Mastering monday
Mastering monday
  • 162
  • 270 532
SMS and Whatsapp Directly from monday.com!
In this video, sponsored by MoceanAPI SMS, we’ll show you how to integrate SMS and WhatsApp directly into your monday.com boards, making communication with your team and clients seamless and efficient.
Whether you’re managing projects, communicating with clients, or boosting your sales process, this integration will transform how you use monday.com.
A huge thank you to MoceanAPI SMS for making this video possible.
0:00 - 0:33 Intro
0:34 - 1:06 Who Sponsored This Video?
1:07 - 2:22 Getting Started with moceanAPI SMS App
2:23 - 3:24 Setting Up the Contacts Board
3:25 - 5:06 Sending 2-Way SMS Made Easy
5:07 - 6:09 Automating Your SMS Workflow
6:10 - 6:47 One Cool Trick You Need to Know
6:48 - 7:31 Final Thoughts on moceanAPI SMS
7:32 - 7:54 Outro
================================================================================
💥 Welcome to Simpleday! 💥
💡 Hit SUBSCRIBE to stay updated on more productivity and monday.com tips!
================================================================================
*FREE RESOURCES*
🎁 Newsletter: Get the latest intel, updates, and pro-tips on monday.com weekly -- straight to your inbox for free! Subscribe here: tinyurl.com/3hbf8czn
🎁 Free Consultation: Claim your free 30-minute consultation with me: calendly.com/simple-day/30-minute-free-consultation?month=2024-11
🎁 Free Workflow Checklist: Simplify your projects with the High Level & Low Level Workflow Setup Checklist. Download it here: simpledaysolutions.com/monday-com-free-checklist/
================================================================================
*WORK WITH ME*
💪 Let’s Chat: Book a free 30-minute consultation to discuss your needs and get personalized support. Schedule here: calendly.com/simple-day/30-min-free-consultation
💪 Start with monday.com: Begin your journey and unlock the full potential of monday.com. Get started here: try.monday.com/tarahorn
💪 Ready-Made Templates: Simplify your operations with our curated set of monday.com templates, available through OrganizerPro. Book a demo here: simpledaysolutions.com/monday-com-organizerpro/
================================================================================
*JOIN THIS CHANNEL*
💥 Join this channel to get access to perks: ‪www.youtube.com/@mastering-monday/membership
*KEEP IN TOUCH*
🔗 LinkedIn: Connect with me on LinkedIn: www.linkedin.com/in/tara-horn-571858a/
🔗 Website: Explore more resources on our website: simpledaysolutions.com/
================================================================================
*OTHER MASTERING MONDAY.COM VIDEOS*
►► ua-cam.com/video/OxQSR2LI_0w/v-deo.html
►► ua-cam.com/video/NIL412yOwHQ/v-deo.html
►► ua-cam.com/video/MINMg-mNlAU/v-deo.html
►► ua-cam.com/video/B67_bm25dQQ/v-deo.html
►► ua-cam.com/video/ixGOUnNoCFY/v-deo.html
►► ua-cam.com/video/vn_5_Z2MOAA/v-deo.html
►► ua-cam.com/video/W6CeTycgJcg/v-deo.html
►► ua-cam.com/video/4iJnesz--Hk/v-deo.html
►► ua-cam.com/video/Dmtv4sO2Q1Y/v-deo.html
►► ua-cam.com/video/WMQTDCoPyF4/v-deo.html
================================================================================
*RELATED SEARCHES*
monday.com
tutorial monday.com
monday.com quick tutorial
monday.com tutorial for beginners
Переглядів: 51

