Monday.com Questions & Answers

Here’s how you can set up a project in Monday.com:

• Create a New Board
• Add Groups & Items
• Customize Columns
• Set Up Automations
• Use Board Views & Dashboards

If you're experiencing sync issues in Monday.com, here are some troubleshooting steps to resolve them:

• Verify API & Integration Settings - Ensure Monday.com has full access to connected apps like Google Calendar or Slack.
• Check Network Stability - A weak internet connection can cause sync delays. Ensure your connection is stable.
• Refresh & Clear Cache - If updates aren’t syncing, try refreshing Monday.com or clearing your browser cache.
• Reconnect the Integration - If an integration isn’t syncing, disconnect and reconnect it in Monday.com settings.
• Check for Server Issues - Visit Monday.com’s status page to see if there are ongoing outages affecting sync.

To create a filter in Monday.com :

Quick Filters:

• Click on the "Filter" icon.
• Select the column you want to filter
• Select condition and value.
• The board will automatically update.

Advanced Filters:

• Click on the dropdown arrow on the "filter" icon.
• It will open advanced filters.
• Choose a column
• Select condition and value you want to filter.
• click "add new filter" to add multiple conditions.
• board will show relative items.

Step-by-Step Guide

• Add a Timeline Column – Click the '+'icon on your board and select 'Timeline' to add a timeline column.
• Set Start & End Dates – Click on a timeline cell to choose the start and end dates for each task.
• Enable Timeline View – Go to Views and select 'Timeline' to see a full project overview.
• Use the Timeline Widget – Add a timeline widget to your dashboard for tracking multiple timelines.
• Customize & Adjust – Shift dates, add dependencies, and modify colors for better visualization.

You can connect to Monday.com and Agile CRM using n8n or ApiX-Drive.

You can manage your budget with monday.com in a few ways like creating a board, adding columns and automations, using budget and expense tracking templates and using conditional coloring etc.

Sales representatives can be added to Monday.com by automatically assigning them to imported leads. You can also change how representatives are assigned to leads by going to the automations center on the leads board.

Using the 'Automation' functionality In Monday.com, you can manage tasks easily and efficiently. This functionality allows you to configure automatic actions that are triggered by specific events within your workflow.

Monday.com is a flexible project management platform using which one can manage tasks, projects, and teams. Some of its features include Time tracking, Gantt charts and Kanban boards.

To integrate your email with Monday.com, follow the steps given below:

• Open your Monday.com account
• Navigate to Settings
• Hit ‘Emails & Activities’
• Press on the ‘+ Add account’ button
• Choose your email provider from the list
• Hit ‘Connect’
• Follow the on-screen instructions to integrate your email account with Monday.com