Getting started with

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Almost every company and business professional faces similar challenges: how to streamline work processes and how to boost a team’s productivity. For the past few years, I have been diving deep into the world of, a versatile work operating system that can be a game-changer for almost any organization. While this review is taken from a Project Manager perspective, it primarily focuses on guiding you through the process of implementing, sharing insights, and highlighting potential challenges without drowning you in tech jargon.


Before we jump into the technical aspects, let’s address the “why” behind As a business consultant, I’ve witnessed firsthand the struggles of keeping work and tasks organized, managing resources efficiently, and ensuring team collaboration. This is one of the few tools that offers a robust but also user-friendly solution. Its visual interface makes complex processes feel like a breeze, helping teams of all sizes work smarter, not harder.

Using a well-implemented solution is easy and fun. The process for implementing the different products, however, is a different story. A proper implementation plan begins by identifying your specific workflow needs. Only by understanding requirements, pain points, and constraints, we can assess how this tool can help your organization address them. Engaging your team and involving key stakeholders from the outset ensures a smoother transition. provides several out-of-the-box solutions for almost every use case. Its different product options and the different tiers available make choosing the right solution somehow difficult. A certified solutions partner can guide your organization in selecting the best solution, and help your team address your unique workflows and needs.

Planning your implementation:

Workspaces and Workflows

Let’s dive into the practical aspects. offers a highly customizable workspace that is based on interconnected “boards”. The system (or WorkOS as they call it) provides very simple building blocks to structure these boards and their relationships. 

Workspaces allow your organization to separate processes by team or by department. Each workspace can contain all related boards. Each board represents a project or workflow, allowing you to organize and track tasks effortlessly. Consider how you want to structure your boards, keeping them intuitive for your team.

One strength of is its flexibility. You can tailor your workflows to match your organization’s unique processes. Use columns to capture data, assign tasks, set deadlines, and track progress. Remember, simplicity often leads to higher adoption rates, so resist the urge to overcomplicate things.

Screenshot of board in monday

See the big picture

Make more informed decisions & boost productivity with custom overviews of your team’s key success measures.  Visualize project details as Timelines, Gantt charts, Kanban, or more. It’s all about having digestible data at your fingertips.

Dashboards are a great way to display what’s most important in one place. With dozens of widgets, you can aggregate data across boards and have a pulse on overall budgets, cross-project timeliness, and org-wide resource allocation!  With the ability to easily display this information, dashboards allow you to keep your team focused and motivated on high-level goals and boost productivity!

charts screenshot


Effective collaboration is key to successful project management. makes it a breeze by allowing team members to comment, share files, and communicate within tasks. Encourage your team to use these features for a seamless collaboration experience.


Keep all your conversations, files, briefs, checklists, and sheets in one place, and say goodbye to painfully long meetings and confusing email threads.

screenshot of collaboration

Implementation challenges and how to overcome them

As with any implementation, challenges may arise. Common issues include resistance to change and the learning curve associated with new tools. To overcome these challenges, provide comprehensive training to your team, emphasizing the benefits brings to their daily tasks. Also, establish a support system, ensuring any issues are promptly addressed.

Measuring Success

To ensure that your implementation is successful, define key performance indicators (KPIs) that align with your project management goals. Monitor these metrics over time to gauge the impact of on your organization’s efficiency and productivity.


Implementing as a project management solution can be a transformative experience for your organization. By planning carefully, customizing your workspaces and boards, fostering collaboration, and addressing challenges head-on, you can harness the power of this versatile tool.

If you are ready to embark on this journey, DeltaPMO is a certified implementation partner and can guide you on the best way to make work for you.

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