Monday.com Questions & Answers

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

To manage social media campaigns with monday.com you can utilize the platforms customizable templates and integrations to Plan, execute, and track campaigns.

To manage your hiring process with monday.com, you can create a hiring pipeline on the software to track candidates, schedule interviews, and make hiring decisions. You can also use the charts that the platform provides to analyze the data.