Відео

The Best Way to Automatically Sync Items to Multiple Boards in monday.com
Переглядів 37116 годин тому
Looking for a smarter way to connect data across multiple monday.com boards? Discover VLOOKUP, the advanced auto-linking feature that seamlessly matches items, supports reporting, and powers automations-a superior alternative to Connect Boards. In this monday.com tutorial, you’ll learn how to create simple yet powerful workflows that save time, reduce errors, and supercharge productivity for pr...
What monday.com Plan Should You Actually Be Using? Find Out Here!
Переглядів 18614 днів тому
Are you wondering which monday.com plan is the best fit for your company? In this video, I’ll walk you through each plan’s key features so you can make an informed choice! From basic to enterprise, I’ll show you what each plan offers and help you identify the tools and benefits that align with your business needs. 📊 Find out how to choose the right plan to streamline workflows, enhance collabor...
monday.com vs 7pace Timetracker: Which Time Tracking Tool is Best for Your Team?
Переглядів 64821 день тому
Looking to improve time tracking but unsure whether to use the built-in system on monday.com or the 7pace Timetracker app? In this video, we dive deep into the differences between monday.com’s time-tracking system and 7pace Timetracker, comparing features, usability, and best practices to help you decide which tool fits your team’s needs. From tracking hours and managing deadlines to boosting o...
Why Time Tracking in monday.com with 7pace Timetracker is a Game Changer!
Переглядів 27328 днів тому
Are you struggling to stay on top of time tracking in monday.com? In this video, we introduce 7pace Timetracker-a powerful tool that transforms time tracking on monday.com, making it easier than ever to monitor hours, manage deadlines, and boost productivity. Discover how 7pace Timetracker's unique features can help streamline your workflow and enhance team performance. 🚀 Try the free trial and...
Master Your Day: My Perfect Morning Routine Using monday.com
Переглядів 179Місяць тому
Ready to take control of your mornings and master your day? In this video, I’m sharing my perfect morning routine using monday.com to stay organized, productive, and stress-free! Whether you're managing work tasks, personal goals, or just trying to create a more structured start to your day, these tips will transform how you plan your mornings. 📌 Why monday.com? monday.com is my go-to platform ...
4 Easy Tips to Help Your Team Adopt New Software Seamlessly! | monday.com
Переглядів 120Місяць тому
Introducing new software to your company? Avoid the headaches with these 4 simple tips for a smooth and stress-free transition! 🙌 The 4 easy tips are: 1️⃣ Clearly explain the why behind the change. 2️⃣ Invest in team education and training. 3️⃣ Get management on board as early adopters. 4️⃣ Make it fun by gamifying the process! Whether you're rolling out a CRM, project management tool, or any n...
3 Apps to Level Up Your monday CRM: GetSign, RightBound, and SuperMail | WEBINAR
Переглядів 208Місяць тому
3 Apps to Level Up Your monday CRM: GetSign, RightBound, and SuperMail | WEBINAR
Effortlessly Sort Your Boards! How to Use "Group By" on monday.com
Переглядів 279Місяць тому
Effortlessly Sort Your Boards! How to Use "Group By" on monday.com
Boost Productivity Overnight with monday Docs Templates!
Переглядів 1952 місяці тому
Boost Productivity Overnight with monday Docs Templates!
Using monday.com to Grow Your Marketing Agency
Переглядів 2132 місяці тому
Using monday.com to Grow Your Marketing Agency
Revolutionize Your Marketing Agency Workflow in 2024 with monday.com
Переглядів 6812 місяці тому
Revolutionize Your Marketing Agency Workflow in 2024 with monday.com
The FASTEST Way to Count Connected Items in monday.com! | Easy Formula
Переглядів 3282 місяці тому
The FASTEST Way to Count Connected Items in monday.com! | Easy Formula
Secure Your monday.com Workspace in 2 Minutes!
Переглядів 1862 місяці тому
Secure Your monday.com Workspace in 2 Minutes!
The SHOCKINGLY Easy Way to Manage Your Subscription Business!
Переглядів 3613 місяці тому
The SHOCKINGLY Easy Way to Manage Your Subscription Business!
monday.com MASTERY Create High-Level and Low-Level Boards Like a PRO!
Переглядів 3023 місяці тому
monday.com MASTERY Create High-Level and Low-Level Boards Like a PRO!
Highlights from monday.com Elevate24 conference in NYC.
Переглядів 2863 місяці тому
Highlights from monday.com Elevate24 conference in NYC.
Master Column Templates in monday.com NOW and Get Ahead!
Переглядів 3623 місяці тому
Master Column Templates in monday.com NOW and Get Ahead!
How to Manage Multiple Projects in monday.com with an Incredible New Feature (2024)
Переглядів 2,6 тис.3 місяці тому
How to Manage Multiple Projects in monday.com with an Incredible New Feature (2024)
Why Your Team Isn't Using monday.com (and How to Fix It)
Переглядів 3343 місяці тому
Why Your Team Isn't Using monday.com (and How to Fix It)
NEVER Miss a Deadline with monday.com Reminders!
Переглядів 3644 місяці тому
NEVER Miss a Deadline with monday.com Reminders!
The Ultimate monday.com Tutorial for Beginners
Переглядів 6 тис.4 місяці тому
The Ultimate monday.com Tutorial for Beginners
Get Organized FAST with These 3 monday.com Hacks You Won't Believe
Переглядів 8214 місяці тому
Get Organized FAST with These 3 monday.com Hacks You Won't Believe
The Best Practices for Handling Completed Tasks in monday.com
Переглядів 5944 місяці тому
The Best Practices for Handling Completed Tasks in monday.com
MAXIMIZE Your Security with monday.com Like a PRO!
Переглядів 1855 місяців тому
MAXIMIZE Your Security with monday.com Like a PRO!
Work Management vs. monday CRM: Which One Do You ACTUALLY Need?
Переглядів 1,5 тис.5 місяців тому
Work Management vs. monday CRM: Which One Do You ACTUALLY Need?
monday.com CRM Tutorial in 2024
Переглядів 9965 місяців тому
monday.com CRM Tutorial in 2024
Discover The Secret To Boosting Productivity With monday.com Templates
Переглядів 1675 місяців тому
Discover The Secret To Boosting Productivity With monday.com Templates
I CRACKED the Code to Tracking Leads on monday.com CRM
Переглядів 3035 місяців тому
I CRACKED the Code to Tracking Leads on monday.com CRM
3 Key Benefits of High-Level and Low-Level Boards on monday.com
Переглядів 2445 місяців тому
3 Key Benefits of High-Level and Low-Level Boards on monday.com

