The Blackwing Formula for Getting Started with monday.com

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:

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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

An example of a monday workspace (© monday.com)

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

A sample Dashboard view (© monday.com)

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

 Final Thoughts 

Eempowers 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.