monday.com Tutorials
monday.com has a ton of tools to make your boards simple, but the biggest asset you’ll need is your team’s buy-in. Here’s how to get it. Your ideal monday.com board isn’t just up to you, it’s up to your team. An “ideal” board is one that’s used by everyone. So even though you THINK you…
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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”,…
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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…
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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…
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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…
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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…
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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…
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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…
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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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CRM software is THE most effective way to track your leads and current clients. Knowing this information is vital because it allows your team to eventually convert leads into actual clients — which is the name of the game. It’s also helpful in remarketing to existing clients who may need a little TLC. The problem?…
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