The Blackwing Formula for Getting Started with monday.com
- Umair Tahir
- Oct 21
- 2 min read
Updated: 3 days ago
monday.com has become one of the most popular work operating systems for businesses of all sizes. But while many teams jump straight into building boards, the real difference comes from having a structured approach to setup and adoption.
At Blackwing, we’ve developed a proven formula that helps businesses not only “get started” with monday.com but also turn it into the backbone of their operations.
Here’s our step-by-step process:
1 Define Your Processes
Before you open monday.com, you need clarity on your workflows. We work with you to define your business processes using BPMN diagrams or written documentation.
This creates the blueprint for how monday.com will be structured, ensuring alignment with your actual operations rather than forcing your team to adapt to the tool.
2 Set Up Workspaces
monday.com allows you to create workspaces that act as containers for boards and projects. We break them down by function, department, or business unit—for example: Marketing, Sales, HR, Operations—so your teams have clarity and structure from day one.
3 Build Boards & Structures
Boards are the heart of monday.com. We help design board structures that reflect your workflows, pipelines, or projects. This means:
Columns aligned with your processes.
Groups organized by stages, clients, or categories.
Templates for recurring workflows to save time.
This step ensures your boards aren’t just a task list—they become living systems that manage your operations.
4 Create Forms & Dashboards
To make monday.com useful beyond task management, we integrate:
Forms to capture inputs (client requests, employee submissions, project briefs).
Dashboards that consolidate data from multiple boards into one place.
This creates visibility for managers, executives, and teams—turning monday.com into a central hub for decision-making.
5 Automate & Integrate
Finally, we unlock productivity by adding automations and integrations.
Automate repetitive updates and reminders.
Integrate with tools like Slack, Outlook, Typeform, or CRMs.
Build workflows that reduce manual work and eliminate bottlenecks.
The goal is to create a seamless, interconnected system where information flows smoothly, and your team can focus on growth instead of admin work.
Final Thoughts
Getting started with monday.com doesn’t have to be overwhelming. With the Blackwing Formula, you’re not just setting up boards—you’re building a scalable, structured system that supports your processes, empowers your team, and drives growth.
If you’d like help setting up monday.com for your business, we’d be happy to guide you through this journey.
