Are you looking to get the absolute most out of monday.com? Well, you're in the right place because in this video, I'm

sharing 99 tips that will make you faster and more productive in monday.com. Hey, I'm Patrick and over

the last 6 years, I've worked with more than 150 businesses to build their systems in monday.com. And if you need

help with the custom implementation, you can reach out to me via the link in the description below. And if you want to

receive free tips like the ones that you will see today on a weekly basis, you can sign up for my free newsletter also

in the description below. So, without further ado, let's get started. I've created 10 categories of tips so you can

easily jump to the ones you find most interesting. You can use the timestamps in the video below to jump to the

category you like most. The first tips will be more beginner friendly and it will gradually become more complex and

challenging, so keep that in mind. The 10 categories are board organization, notifications and communication,

permissions and admin settings, miscellaneous helpful tips, work forms, CRM, data and dashboards, automations,

apps, and AI. So those are the 10 categories. Let's get started. So the first tip is schedule updates for

the future. And I'll show you why that is interesting. So, when you go to Monday and you click on something like

this, you obviously see your updates. And now, when you want to type something such as testing, you can click on this

drop-own arrow and it will allow you to send the message at a later time such as tomorrow at 9:00 a.m. This is very

helpful because if you're working on a weekend or an evening, you don't really want people to know that, then you can

easily schedule it for tomorrow morning so they think you're working during work hours. Well, you're actually not.

Another thing that's important to know for tip one is that you can find all your scheduled updates in one place. You

can go to your inbox icon here at the top. Click there and click here on the top right scheduled. You'll see

everything, all the tasks and all the updates that you have scheduled. Okay, tip two is about pinning columns.

If you have a lot of columns just like the example here, or you have like hundreds of columns in a board, you

might want to see a few columns when you're scrolling to the right. So let's say in this case I want to see who is

responsible for item one at any given time. If I scroll to the right the person column is now gone but it can

stay there. It can be sticky by using a pinned column. So if you click on the three dots here and then you click on

the pin columns button then you can select which column you want to pin and it can also be multiple columns. In my

case it's only the person column. So I click here and as you can see it's now sticky if I scroll. If you want to save

this setting, you can click save as new view and it will show up here in your table view. You can give it a different

name such as pinned columns. And now if I scroll here to the right, it will stay there. If I now switch to the main

table, it's not there. So that's how you pin columns. And as I said, you can pin multiple columns and save them all in

your view. Tip three is about default item values. Let's say you're in a board like this

and it's your personal to-do list. then you always want to assign your tasks to you. But every single time you create a

new item, it's just, you know, another manual step to click here and assign yourself. So why don't we automate this?

Well, you can do so by clicking on these three dots and then clicking on this icon, default item values. Here you'll

see a list of all your columns and you can set a default value. For example, person is always Patrick and status is

for example always working on it could be the case. Um, you can even also set like a standard priority such as always

medium. And then if you scroll to the bottom and click save, you can save these settings. Now, if I create a new

task, let's say task five, you'll see that after a few seconds, it will automatically populate these fields with

the values you've entered in the default item values settings. And that's it. Tip four is about conditional coloring.

Conditional coloring means that we're going to give a a cell or a whole row a certain color when something happens.

Let me show you an example. If we go to this board and we want to see a, you know, red color when a task is overdue,

we can actually do something like that. Just click on these three dots and click on conditional coloring. Then you're

going to set up something similar to a filter. First, you're going to determine what needs to get a color. Is it the

cell? So, is it one specific column like this one? or is it the whole row? I usually like row, but it depends on what

you're trying to do. Then you give it a color. Let's say in this case we want it red because a date task is overdue. We

actually want to notify people. And we say when a date is, for example, we could be in the past, could be in the

future in a past dates. So it's it has been, you know, it's it's in in the past. They click save as new view.

And as you can see now all the tasks that are in the past with a date in the past are marked as are red. So you know

we could do something like this. If I now turn it into June 11th you'll see it's not uh red anymore. Now you can

also add multiple. So let's say uh with new condition here. Let's say we also want to make it maybe yellow if the date

is today as like an example for hey warning make sure you actually finish this today

because the due date is today and as you can see this one turned already yellow because today is 7th of June and this

date is set to 7th of June. You can use this logic for almost all the columns that you want. So it could also be when

a status column is a certain thing or when a certain column is empty. You can do a lot of different things. And as I

said, you can also change it from row to cell and then it will only show the cell in red. It's a little less obvious, but

sometimes it's helpful. So, this is a great tip to uh make your boards more interesting and helpful.

Tip five is about organizing your workspace with folders and subfolders. Let me show you what I mean. On the left

hand side, if you have a ton of different boards, it becomes very messy. So you can use things like folders. In

my case, I have, for example, a folder called testing. Let's create a new folder together by clicking on the blue

plus icon and typing or searching for folder. Let's give it a name such as folder one. And in this folder, you can

drag and drop your boards. So we can close the folder and open the folder. Of course, very helpful if you want to keep

things organized. But let's say we have an uh folder called events. And you know we have events for the future and events

for the past and we don't want to you know have them in the same list. Then if you click on these three dots you can

actually click create in folder and create another folder. So we'd go for uh uh events in the past and we create

another one. Let's call it events in the future. By doing this you can just drag and drop your boards into a subfolder.

So if you close the complete folder you'll see nothing. But if you only want to see the boards in the future, just

make sure that your boards in the future um folder is open. And this is how you can keep things very organized.

Tip six is actually also related to folders because at some point you have a lot of different folders and things can

become messy as well. So what you can do with folders is you can rightclick or you can click on the three dots and then

change the color to something that's you know that you want. So, for example, maybe the events are green, the events

in the past are red, and the events in the future are blue. Oh, let's click it again. Blue. By doing this, it's very

easy to see what's going on because you're using colors and it's easier to see for the eye. So, this is something I

would highly recommend if you want to think keep things organized. Tip seven is about the favorite section.

