Upscale
Upscale
  • 22
  • 2 457
How to create roll-up reports in Unlimited Subitems for monday.com
In this video, Amalia, our Product Marketing Manager, demonstrates how to create roll-up reports in Unlimited Subitems for monday.com, providing a comprehensive guide to viewing summarised data like status updates, hours, or other key metrics across subitems.
What you'll learn:
✅ Setting up third-level subitems and the 'Storage' board.
✅ Connecting boards to enable data roll-ups.
✅ Adding 'Status' and 'Mirror' Columns for dynamic reporting.
✅ Automatically reflecting updates in roll-up reports.
Roll-up reports are perfect for monitoring progress, analysing workloads, or tracking detailed subitem data-all within your monday.com board!
Install Unlimited Subitems for monday.com: monday.com/marketplace/10000133
For more tips and tutorials, visit: upscale.tech
Переглядів: 9

Відео

Accessing the 'Storage' board in Unlimited Subitems for monday.com
Переглядів 267 годин тому
In this video, our Product Marketing Manager, Amalia, explains how to locate the 'Storage' board in Unlimited Subitems for monday.com, a key feature for managing your subitems. Amalia walks you through: ✅ Where to find the Storage board after creating subitems. ✅ Understanding how the Storage board links to your main table. ✅ Using the Storage board to view and manage all your subitems. The Sto...
Reordering subitems in Unlimited Subitems for monday.com
Переглядів 107 годин тому
In this video, our Product Marketing Manager, Amalia, shows you how to reorder subitems in Unlimited Subitems for monday.com, giving you full control over your board's structure. Amalia covers: ✅ Reordering subitems across multiple levels. ✅ Using the 'storage board' to adjust item positions. ✅ Reflecting updates in your workspace. Stay organised and prioritise with Unlimited Subitems for monda...
Moving subitems in Unlimited Subitems for monday.com
Переглядів 447 годин тому
In this video, our Product Marketing Manager, Amalia, demonstrates how to move subitems in Unlimited Subitems for monday.com with just a few clicks. Amalia explains: ✅ How to move subitems between groups and parent items. ✅ Using the ‘Move to’ pop-up box for quick and easy reorganisation. ✅ Typing or selecting the destination group or item. Keep your workflows tidy and organised by easily reloc...
Creating new child subitems with Unlimited Subitems for monday.com
Переглядів 119 годин тому
In this video, our Product Marketing Manager, Amalia, walks you through how to create new child subitems in Unlimited Subitems for monday.com, unlocking powerful multi-level organisation for your projects and tasks. Amalia covers: ✅ How to create third-level subitems and beyond. ✅ Navigating between the existing monday.com subitems feature and Unlimited Subitems levels. ✅ Organising detailed wo...
Moving subitems in bulk in Unlimited Subitems for monday.com
Переглядів 599 годин тому
In this video, our Product Marketing Manager, Amalia, demonstrates how to move items in bulk using Unlimited Subitems for monday.com-saving you time and clicks! Amalia explains: ✅ How to select multiple items for bulk moving. ✅ Using the search-and-move feature for precise placement. ✅ How to organise your workspace with this quick tip. Manage bulk item moves in seconds with Unlimited Subitems!...
Deleting subitems in Unlimited Subitems for monday.com
Переглядів 579 годин тому
In this video, our Product Marketing Manager, Amalia, walks you through how to quickly delete subitems in Unlimited Subitems for monday.com. Amalia demonstrates: ✅ How to locate and use the three-dotted menu for subitems. ✅ Steps to delete subitems with just a few clicks. Keep your workspace neat and tidy by easily removing subitems you no longer need! Install Unlimited Subitems: monday.com/mar...
Editing a subitem in Unlimited Subitems for monday.com
Переглядів 4612 годин тому
In this video, our Product Marketing Manager, Amalia, shows you how to edit subitems in Unlimited Subitems for monday.com. Amalia covers: ✅ How to access and edit subitem details. ✅ Adding and updating Columns, statuses, Files, and more! ✅ Using the existing monday.com side panel for updates. Whether you're editing statuses, adding Files, or keeping track of Activity Logs, Unlimited Subitems ma...
Adding columns in Unlimited Subitems for monday.com
Переглядів 2814 годин тому
