Archive for November 2021
How to get rid of CPA email back and forth once and for all by using monday.com
As a CPA, it can sometimes feel like you’re in an unending cycle of email. That’s a problem, not just because it is a total time-suck, but because you can often miss crucial information if you happen to miss a reply or an email goes to the wrong place. The problem is that there are…
Read MoreWhy we created Lucid Day
As a monday.com partner, people have some assumptions about who we are at Lucid Day and how we came to this work. Are we project management experts? Do we own secret stock in monday.com? How and why did we start to work with them? In short, the answer to those questions are But we’re getting…
Read MoreHow to use the Lucid Day CPA template for monday.com
We created our CPA template for monday.com because we wanted to show you the full power of how you can use monday.com to transform your organization’s workflow. Think of our CPA template as the training wheels you’ll need before learning to ride the bike by yourself. Here’s a brief guide on the basics and how…
Read MoreHow to view multiple projects on monday.com with a ‘super board’
monday.com has a ton of great functions, but one of its biggest strengths is being able to see at a glance what your team is up to. One of its best features is the ability to view multiple projects on monday.com without having to change boards. Unfortunately, many PMs don’t take advantage of this function…
Read MoreHow to Customize Status Defaults on monday.com
Being able to customize status defaults is a big step in making monday.com fit your organization’s needs. The status column is one of the most used features on monday.com. It’s a great way to check at a glance if a task is next in line, being worked on, or needs review. While it’s already set…
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