It's one of my favorite tips that I think people are not using enough. So, please pay attention. If you have a lot

of boards or if you have boards in multiple workspaces, it might become a bit messy that you keep searching for

the right board. What I like to do is using the favorite section to, you know, mark my favorite boards as my favorite.

So, if I click here, you will actually see all my favorite boards. And the great thing about the favorite section

is that you can also create folders within this. So, let's start with the basics. How do you add something to the

favorite section? Well, you go to a board like this one. You click on the three dots or you right click and you

click add to favorite section. Now, if I click here, you saw a nice little uh thing happening. And if you click

favorites, you'll now see the example board here. I can easily switch between boards from here, and I easily can get

back to my initial board. Now, if I want to have favorites, but I also want to keep this organized, I can put my boards

into a certain folder. It works similar to creating a folder in a folder. Next to favorites, you click on the three

dots and you click new folder. And as you can see, a new folder was generated. Now, in the favorite section, you cannot

create folders in folders. So, keep that in mind. And you cannot give them a caller. So, those are two limitations of

the favorite sections at the time of recording. However, I think having folders and just, you know, um,

organizing it like this is already super helpful and can save you a lot of time searching for the right boards.

Tip eight is also about navigating boards and folders more easily. Also very helpful is using emojis in board

titles. It made things way more obvious to click on. So, for example, let's say events in the past are something that

you're really proud of that you might want to have some sort of like uh champion type of emoji. So, you can go

to a website like get emoji.com and you can do something like a trophy and maybe there's a trophy one. There you go.

Trophy. You can click on it, click copy. And if I now go to the board, I can click on the three dots, rename it, and

just add a trophy like this. And this is actually super helpful to find the right board. very quickly.

Tip nine is also one about emojis. It's using emojis in a status column. So, as you can see here, we have a status

column. And if you want to, you know, make things a little bit more fun or if you just want to use emojis in general,

just click here, click edit labels, and just add an emoji wherever you want. So, for example, I have this emoji. I can

paste it here. And you can do whatever emojis you want. Same thing here. It makes things uh easier to look at,

easier to find, and just a lot more fun. You can turn your date column in a deadline column by clicking here and

then going into settings and marking it as a deadline. In my case, it's turned on, so I say remove deadline mode. But

if it's not a deadline yet, you can click set deadline mode. In that case, you'll see here if it's, you know, if

we've met the deadline or not. In this case, we have a task that's overdue. So it shows a warning sign. But let's say

you have something like an abandoned stage. In that case, you know, you don't want to see it as like a a deadline that

you didn't meet anymore because you decided to abandon the task. So if I click here, you'll still see that we're

not meeting a deadline. And if I click done, you'll see that we actually do have a deadline. It's green, but we

have, you know, uh, completed it a little bit too late, only 104 days. So let's say you also want to see this when

a status is set as abandoned. Then you click here next to the status column on the three dots. You go to settings and

you go to customize status column. There you'll see at the bottom choose which colors to indicate that an item is

completed. In my case, orange also needs to complete a task. So I clicked it like this. And if I now click somewhere else,

it will close. And if I now mark a task as abandoned, it will actually be, you know, considered a completed task. One

thing you also notice is that you'll see the animations of like a a happy thing. So apparently, if you abandon a task,

it's a good thing. U in some cases, that's the case. Uh in my case, for this example, that's actually what we want.

There might be other examples where this is super helpful, but especially with the deadline mode in your date column,

it's very important that you set your status to the right things. You'll also see this with filters. So for example,

you can filter on things on tasks where a deadline is not uh met. So if we're still waiting, if a deadline date is

due, then it will show up. But if a task is impendent, you don't want it to show up. Therefore, it's very important to

set the right uh status labels as completed. Tip 11 is about filtering boards with

all the tasks that are assigned to you, but making sure that if your colleague logs in that your colleague only sees

the tasks that are assigned to him or her. Well, this is how you do it. Go to your board and click on filter.

If you have a person column or or a people column, you'll see it showing up here. If you scroll, maybe it's a little

bit more to the right, but you'll find it there. Then the top one is actually called me dynamic which means that if

I'm looking I will see my task and if my colleague John is looking John will only see the tasks that are assigned to John.

So let's click me and as you can see it now only filters uh it only shows the tasks that are assigned to me. So this

is great. And if I were to save this filter so here on the top right save as a new view I can see here table showing

up. And if I rename it to assigned to me and then I click on this three dots and click on where is it? Pin view. Then

everyone who opens this board for the first time will automatically go to this board view. And the great thing about it

is that they will only see the tasks that are assigned to them. If you don't see this filter, you can also click

filter here and go to the bottom right to the advanced filters. And here's the same thing. You'll just choose your

column, your person column, and say is and then me. But you can also, of course, do something like is not me to

all see all the tasks that are not related to you. So me is just one of the options, as you can see here, me

dynamic. That's the one you need. And that will automatically show you all the tasks that are assigned to you, but it's

dynamic based on who's looking at the board. Great tip. Number 12 is about my work. It's one of

the features most people don't even know about. So, I'd love to tell you about it. On the top left of Monday, you see

something called my work. And my work is basically your own board, but it will only show all the tasks from all the

boards combined, but only the ones that are assigned to you. So, you'll basically see all the tasks of all the

boards that are assigned to you. If you click on my work, you'll see something like this. You'll see tasks that are,

you know, in the past, tasks you need to do today, this week, and next week. You see some more information like the

group, the board, who is assigned, the date, status, priority. There's a few things you can do here. And you can

actually customize this a little bit. So, for example, in this case, I only see all the tasks that are uh yeah,

assigned to me, and I'll show you in a second how to do some things with it. But let's first look at what you can do

from here. It's very similar to a normal board. So, uh yeah, I can change things. So I can change for example a task and

say I'm done. Uh if you have set up a priority column, you can also set a priority and you can also assign other

people. But if you click on it, you will actually be able to see all the columns of that specific board. You will also be

able to see your update section and your item views. So you'll see quite a lot. Actually, another way to showcase your

data if you don't like to see it in this way is to see it by something else. So here on the top right you see date view.

