Posts by Julie Thoreen
monday.com updates for August 2022
Get the most of your monday.com system with our monthly updates, tips, and tricks. What a great month for monday.com users! We had two big updates for monday.com that allow you more flexibility with how you match automations and add new items to your boards. We’re especially excited about the automation aspect – no more…
Read MoreThree quick tips for better organization on monday.com
Here are three quick tips for getting better results with your monday.com boards. While some of these might be common knowledge, we’ve met a ton of folks who didn’t know you could do this. Plus, a little refresher never hurt anyone. Hiding columns restricts information from being exported Have you ever worried whether your information…
Read Moremonday.com workflows for CPAs
Running an accounting firm is more than doing taxes and bookkeeping for your clients. You also have sales, marketing, customer support and administrative teams and tasks. But practice management software is rigid and only serves one small part of your business. monday.com understands. It’s flexible, no-code software that can help everyone on your team manage…
Read MoreWhat’s new on monday. com: July 2022
Stay on top of monday .com’s newest features with our monthly review At Lucid Day, it’s our goal to make your lives simpler when using monday .com. From automations to useful widgets, it’s all a way for us to reduce the workload on you, while making sure that all your team’s needs are being met.…
Read MoreCase Study: How Lucid Day streamlined processes for accounting firm using monday.com
Czarnowski & Beer LLP is a leading firm with over 35 years of experience providing financial services for cooperatives, condominiums, small businesses and high-net-worth individuals. In fact, in their quest to get a handle on their practice management software, they were using a combination of emails, Excel spreadsheets, and meetings to stay on top of…
Read MoreImporting from Excel into monday.com: advanced techniques to manage complex spreadsheets
Importing Excel spreadsheets or Google sheets into your monday is one of the most common tasks you’ll do as a manager. That said, it’s not always easy or intuitive to figure that out by yourself. The great part about monday is that it makes doing some complex tasks with those Excel files relatively easy. Also…
Read MoreEverything you need to know about June’s monday.com updates
What changed, what’s easier, and how to get the most from your monday.com. monday.com is back with a new round of updates this month, including a few improvements that will make automations run better. Now you’ll be able to use groups as a criteria for your automations, duplicate automations, and even control how the priority…
Read MoreImporting from Excel to monday.com: 3 common mistakes to avoid 
If your team is still manually moving things around in spreadsheets, it may feel like you’ll never get everything moved to your monday boards. Don’t despair! With a few simple tips from our team of monday experts, you’ll be converting those spreadsheets into efficient and automated projects in no time. (These tips work with both…
Read MoreMay’s Monthly monday.com Features and Updates
monday.com is always improving. That’s a good thing. Every month they add new content, shortcuts, and organizational features to make your life as a project manager easier. The problem? They only work when you know about them. That’s why we cover monday.com’s updates once a month — so you’ll be able to navigate monday.com quicker,…
Read MoreHow to Import from a spreadsheet to monday.com without fail
Here at Lucid Day, we love monday.com. That’s no secret. Part of that love has to do with how monday.com is able to integrate with other apps you use every day, like Excel or Google Sheets. Usually importing a spreadsheet is a total breeze – but there are some things you need to know to…
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