Data entry errors and incomplete tasks can create significant bottlenecks in any workflow, often leading to delays and wasted time chasing down missing information. When important fields are left incomplete, teams risk falling behind or making costly mistakes.
The solution? Mandatory Smart Columns—a powerful tool that adds “superpowers” to your board columns. This feature ensures data entry compliance by automatically flagging incomplete fields in real-time and notifying users of missing information. By enforcing mandatory fields, the app prevents human errors and eliminates the need for follow-up, saving valuable time and streamlining workflows.
Easy to configure and deploy, Mandatory Smart Columns guarantees that your team will consistently input the necessary data, helping you maintain accurate records and efficient processes.
Step 1: Install Mandatory Smart Column
Click the button below to install the Mandatory Smart Column.
Step 2: Go to the Desired Board
Navigate to the board where you want to add the Mandatory Smart Column
Step 3: Add Mandatory Smart Column
Select the column where you want the Mandatory Smart Column to appear.
Click the three dots (…) on the top right of the column header.
From the dropdown menu, choose Column Extensions.
Select the Mandatory Smart Column from the available options.
Step 4: Define the values to copy
Add Mandatory Columns: Choose the columns that must be completed.
Step 6: Set the Mandatory Smart Column Trigger
Select one of the following triggers to activate the Mandatory Smart column:
Status is changed to anything: Mandatory Smart Column will trigger when a column value is changed
Item is moved to the restricted group: Mandatory Smart Column will trigger when item is moved to a restricted group
Step 7: Save Your Settings
Once you’ve configured your preferences, click the Save button to apply the changes. This powerful solution ensures accurate data entry for any standard column on your Monday.com board, preventing incomplete records and streamlining your workflow for optimal efficiency.