You can, you know, view it by other things such as by the status. You can also view by priority. You can view by

board. So if you have, for example, each client has their own board. Super helpful to see task for each client. And

just one single list view. If you like to have everything in one place, that's where you would go. I personally like

the date view to basically see what I need to do. Um, another thing is that you can showcase data in a calendar view

like this. So if you click calendar, it will show up. you'll see all the tasks. You could do on a monthly basis, daily

basis, weekly basis, whatever you prefer. And from here, you can also click and open it.

If you want to make some changes, you can do so by clicking customize on the top right. And here you can do a few

things. First, on the general tab, you can change who you want to see the tasks for. In my case, for all the application

engineers, but I can also add myself. I can remove, for example, an application engineer. Now I only see the tasks that

are related to me. You can also do this for colleague of colleagues. Of course you can decide to filter out certain

boards. So as you can see all the boards that I have tasks on are connected. But if I don't want to see activities I can

just click and it will be removed from this my work section. They have a status column for each board. I can determine

which status column should show up uh here. There you go. So very helpful especially if you have multiple status

columns in your boards. So as you can see you can use you know different status columns. Same thing for sub items

by the way because they will also show up here. The same thing is true for date. So select which column should be

used for a date. And for priority same thing. One setting I really like is hiding done items because I don't want

to make it a big mess in my my work section. So I just like to hide all the items that are done because I they are

done. I don't want to see them anymore. There's also something about customize color matching, uh, column matching. I

won't go too ind depth on this, but uh, yeah, that's not really for this tip. There's some other stuff. A table view.

You can make a few changes. As you can see, it now looks like this, but some people like to see more of a context

view where there's more information. Uh, great for using if you use sub items a lot. I actually quite like this view,

but some people don't. You can also decide to hide empty groups. So let's say you don't have task for today, just

hide it and you don't see your task for today. I don't like this feature as much for the date view, but it could be

helpful for a priority view or a status view. Then on the top right, you also have calendar. You can make a few

changes here like what do you want to color your, you know, things by, what do you want to label it by, and a few

additional settings that you can just play around with. Tip 13 is about sharing boards via a

public URL. Maybe you have a client or a stakeholder that needs to have access to a board. They need to see the latest

update, but you don't want to give them guest access because they shouldn't be able to see anything. Then this board's

actually great. So, let me show you. If you're in a board like this one and you want to share it with your client or

someone else, you can actually go to your view, the one that you want to share, click on the three dots, and

click share view. There you'll see this information. You might need to click start here but might already have

started and it will show something like this. And as you can see we have a sharable link which is a link that we

can share with people and an embed code. So if you want to put it on your website that's also possible. Uh it's important

to read these three things. It's uh some people can still see certain things but if you want to share everything that's

fine. And to be honest, most people are not techsavvy enough to, you know, play around with this, but they will only

always be able to see the stuff in this specific board. So, let's click copy. And I'll open this in a separate tab so

you can see what it looks like for external people if they're not logged in. It will start loading the board. And

as you can see, it will just show the board like normal, but I cannot change anything. I cannot see any

conversations. I cannot click. I cannot change anything. That's not possible. Another great thing about this feature

is that you can also share a certain board view. So let's say you only want to sh all the tasks with a high

priority. First you create a filter and you filter to uh sorry for all the tasks with a high priority like this. And you

save it as a new view by clicking here. Now the view will show up here and we'll just change it change the name to high

priority. Then you click the three dots and you click share view.

This will also generate a link. If I now open this one incognito, you will actually see see the view that I just

created with only the high priority tasks as you can see. And if I were to change this, it's completely live. So

let's say we add a a task high priority and we you know priority is high. And if I now open it uh if I now open the

document sorry the board and I refresh it you'll see that this new task shows up in this board. You can do the same

thing with other columns. So you can for example hide the label and numbers and timeline column. That's also possible.

Let me show you how to do it. If you click hide and you hide for example priority label let's say everything else

and we save it to this view. If I go back to here and I refresh once again, you'll only see everything in this view.

Keep in mind, as the notification already showed, some techsavvy users will still be able to see the other

columns uh because the data is still there. So, keep that in mind. Um so, don't put too sensitive data here, but

you can definitely uh yeah, make a make use of this and um yeah, share it with other people.

Tip 14 is about adding descriptions to columns. And this actually is super helpful because sometimes you have some

columns that need some instruction. And you can do that by adding descriptions. So let's say this status column needs to

have an instruction. You can click here on the three dots and click settings or sorry hover over settings. Click add

description and it will show a text column. So let's say only mark this as stock. Mark this as stuck if you've

genuinely tried. Genuinely tried. Save. Now, as you can see, this uh information icon shows up.

And if I click on it, I can actually see the information we've just added. This is super helpful for, you know, a lot of

reasons. For example, maybe people are only allowed to mark a task as a critical priority if it has to be done

within an hour or if it's like breaks everything. uh and you know stuff like that. That's super helpful with column

descriptions. There's also another place where you can place descriptions which is on the board view sorry in the board.

