Effective project management is essential for driving team productivity and delivering successful outcomes. While monday.com offers a robust platform for managing tasks and workflows, it can fall short when dealing with more complex project management needs, such as advanced resource allocation, detailed time tracking, or managing recurring tasks.
This is where TeamBoard for monday.com steps in, extending monday.com’s functionality with advanced tools that solve these pain points. In this post, we’ll explore how TeamBoard helps teams optimize their workflows, boost efficiency, and manage projects more effectively by tackling the challenges monday.com’s basic features might miss.
Pain Point 1: Inefficient Resource Allocation
The Challenge with monday.com
monday.com offers basic task scheduling and project tracking, but when it comes to resource allocation, the default setup can be limited. Teams may struggle to efficiently distribute workloads across multiple projects, especially when accounting for team availability, capacity, and holidays. Without a clear view of which team members are over- or under-utilized, managers risk burnout or resource underuse, which can delay project timelines and reduce overall productivity.
Common Issues with monday.com’s Resource Allocation:
No visual representation of team members' workloads across multiple projects.
Difficulty tracking working hours and availability (especially when team members have different working schedules).
Lack of holiday and leave management, making it challenging to plan for resource gaps.
Inability to predict potential resource bottlenecks or inefficiencies before they occur.
TeamBoard Solution: Advanced Resource Scheduler and Working Capacity Scheme
TeamBoard extends monday.com's capabilities by offering a robust Resource Scheduler designed to address the complexities of resource management. It allows managers to visually plan and allocate resources more effectively by providing a comprehensive view of team availability, capacity, and workload.
Key Features of TeamBoard’s Resource Management:
Visual Resource Scheduler: TeamBoard’s drag-and-drop scheduler provides a clear overview of team members’ workloads. You can easily assign tasks, shift deadlines, and balance workloads by seeing who is available or overloaded at a glance.
Working Capacity Scheme: Managers can define each team member's working capacity, specifying their working hours and available time. This helps ensure that tasks are assigned according to the actual availability of each individual, avoiding over-allocation.
Holiday and Leave Management: TeamBoard includes a Holiday Calendar feature that integrates directly with your scheduling, making it easy to plan around team members’ vacations and holidays.
Forecasting and Resource Gaps: The tool allows for better future planning by forecasting upcoming resource needs and identifying potential gaps in team capacity before they cause delays.
=> How to Use TeamBoard for monday to Balance Workload and Prevent Burnout
Pain Point 2: Manual and Time-Consuming Time Tracking
The Challenge with monday.com
While monday.com offers basic time tracking capabilities, it lacks the depth and automation needed to efficiently manage time logs, approvals, and reporting for larger teams. For many teams, time tracking becomes a manual and time-consuming process, leading to errors, misreporting, or missed hours. Without a streamlined process for tracking and approving work hours, managers often find it difficult to ensure accurate billing, resource tracking, and team accountability.
Common Issues with monday.com’s Time Tracking:
No timesheet approval process: monday.com does not provide an integrated workflow for reviewing and approving timesheets, forcing managers to rely on external tools or manual oversight.
Lack of transparency: Without detailed timesheets, it’s difficult for managers to have real-time insight into how much time has been spent on specific tasks or projects.
Difficult to measure productivity: Without an organized time tracking and reporting system, measuring individual or team productivity becomes challenging.
TeamBoard Solution: Time Tracking and Timesheet Approvals
TeamBoard addresses the inefficiencies of manual time tracking by introducing a more streamlined, automated process. It enhances monday.com’s time tracking features by offering time logs, detailed timesheets, and an integrated approval workflow that simplifies the entire process.
=> How to Track Members’ Time with Timelogs and Timesheets?
Key Features of TeamBoard’s Time Tracking:
Streamlined Timesheet Approvals: TeamBoard includes a built-in approval process where team members submit their timesheets for review, and managers can approve or request adjustments in one centralized place. This ensures that all hours worked are accurately tracked and accounted for.
Detailed Time Reporting: The platform generates detailed timesheets that break down how much time each team member has spent on various tasks or projects, providing managers with full transparency.
Billable Hours Management: TeamBoard allows teams to track billable versus non-billable hours, making it easier to manage client projects and ensure accurate billing for services rendered.
Pain Point 3: Managing Recurring Tasks Manually
The Challenge with monday.com
In monday.com, setting up recurring tasks is often a manual process. For teams that handle repetitive workflows—such as weekly meetings, monthly reports, or routine maintenance—manually recreating these tasks can quickly become tedious and time-consuming. Without automation, it’s easy to miss important tasks or spend unnecessary time duplicating the same tasks over and over. This lack of automation can lead to inefficiencies, especially when managing long-term projects or ongoing operational tasks.
Common Issues with monday.com’s Recurring Tasks:
Time-consuming task setup: Manually recreating the same tasks at regular intervals is inefficient, especially for larger teams with multiple repetitive workflows.
Higher risk of missed tasks: Without automated reminders, there's a higher chance of missing deadlines for recurring tasks, leading to delays in project execution.