КОМЕНТАРІ

  • @mastering-monday
    @mastering-monday 6 годин тому

    I'm happy to invite you to my monday.com Club, an exclusive community for anyone who is looking for monday.com support and learning opportunities. 🔹 What’s Inside? Expert-led workshops and group coaching calls Exclusive resources and access to my team A collaborative community and networking opportunities 🔹 Why Join? Improve your monday.com skills, stay updated with industry trends, and connect with like-minded individuals. 🔹 How to Join? Click the link learn more and sign up! simpledaysolutions.com/monday-com-membership-club/ I can't wait to see you in the monday.com Club and connect with you!

  • @mastering-monday
    @mastering-monday 6 годин тому

    I'm happy to invite you to my monday.com Club, an exclusive community for anyone who is looking for monday.com support and learning opportunities. 🔹 What’s Inside? Expert-led workshops and group coaching calls Exclusive resources and access to my team A collaborative community and networking opportunities 🔹 Why Join? Improve your monday.com skills, stay updated with industry trends, and connect with like-minded individuals. 🔹 How to Join? Click the link learn more and sign up! simpledaysolutions.com/monday-com-membership-club/ I can't wait to see you in the monday.com Club and connect with you!

  • @mastering-monday
    @mastering-monday 6 годин тому

    Unsure which monday.com plan suits you best? Take our free quiz to discover the ideal option! Click the link here to take the quiz: simpledaysolutions.com/monday-com-questionnaire/

  • @thedenus
    @thedenus День тому

    Exactly what I was looking for... Thank you so much!

  • @hardingfamily2
    @hardingfamily2 2 дні тому

    Thanks Tara - interested in having you help develop some of our CRM process. I will reach out.

    • @mastering-monday
      @mastering-monday День тому

      Great, I see that you booked a meeting - looking forward to meeting you!

  • @valentinifernando
    @valentinifernando 2 дні тому

    I'm not finding a option to automatically link the project when the item is created. Can you tell me if that is possible or not?

    • @mastering-monday
      @mastering-monday 2 дні тому

      Yes it is possible with setting an item default value. Here is a link to a video about what that does and how you can use it ua-cam.com/video/hUrmPjpuF2A/v-deo.html. Is this what you were referring to?

