monday.com Tutorials

How to structure your monday boards for maximum team success

How to structure your monday.com boards for maximum team success

March 7, 2022

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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How to help your team adopt monday

How to help your team adopt monday.com

February 14, 2022

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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How to customize Monday for your team

How to customize monday.com for your team

February 9, 2022

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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Getting Started: Learning monday organizational structures

Getting Started: Learning monday.com organizational structures

January 24, 2022

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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We reorganized monday.com for this growing company to help them get more productive

We reorganized monday.com for this growing company to help them get more productive

January 17, 2022

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 Permissions for Your Team

Setting monday.com Permissions for Your Team

January 3, 2022

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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Importing Data From Excel to monday

Importing Data From Excel to monday.com

December 27, 2021

 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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Importing Data From Excel to monday

How to Invite Guests to Your Board (but limit what they see)

December 20, 2021

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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Setting monday Permissions for Your Team

How to create a view of your project on monday.com

December 13, 2021

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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Julie Thoreen Lucid Day

How to use monday.com as a CRM to track your CPA firm’s business

December 6, 2021

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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