If you click here you will actually see the description here as well. So I can say this is a test

and now everyone that opens this board will be able to see that this is a test. Uh most people overlook this. They don't

see it. Uh but it's yeah it can be helpful. I do especially like the column description. So use it to your advantage

and good luck with it. Tip 15 and the last tip about board organization is about searching through

a board. You might think that if you click here and you search well it already shows up but if you search that

you can search through everything in the board which is true but if you have too many columns some columns will be

excluded from the search by default. So if I type item one item one will show up. If I type done, done task will show

up. If I type high, high priority task will show up. However, if I click here on the search options, you'll see that

these are all the columns it searches in, which means every single column that I have right now can be searched

through, which is great. But if you have too many, they will show uh be turned off like this. And then let's use

priority for as an example. If I type high right now, nothing will show up. Well, high because it shows high in the

text. But if it didn't do that, nothing would show up. So, if I click here, what I would recommend is that you only

select the columns that are, you know, most valuable to search for because if you have columns that are irrelevant to

search through, um it will actually make it uh slower to load. So let's say you only always want to uh search through

the names and you have 40 different columns and hundreds or even thousands of items. It makes it way faster to only

search through one or two columns. So, I highly recommend, especially in boards with a lot of items, that you change

this and make sure it's set as expected and, you know, the fastest way for you, which means only add the columns that

you want to search through. And all the other ones, turn it off. This will make searching fast. And on the other hand,

if you have a board with too many columns, make sure that you check this because if you want to search through

some columns, it might be turned off automatically. If you like these board organization

tips, you'll definitely love my weekly free monday.com newsletter. I share on a weekly basis some tips and tricks about

money.com and some of the newest features so you can make most out of the platform and be as productive as

possible. So, if that sounds interesting, sign up for free through the link in the description. Now, up

next, notifications and communication tips. Let's go. Tip 16 is about default notification

settings. You might have noticed it, but when you join Monday for the first time, you'll be bombarded with notifications.

And you can actually turn this off for all your new team members. Let me show you how. So, first of all, you go to the

top right and you click on administration. There, if you go to customization,

you'll see user notifications. Here you see email notifications. So, click there and you can actually see

everything that people get a notification from. By default, this is literally all turned on. Usually, this

is way too much. So, I like to turn off most of them. For example, I like to turn off, you know, this one, but I

really like this one. Mentions me in a poster reply. I also don't like these. I don't like these. I don't like these.

And actually, I don't like most of them. Uh, I do like this one. Notifies me via automations. Um, so yeah, I would

probably just turn off most of them, but you can decide this yourself. I've actually created a whole video about

Monday notifications. So, if you're interested in that and what I usually recommend for your team, I would highly

recommend checking it out. Bookmarking updates. Um, when you work with Monday a lot, you might use the

update feed. So, if you click there, you actually see all the updates. Um, you can see all the ones you're mentioned in

or just all the updates in general of your account. If you find one specific update very important, you can bookmark

it mark it for later. You can do so by clicking on the three dots here and then clicking bookmark to update feed. If you

click there and you go to your bookmark section here at the top, you'll actually see all your bookmarked updates. I

really like this because every now and then you just have a message that you just need to save. And this is a great

way to save these updates. Tip 18 is about the update inbox and how I would actually recommend you to use

it. So if you go to the update inbox, you'll see, you know, a few things that you can choose. I always go to the I was

mentioned section. And in this section, you will see all the updates that you're, you know, assigned in. And on

the left hand side, you will see it by board. You can see some more updates if you click here from unread to red. And

here you'll instantly see all the updates you're mentioned in. Then if you have never marked it as red, you can

actually click here on the blue icon to mark it as I read it. Like I don't uh have to check it again. And I actually

love this feature. Like every single day, I will just go to my unread updates and we'll just look at all the ones that

I haven't read before. Then I'll either like them or reply from here. and I'll click red to make sure that I, you know,

have read it and don't have to look at it again. It's a great way to keep track of all your communication with your team

and with your clients within Monday. So, I would highly recommend that you use it.

Tip 19 is about the board update section. Every now and then, you need to communicate not about a specific task,

but about a specific project or specific client. That's where board updates come in. Here on the top right, you'll see an

update section. If you click there, you'll see something you're familiar with, just a normal update section.

However, this is for the board. So maybe if this is a client's board, you want to add all the client related updates here.

Or if it's events board, maybe all the bigger event related updates. It's super helpful. It's a place where you can

combine all those uh yeah messages and you can chat here as well, just like you would do in a normal update section. So

I would highly recommend that you play around with it and you check it out. 20 is about the activity log. You can

instantly see who has done what to a certain task. So, let me show you what I mean. If I open a task like this one by

clicking on it, I actually see an activity log here. If I click there, I can look in the past and see who has

made what change. So, in this case, I can see that Patrick has made a change by adding a person, specifically

Patrick, and he's done that 32 minutes ago on June 7th. This is super helpful if someone has made a change, but you

don't know who or what or why or when. So, I would recommend playing around with it. You can also click here to

filter by person. You can filter also by specific things such as time or what column has been changed. Um, and you can

actually export it to Excel if you really want to figure out what's going on. So, that's something to keep in

mind. That's it for the notifications and communication section of this video. I will now go into the permissions and

admin settings section of this video with a lot of interesting tips. Let's go.

So, let's kick it off with one of the most important settings, which are your board permissions. If you don't change

these correctly, someone might break your whole board. So, please pay attention. In a board, if you go to the

top right and click on the three dots, you actually have permission settings. So click there and you will see

something like this which will show you the permission settings. The most important thing to look at is this

drop-down thing. If you click here there are four options. Basically you can say what does someone who is a member of a

board so not an admin who's a member of a board be able to change. Most of the times it's set to edit everything by

default which means they can change columns they can remove columns. They can rename columns, you know, can they

they can do a lot that can break your whole board and your workflow. I don't recommend that. I would always recommend

to put this on only edit content because they will only be allowed to edit content and not change the board

structure. You can also make it even more strict by only letting them edit uh items they are assigned to, or they can

only view and comment. So, use the right one in the right situation. When you have selected something, click on the

bottom right on save and it will show you what's been saved or what's going to be saved. Click save and that's it. Now

you've applied the changes. Tip 22 is about setting the default labels for a new status column. So by

default, when you open a status column, it will have working on it, stock, done, and a gray label. But you can change

this if you want to. Let me show you how. Go to the top right and click on administration.

Then on the left hand side, click on customization and click on boards. There you will see, you know, the standard

section or the standard labels. Let's say you always want to have a label called to-do and a label called waiting

for management management or maybe something like uh u abandoned. You can do it like this and you can add

as many as you want. You can drag and drop them around. Well, let's just click save changes. Now, if we go back and we

were to add a new status column like this, you'll see that all these new labels have been applied automatically.

