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Lucid Day
United States
Приєднався 5 сер 2021
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 powerful workflows in monday.com within an effective structure to drive. And we believe monday.com can provide that unleashing energy.
As small and mid-sized business owners and loyalists, we've experienced first-hand the power of monday.com 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 monday.com.
Tell us what you're thinking today.
As small and mid-sized business owners and loyalists, we've experienced first-hand the power of monday.com 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 monday.com.
Tell us what you're thinking today.
Three Work Management tools that help you get more done, faster.
Explore three work management tools that we recommend for optimal workflows! Our Software Architect, Rachel Gillespie, walks through her 3 must-have monday.com features and how they help boost data visibility and efficient time spend.
Are you interested in learning more about configurable workflows to help you and your organization work smarter, not harder? Contact us here at: lucidday.com/contact/
Are you interested in learning more about configurable workflows to help you and your organization work smarter, not harder? Contact us here at: lucidday.com/contact/
Переглядів: 12
Відео
How to Use monday.com for Your Recurring Workflows
Переглядів 830Рік тому
Learn how to make the most of your recurring workflows by using monday.com to automate your processes!
The Complete monday.com Solution for CPA and Accounting Firms
Переглядів 7 тис.2 роки тому
Lucid Day, preferred monday.com partner, has created an out-of-the box solution for you and your CPA/Accounting firm to run your workflows so you can focus on growing your business. For more information on how to get the solution, please reach out to Lucid Day: lucidday.com/monday-for-accountants-and-cpas/
How to Import Excel spreadsheets into monday.com: Advanced Challenges
Переглядів 10 тис.2 роки тому
Importing Excel and Google spreadsheets into your monday is one of the most common tasks you’ll do as a project manager. That said, it’s not always easy or intuitive to figure that out by yourself. The great part about monday is that it makes doing some complex tasks with those Excel files relatively easy. A couple of weeks ago we covered “Importing Excel 101.” This week, we’ll be giving you so...
Tips and Tricks for June updates from monday.com
Переглядів 4292 роки тому
We're going to be talking about three tips for your monday.com account and how you can better it.
3 mistakes to avoid when importing spreadsheets into monday.com
Переглядів 7252 роки тому
monday.com is a great work OS, especially with how it integrates with other software, like importing spreadsheets. That doesn’t mean you won’t need help to make sure it gets done the right way. Too often we see people going off half-cocked when it comes to importing their spreadsheets which leads to wasting time, frustration, and having to do everything over again. It doesn’t have to be that way.
How to Import Excel Spreadsheets into monday.com
Переглядів 2,8 тис.2 роки тому
So many people ask us about importing Excel or Google spreadsheets into monday.com. There are a few things you can do to set yourself up for success. Please watch this video before you get yourself too deep into the process.
May monthly features for monday.com
Переглядів 1052 роки тому
monday.com continues to put out amazing updates that are going to help you become more efficient. Here's everything you need to know.
How to understand the monday.com avatar menu to master your boards
Переглядів 5382 роки тому
monday.com's avatar menu is the command center of your monday.com experience. Sure, you might know how to build a board, but learning each aspect of the monday.com avatar menu will make your workload easier, faster, and ultimately more rewarding. Imagine not having to flip back to a board every time you wanted to add an integration or file! That’s the power of the avatar board.
monday.com's April 2022 Updates
Переглядів 1482 роки тому
5 New Monday.com Updates to make Automation Easier. 1. Create an automation that will clear monday columns 2. Monday Templates can now be used in your files column 3. Dependencies are able to be used between boards 4. Emails and activities are now upgraded 5. Bonus tip: Download apps and subscriptions directly through monday
How to communicate with your team using monday.com: Subscribe vs Mention
Переглядів 1102 роки тому
There are a lot of ways to communicate with your team effectively using monday.com. What's the difference between subscribing to a board compared to being mentioned on a task? We've got you. Here's everything you need to know.
How to set-up automation notifications on monday.com
Переглядів 4192 роки тому
Learn how to setup your monday.com system to send automation notifications.
Types of monday.com email notifications
Переглядів 6932 роки тому
Everything you need to know about email notifications to get your monday.com systems working the way you want them to.
Unlocking Permissions with Enterprise
Переглядів 492 роки тому
Digging deep into permissions and how to set up your monday.com boards to not only be effective, but also easy for your team to use.
Talk to your team FIRST! before you build your monday.com board.
