[fact_box]
**Interesting Use:** The monday.com system can be used not only for project management but also for human resources management. For example, you can create a board to manage employee vacations, track working hours, and even recruitment and training processes. This allows HR teams to manage all information in one place in an organized and efficient way.
[/fact_box]

Who is this guide for:

New monday.com users who are setting up their teams.

This guide is relevant to all accounts on all plans.

Moving to a new and better system is an exciting time for a team, but it comes with its challenges. Our team has been helping the best teams become even better for years! During that time, we’ve gathered some tips to make the preparation process easy, fast, and painless.

Release the system correctly

Although frequent invitations usually get team members into the new system you’ve built, what you really want is for them to become a part of it!

To achieve this, gather your team and announce the new tool. We recommend scheduling a meeting or call specifically to introduce the tool, or introducing the tool during a routine all-team meeting.

Main points to go over:

1. Why did we have a new system? Identify and discuss the pain that drove you and your team to seek a new way of working.
2. Explain the workflow. Showcase the workflow you’ve built. If possible, demonstrate your actual workflow. Most importantly, explain how you see the team working with it.
3. How will things get better? Team members may ask themselves, “What’s in it for me?” Addressing this curiosity directly. Explaining the value to your team, specifically how you expect things to improve, will clarify the value of the change for your team and encourage them to commit to trying it out in a sincere way.
4. Discuss the launch. Will you move to monday.com all at once? Are you planning a gradual transition? Letting your team know what to expect will make them more comfortable with the change.
5. Time for feedback. Let your team know they have a say in optimizing your workflow. This is a great way to encourage engagement and get your team to practice practical thinking with their new tool.

[note_box]
**Practical tip:** When presenting the new workflow, try to show how it solves a specific problem the team has encountered in the past. For example, if they were having trouble keeping track of tasks in the past, show how the new system makes tracking easier and clearer.
[/note_box]

Make it simple.

Getting used to a new system can be challenging for some of your team members. Here’s what you can do to make it easier for them to use monday.com effectively from day one:

1. If you have a central task board, create a personalized view for each team member. This way they can see what’s relevant to them and what they need to do.
2. Some team members may feel that entering information into a board feels too complicated compared to their previous processes. Give your team a form! This makes it easier for team members to create new items.

Tip: If you use Monday Sales CRM, you can set up an item creation form. This way, all new items can be added automatically using the form view of your board.

Use your workflow as your team’s source of truth

Creating a habit of using monday.com may take some time. This is expected with any process change.

To speed up the transition, always refer to your workflow on monday.com as the source of truth. Use it in daily or weekly team meetings and reviews. Showcase your workflow and specific statuses and timelines when you address specific tasks and deadlines. This will help your team think of monday.com as the go-to place to get updates and update others.

Tip: It helps to set the expectation that your boards will be updated before meetings and reviews.

Time for feedback

Building your best workflow may take a few iterations. Here’s where it’s easy to customize monday.com to fit your needs. No tech or engineers are needed to make monday.com the perfect tool for your team.

Here are some ways to ensure your team is happy with how they work:

1. Build a feedback board. Collect all your team’s feedback in one place. This way you can refer to the board and discuss ways to improve your workflow together. To make it easy to give feedback, add a form to the board and share the link most of the time.
2. Was in regular conversations. It’s a good idea to have regular conversations for at least the first two months. Talk about what’s working and what needs to be improved. Then, make adjustments quickly and accordingly.

[note_box]
**Practical tip:** When collecting feedback, try asking focused questions like “What action in the new system takes you the most time?” or “What part of the new process confuses you the most?” This will help you gain clearer insights for improvement.
[/note_box]

Find your partners for success

Many teams have additional members who would like to get involved in building the workflow, optimizing it, and extending the system to use with new workflows.

Here are our tips for finding your partners for success:

1. Find the builders on your team. They are usually either tech geniuses or process geniuses. We love both! Your team is sure to have at least one.
2. Help them learn. The monday.com Academy offers a wealth of resources that can help your partners elevate their skills and become super builders.
3. Make them a point of contact. Let other team members know who to contact when they need help. Put a name and a face to it. That way, when the rest of your team needs to upgrade their usage, it can happen without delay. Ultimately, the whole team will work better!

Dealing with the question of what’s in it for me

Using monday.com can help every team member be more productive. To help your team understand how to leverage the new system for their own productivity, show them some of the new tools that have been offered to them.

Often, we see that users understand the value of these features first:

1. Automations. Introduce your team to the magic of monday.com automations and how they can be used to increase efficiency and mobility, and reduce repetitive work.
2. Forms. Forms can be used by almost everyone. Any team or team member who has requests that are holding up their emails or text messages will thank you forever!

For more on making the monday.com platform fun and accessible for your team, check out our article “Help Your Team Adopt monday.com.”

Source link