  • @paulataylor9434
    @paulataylor9434 2 дні тому

    Thank you this is exactly what I needed but I don't want to have to select the items I would rather an automation will pick up a change to the people column to then sync to a people board so add the task to the people board with all the columns and then when they change the columns my main board 1 will be updated. Can that be done? thanks in advance

    • @mastering-monday
      @mastering-monday 2 дні тому

      You should check out the Vlookup automation templates as you may be able to do it through that.

  • @Nur_hasanah-h
    @Nur_hasanah-h 3 дні тому

    Thankyou for the tutorial

  • @mastering-monday
    @mastering-monday 6 днів тому

    I'm happy to invite you to my monday.com Club, an exclusive community for anyone who is looking for monday.com support and learning opportunities. 🔹 What’s Inside? Expert-led workshops and group coaching calls Exclusive resources and access to my team A collaborative community and networking opportunities 🔹 Why Join? Improve your monday.com skills, stay updated with industry trends, and connect with like-minded individuals. 🔹 How to Join? Click the link learn more and sign up! simpledaysolutions.com/monday-com-membership-club/ I can't wait to see you in the monday.com Club and connect with you!

  • @michaelturianytsia7943
    @michaelturianytsia7943 6 днів тому

    thank you!

  • @keiranhoare
    @keiranhoare 6 днів тому

    Hey Tara, great work on the videos, very much enjoying them. Short and direct to the point, no fluff! Just a quick the audio is this one is a bit "tinny". Not sure if you're using a mic 😊

    • @mastering-monday
      @mastering-monday 6 днів тому

      @@keiranhoare Thank you! I actually am using a mic but am having issues with the new location that I am recording in. I am working on fixing it. I appreciate the feedback!

  • @mastering-monday
    @mastering-monday 7 днів тому

    Unsure which monday.com plan suits you best? Take our free quiz to discover the ideal option! Click the link here to take the quiz: simpledaysolutions.com/monday-com-questionnaire/

  • @mastering-monday
    @mastering-monday 7 днів тому

    Unsure which monday.com plan suits you best? Take our free quiz to discover the ideal option! Click the link here to take the quiz: simpledaysolutions.com/monday-com-questionnaire/

  • @francoisbergon2103
    @francoisbergon2103 7 днів тому

    hey, can we pay you for live tutorial?

    • @mastering-monday
      @mastering-monday 7 днів тому

      Hi, please email me directly at tara@simpledaysolutions.com and we can discuss the next steps.

  • @MelissaChapman-z5i
    @MelissaChapman-z5i 9 днів тому

    Hello, great video. I got this to work for tasks, but it doesn't work for subtasks. Any ideas?

    • @mastering-monday
      @mastering-monday 7 днів тому

      Hi, so unfortunately this does not work with subitems. I would check out the apps marketplace to see if any apps can do this.

    • @MelissaChapman-z5i
      @MelissaChapman-z5i 6 днів тому

      @@mastering-monday Thank you. I will stop digging around the UI.

    • @mastering-monday
      @mastering-monday 6 днів тому

      @@MelissaChapman-z5i You could also try using make.com to see if that helps

  • @LizzySchm-p9f
    @LizzySchm-p9f 10 днів тому

    Very helpful! Is there a way to tell the automation to use business days vs all calendar days?

  • @LizzySchm-p9f
    @LizzySchm-p9f 10 днів тому

    So helpful! Is there a way to tell the automation to only count business days?

    • @mastering-monday
      @mastering-monday 9 днів тому

      Unfortunately not that I know about. But this a great suggestion and you should submit it to monday for a new feature.

  • @xavierlee5115
    @xavierlee5115 15 днів тому

    so this new feature of portfolio vs project is an enterprise feature?

    • @mastering-monday
      @mastering-monday 15 днів тому

      Yes, this is an enterprise level feature. In all honesty, it is not clear to me what a project board is. I have seen them by the icon as part of this feature but also n the monday projects (which is now discontinued) and also in crm boards.