Super helpful if you create status columns quite often. You want to make sure that they're all the same.

Tip 23 is about column permissions. For each column, you can determine if your users are able to view them and if

they're able to edit them. Let me show you what that means. So, let's say nobody is allowed to change the priority

section, only the people who are an admin of the board. What you can then do is click on the three dots, go to

settings, and click restrict column editing. Here you will see a list of all the people that can edit the column. By

default, only the admins can change the column. So if you want to add someone, you can just type their name here like

John Doe. And as you can see, now both me and John are able to edit this column. Nobody else will be able to edit

it. Another option which will adjust with this label column is that you can, you know, not allow them to view a

specific column. So let's click here, click settings, and then click on restrict column view. If you do this, a

small icon with an I shows up and it will show you everyone that can u basically see it. So as you can see the

column is hidden for some users. If you click here you can actually make sure that some people are added so they can

uh see it. Great for you know sensitive information such as the salary of a person. Maybe your whole team is allowed

to see the whole employee directory but not the salary of each uh colleague. So that's where you can use this. So you

can add teams or you can add specific people who are allowed to see your column. If you uh make sure that they

cannot hide it of course uh sorry that they cannot see it, they of course cannot edit it either because they are

not allowed to see it. So keep that in mind. Uh and you can easily see if it's either hidden or restricted by these

small little icons. So those are the tips. Tip 24 is about managed columns. And

I'll show you what that means. Let's say we have a status column like this label one and we have created in a way that

you know it's perfect for our business and we actually want to make sure that this specific label column shows up in

many different boards and if it changes in one board it also automatically changes on all the other boards. Well,

you can do that by first creating a normal status column uh by doing it like this. So let's go to status and as you

can see it will be generated. Now we click here on the three dots and actually we mark it as a managed column.

Let me put myself to the left. There you go. Save it as a managed column. We can give it a name such as super special

managed column and we can even add a description if we want to. Then we click next and we

can actually you know still adjust the labels. So which colors indicate it's complete? Where do we want to show

everything? Do we want to readjust it? All fine. But then we can click save. Now it's a manage column and we can

actually instantly create a board or choose a board where we want to paste it. So let's do that. Let's put it in a

in a different board. Let's use the hx column uh board sorry and click add and go to board. Now it as you can see

automatically pasted this super special managed column here. And it's actually uh yeah perfect has the exact same

columns. Super helpful. Um, if you want to, you can always detach it as a managed column. So, let's say this one

needs to be more special. We don't want it, we want to adjust it here, but we don't want to adjust it in other boards,

then you can actually click here and click detach from managed column. So, that's super helpful to do. If you're

now in a different board, let's say this board, and you also want to add this managed column, you can do so by

clicking here, and you will see this new thing, managed columns. So click there and you will actually see a list of all

the managed columns that you have in your account. In my case, I can either click here to edit it or I can just add

it to the board. And as you can see, the super special managed column is now also showing up on this board. That's great.

And if I want to change it here, it will automatically change it in other places as well. So let's say we want to remove

done and want to change it to completed. We can do it like this. As you can see, these are all the boards that are

affected. Save changes. Save changes. And now all the boards, as you can see here, completed. If I go to HX, it also

is marked as completed. So that's how manage columns work. Super helpful. I would recommend that you use them. Keep

in mind on the pro plan, you can only use three of these managed columns. Um, and on the enterprise plan, I think it's

unlimited. Tip 25 is an enterpriseonly tip, so keep that in mind. It's actually a super nice

one, though. So, let me show you. It's called manage templates. Let's say you have this board and it's a client board

and every time you create a new client, you use that template which is great. In the past, you know, each template would

be their own thing and if you would make a change to one template, the changes wouldn't show up on the other ones. So,

that's a bit annoying for all the existing boards. Now, we have a new feature called manage template. If you

right click on a board or you click on the three dots, you can save it as a template as you're used to. So, let's

click there. Now, it has two options, move the origin to a template center and duplicate the origin. Uh, I won't go

into too much detail, but basically, if you uh duplicate it, it will keep showing up in your workspace and also in

the template center. And if you move it, it will be removed from your um workspace and will only show up in your

template center. Um yeah, you can play around with both. It depends which one you need to use in which situation.

Let's click next and here you will see it standard template which is normal one or manage template. And as you can see

here editing this template will update it anywhere it is used. So if you you know add a column it will show the

column on all the boards. So let's click next. Give it a nice name, manage template example, and either choose

choose if the template is public or private. I'll just make it public. Click create template, which usually takes a

few seconds. There you go. So, it's now done with loading. And as you can see, it shows up as a template. I can change

this template by going to edit a new tab, or I can just use the template. So, let's just use this one for an example.

Use it and grant access. Now it will create that board which also usually takes a few seconds or you know up to a

minute or so depending on how complex your board is. There you go. The first board is created from this template. And

as you can see this is an instant manage by a template. So we know that this is actually you know a managed template and

you can easily find it from here. This means that if we were to change this template it will change it everywhere.

So let's go back to the template center by clicking here and going to the template center. Here we'll find uh you

know everything created by me which is includes the uh manage template example. Uh well let's just uh edit it now and

let's add a new column. So let's add a column called numbers and we'll call it test

number. Now we publish the changes and you know you can actually share this

as a message with other people to say what has changed and why we publish the changes and this will also take a few

seconds depending on how many changes and how many templates you have created from uh this major template. So let's

wait a few seconds. As you can see it's now done. The changes are published. So let's go back to the work management

board. And I actually want to see our new example board. The example board that we created should now be updated.

So if we scroll to the right, as you can see, we now have the test number column which would be added to all the boards

that we have created from this template. So long story short, one template, you create a lot of small uh child boards,

that's what they would call it, uh children. And if you make a change to the initial template, each of the boards

that have been created so far will automatically be adjusted. There are still a few uh limitations here. I think

as of now it doesn't automatically copy and paste all the automations, but this is some stuff they are working on and

will be added pretty soon. Tip 26 is about changing the item terminology. Maybe you don't want to

have the word item here and here because it's a bit confusing for your team like what is an item? Maybe it's a task.