In this video, our Product Marketing Manager, Amalia, walks you through how to add and manage columns in Unlimited Subitems for monday.com-making your workflows more flexible and organised. Amalia explains how to: ✅ Add columns at any level (including the third level powered by Unlimited Subitems). ✅ Apply column changes across all subitems seamlessly. ✅ Remove columns with just a few clicks. R...
Getting started with Smart Forms for monday.com
Переглядів 27День тому
In this video, our Product Marketing Manager, Amalia, walks you through how to get started with Smart Forms for monday.com, the first-ever, award-winning, AI-powered solution from your friends at Upscale! Specifically, we'll show you how to: 00:52 Get started 01:55 Categorise replies 03:48 Extract form insights 06:04 Get back to responders 08:19 Find out more Install Smart Forms for monday.com:...
Getting started with Smart Forms for monday.com
Переглядів 3614 днів тому
In this video our Product Marketing Manager, Amalia, talks you through how to upscale your customer data management and analysis from forms in monday.com.
Introducing Data Control for Jira: seamlessly connect Jira to AWS, Azure, or Google Cloud Storage
Переглядів 55Місяць тому
Data Control for Jira enables you to seamlessly connect Jira to your AWS, Azure, or Google Cloud Storage account, giving you complete control and flexibility over your organisation's most important data. Try the app today to streamline your compliance efforts and level up your information security processes. 🔐 Learn more: www.upscale.tech/apps/atlassian/data-control Install via the Atlassian Ma...
How to use the Actionable Notifications feature with Integrate Plus for monday.com and Slack.
Переглядів 545 місяців тому
Streamline your workflow with Actionable Notifications using Integrate Plus for monday.com and Slack. Stay organised and productive by receiving notifications directly relevant to your tasks and projects with our Actionable Notifications feature. For more tips and hints on how to get started with Integrate Plus for monday.com and Slack, check out our Product Hub: www.upscale.tech/apps/monday/in...
How to use the Message Actions feature with Integrate Plus for monday.com and Slack
Переглядів 565 місяців тому
Unlock the full potential of your team collaboration with the Message Actions feature in Integrate Plus for monday.com and Slack. Enhance your productivity by taking immediate action on messages, such as: - Assigning monday.com tasks directly from Slack messages. - Creating new monday.com items from conversations. - Updating existing items without leaving your Slack chat. To set up and use the ...
How to use the Subitem Notifications feature with Integrate Plus for monday.com and Slack
Переглядів 295 місяців тому
Stay informed and in control with the Subitem Notifications feature in Integrate Plus for monday.com and Slack. Ensure you never miss an important update ever again with our Subitem Notifications feature. Keep track of every detail by receiving alerts for: - Changes to subitems you're assigned to. - Updates on subitems you're subscribed to. - Status changes to subitems. Watch our quick how-to d...
How to connect your monday.com and Slack accounts (in monday.com) with Integrate Plus
Переглядів 865 місяців тому
How to connect your monday.com and Slack accounts (in monday.com) with Integrate Plus
How to set up notifications for your monday.com board (in monday.com) with Integrate Plus
Переглядів 295 місяців тому
How to set up notifications for your monday.com board (in monday.com) with Integrate Plus
How to set up and configure notifications for your monday.com board (in Slack) with Integrate Plus
Переглядів 435 місяців тому
How to set up and configure notifications for your monday.com board (in Slack) with Integrate Plus
How to set up Automation Recipes with Integrate Plus for monday.com and Slack
Переглядів 465 місяців тому
How to set up Automation Recipes with Integrate Plus for monday.com and Slack
How to set up Personal Notifications with Integrate Plus for monday.com and Slack
Переглядів 485 місяців тому
How to set up Personal Notifications with Integrate Plus for monday.com and Slack
Getting started with Recurring Tasks for monday.com
Переглядів 1,6 тис.5 місяців тому
Getting started with Recurring Tasks for monday.com
Upscale Innovation Week | March 2024 | Highlight reel 📽️
Переглядів 227 місяців тому
Upscale Innovation Week | March 2024 | Highlight reel 📽️

КОМЕНТАРІ

  • @ElizabethWheatly
    @ElizabethWheatly 2 місяці тому

    I give this video like and hope you will run ads to promote your nice channel