Work Smarter: AI Planning and Management Secrets from Our monday.com Pros

Discover how AI-powered task management with monday.com can save you significant time and enhance your planning efficiency

Why Traditional Task Management Falls Short

In the fast-paced world of business, professionals often start their week with the best of intentions. However, as tasks pile up, many fall into common traps. Traditional task management systems quickly become overwhelming, leading to missed deadlines and lost information.

This lack of structured systems results in:

• Missing reminders and due dates
• Difficulty finding important information
• Time-consuming manual data entry

The AI Advantage: Transforming Task Management with monday.com

The solution lies in leveraging AI-powered features within monday.com. By automating routine tasks and data entry, AI significantly reduces the manual workload, allowing you to focus on what truly matters.

With AI task management, you can:

• Automatically populate task details
• Receive timely reminders
• Categorise tasks efficiently
• Generate emails and other communications automatically

Cian Brennan, our Customer Success Manager, demonstrates below how monday.com’s powerful new AI automation features can help your team reduce repetitive data entry, enhance accuracy, and focus more on strategic priorities:

• Autofill: Automatically set due dates and priorities based on your task hierarchy, with no manual input needed.
• Email Drafting: Quickly generate emails using a custom AI prompt, saving time and keeping your communication on point.

Expert Tip: Always be specific in your AI prompts to get the best results. For instance, “Create an email based on the info in ‘Item Name’, but only if ’email’ is in the item name” ensures accurate email generation.

Quick Tips for Setting Up AI-Powered Task Boards

Implementing AI task management in monday.com is straightforward. Here’s a quick guide to get you started:

1. Create your personal workspace and add a tasks board

2. Set up basic automations, such as:

• Move completed tasks to a “Done” group when status is marked as complete
• Set reminders for due dates to avoid missing deadlines
• Automatically assign tasks to yourself or someone on your team when they are created

3. Configure AI-powered columns

• Smart due date column: Use AI to set dates based on task information
• AI priority setting: Automatically categorise tasks based on keywords like “urgent”
• AI email generator: Generate emails for tasks that include “email” in the task name

“Having that single source of truth is brilliant. Some people work with different tools and platforms to set their goals, but integrating everything into monday.com simplifies the process.”

Amy McLaughlin, Customer Success Manager at Provident CRM

By planning and managing tasks with monday.com, your teams can have a unified view of their responsibilities and track progress, resulting in time savings, reduced errors, better organisation, and enhanced collaboration.

See below how monday.com’s custom views, filters, and the new “Group by” feature can transform the way you organise and visualise your workload.

Ready to transform your planning for next quarter?

Watch the full recording of our recent monday.com User Group session for a thorough walkthrough and start implementing these strategies today. During the live session, our team of experts demonstrated the power of AI features, teaching you how to work smarter, not harder, while maintaining a single source of truth for all your planning needs.

Or contact us today to start tackling your upcoming projects with confidence and efficiency!