Struggling with Cross-Team Collaboration in Monday CRM? Build Better Boards for Multi-Department Projects

 Cross-team collaboration sounds great in theory—until multiple departments start working in silos, updates get missed, and tasks fall through the cracks. If you're using Monday CRM and still finding it tough to get marketing, sales, support, and product teams on the same page, the issue might be the way your boards are built.

From what I’ve experienced and learned, the board structure in Monday CRM can make or break team efficiency—especially when projects span departments. It’s not just about tracking tasks; it’s about building a central space where everyone knows what’s going on without being overwhelmed by irrelevant data.

A good starting point is to create high-level overview boards. These aren’t for the nitty-gritty, but for keeping an eye on timelines, goals, and handoffs. From there, link department-specific boards that feed into the main project view. That way, each team sees what’s relevant to them, while still being connected to the bigger picture.

Also, don’t underestimate column customization. For example, marketing might track campaigns and due dates, while sales wants to monitor lead stages. Use mirrored columns or connect boards so everyone works in their language but shares data seamlessly.

One thing that helped us a lot was setting up automations—like sending a notification to sales when marketing updates a campaign status, or triggering a handover when a task is marked complete.

Sure, building these boards takes some upfront effort, and I won’t claim to be an expert—but I’ve seen how much smoother things run when the setup matches the team structure.

Bottom line? Monday CRM works best when it’s designed with people in mind. Start small, tweak often, and keep your teams in sync without overcomplicating the system.

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