How to customize for your team

How to customize Monday for your team



The Complete Guide to Getting Your Team to Adopt and Succeed With

Recent Posts: updates for August 2022

Get the most of your system with our monthly updates, tips, and tricks.  What a great month…

Three quick tips for better organization on 

Here are three quick tips for getting better results with your boards. While some of these might…


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If you’re like most people, you probably set out to use with the best intentions You want to get your organization, well, organized and 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 however you want. 

Unfortunately, that’s also the problem. Since is SO flexible, it can often be challenging to understand, well, where to start. Too many times we see folks just give up because they can’t understand how to customize to work with their system. That means more frustration, more work, and ultimately more time wasted – when all you wanted was a way for your team to get organized and focused!

That’s why we thought it might be helpful to look at how to conceptualize your system. That way, you’ll be able to more easily integrate into what your team already does. Let’s take the mystery out of

Step One: Log off of and plan your approach

Surprised this is the first step? Don’t be. Just close the laptop and step away – slowly. Now, we’re actually going to plan the best way for you to use your account by looking at what you need it to do. 

Create a document that maps your existing structure. This could be on a piece of paper, a word document, or some sort of process mapping software. Think about your processes on a macro level. The reason we say that this might be easier off is that is a hierarchical structure. It can be a lot harder to get the wide-angled lens you need to understand everything that will need to be included. 

Making this plan doesn’t have to be totally comprehensive, but you will want to make sure that you’re at least mentioning every process that your team needs. You’ll see why in a second. 

Step Two: Compare your document with existing structures

We’ve broken up in past posts (and in our webinar) the different organizational tiers on – so we won’t go over that here. Just know that it IS important to understand the difference between boards, columns, etc. Does your board match the general organization that you have on your document?

Look at the way your account is structured, making sure your workspaces make sense, that they are in the right categories. You’ll also want to look at your workspaces and decide what should be a folder, what should be a board, etc. 

Step Three: Clean up your boards. Get the details right.

Once you have that, you’ll have to go smaller – look at an individual board. Is it structured the way you want? Within that board, what are your groups? What does your item-level look like? Think about what columns you might need. Even if you don’t et as far as columns, going that far and restructuring your account will make it so much easier when you go in to build or rebuild.

The last thing to remember is this: DO NOT GIVE UP. We know it can be scary to start something new, but honestly – you’re going to love And if you need a little more help from some friends who know (and care) there’s always Lucid Day. Now get out there and become the rockstar you were born to be.


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Lucid Day grew out of a passion for making work operations spark - for the individual, the team, and the business as a whole. We drive change in our customer’s business by focusing on what will drive effective teamwork. We establish intuitive, simple, and robust workflows in within an effective structure to drive. And we believe can provide that unleashing energy.

As small and mid-sized business owners and loyalists, we’ve experienced first-hand the power of to revolutionize the way we do business and want other SMBs to experience it too. No matter the size of your organization or your budget, we will find a way to help you get all you can out of