    • @xavierlee5115
      @xavierlee5115 3 дні тому

      @@mastering-monday do we even need this if we still want to monitor high level multi project

  • @mastering-monday
    @mastering-monday 17 днів тому

    I'm happy to invite you to my monday.com Club, an exclusive community for anyone who is looking for monday.com support and learning opportunities. 🔹 What’s Inside? Expert-led workshops and group coaching calls Exclusive resources and access to my team A collaborative community and networking opportunities 🔹 Why Join? Improve your monday.com skills, stay updated with industry trends, and connect with like-minded individuals. 🔹 How to Join? Click the link learn more and sign up! simpledaysolutions.com/monday-com-membership-club/ I can't wait to see you in the monday.com Club and connect with you! #Productivity #ProjectManagement #Community #club

  • @mastering-monday
    @mastering-monday 17 днів тому

    I'm happy to invite you to my monday.com Club, an exclusive community for anyone who is looking for monday.com support and learning opportunities. 🔹 What’s Inside? Expert-led workshops and group coaching calls Exclusive resources and access to my team A collaborative community and networking opportunities 🔹 Why Join? Improve your monday.com skills, stay updated with industry trends, and connect with like-minded individuals. 🔹 How to Join? Click the link learn more and sign up! simpledaysolutions.com/monday-com-membership-club/ I can't wait to see you in the monday.com Club and connect with you! #Productivity #ProjectManagement #Community #club

  • @mastering-monday
    @mastering-monday 17 днів тому

    I'm happy to invite you to my monday.com Club, an exclusive community for anyone who is looking for monday.com support and learning opportunities. 🔹 What’s Inside? Expert-led workshops and group coaching calls Exclusive resources and access to my team A collaborative community and networking opportunities 🔹 Why Join? Improve your monday.com skills, stay updated with industry trends, and connect with like-minded individuals. 🔹 How to Join? Click the link learn more and sign up! simpledaysolutions.com/monday-com-membership-club/ I can't wait to see you in the monday.com Club and connect with you! #Productivity #ProjectManagement #Community #club

  • @mastering-monday
    @mastering-monday 17 днів тому

    I'm happy to invite you to my monday.com Club, an exclusive community for anyone who is looking for monday.com support and learning opportunities. 🔹 What’s Inside? Expert-led workshops and group coaching calls Exclusive resources and access to my team A collaborative community and networking opportunities 🔹 Why Join? Improve your monday.com skills, stay updated with industry trends, and connect with like-minded individuals. 🔹 How to Join? Click the link learn more and sign up! simpledaysolutions.com/monday-com-membership-club/ I can't wait to see you in the monday.com Club and connect with you! #Productivity #ProjectManagement #Community #club

  • @mastering-monday
    @mastering-monday 17 днів тому

    I'm happy to invite you to my monday.com Club, an exclusive community for anyone who is looking for monday.com support and learning opportunities. 🔹 What’s Inside? Expert-led workshops and group coaching calls Exclusive resources and access to my team A collaborative community and networking opportunities 🔹 Why Join? Improve your monday.com skills, stay updated with industry trends, and connect with like-minded individuals. 🔹 How to Join? Click the link learn more and sign up! simpledaysolutions.com/monday-com-membership-club/ I can't wait to see you in the monday.com Club and connect with you! #Productivity #ProjectManagement #Community #club

  • @mastering-monday
    @mastering-monday 17 днів тому

    Unsure which monday.com plan suits you best? Take our free quiz to discover the ideal option! Click the link here to take the quiz: simpledaysolutions.com/monday-com-questionnaire/

  • @mastering-monday
    @mastering-monday 17 днів тому

    Unsure which monday.com plan suits you best? Take our free quiz to discover the ideal option! Click the link here to take the quiz: simpledaysolutions.com/monday-com-questionnaire/

  • @mastering-monday
    @mastering-monday 17 днів тому

    Unsure which monday.com plan suits you best? Take our free quiz to discover the ideal option! Click the link here to take the quiz: simpledaysolutions.com/monday-com-questionnaire/

  • @mastering-monday
    @mastering-monday 17 днів тому

    I'm happy to invite you to my monday.com Club, an exclusive community for anyone who is looking for monday.com support and learning opportunities. 🔹 What’s Inside? Expert-led workshops and group coaching calls Exclusive resources and access to my team A collaborative community and networking opportunities 🔹 Why Join? Improve your monday.com skills, stay updated with industry trends, and connect with like-minded individuals. 🔹 How to Join? Click the link learn more and sign up! simpledaysolutions.com/monday-com-membership-club/ I can't wait to see you in the monday.com Club and connect with you!

