Services Process Training How It Works Free Tools Contact
← Back
⚙️
SERVICES

Monday.com Setup &
Configuration

We build your monday.com workspace from scratch — boards, columns, automations, and integrations tailored precisely to how your team actually works.

How it works

A structured process that delivers results without the guesswork.

01
Discovery Call
We start with a deep dive into your business — how your team works, what tools you use, what's frustrating you, and what success looks like.
02
Workspace Architecture
We design a board structure tailored to your workflow — including column types, groups, and data relationships that match your real processes.
03
Build & Configure
We build everything inside your monday.com account — boards, views, dashboards, automations, and team permissions — all set up and ready to go.
04
Review & Handover
We walk through the build with you, make any adjustments, and hand over with full Scribe documentation so your team can hit the ground running.
What's included

Everything you need to go from zero to a fully functional workspace.

Custom board architecture designed around your processes
Column types, groups, and item structure set up correctly
Dashboard views for managers and team members
User permissions and team structure configured
Basic automations to remove repetitive manual tasks
Scribe step-by-step documentation for your team
1 round of revisions post-handover
30-day email support after launch
Common use cases

Real examples of how businesses use Setup & Configuration.

Project Management
Instead of chasing updates across email and Slack, your whole team works from one board. Deadlines, task ownership, and progress are visible at a glance — no morning standup, check-in or status meeting needed.
Sales Pipelines
Your sales team stops relying on memory and sticky notes to manage follow-ups. Every lead, every deal, every next action is in one place — so nothing gets lost and managers can see exactly where the pipeline stands.
Operations & HR
Onboarding a new team member involves a full checklist, from IT setup to first-day training, automatically assigned — no more manual handoffs or forgotten tasks.
Client Delivery
Clients stop emailing asking "where are we up to?" because they have a live view of their project. No more chasing update emails and not chasing the whole end — and clients feel confident they're in good hands.
Free tool
Not sure where to start? Try our free Build Spec Generator

Describe your team's workflows and get an instant, AI-generated monday.com build plan — boards, columns, automations, and integrations mapped out in minutes. No sign-up required.

Try the Build Generator — it's free →

Frequently asked questions

Common questions about our monday.com setup and configuration service.

How long does a monday.com setup take?
A typical setup and configuration project takes between 1 to 3 weeks depending on complexity. This includes the discovery call, workspace architecture design, build and configuration, and a full handover with documentation.
What is included in the setup service?
Our service includes custom board architecture, column types and item structure, dashboard views, user permissions, basic automations, Scribe step-by-step documentation, one round of revisions, and 30-day email support after launch.
Do I need to be technical to use monday.com after setup?
No. We design your workspace to be intuitive for your team. Every setup comes with Scribe documentation and a full walkthrough during handover, so your team can hit the ground running from day one.
Can you set up monday.com for multiple departments?
Yes. We regularly set up workspaces covering project management, sales pipelines, operations, HR, client delivery, and more — all connected within a single workspace with appropriate permissions and cross-board automations.

Training & Handover

We don't just build it and leave. Every setup includes comprehensive training so your team owns the system with confidence.

📄
Scribe Recordings
Step-by-step recorded walkthroughs with annotated screenshots. Your team can revisit these guides anytime — perfect for onboarding new starters and keeping everyone aligned.
Visual step-by-step guides with annotated screenshots
Accessible anytime, anywhere — no scheduling needed
Perfect for onboarding new team members
Process documentation included
Shareable links your whole team can bookmark
Yours to keep and update as your processes evolve
▶
Your team can learn at their own pace, revisit guides whenever needed, and share them with new starters. All training materials remain yours to keep.

Related services

Setup is just the beginning. Explore how we can help you get more from monday.com.

⚡
Automation & Integration
Eliminate repetitive manual tasks and connect monday.com to Slack, Gmail, HubSpot, Xero, and more with custom automation recipes.
📈
Health Check & Optimisation
Already using monday.com but it's not quite right? We audit, restructure, and optimise your workspace for peak efficiency.
🕐
Managed Services & Banked Hours
Ongoing support when you need it. Bank hours for future automations, new boards, and changes as your business grows.
Get started

Let's talk about your workflow

Book a free 20-minute call and we'll map out exactly what your monday.com setup should look like — tailored to your team, your processes, and your goals.

  • ✓ Free 20-minute consultation — no strings attached
  • ✓ Walk away with a clear action plan
  • ✓ Transparent pricing with no hidden costs
Limited consultation slots available this week