How to Use monday.com for Agile/Scrum Project Management
Overview
Agile and Scrum methodologies are essential for managing fast-moving software development, product management, and cross-functional projects. With monday.com’s flexible structure and visual tools, you can customize workflows to align perfectly with Agile or Scrum principles.
This guide walks you through how to set up, run, and manage Agile/Scrum projects using monday.com—whether you’re a Product Owner, Scrum Master, or Dev Team Lead.
🛠️ Agile vs. Scrum: Quick Definitions
| Term | Description |
|---|---|
| Agile | A project management mindset focused on collaboration, iteration, and flexibility |
| Scrum | A specific Agile framework with defined roles, sprints, ceremonies, and deliverables |
3. Use Views for Scrum Transparency
- Kanban View – Perfect for daily standups
- Gantt View – For sprint timeline visualization
- Calendar View – To track sprint or release dates
- Workload View – Balance team capacity
- Table View – Ideal for backlog grooming
4. Sprint Planning Workflow
- Hold a Backlog Grooming session (weekly or bi-weekly)
- Move selected stories to the Sprint Board
- Assign team members and estimate story points
- Kick off the sprint and update progress daily
📌 Use automations to move items from Backlog to Sprint Board when status changes to “Planned.”
5. Daily Scrum Standups
Use:
- Kanban View: Filtered by person or sprint
- Workload View: Identify blockers or over-allocated teammates
- Updates Section: Log daily notes, blockers, or progress
📌 Pro Tip: Use monday.com’s Slack or Teams integration to send daily reminders or status changes.
6. Sprint Reviews and Retrospectives
- Create a Feedback/Retrospective Board with columns like:
- What went well 👍
- What didn’t go well 👎
- Action items 📝
- Use Forms View to collect feedback anonymously
- Turn retro action items into tasks for the next sprint
7. Track Performance with Dashboards
Create a Scrum dashboard with:
- Burnup/Burndown charts using chart widget
- Velocity (Story Points Completed/Sprint)
- Sprint Progress (Battery widget)
- Bugs vs. Features completed
- Cumulative Flow Diagram (via external tools or apps)
📌 Use filtered widgets by sprint to compare team velocity.
🤖 Helpful Automations for Scrum
| Trigger | Action |
|---|---|
| Status changes to “Done” | Move item to Archive group |
| Sprint end date arrives | Notify team + create sprint review task |
| Story added to board | Auto-assign to Product Owner |
| Status = QA | Notify QA team via Slack or Email |
Automate sprint hygiene, reduce missed deadlines, and keep communication flowing.
🧩 Integrations for Agile Teams
- GitHub/GitLab – Link pull requests and commits to stories
- Jira – Sync monday boards with dev teams in Jira
- Slack/Teams – Send sprint alerts or item updates
- Figma – Embed designs directly into user stories
- Google Drive – Attach shared docs to tasks
- Make.com/Zapier – Automate across dev tools (e.g., Notion, Asana, etc.)
✅ Best Practices for Agile Teams Using monday.com
| Best Practice | Benefit |
|---|---|
| Use story points instead of time estimates | More flexible sprint planning |
| Link backlog & sprint boards with mirror columns | Ensure updates sync across |
| Use consistent naming for sprints (e.g., Sprint 01, Sprint 02) | Easier filtering and reporting |
| Use automations for sprint cleanup | Reduce manual work |
| Create board templates for repeat use | Standardize workflows |
📈 Metrics to Track
- Story points completed per sprint
- Carryover rate (unfinished stories)
- Bug-to-feature ratio
- Average cycle time (idea to done)
- QA turnaround time