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5 Tips to Master Task Management in monday.com

5 Tips to Master Task Management in monday.com

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At Tryve, we work with monday.com every day and see firsthand how challenging task management can be for teams. Many people still rely on scattered to-do lists, notebooks, or endless email updates. The result? Work gets lost, priorities get blurry, and stress levels rise.

Our golden rule at Tryve is simple: if it’s not in monday.com, it doesn’t exist. With the right approach to task management, you gain clarity, work more transparently, and make space for real collaboration. In this article, we’ll explain what task management is, why it matters, and share five hands-on tips from our experience to help you manage tasks more effectively in monday.com.

What is Task Management? 

Task management is all about planning, organizing, and executing tasks as efficiently as possible. It means tracking a task from idea to completion so you can achieve your goals. This involves:

  • Defining tasks
  • Prioritizing by urgency
  • Assigning tasks to the right people
  • Setting deadlines
  • Monitoring progress and making adjustments

Without a system in place, it’s easy to jump from task to task or cover your desk with loose post-its, a perfect recipe for chaos. Good task management ensures you always know what to tackle next and keeps you in control of your work.

The Difference Between Project Management and Task Management

Project management is about guiding a project from start to finish. It sets clear goals upfront and defines what success looks like. Along the way, tasks appear that help you reach those goals.

Task management is part of that process. It focuses on planning, organizing, and completing the individual tasks that keep a project moving. While task management handles the day-to-day execution, project management takes a broader view, including team coordination, budgets, resource allocation, and managing dependencies between projects.

The Benefits of Effective Task Management

Effective task management is about much more than keeping a neat to-do list. It brings clarity and calm to your work and your team’s workflow, especially when using a transparent, digital tool like monday.com. Instead of juggling endless emails and scattered notes, everyone can instantly see who’s working on what and how much is left to do. This makes it easier to plan together, set priorities, and step in to support each other when needed.

  • Boosted Productivity
    Smart planning and task allocation mean you spend more time on meaningful work instead of constantly putting out fires.
  • Easier Prioritization
    With a clear overview, it’s simple to see what’s urgent and what can wait, so important tasks don’t slip through the cracks.
  • Greater Transparency and Visibility
    A single hub for all tasks ensures everyone knows what’s happening, how much work is pending, and where things might be stalled.
  • Smoother Collaboration
    Team members know who’s responsible for what and how each task is progressing. This reduces duplicated effort and makes it easier to lend a hand when needed.
  • Lower Stress and Overload
    When workloads are visible, you can adjust and plan realistically, keeping both yourself and your team calmer and more in control.

5 Practical Tips for Better Task Management in monday.com

You now know why good task management matters. Here’s how to put it into practice. At Tryve, we help teams every day, and these five tips are things we use ourselves and see working for our clients.

Ditch Scattered Lists and Use My Work

Post-its, random notes, and Excel sheets quickly make work invisible. With Monday.com, you can create tasks on any project, client, or team board—and then see all of them together in one place using My Work. This gives you a complete overview of everything on your plate, no matter which workspace or board it belongs to, while still keeping the context, files, and collaborators connected to each task.

GIF of the 'My Work' feature in monday.com task management software, showing an overview of all your tasks grouped by due date.

This is especially important for hybrid or remote teams. It makes progress visible, shows who’s working on what, and gives everyone a clear view of workloads. That way, the work you do gets recognized, and unnecessary tasks don’t pile up. With filters by person or team, and different views like list, table, or calendar, you can always work the way that suits you best.

Turn Status Meetings into Meaningful Conversations

Ever feel like your calendar is full of meetings, while real work keeps getting pushed aside? Many teams wonder: “How can we carve out time to get more done and spend quality time with clients?”

Monday.com makes it easy. With all task updates live and visible in one place, everyone on your team instantly knows what’s happening. You can even invite external partners to view specific boards, with full control over what they can see, so sensitive info stays private.

Screenshot of a monday.com project board showing tasks with their status—Done, Working on it, or Stuck—and illustrating how a team can manage tasks together.

The result? Weekly check-ins and stand-ups finally focus on problem-solving and progress, not just reporting who’s doing what. Less time spent on status updates means everyone has a clear picture of what’s going on, inside the team and with external partners.

Let Monday AI Kickstart Your Planning

Starting a new project or a task you’ve never done before and aren’t sure how to tackle? Monday AI can help.

Coverimage for cases website 22 1 edited

You can ask it how to get started with a specific task or project, and it will suggest phases, subtasks, and a reasonable timeline. You remain in full control, of course, but what could take hours to figure out becomes a clear, actionable plan in just seconds.

Streamline Internal Requests with Forms

Sometimes the tasks you need to manage come from other people in your company: requests from different teams or departments. Here’s a tip to make handling them much easier: use Monday WorkForms to streamline all incoming requests so they arrive in a consistent, organized way. No more chasing things through chat, email, or scattered tools.

Monday.com board showing IT requests grouped as New and Approved, alongside a ticket request form for managing tasks from other departments.

Set up a single form to share with your colleagues, whether it’s for IT requests, marketing submissions, HR questions, or anything else. Once someone fills it out, the request lands directly on the right board with all the info you need. From there, you can assign, track, and complete the tasks while keeping everything visible. Not just for your team, but also for the person who submitted the request, so they can see progress every step of the way.

Sync Your Tasks with Your Calendar

There’s nothing more frustrating than having a full task board and a packed calendar that don’t match up. By linking monday.com to your calendar (like Google Calendar) you can see at a glance how much time you really have. Tasks and appointments come together in one place, helping you avoid double-booking, skip last-minute surprises, and plan your day more realistically.

Monday.com Automations Center showing how to integrate Google Calendar into workflows for managing tasks.

Why monday.com Is the Perfect Tool for Task Management

Monday Work Management takes a fresh approach to task and project management software. It’s intuitive, visual, and actually enjoyable to use, so teams can jump in right away without getting stuck in a long learning curve. Its innovative approach has earned international recognition, and monday.com is now recognized as a leader in the Gartner Magic Quadrant for Collaborative Work Management.

With features like My Work, AI assistance, forms, and calendar integrations, monday.com helps teams keep track of their tasks, work together smoothly, and get more done without the usual stress of trying to stay organized.

Conclusion

Efficient task management makes work clearer, calmer, and more manageable. As monday.com experts at Tryve, we see every day how having a clear overview of tasks – knowing who’s working on what and what the next step is – can transform the way teams collaborate. When priorities are visible and workloads are under control, it’s easier to focus on meaningful work and support each other.

Whether your team is in the office, working from home, or spread across the globe, these practices help everyone make a real impact and show the value of their work. Start small, get organized, and you’ll quickly notice how clarity and structure can make your workday run much smoother.

Want to increase your productivity?

Tryve is a monday.com platinum partner and helps companies with implementing state-of-the-art project management tools!

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