  • @mastering-monday
    @mastering-monday 17 днів тому

    I'm happy to invite you to my monday.com Club, an exclusive community for anyone who is looking for monday.com support and learning opportunities. 🔹 What’s Inside? Expert-led workshops and group coaching calls Exclusive resources and access to my team A collaborative community and networking opportunities 🔹 Why Join? Improve your monday.com skills, stay updated with industry trends, and connect with like-minded individuals. 🔹 How to Join? Click the link learn more and sign up! simpledaysolutions.com/monday-com-membership-club/ I can't wait to see you in the monday.com Club and connect with you!

  • @Salesorder
    @Salesorder 17 днів тому

    First 19 minutes is very confusing for a beginner. Constant back and fro from Pro to Enterprise is impossible to follow. Talking without slides is not helpful. Its get's no better after 20 minutes. Organizer pro, badly explained. Tara can I suggest you remake this entire video.

    • @mastering-monday
      @mastering-monday 17 днів тому

      Thanks for taking the time to share your comments. I will keep you them in mind the next time that I am doing a webinar that we add to youtube.

  • @paulleonardo8821
    @paulleonardo8821 21 день тому

    always helpful thank you !

  • @trishfeldt
    @trishfeldt 21 день тому

    Now that Monday has released a portfolio option, how does connecting multiple boards work with that option? We are setting up Portfolio with several programs and each program may have multiple projects. Would love to see a video with that structure!

    • @mastering-monday
      @mastering-monday 21 день тому

      Hi, great question! Here is a link to a video about that. ua-cam.com/video/cN9mi252WmQ/v-deo.html. Essentially they do the same thing but portfolio is more autotuned, can connect more boards and has really great widgets.

  • @stevefelson2616
    @stevefelson2616 22 дні тому

    Is there a way to automate the event date for all groups on the board?

    • @mastering-monday
      @mastering-monday 21 день тому

      This is a great feature but unfortunately there is no way to mark all of the tasks at one time.

    • @stevefelson2616
      @stevefelson2616 21 день тому

      Thanks for the reply. Really appreciate it. I am constantly amazed at how little Monday can do vs. other Project Management software programs.

    • @mastering-monday
      @mastering-monday 21 день тому

      @@stevefelson2616 I guess it depends on which software you are comparing to ;-)

  • @charismaeventproductions1445
    @charismaeventproductions1445 22 дні тому

    this is legit!! Thanks for the great video!

  • @mastering-monday
    @mastering-monday 23 дні тому

    Webinar Announcement: 🎉 Join us for a free webinar, "5 Simple Tricks to Manage Tasks on monday.com," on January 28 at 2 PM EST! Discover practical tips to organize your tasks, save time, and make the most of monday.com. 🔗 Register here: simpledaysolutions.com/webinar/5-simple-tricks-to-manage-tasks-on-monday-com/ - See you there!

  • @mastering-monday
    @mastering-monday 23 дні тому

    Webinar Announcement: 🎉 Join us for a free webinar, "5 Simple Tricks to Manage Tasks on monday.com," on January 28 at 2 PM EST! Discover practical tips to organize your tasks, save time, and make the most of monday.com. 🔗 Register here: simpledaysolutions.com/webinar/5-simple-tricks-to-manage-tasks-on-monday-com/ - See you there!

  • @mastering-monday
    @mastering-monday 23 дні тому

    Webinar Announcement: 🎉 Join us for a free webinar, "5 Simple Tricks to Manage Tasks on monday.com," on January 28 at 2 PM EST! Discover practical tips to organize your tasks, save time, and make the most of monday.com. 🔗 Register here: simpledaysolutions.com/webinar/5-simple-tricks-to-manage-tasks-on-monday-com/ - See you there!

