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Mastering monday
United States
Приєднався 5 жов 2022
🌟 Welcome to Simpleday - where we make monday the best part of your week! 🌟
🚀 Master monday.com with us!
Join us on an inspiring journey to turn monday.com into a cornerstone of your business success. Our channel is all about supporting you with customized content perfectly tailored to your needs - whether you're a complete newbie or an experienced user using monday.com.
🔭 Explore our content
Our video library is packed with exciting tutorials, tips and workflows:
• Guides for beginners: Easy-to-follow, comprehensive tutorials that introduce you to the world of monday.com.
• Advanced strategies: Explore advanced features, workflows and techniques that will take your productivity to the next level.
• Pro tips and tricks: Unlock the full potential of monday.com with our insider knowledge and expert advice.
💌 Your Voice Matters
Share your feedback, suggestions, or monday.com success stories with us. Your insights inspire our content and help us connect with our community.
🚀 Master monday.com with us!
Join us on an inspiring journey to turn monday.com into a cornerstone of your business success. Our channel is all about supporting you with customized content perfectly tailored to your needs - whether you're a complete newbie or an experienced user using monday.com.
🔭 Explore our content
Our video library is packed with exciting tutorials, tips and workflows:
• Guides for beginners: Easy-to-follow, comprehensive tutorials that introduce you to the world of monday.com.
• Advanced strategies: Explore advanced features, workflows and techniques that will take your productivity to the next level.
• Pro tips and tricks: Unlock the full potential of monday.com with our insider knowledge and expert advice.
💌 Your Voice Matters
Share your feedback, suggestions, or monday.com success stories with us. Your insights inspire our content and help us connect with our community.
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*
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================================================================================
*RELATED SEARCHES*
monday.com
tutorial monday.com
monday.com quick tutorial
monday.com tutorial for beginners
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
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►► 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
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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!
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!
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/
Exactly what I was looking for... Thank you so much!
Thanks Tara - interested in having you help develop some of our CRM process. I will reach out.
Great, I see that you booked a meeting - looking forward to meeting you!
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?
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?
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
You should check out the Vlookup automation templates as you may be able to do it through that.
Thankyou for the tutorial
Pleausre!
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!
thank you!
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 😊
@@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!
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/
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/
hey, can we pay you for live tutorial?
Hi, please email me directly at tara@simpledaysolutions.com and we can discuss the next steps.
Hello, great video. I got this to work for tasks, but it doesn't work for subtasks. Any ideas?
Hi, so unfortunately this does not work with subitems. I would check out the apps marketplace to see if any apps can do this.
@@mastering-monday Thank you. I will stop digging around the UI.
@@MelissaChapman-z5i You could also try using make.com to see if that helps
Very helpful! Is there a way to tell the automation to use business days vs all calendar days?
So helpful! Is there a way to tell the automation to only count business days?
Unfortunately not that I know about. But this a great suggestion and you should submit it to monday for a new feature.
so this new feature of portfolio vs project is an enterprise feature?
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.
@@mastering-monday do we even need this if we still want to monitor high level multi project
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
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
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
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
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
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/
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/
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/
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!
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!
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.
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.
always helpful thank you !
Thanks!!
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!
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.
Is there a way to automate the event date for all groups on the board?
This is a great feature but unfortunately there is no way to mark all of the tasks at one time.
Thanks for the reply. Really appreciate it. I am constantly amazed at how little Monday can do vs. other Project Management software programs.
@@stevefelson2616 I guess it depends on which software you are comparing to ;-)
this is legit!! Thanks for the great video!
Thanks so much! I am glad that you enjoyed it!
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!
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!
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!
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!
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!
Great video I just found this out! Do you know how to automate this to an email lets say daily? potentially with Zapier
Thanks! I do think there is an app that does that which would be easier. I would start there first.
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.
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.
Thank you. How do you import data which includes Groups and Subitems?
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
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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?
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.
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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/
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/
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/
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/
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/