Maybe it's a project. So let's change that. When you go to the top right and you

click on the three dots, you can actually go to settings and then click on change item terminology. Here you can

choose a few presets like employees, leads or creatives, but you can also add your own. So let's do that. Let's call

this one uh uh a test. Every single thing on this board is a test. So if we click change, you'll see here we have

new test and it's a group of tests. We have new test or add test here as well. And this is sounds like a silly small

thing, but it's actually very helpful to make it easier for your team to navigate through Monday. Those were all the tips

related to permissions and admin settings. We're first going to the miscellaneous helpful tips before we

dive into the even more advanced stuff. So, let's dive into that right now. Tip 27 is about using Monday docks in a

board and specifically using templates to make your life easier. Let me show you. So let's first go here and add a

Monday doc column. So we type doc and as you can see we have a Monday dock. This could be anything. It could be for

example uh a project briefing and by default if you click here it will use a template and you can actually

choose that template yourself by clicking on these three dots going to settings and setting a dock template.

Here you will see the template that you're going to set. So, make it as pretty and as great as as you want to.

I'll just use, you know, let's uh uh use a project plan as the example. And yeah, that's it. Like this is perfect for me.

Now, we close it. And if we were to click here, it will just generate those templates for us.

As you can see, for item one, we now have a project briefing. There you go with our template. Same thing for item

two, the project briefing with our template. This is actually super helpful use situations like this. So, I highly

recommend you play around with it. If you're a fan of using Monday doc, I will definitely show you a great new

tip. So, if you go to a board and you click here to add a new board view, you can actually add a dock as a board view.

This is super helpful if you want to have a project description about the whole document or sorry, about the whole

board. So, this is how you do it. You just click on it like I just did. It generates the doc for you. And same

thing here, you can use templates or you can just add some information yourself. You can also refer to text within the

board, but that's for some other update later on in the video. So, I highly recommend you play around with it. It's

super helpful. You can tag people. You can do whatever you want with slash. You can add a lot of different things. I

recommend you to play around with it because it's super valuable to have like a project briefing. So, I usually like

to have something like this. Just call for example project briefing and then everyone always knows that if you want

to see everything about the project first go to the briefing that's where you'll find the information.

If 29 is about showing column data in your Monday doc let me show you. So let's say we have this project briefing

here and we click on it. Now maybe we want to add some information from columns. So let's say date they actually

we want to show the date of this specific column. So what you can do is if you do slash you can actually mention

certain things such as column values. So if we click here as you can see it will ask you what kind of column do you want

to refer to. So we're going to select the date column and now it's automatically set to June 7th. If I were

to change this so let's say you know we had some problems and therefore it's being uh done a week later. You can

click June 14th. If I now open the briefing, it will show the latest version because it load loads the data

from that column. Super helpful. You can do it with many different things. Um, so yeah, just click slash and then there's

some stuff that you can mention. You can mention other documents, mention people, but as I said, mention column values is

especially interesting. So you can add whatever you want. As you can see, it will also look at callers from your

status column. So play around with it. I think it's super helpful. Tip 30 is actually the first AI related

tip in this whole video. I know I have some an AI section later on in the video, but I just wanted to show it to

you because we're now talking about Monday Docs. So, within Monday Docs, if you type SLAI,

it will say, do you want to write with AI? And it's actually super helpful. Let's say you want to create a uh create

a proposal uh about monday.com services where you want to sell a CRM for $5,000

for example. And then we click generate and it will actually help you to generate a proposal. As you can see some

information add it to the dock and boom that's it. Everything about the proposal that you need to know. Super helpful. I

recommend that you play around with it. It makes you know making documents a lot faster and you can also use it multiple

times. So maybe this was the proposal and now we do slash AI write a nice introduction for company

ABC before uh uh the proposal about the CRM. So you can do it multiple times. Super helpful. Uh add to doc. There you

go. And this is actually how you can create documents really quickly with AI in Monday docs.

Tip 31 is actually a lifesaver if you use drop-own columns with a ton of options. Let me show you. So let's add a

drop-own column here. And we'll call it states. So or state in this case I want to show all the states of the United

States that you can choose from. But you know to type each one of them at enter and you type again enter type again. it

will just take a lot of time. So what you can do in my case I asked chat GPT uh where is it chatgpt to create a list

of all the states like this and I just copy it just like you can copy any type of text. I go to the list of states as

you can see here and create label and I do uh command V to paste it. So everything is pasted automatically in

one go. And now as you can see each state is in this document. Super fast, super helpful.

Tip 32 is about limiting what people can do within a board. In a board like this, you might have a column like state. And

with state, you might want them to only select one. So, if I click on state right now, I can select multiple, but

maybe you want to select only one. Now, you might be thinking, well, you can just use a status column. Yeah, but it

has some other downsides. So let's say we have a drop-own column and we do want to limit it to one. You can click here

and you can click settings then click customize drop-own column. Here you can limit the selection to an amount of

labels. So let's click here and limit it to one. But as you can see you can also limit it to two, three, four, whatever

you want. Now if I want to select one I cannot select multiple as you can see. Super helpful. You can do the same thing

with a person column. So let's say we want to select maximum of one person. Click here, click

settings, and then you can customize people column. If you click there, you can choose what is allowed. One, two,

three, or unlimited. Um, yeah, play around with it. Choose whatever you like. I always like to have one person

responsible for a task. If you like to use multiple, go for it. But you can limit it like this.

Tip 33 is about using Monday as like an shared mailbox. You can actually um use it very

Tip 33 is about creating items from an email. In a Monday board, if you go to the top right and you go to settings,

there's actually a create items via email option. If you click there, it will show two options. One is an email

address that everyone can use such as your clients to send in new problems, bugs or requests or an internal one

where you have a customized address. So it could be for example uh testing at demo company, you know. In my case, I'll

use the public one and I'm going to send an email to show you what it looks like in the board.

