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Monday.com Training

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  1. Tips & Tricks to Navigating Monday
  2. Monday.com Daily Operations Workspace
  3. Daily Operations Board Overview
  4. Daily Management Board Flow
  5. Manually Adding a Task
  6. Closed Task Board
  7. Task Management Board Flow
  8. Referral Process for Providers
  9. Updating Tasks Appropriately
  10. Owner vs. Other
  11. Views
  12. Action Item
Monday.com Training Closed Task Board
Lesson 6 of 12
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Closed Task Board

All tasks that are closed from the Daily Management or Task Management Boards, go to the Closed Tasks Board. From this board, tasks will either archive (still retrievable, just harder) after 14 days, OR you can move them back to the Inbound Communications group on the Daily Management Board if they were prematurely closed by searching for a task and then using the action “Return to Inbound“.

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