Переглядів 1452 роки тому
Monday is an incredible tool for making your team’s communication more efficient. Once it’s set up, your team will have a clearer picture of what they’ve done - and what they need to do. The problem is that unless you’re starting your team with a solid base then monday is just not going to do what you want it to - for them, for you, for everyone. Getting everyone’s input BEFORE you create your ...
Stay on top of projects using My Work and Table Widgets
Переглядів 922 роки тому
Stay on top of projects using My Work and Table Widgets
How to set-up monday.com so your team actually uses it
Переглядів 8 тис.2 роки тому
How to set-up monday.com so your team actually uses it
How to set-up your monday.com boards for maximum team success
Переглядів 1,8 тис.2 роки тому
How to set-up your monday.com boards for maximum team success
Setting monday.com Permissions the RIGHT Way
Переглядів 3422 роки тому
Setting monday.com Permissions the RIGHT Way
Workflow Management 2.0 on monday.com for CPA Firms
Переглядів 2,5 тис.2 роки тому
Workflow Management 2.0 on monday.com for CPA Firms
Status Defaults || monday.com Quick Tip
Переглядів 6432 роки тому
Status Defaults || monday.com Quick Tip
Super Dooper Board! || monday.com Quick Tip
Переглядів 6 тис.2 роки тому
Super Dooper Board! || monday.com Quick Tip
Sort by Status || monday com Quick Tip
Переглядів 4332 роки тому
Sort by Status || monday com Quick Tip
How to quickly make a lot of Status Labels || monday.com Quick Tip
Переглядів 2,3 тис.2 роки тому
How to quickly make a lot of Status Labels || monday.com Quick Tip
Very helpful video, please how do I customize the automation you have there which says “ 1 day before due date, please notify …? Thank you for your help
Hi, glad you found this video helpful. You can customize it in the automation section on your monday board. If you feel like you need more support, please feel free to reach out to us: calendly.com/dilbag/right-fit-call Have a great day!
@@lucidday was a bit tricky but I figured it out. Thank you so much. I will be reaching out to
You are a mad genius! Thank you!
😂 I love this
Thank you. This is excellent. It's so hard to find basic information about how to use Monday. This is exactly what I have been searching for over the last few weeks!
Having issues import in spreadsheets..says need to add Columns and I already have
Do you have a solution for an attorney/consulting firm?
Two years after being posted and it is still kicking. Exactly my thoughts after two months into Monday visualized. Now I can simply share your video with my team instead of explaining them myself. Thank you.
Obviously not everyone has their spreadsheet in the same format. My table looks nothing like this.
Hi @Reesfun - you're right, of course! This video is just meant to show you some best practices based on how monday.com imports your spreadsheet and makes it into a board. If you feel like you need more support, please feel free to reach out to us: calendly.com/julie-lucid-day/quick-intro Have a great day!
3
nice presentation - you are using the enterprise version in this demo, correct?
ua-cam.com/video/p6Pwxoq3QMo/v-deo.html
This isn't a viable option for a lot of scenarios as Monday severely limits the number of boards you can connect to a dashboard. I have 60+ I need connected.
Hakim
when recurring task "done", clears the data and moves back up to next due date. That is an interesting automation. Can you explain pls
This video was pretty helpful, but I really need the answer to the question about subitems and importing information.
This was exactly what I was looking for (for months haha) thanks!! Didn't knew this exist.
15:00 invaluable advice. I was trying to structure my team's new Monday board like asana, and trying and setting up individual boards for each team member was headache-inducing. Thank you so much for this fantastic video! This should be on the Monday website!
Hello, I am needing some help with setting up a board to display the chart widget like I would like to see it. This video is great, so thatnk you. Do you offer any help with charting spreadsheets?
Great demo! I would love to learn about real world issues Lucid Day has dealt with! Maybe some case studies in the future!
Well done. Great video. Clear & to the point. Love the pace of delivery.
What kind of column is the Services column?
Hi Michelle - the "Services" column is the Dropdown column. You can find it in the Column Center or when you add a column at the end of your table.
@@lucidday Thank you. When the video talks about setting up recurring services and mentions creating a template for subtasks, how is this done? The only thing I've found is with an external app, but it doesn't seem functional anymore.
@@michellebeal9634 the external app, Billow, should still work but it isn't automated. If you want to automate subitems, you need to create a custom automation. I believe there is one in the template for Recurring Services. "When an item is created, create a subitem and create a subitem and create a subitem..." until you have created all of the subtasks you need. Hope that helps!
😒 🄿🅁🄾🄼🄾🅂🄼