Conditional Colouring, Automations & More: The monday.com Tricks That Save Big Time

Conditional Colouring, Automations & More: The monday.com Tricks That Save Big Time

If you’re using monday.com to manage your team’s work, you’ve already got a powerful tool at your fingertips.

However, most teams only scratch the surface. There are dozens of features designed to save time, reduce manual admin and help you stay focused. You don’t need to rebuild your boards or adopt a whole new structure, just a few small tweaks can have a big impact.

Here are some of our favourite monday.com tricks that help teams save time without adding complexity.

Conditional Colouring

Conditional colouring in monday.com lets you highlight key information on your boards based on logic you define.

Instead of scanning rows and rows of tasks to figure out what’s urgent or overdue, you can use colour as visual cues, red for risk, amber for upcoming deadlines, green for done. It’s simple, but powerful.

Use it for:

  • Flagging overdue tasks

  • Tracking priority levels

  • Colour-coding items by owner or status

  • Surfacing at-risk deliverables during meetings


Automations

If your team is still updating statuses manually or remembering to follow up on tasks themselves, it’s time to automate.

monday.com has a range of automations that handle repetitive actions and keep your projects moving with minimal manual intervention.

Start with these:

  • “When Status changes to Done, move item to board” (great for archiving)

  • “When Date arrives, notify Assignee” (no more missed deadlines)

  • “Every Monday, create item” (for recurring weekly tasks)

  • “When Subitem status is all Done, change parent item status” (ideal for multi-step processes)


Dependencies

Dependencies in monday.com help you connect tasks that rely on each other so timelines stay accurate and your team knows what needs to happen before their work begins.

For example, you can link a design task to a client approval step, or a follow-up email to a form submission.

How to set them up:

  • Use the Dependency Column to create links between tasks. Then, use Timeline or Gantt views to see how tasks shift when one is delayed.

  • Pair this with automations, e.g., “When a dependent item is done, notify the owner of the next step” to keep things moving along. 

Views & Dashboards

monday.com’s custom views are the easiest way to keep your team focused.

Useful views:

  • Timeline View – great for project leads to manage overlapping timelines

  • Calendar View – perfect for content or comms planning

  • Kanban View – ideal for teams working in sprints

  • Workload View – spot resourcing gaps before they become a problem


And if you want to track multiple boards at once, dashboards are your best friend. Use widgets to:

  • Track overall progress

  • Display overdue items

  • Show upcoming tasks per assignee

  • Visualise team capacity


Dashboards are fully customisable, meaning you can build one for leadership and one for your project team… all using the same underlying data.

With monday.com, tools like conditional colouring, automations, dependencies, and dashboards are already built-in, they just need to be set up with your goals in mind.

These features aren’t about adding complexity. They’re about giving your team clarity, accountability, and a bit more breathing room in the day.

We work with teams every day to customise monday.com so it works the way you work — with no jargon, no fluff, and no wasted time.

Book a free consultation call