What is the best way to route requests by type in a Monday.com workflow?

• A. Use a single form submission with no routing logic.
• B. Add a status column to define the request type, automate team assignment by status, and create a view for each team.
• C. Tag the request as 'new' or 'general' in a single field and assign teams by manual filters.
• D. Rely on a separate board per request type.

Answer: (B)

Rout requests by type by making the type a defined field on every item, then using automation to move or assign work based on that field, and finally giving each team its own focused view. Start with a status column that clearly defines the request type (for example, Design, Development, Support). Set up automations so that when the status changes to a specific type, the item is assigned to the corresponding team (and possibly moved to a team-specific area or group). Then create a view for each team that filters to items matching that team or status, so everyone sees only what’s theirs. This approach keeps a single source of truth, scales easily as new types are added, and provides immediate visibility to the right people.

The other options fall short because a form with no routing lacks automatic assignment, leading to manual follow-up; tagging a single field and using manual filters is error-prone and slows throughput as volume grows; and a separate board per type fragments data and complicates reporting and governance.