure boards to make accountability easy to follow
How to use date columns, reminders, and automation to keep tasks moving and prevent bottlenecks
Smart grouping and filtering tips that make it easier to see what needs attention now vs. what’s upcoming
5. Before and after board makeovers
Watch full board transformations live – from cluttered and underused to streamlined, smart, and scalable
See how Cian and Amy rebuilt each board to reflect real workflows, better insights, and future-ready reporting
Take away practical inspiration to apply to your own monday.com setup right away
Watch the full recording
Missed the live session? Watch the full recording on-demand via the link below.
Whether you’re here to refine your setup or completely rethink it, this session is packed with ideas you can use straight away.