As you can see, the new email just came in. Uh it was called this is a test and if I open it, you can actually see it.

This is a test. Hi, if you like this video, please like and subscribe. Might be a good idea. Uh, and you can see all

the information here. Super helpful. Uh, it's not super easy to send an email back from here. So, if you click reply,

the person wouldn't really see it. Uh, but it's definitely helpful if you want to, you know, have an email address

where people can just send emails and you want to put everything in a board. You can then, for example, use a status

column to say, well, I took care of it or, you know, assign a person who needs to take care of the email. Can be

helpful. Some people like it. it. I've used it a few times. Just a nice little tip.

Tip 34 is a little bit more technical. It's about Monday's work form feature and there's something called a form tag

which I'm going to show you right now. So, let's go into a form and go into the settings of a form. Within the settings

on the left hand side, you see form tag. So, let's click there and it will bring you to the form tag section. As you can

see, this is just a normal form URL. If I add a tag like this, I can add some interesting information. So let's do

source and mark it as set values. Now if I click copy link and I were to paste this link here, you can actually

see that something was added to the link. It slash says end source. And here you can add some information. Uh let's

say YouTube and then click enter. Now, as you can see within this form, you don't see anything related to the

sources YouTube. But if I were to enter this information uh in the form, so let's add some information, a number

that I can probably think of from the Netherlands, and then submit it. What you will see in the main table is that

the source was actually captured. And this is this might sound like a silly feature that you don't ever need, but

it's actually super valuable because every now and then you want to add some information to a form URL to figure out

where someone came from. So maybe you post this form on your website and one of the tags would be website form or

contact page on the website and then you know that this person came from there without them entering anything. They

wouldn't even notice. And that's actually great because then you can use that information in your dashboards to

track where people are coming from. Tip 35 is about pre-filling information in a form. If you have a form like I

have here where we ask things like a full name and an email address, well, if you already know that information, it

doesn't really make sense to let the user add it again. So, if you want to prefill that information, it's actually

possible. So let's assume this is our CRM and we have for example Patrick here and we already know Patrick's email is

test.com. Now if we want him to you know send him a form but we already want to give him

want to prefill that email address for him it's actually possible. Let me show you how. So first add a formula column

just a simple straightforward formula column. That's actually step one as you can see. Step two is to click here to go

to Monday labs. You type developer to turn on developer mode. If you turn it on, it will probably refresh if you

click here. And then it's turned on. Now, what we need to do is go to the form and we're going to click share

form. And we need this URL. So, let's copy it and go back to the main table. Now in the formula we're going to write

the following formula. First we write concatenate like this open bracket and then we do a parenthesis and we do it

like this. So we have the text in between those parenthesis. Then we do comma and two of them again is uh uh

let's say um here we do actually an email. So, we go to the columns and we're going to add the email and we do

set formula. Oh, it actually filled because probably doesn't really need these two. There you go. Now, what we

need to do is we need to make sure that we know what the uh email column is in the form. So, what you can do is you can

click these three dots and have the column ID here. And if you click there, it copies it. Now if we go back to the

formula and then open the formula and go to settings customize formula we see the form URL and then we see uh question

mark R equals EU1 that's just some standard information and then so that's what we want to do end and then instead

of source which in your case there might not even be an end uh you just do the end sign and then you do the column ID

equals and then we close it, comma, email. So what this does is it tells the form that in this field which is the

email field, you need to prefill the email value. So let's click set formula. And if we now were to click this, what

you will see is will prefill the email address for this person. As you can see, test.com.

If we were to change this, so let's say we go for uh Patrick atest.com. patrick test.com and we click now, it

will actually prefill Patrick at test.com as you can see. And this is super helpful because for each

individual line item, it will automatically prefill the information. So if you now build an automation that

sends this person an email with this uh URL, that's basically all you would need to do to be able to uh yeah, send

prefilled information. So, that's just a little tip. It's a little bit more advanced. Hopefully, you liked it. Let's

go to the next one. Tip 36 is about converting sub items to items and items to sub items. Have you

ever had a situation where you were creating like sub items and you felt like it was the right thing and they

were like, "Well, I should actually turn this into an item." Well, you don't want to copy everything over. Just a waste of

time. So what you can do, you can click here on like the uh yeah the square icons and you can click there to select

them. Then you can click convert to convert it to an item. As you can see, it will tell you something about uh an

warning. But if you click continue anyway, it will turn all the sub items into main items. And you can do the same

thing the other way around. So, if you first created items and you feel like they should actually be sub items, just

select the sub items you want to select and click convert and we're going to convert them to an item to a sub item

under a specific item. So, you just select the right item. Let's say item one. It will ask you to map the right

column to the right thing if you don't want to lose any data. Click move. Move anyway. And there you go. Now, they are

sub items again. Tip 37 is all about moving items back from the graveyard. If you have archived

or removed an item, you can actually uh get them back. Uh in case of archive, you can always get them back. And in

case of deleted items, you can get them back up to 30 days after deletion. Let me show you how. So, we're going to

delete this item one because for whatever reason, we don't like it anymore. Delete. There you go. We're

also going to archive item two. Let's click archive. Now you think they are gone. And if you're too slow to click

undo, you might need to get them back from the graveyard. So let's go here to the three dots at the top right and go

to view archive/trash. If you click trash, you'll see all the items in trash. As you can see, item one

and its sub items. So you can restore the items and sub items if you want to by selecting them and click restore.

And as you can see, it's restoring the items. And in a few seconds, there you go. Item two, or sorry, item one is back

with all its sub items. Now, let's do the same for the archive. We go to the three dots, view archive trash, archive,

and once again, you'll find the archived item. If you have a lot of them, you can fi filter them. You can search through

the archive through months and years. But in my case, it's pretty simple. We can just click here and restore it. So,

let's restore the uh archived item. And there you go. It's back. And that's how you restore archived and deleted data.