Lack of task consistency: Manually creating tasks each time increases the risk of errors in setup, such as wrong deadlines, missing assignees, or incorrect task details.
TeamBoard Solution: Recurring Task Scheduling
TeamBoard offers a powerful solution for managing recurring tasks by introducing Recurring Task Scheduling. This feature allows users to set up tasks once and have them automatically recur at the desired intervals.
Key Features of TeamBoard’s Recurring Task Automation:
Easy Setup for Recurring Tasks: Users can define the recurrence pattern—whether daily, weekly, monthly, or at custom intervals—when creating a task. Once set, TeamBoard takes care of automatically generating the tasks for future occurrences.
Customizable Recurrence Settings: TeamBoard allows you to tailor the recurrence based on specific needs. Whether it’s weekly check-ins, monthly reports, or quarterly reviews, users can set tasks to repeat indefinitely.
Pain Point 4: Lack of Advanced Calendar Views
The Challenge with monday.com
monday.com offers basic calendar functionality, but its views are limited to daily, weekly, and monthly perspectives. For teams managing long-term projects or planning resources over extended periods, this lack of a yearly view makes it difficult to get a high-level overview of tasks, deadlines, and resource availability over the course of a year. This limitation can hinder strategic planning, especially when managing multiple projects, holidays, and recurring tasks that require long-term visibility.
Common Issues with monday.com’s Calendar:
No Yearly Overview: The absence of a yearly view makes it challenging for managers to plan and track long-term projects and timelines.
Limited long-term visibility: Without a full-year view, it’s harder to balance resources, plan around holidays.
Difficulty in identifying bottlenecks: A lack of comprehensive calendar views may lead to overlooking potential bottlenecks.
TeamBoard Solution: Advanced Calendar Views with Yearly, Weekly, and Daily Perspectives
TeamBoard enhances monday.com's calendar capabilities by introducing Advanced Calendar Views, including a highly sought-after Yearly View.
This feature provides a yearly overview of tasks, resources, and deadlines, simplifying long-term project planning and resource management.
Key Features of TeamBoard’s Advanced Calendar:
Yearly View: TeamBoard provides a full-year calendar that offers a comprehensive look at tasks, holidays, recurring events, and project timelines over 12 months. This high-level view is essential for long-term planning and helps managers maintain a strategic overview of ongoing and future work.
Weekly and Daily Views: Besides the yearly view, TeamBoard offers daily and weekly views for a more detailed look at specific timeframes.
Integrated with Resource Scheduling and Capacity Planning: The calendar connects with TeamBoard’s resource scheduling features. Helping managers plan tasks with team availability and holidays in mind.
Holiday and Time-off Management: Holidays and team member time off are clearly displayed.
Visualizing Recurring Tasks: The yearly view provides an overview of recurring tasks, helping teams manage them efficiently without manual intervention.
=> Create a Project/Portfolio Calendar in Monday.com Using TeamBoard
Feature Comparison Table TeamBoard vs. Standard monday.com
To clearly showcase how TeamBoard extends the functionality of monday.com, here’s a side-by-side comparison of key features:
Feature Standard monday.com TeamBoard for monday.com
Resource Allocation Basic task assignment without clear capacity or availability tracking. No integrated holiday management. Advanced Resource Scheduler with Working Capacity Scheme and Holiday Calendar for detailed resource planning and workload balancing.
Time Tracking Basic time tracking with no built-in approval workflow for timesheets. Automated Time Tracking with detailed Timesheet Approvals, improving accountability and accuracy in logging work hours.
Recurring Tasks Requires manual setup of recurring tasks each time, leading to inefficiencies. Automated Recurring Task Scheduling, allowing users to set up tasks once and repeat them at regular intervals automatically.
Reports & Dashboards Basic dashboards and reports with limited customization and resource tracking. Customizable Dashboards & Interactive Reports with detailed insights into resource usage, project progress, and task performance.
Calendar Views Offers only daily, weekly, and monthly views with no yearly planning option. Advanced Calendar Views with Yearly, Weekly, and Daily perspectives, offering long-term visibility and better project and resource planning.
Holiday & Leave Management No built-in holiday or leave tracking, leading to manual management of resource availability. Holiday Calendar integrated with the Resource Scheduler, ensuring accurate resource availability and long-term planning.
Task and Workload Forecasting Limited forecasting capabilities for workload distribution and future planning. Comprehensive Forecasting Tools that help anticipate resource needs and potential bottlenecks in future projects.
Time-off and Capacity Management Basic task allocation without accounting for team capacity or availability. Full Capacity Management, considering work hours, holidays, and leave approval to optimize task assignment and avoid overloading team members.
Conclusion
TeamBoard for monday.com effectively solving common project management pain points such as resource allocation, time tracking, recurring task automation, and long-term planning.
Moreover, by automating workflows and providing advanced tools, TeamBoard transforms monday.com into a more efficient and strategic platform.
As a result, teams using TeamBoard experience benefits like optimized resource use, improved time tracking, and better project planning. Therefore, if you want to streamline your workflow and boost productivity, TeamBoard is the solution to elevate your monday.com experience.
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