  • @mastering-monday
    @mastering-monday 23 дні тому

    Webinar Announcement: 🎉 Join us for a free webinar, "5 Simple Tricks to Manage Tasks on monday.com," on January 28 at 2 PM EST! Discover practical tips to organize your tasks, save time, and make the most of monday.com. 🔗 Register here: simpledaysolutions.com/webinar/5-simple-tricks-to-manage-tasks-on-monday-com/ - See you there!

  • @mastering-monday
    @mastering-monday 23 дні тому

    Webinar Announcement: 🎉 Join us for a free webinar, "5 Simple Tricks to Manage Tasks on monday.com," on January 28 at 2 PM EST! Discover practical tips to organize your tasks, save time, and make the most of monday.com. 🔗 Register here: simpledaysolutions.com/webinar/5-simple-tricks-to-manage-tasks-on-monday-com/ - See you there!

  • @tntadmin1047
    @tntadmin1047 23 дні тому

    Great video I just found this out! Do you know how to automate this to an email lets say daily? potentially with Zapier

    • @mastering-monday
      @mastering-monday 23 дні тому

      Thanks! I do think there is an app that does that which would be easier. I would start there first.

  • @AdrianMercado-e8q
    @AdrianMercado-e8q 24 дні тому

    Maybe you have solved this, but my main issue has a COO is that i need to navigate to all the different boards or have multiple 'portfolio's rather than a master roll up.

    • @mastering-monday
      @mastering-monday 23 дні тому

      Yes, so this can work and it is really easy to implement. You do need to switch to the enterprise plan with monday. Let me know if you need any help with that.

  • @MF96960
    @MF96960 25 днів тому

    Thank you. How do you import data which includes Groups and Subitems?

    • @mastering-monday
      @mastering-monday 24 дні тому

      Unfortunately there is no way to do a direct import for groups and subitems. as of now. There are some workarounds but it is not so straightforward as I am sure you wish it could be. Here is one idea - community.monday.com/t/how-to-import-subitems-from-excel/34143

  • @mastering-monday
    @mastering-monday 27 днів тому

    Webinar Announcement: 🎉 Join us for a free webinar, "5 Simple Tricks to Manage Tasks on monday.com," on January 28 at 2 PM EST! Discover practical tips to organize your tasks, save time, and make the most of monday.com. 🔗 Register here: simpledaysolutions.com/webinar/5-simple-tricks-to-manage-tasks-on-monday-com/ - See you there!

  • @SP-ed
    @SP-ed 28 днів тому

    Thank you for this, Tara! This is a straightforward approach that I have been able to utilize. Is there an automation for something similar utilizing the "Timeline" columns and dependencies?

    • @mastering-monday
      @mastering-monday 28 днів тому

      Pleasure! I don't know of a way to use the monday automations for the timeline but I am pretty sure there are a few apps that can do something like this. There are a number of dependency automations within monday so you for sure should check them out.

  • @mastering-monday
    @mastering-monday 28 днів тому

    Unsure which monday.com plan suits you best? Take our free quiz to discover the ideal option! Click the link here to take the quiz: simpledaysolutions.com/monday-com-questionnaire/

  • @mastering-monday
    @mastering-monday 28 днів тому

    Unsure which monday.com plan suits you best? Take our free quiz to discover the ideal option! Click the link here to take the quiz: simpledaysolutions.com/monday-com-questionnaire/

  • @mastering-monday
    @mastering-monday Місяць тому

    Unsure which monday.com plan suits you best? Take our free quiz to discover the ideal option! Click the link here to take the quiz: simpledaysolutions.com/monday-com-questionnaire/

  • @mastering-monday
    @mastering-monday Місяць тому

    Unsure which monday.com plan suits you best? Take our free quiz to discover the ideal option! Click the link here to take the quiz: simpledaysolutions.com/monday-com-questionnaire/

  • @mastering-monday
    @mastering-monday Місяць тому

    Unsure which monday.com plan suits you best? Take our free quiz to discover the ideal option! Click the link here to take the quiz: simpledaysolutions.com/monday-com-questionnaire/

  • @mastering-monday
    @mastering-monday Місяць тому

    Unsure which monday.com plan suits you best? Take our free quiz to discover the ideal option! Click the link here to take the quiz: simpledaysolutions.com/monday-com-questionnaire/