Appendix — Monday board template
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The following is provided as a quick reference and usage for portions of the template.
1
Board Title — Use the “Client — Project” naming convention
2
Status (Set as Default Home) — Filtered view of Main Table quick task status
3
Budget and Estimate — Filtered view of Main Table for budget review
4
Sprint Planning Tab — Table view filtered on unassigned tasks by sprint
5
Current Sprint Tab — Table view filtered on current sprint for status meetings
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Main Table Tab — The entire project table with all data and fields
7
Dashboard Tab —Customer-facing status to be shared and sent as PDF
8
Gantt Tab — Timeline view of tasks by due date
9
Files Gallery — Gallery view of all files uploaded to an individual task.
On the Main Table tab, you will see the following columns that house all the data for the other tab views. While the amount of data can be overwhelming, each column serves a purpose for reporting or displaying on other tabs. If it’s easier to consume portions of the information, feel free to create a “new view” based on only the relevant columns for a specific use.
TASK
Title of the task to be completed. Additional description, communication, and collaboration should be added to the detail view after clicking the “+ Conversation” bubble. Use the checkbox to select multiple tasks.
Inside the update modal, the Operations team will keep the template up-to-date with current links to associated templates and any relevant guidelines or steps for that particular task. For questions about the purpose of an individual task, ask for clarification from your Project Manager.
Owner: Setup by Operations, maintained by the PM and Consultant
Update Frequency: Weekly grooming and updates when needed
ESTIMATES
The estimate columns for each task collectively represent how the task was estimated (in hours) during the sales cycle or refined during the Planning Phase (broken down with the team).
Each column is calculated for a different purpose:
Sub Total — Dynamically updates based on the total of the subtasks within a task.
Final Estimate — Manually entered to “lock in” the estimate and add any buffer as needed. Monday doesn’t allow for a Dynamic Mirrored column to be used as a formula, so reentry is required.
Estimate Notes — Assumptions and notes for how the Final Estimate number was calculated and any risks or constraints.
Burn — Manually updated to reflect billing in Harvest. If granular tracking isn’t desired, hours can be grouped and reported on one task for the Group.
Remainers — Dynamic formula column that calculates the remaining hours.
A Sum of each Group is located at the bottom of the column, and these totals are used on the Project Dashboard for T&M projects.
Owner: Setup by Sales and Operations, maintained by the PM and Consultant
Update Frequency: Updates when needed
PERSON
Best practice is only to have one person assigned to a task at a time. If the task transitions to another (responsible) person, update and comment.
Owner: Assigned Person
Update Frequency: When the assignment changes
STATUS
Changed at each phase of completion, with the following definitions:
On Deck (assigned/scheduled)
Working on it (in progress)
Under Review (with the customer for review)
Stuck (blocked)
Done (complete)
Needs Estimate (T&M)
Estimated (T&M)
Client Approved (T&M)
Cancelled (customer cancelled request)
Next Steps / Notes field to provide a high-level summary of the task status and relevant notes about the next steps for that specific task.
Owner: Assigned Person
Update Frequency: Daily, as status changes
SPRINT
This tag is updated to reflect the planned Sprint that the work will be accomplished. Changes to this field alter filtering in other tab views. Tasks should all be assigned a sprint during Planning.
Owner: PM and Consultant
Update Frequency: During Sprint planning and as needed during the project
DUE AND DURATION
Date the task is expected to be complete and the duration the work will be performed.
Owner: PM and Consultant
Update Frequency: During Sprint planning or as needed if changed.
LAST UPDATED AND ITEM ID
These columns can be used to show stale tasks that need to be addressed and item IDs that a customer could cross-reference for issue tracking or reporting.
Owner: None
Update Frequency: Automatically
RIDAC
Assigned to tasks when identified as a risk, issue, decision, action, or change. Data entered in this column populates the RIDAC section of the Dashboard view.
Owner: PM and Consultant
Update Frequency: During Planning
DEPENDENT ON
Assigned to tasks that have dependencies that require completion before being able to be started or completed.
Owner: PM and Consultant
Update Frequency: During Planning
BILLING
Indication if the task is billable (or non-billable) and influences how time for that task is translated to Harvest. The majority of tasks in a project will likely be billable, but there may be a reason that a task is deemed non-billable. Ask the Project Manager any questions about where time should be billed.
Owner: PM and Operations
Update Frequency: At Setup or creation
CURRENT SPRINT — DATA AND COLUMNS
The Current Sprint is set up as the default tab for the board. This tab should be used for team check-ins, standups, and progress updates. The team may find it helpful to view their work in this view for easy reference.
Under the filtering button, you can adjust what Sprints are featured on this board or easily see what is currently assigned to you.
The Third tab view on the board is a high-level dashboard that provides a quick self-service check for internal and potentially external stakeholders. Portions of the view are automatically updated (status batteries and this week / next week's tables).
At least once every two weeks, the Project Manager should update the Status Summary and Todo List. The Dashboard can then be shared by URL or PDF to the customer as part of Kinetic’s Project Management and Communications plan. The PDF should also be saved in the Client > Project Management folder on Google Drive.
To make updates to dashboard widgets from how they are set up on the template, you can edit filtering and widget settings under their corresponding menus.
The Sprint Planning tab filters for all tasks that are unassigned to a sprint or past due. This view should be used during the sprint planning efforts and weekly grooming sessions to assign work and plan project cadence.
As a best practice, during sprint planning, the Delivery Team should review the task list to ensure it accurately reflects the work to be done and assign tasks to a sprint based on the team's average ability to complete tasks in a given period of time.
Under the filtering button, you can adjust what Sprints are featured on this board or easily see what is currently assigned to you.
The Gantt chart view automatically populates based on tasks and assigned due dates. A Gantt chart makes it easy to see the project timeline, bottlenecks, and dependencies. Consultants can move tasks around in the view to adjust due dates for individual tasks.
The Files Gallery view automatically populates with assets that have been uploaded to individual tasks. Delivery Team members can easily filter, sort, and search files for reference. Additionally, files can be downloaded from this view as well.
It may be useful to use the “My Work” view in Monday.com. This option appears along the left-hand side of Kinetic’s Workspaces. This view is particularly useful for consultants who need to manage multiple projects and tasks at once. For more flexibility, this view can also be customized to fit your needs.
The Dashboard is a powerful widget and can be customized based on project needs. For more information, visit or .
TIP — Add notes from meetings, emails, and other communications in the update modal. Don’t forget to “@” contributors!
TIP — See section for more information and best practices.
TIP — Dates can be visually moved around in the view.
TIP — See section for more information and best practices.
TIP — See the section for more information and best practices.
