
A Guide to Mastering Financial Management in monday.com
Keeping tabs on your finances doesn’t have to be a major headache! With the right tools, you can easily stay on top of your expenses,
Keeping tabs on your finances doesn’t have to be a major headache! With the right tools, you can easily stay on top of your expenses,
Welcoming new clients or employees to your team can be a real headache. There’s so much to do: paperwork to file, accounts to set up,
Whether you use monday.com for work, side projects, or a mix of both, lots of boards means it’s easy to lose track. But a few
Every project manager has been there. Some team members always forget to fill in some important fields in the project board. Maybe a due date
Have you ever found yourself remaking the same board over and over? Wasting time copying columns and tweaking sections? With monday.com, you can save yourself some
Tired of re-entering the same vendor details over and over? If you use the same vendors over and over then you are for sure wasting
Have you ever needed to change who owns an automation in monday.com but weren’t sure how? Maybe a coworker set it up and now they’re
Need more superpowers in your monday.com? Check out the app marketplace. It’s filled with handy plugins that take your workflow kryptonite and turn it into
Do you feel like drowning in too much information when looking at your monday.com boards? Views are the solution if all you need is a
What do you do when you need to send an update to your client or team? Enter exporting to PDF. It lets you take beautiful
We are so glad that you to Simpleday! We’re all about helping people simplify their work with monday.com with simple yet powerful workflows. It’s an amazing platform that has totally changed how our team gets stuff done.
But we know it can be tricky to figure out at first. So, consider us your monday.com tour guides, ready to give you the lay of the land and share some pro tips we’ve picked up along the way.
Monday.com is like a digital hub that brings all your work together in one place. Instead of having projects and tasks scattered across sticky notes, emails, and spreadsheets, you can manage everything on the platform’s customizable boards.
There are columns for creating workflows that match your team’s needs. And moving cards through the columns helps you visualize progress from start to finish. It’s part whiteboard, part to-do list, part team calendar. Pretty slick!
With some practice, monday.com can become a central command for your team. You can coordinate projects, assign tasks, track progress, and collaborate with teammates all in one spot.
Our blog is chock-full of super helpful tips and tricks for becoming a monday.com ninja. We pack each article with step-by-step walkthroughs, real-world examples, and pro power-user advice to help you get the most out of the platform.
For instance, you can learn how to:
And so much more! We’re always cooking up new articles with actionable tips straight from the workflow wizards on our team. The blog is a treasure trove of monday.com knowledge, and the best part is it’s 100% FREE!
If you need guidance tailored to your team’s specific needs, our consultants are here to help. Reach out anytime to schedule a free intro call and chat.
On the call, we’ll learn about your goals, processes, and pain points. Then, we’ll evaluate your specific use case and make expert recommendations for setting up monday.com. We can help whether you’re a new user or looking for advanced customizations and integrations.
For example, a software company we recently worked with was manually tracking multiple projects across Trello boards and spreadsheets. It was a disjointed mess! On a call, we showed them how monday.com could centralize their data and workflows on integrated boards. With some custom columns and automations, they transformed the way their team collaborates and got rid of the spreadsheet shuffle for good.
The point is, you don’t have to figure this all out alone through trial and error. Lean on our team’s years of experience instead! Just shoot us a message or book a call. We can’t wait to chat monday.com and help transform your workflows.
Our Mastering monday.com live course will take you from confused to confident in just 6 weeks!