monday.com Project Management Setup

I have a fresh monday.com workspace and need it organised into a clean, reliable project-management environment. The core of the build should revolve around straightforward task tracking, with automated workflows doing the heavy lifting so the team can spend their time executing instead of updating boards manually.

Here is what I’m expecting:

• A project board template that captures task owner, priority, effort, status and due date, with dependencies handled elegantly.
• Automations that assign new tasks to the right teammate, notify stakeholders when statuses change, and send reminders before deadlines—no one should have to chase updates by hand.
• A high-level dashboard that rolls up progress and workload so we can spot risks early.
• A brief, screenshotted guide (or short Loom) showing how everything fits together, so new joiners can get up to speed fast.

If you also enjoy building timeline or Gantt views, feel free to weave one in, but the must-haves are the task board and the automations.

I’ll share access to the workspace as soon as we agree on the structure. Please let me know any questions you have about columns, naming conventions or automation recipes, and include a quick note on similar monday.com builds you’ve delivered so I can see your style in action.