โ Just completed a Monday.com workflow setup to manage cases end-to-end ๐
Built a clean board with status stages (Won / Lost / Completed / Not Pursued), assigned owners, added due dates + reminders, and created a simple view so the team can track progress at a glance ๐
๐ Just created a fillable PDF form, clean layout, smart fields, and easy to complete on any device.
I edited the design, added fillable fields (text, checkboxes, dropdowns, signatures), and optimized it so users can submit information without printing or scanning.