Overview
monday CRM helps sales teams manage deals, accounts, and every call, email, and meeting around them. The activity timeline was meant to show “what’s happening when”, but most scheduling still happened in Google or Outlook, and monday only got a partial log after the fact.That gap made the calendar hard to trust. Editing felt clunky, busy days turned into noise, and managers were reading an incomplete picture of activity while reps actually planned their day elsewhere.
I redesigned the activity calendar into a single planning view inside monday: a view that reflects the real state of a rep’s day, a details drawer that reuses familiar scheduling patterns, and a flow that lets them create, edit, and reschedule meetings without leaving CRM. In early roll-out, internal sales teams adopted it as their “start the day” view and reported fewer “where is this logged?” moments as CRM and external calendars stayed in sync.
Services
Product Design
Interaction Design
Workflow Design
Role
I led the end-to-end design of the new activity calendar and scheduling flow. I started by mapping how meetings are created and managed across monday CRM – from deal boards, automations, and integrations to external calendars – to understand why reps still treated monday as a logging tool instead of the place their day actually lives.
Based on that, I defined how the calendar, event tiles, and details drawer should work together: what belongs on the grid versus in the drawer, how creation, editing, and rescheduling should behave, and how to keep table, record, and calendar views consistent so the timeline feels trustworthy. I partnered with PM's to set success criteria, ran remote usability tests with existing customers, and worked with engineering to phase delivery, reuse existing components where it made sense, and cover the edge cases and states needed for rollout.
Projects
