How to Do Sprint Planning in Monday.com (2026 Guide)
How to set up sprint planning in Monday.com using sprint boards, groups, and automations. Practical steps for teams moving from spreadsheets or Trello.
TL;DR
Monday.com offers sprint planning through its Monday dev product (formerly monday dev), which includes sprint boards, backlog management, and burndown charts. The standard Work Management product can simulate sprints using groups and date columns. This guide covers both approaches: the native sprint feature and the manual setup. Monday.com works well for cross-functional teams but lacks the product context layer that connects sprint items to product decisions.
Why Monday.com for Sprint Planning
Monday.com is popular with teams that include non-engineering stakeholders in their sprint process. Its visual interface, color-coded statuses, and dashboard widgets make sprint progress accessible to designers, PMs, and leadership without requiring them to learn Jira. The Monday dev product adds engineering-specific features like sprint management, GitHub/GitLab integration, and burndown charts.
Monday.com's automation engine is another advantage. You can set up automations to move items between groups, notify assignees, and update statuses based on triggers. This reduces the manual overhead of sprint management.
How to Do Sprint Planning in Monday.com: 6 Steps
Step 1: Set Up Your Sprint Board
If you are using Monday dev, create a Sprint Board from the template gallery. This comes pre-configured with Backlog and Sprint groups, status columns, and story point fields. If you are using standard Monday.com, create a board with groups named “Backlog,” “Sprint 1,” “Sprint 2,” etc. Add columns for Status, Assignee, Priority, Story Points, and Sprint Dates.
Step 2: Build and Groom the Backlog
Add all potential work items to the Backlog group. Each item needs a clear title, description (in the item's detail view), acceptance criteria, priority, and story point estimate. Use Monday.com's subitems for breaking down large items. Sort the backlog by priority so the most important items are at the top.
Step 3: Create the Sprint Group
Create a new group for the upcoming sprint (e.g., “Sprint 14 - Aug 12-23”). Set the sprint dates using a date column or timeline column. In Monday dev, use the native Sprint creation feature which handles dates and capacity tracking automatically.
Step 4: Load Items and Check Capacity
Move items from the Backlog group to the Sprint group. Monday.com shows the total story points per group in the group summary. Compare against your team's average velocity. Use the Workload view to check per-person capacity. Adjust the sprint load if team members are on PTO or have competing commitments.
Step 5: Set Up Automations
Create automations to streamline sprint management. Examples: “When status changes to Done, notify the PM.” “When sprint end date arrives, move incomplete items to the next sprint group.” “When a new item is assigned, send a notification.” These reduce manual work during the sprint.
Step 6: Track Progress with Dashboards
Create a dashboard with widgets showing sprint progress: a chart of items by status, a numbers widget for total vs. completed story points, and a workload widget showing per-person progress. In Monday dev, use the built-in burndown chart. Share the dashboard link with stakeholders for visibility.
Common Mistakes
- Using the standard Work Management product when your team needs sprint-specific features. Monday dev exists for a reason: native sprint tracking, burndown charts, and velocity are worth the upgrade.
- Creating too many columns. Monday.com boards get unwieldy fast. Stick to 6-8 essential columns and use the item detail view for everything else.
- Not using the Workload view. Monday.com has capacity visualization, but many teams skip it and end up with unbalanced sprint loads.
- Forgetting to archive completed sprints. Old sprint groups clutter the board. Move completed sprints to a separate “Archive” group or board.
How Vantage Makes This Better
Vantage adds the product decision layer that Monday.com does not provide. When your sprint items originate from Vantage PRDs, every ticket carries its product context: which requirement it fulfills, what data justified the feature, and how it connects to other work in progress.
Vantage generates tickets with dependency ordering, acceptance criteria, and proper scope from your product requirements. Push them into Monday.com (or any connected tool) with full traceability, so sprint planning starts with a groomed, justified backlog instead of a pile of undocumented requests.