Fuller Law — Monday.com Build Notes
Running reference doc — updated as the build progresses.
How to See Work by Person
Start here: Main Table — gives the full overview, every column, every line item/task, no filtering.
From there, 5 view options slice that same data by person — not mutually exclusive, pick whichever fits the moment:
- Person icon (toolbar) — instantly filters the board to one person's items.
- Cards view — the table "transposed" (like flipping rows/columns in Excel), organized by person instead of by task.
- Kanban view — takes one column (e.g., "Application Status") and blows it up into swimlanes per status value.
- Workload view — calendar-style view showing everyone at once, one row per person, plotted across weeks. Requires Pro/Enterprise plan
- My Work — each person's own personal, automatic list of just their assigned items.
Columns Added
| Column | Type | Purpose |
|---|---|---|
| Attorney | People column | Who's the responsible attorney |
| Support | People column | Who's the responsible support/paralegal |
| Checkpoint Date | Date column | Interim date(s) between now and the DDD |
| Attorney Review Complete | Checkbox | Gate marking attorney's review done |
| Ready to File | Checkbox | Gate marking final go/no-go before filing |
| Time Status | Status column | Auto-driven time-proximity flag off Checkpoint Date (not manually set) |
Time Status — Automated Date-Proximity System
Built to answer Bryce's dashboard ask (status at a glance) without anyone manually updating status on hundreds of items. Fully automation-driven off Checkpoint Date — no one sets this column by hand.
Labels (as built)
Needs Status On Track Due in 1 Day Due NOW Overdue Due in 5 Days
Notifications
Each date-proximity automation includes a Notify action (Attorney and/or Support column) added alongside the status-change action, so the right person is pinged automatically as urgency increases — not just a passive color change.
Guiding Principles (from Rod, Kevin, James — 7/10 email thread)
Not action items — more like guardrails to keep in mind as the build progresses.
- Don't boil the whole ocean. The team explicitly does not want every granular sub-step tracked as its own Monday item — too much screen real estate, too many statuses/owners to maintain. Keep tasks chunky, not micro-tracked. Detail can be added later, only if it proves useful.
- AppCall stays the source of truth for hard dates (DDDs). Monday.com is the workflow/visibility layer on top — ownership, next step, status, what we're waiting on. Not a second docket.
- The bar for success is simple: owner, next step, status, and what we're waiting on — visible at a glance, per item.
- Keep Rosa in the loop throughout — she owns the live board structure and the automations feeding it.
Outstanding
- Dashboard/rollup view — Time Status labels now exist and are automation-driven; still need to decide the actual dashboard widget/view that surfaces this at a glance for Bryce/Rod.