Posts by Julie Thoreen
How we set up monday.com to succeed. monday.com training your Team can ACTUALLY Use
monday.com training is a great tool for your team. But like any tool, it only works when you learn it correctly. That’s why we believe monday.com training is so important. That’s true for you, but it’s also true for your team. You don’t just need a flexible project management software, you need buy-in! Sure, you…
Read Moremonday.com Training Case Study: foundry10
How foundry10 streamlined their process to better serve their team. We loved getting to know our clients, foundry10, an education company that helps set up STEM and art programs, conducts research, and engages in philanthropy. That’s a lot of great stuff! As PMs know – “a lot of great stuff” translates to a lot of…
Read MoreHow to help your team adopt monday.com
As a project manager you know that it’s your job to make sure things get done, on time, and to the specifications you need. You also know that it’s your people who do this work for you. This monday.com training is about how to keep THEM happy. So let’s say instead of using “my work”,…
Read MoreHow to customize monday.com for your team
If you’re like most people, you probably set out to use monday.com with the best intentions You want to get your organization, well, organized and monday.com seems like a great platform to do that. You aren’t wrong, it’s a robust, flexible project management system that allows you the ultimate freedom to set up your boards…
Read MoreGetting Started: Learning monday.com organizational structures
Hey everyone, since we have so many folks checking out our content, we thought it might be nice to do a little primer on how to best organize and use your monday.com account. Now you may feel like you already know this information — props to you, but it’s always good to hear the terminology…
Read MoreWe reorganized monday.com for this growing company to help them get more productive
monday.com is great at helping businesses with small teams streamline their project management and CRM processes, but sometimes it can take a little extra help as your teams expand and your needs for monday.com increase. That’s OK! In fact, it’s exactly why we created Lucid Day. The beauty of monday.com is that it’s set up…
Read MoreSetting monday.com Permissions for Your Team
Setting monday.com permissions is one of the most important tools you’ll learn on monday.com. The problem is that sometimes it gets lost in the excitement of learning a new piece of tech! We’re here to tell you though that once you learn how to set permissions, it’s going to unlock a totally new level of…
Read MoreImporting Data From Excel to monday.com
We’re willing to be that you use excel for an awful lot at your job. Sometimes though, you need that data translated quickly and easily to monday.com. There can be several reasons for doing this, maybe it has to do with sales reports, maybe it’s just helping your CRM. No matter what your reason, you…
Read MoreHow to Invite Guests to Your Board (but limit what they see)
One of the best parts of monday.com is that it’s extremely easy to let your clients see how progress is going for the projects you want them to see. That can be invaluable for their own information, but it’s also great for you. Say, you need extra information or documents for a specific project, monday.com…
Read MoreHow to create a view of your project on monday.com
Sometimes you don’t need all the details. Sometimes you just want to see what’s going on at a glance. monday.com is great for that! When you create a view, you’re able dive as deep as you want into a project’s details. It’s not hard! Here’s an easy way to set up a view on your…
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