New Year is a time for resolutions and planning. Many companies take the time to plan their projects and budgets for the upcoming year. Below is a video and step-by-step instructions that show you how to create 2 boards that can manage your annual plan and related tasks on monday.com.
Here are step-by-step instructions for creating an annual plan board and a task board.
Step 1 – Create your annual plan board
Step 2 – Create your task board
Step 3 – Add columns to the annual plan board. You can add whatever columns you think would be helpful, and below are the columns that I would recommend
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- Person column to track who is the team lead
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- Timeline column to track the timeline of each project
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- Numbers column for the budget for each project
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- Status column -to create a type of project
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- Connected board column – to connect to your task board
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- Mirror columns – to pull in the relevant information from the task board
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- Files column – to track all of your final files
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- Formula column – this can be used to calculate if you are on or off budget
Step 4 – Add columns to the task board. I would recommend the following
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- Person column – so you can assign a task to a person
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- Date column – to manage due dates
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- Status column – to keep track of the status of each task
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- Numbers column – keep track of your actual spend on each task
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- Connected board column – to link up to the main annual plan board (and then you can mirror any boards if you would like)
Step 5 – Create dashboards – dashboards can be created in the task board or in the annual plan board. Consider these as possible dashboards
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- Numbers widget to track budget, actual spend or calculate the difference
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- Chart widget to track budget by type
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- Timeline widget to see your projects over time
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- Gantt chart widget
If you typically create an annual plan each year, and have similar large projects then change the annual plan board to become a template board. Once this is a template board, you can use it every year to make planning even easier.
Good luck!