Tip 38 is about easily adding tasks to your board from your mobile device. I use an iPhone, but you can do the same

from an Android phone. And the great thing is they have a widget where you can easily add tasks. Let me show you

how it works. First, hold your screen so you can, you know, actually go to the edit settings where you can add a new

widget. On the top left, click edit and then click add widget. There you type Monday. And as you can see, it shows up

here. You scroll to the right completely and it shows this widget to add an item. So, let's click add widget. Now, the

widget shows up in my uh screen. If I now click, it will actually open Monday, but will instantly allow me to add an

item. So, I can add, for example, test and click add. And this is super helpful because it basically allows me to create

a task while I'm on the go. And this is great because, you know, when I'm, for example, I don't know, in a car and I'm

like, I have an idea, then I can just ask my girlfriend, hey, can you please type a task here to put that instantly

in Monday and then later when I'm in the office, I can actually get back to those tasks or ideas and actually process them

and do something with them. So, great tip. I actually love the widget and uh I think it's a great tip.

Tip for your mobile phone. If you're in the Monday app, you can actually leave voice notes. If you're a fan of voice

notes, you'll love this one. Just go to the Monday app, go to any board or any update section by clicking on an item or

going through there for your my work. Then in the update section, which you can see here, you can actually create an

update. But if I click on the plus icon, it actually allows me to record audio as you can see at the bottom of my screen.

Now I can record some audio by holding it. So let's do test one, two, three. test one, two, three, blah blah blah

blah blah. And if I hold it, as you can see, it will now automatically upload the file. I can send it and now I can

easily send voice notes to my team through the Monday app. I think it's quite a cool feature. Hopefully they add

automatic transcription in future so you don't have to, you know, listen to all the recordings all the time. But I think

it's a great first step. The next tip is for everyone who likes dark mode. There's actually uh a great

way to switch between light mode and dark mode of Monday. And I'll show you how it actually works. So if you go to

Monday and you click on the top right, you can change this theme here. As you can see, there are three options, light,

dark, night, and then you also have system default. Uh I prefer the light mode most of the time, but every now and

then I need to, you know, work in an evening and then I feel like the dark mode actually works better. So I can

switch to dark. And sometimes I actually like night mode. However, the easiest way in my opinion is to just switch to

system default because whenever your computer switches to dark mode, everything else can also switch to dark

mode, including Monday. So maybe at 8:00 p.m. you want to switch to dark mode and then Monday will automatically adjust

for you. The next step is for everyone who always wants to know what the latest feature is

of monday.com. One of those people is myself. I actually love to see what they're, you know, uploading and

updating in the platform. And there's actually a great page to see everything next to, of course, subscribing to the

newsletter that I put out because I always put out some new stuff and I'll tell stuff about the newest features.

But if you want to really know exactly what's going on right when it's released, you should go to monday.com/w

what's-new. Filter by type, by product, by plan, by benefit, and you can click on anything

and yeah, figure out what it is. So, for example, you can read more about AI and credits and they'll tell you everything

about it. I actually love this page. Um, sometimes it also, yeah, inspires me to see what's what's going on and see if

there's some interesting new stuff I can add to my client's accounts. Um, so I'd recommend to check it out every now and

then and see if there's new features that are beneficial for you and your team.

Tip 42 is about a great place to get inspired by what you can and should build in your boards. It's something

called Monday Spaces and you can find it through the website mondaypaces.com. It's an official monday.com website and

it's all about templates from other creators. So if you go to the page, you actually see a lot of different things.

You can filter through things. You can, you know, scroll down and see some interesting stuff. So for example, if

you want to know, I don't know, let's use a companywide workspace. Maybe that's something you're working on or I

see OKR tracking, OKR advanced workflow. There's some interesting things that you might be able to use here. So, let's

click on one. And as you can see, it will has some information, some screenshots. Sometimes it has some has a

description and tells you more about it. But if you just want to use it for free, you can actually click get space and you

can install this into your workflow. Of course, you first need to accept Monday's terms and uh conditions and

then you click add space. And it will take, you know, some time to load into your account. Usually, it takes about 20

to 30 seconds, but it depends a bit on how big the Monday spaces. And you can think of Monday spaces as like general

templates that are built by other creators. I personally like it a lot to figure out what other people are doing,

get some new inspiration for new dashboards or new boards or, you know, see what other people are up to. Uh, and

I highly recommend it if you're building new boards to just install a few. It's free. You can just play around with it

and see if you like it. And if you don't like it, you'll just delete them. It's pretty easy. Sometimes it takes a bit

long to load. So then I just refresh the page. And quite often then it actually shows up. So let's go to my uh

workspace. And if I browse workspaces, it might already show up. There you go. OKR

advanced workflow. So this is the space. As you can see, I can see everything that this person has built. Has some

cool interesting things. And yeah, you can get inspired by what other people are doing uh with some yeah test data

that they're putting in there. Uh I usually use it for inspiration. It's almost never that I can actually use a

template, you know, as is, but uh as inspiration, it's actually a great source.

Tip 43 is about people who love to build advanced automations. I'm one of them. And one of the best features that I

really like about Monday is Monday workflows. It's very similar to platforms like Zapier and Make, if you

know them. Uh and I'll show you what it look like. So, at the top right of Monday, you'll see something like this.

If you don't see it yet, it might be because either you're not on the enterprise plan, or it's also available

on some pro plans, but not on all of them yet. Maybe at the time of uh or at least at the time of recording, maybe

when you're actually watching this, it's already available. Um, so yeah, you would click here and then you can

actually create a new workflow and I'll show you what it looks like. So let's click add workflow and call it a test

workflow. Workflows are actually quite interesting. they are, you know, you can

do way more than with a normal automation. As you can see, there's like a big canvas where you can build a lot

of things. So, let's say when a status changes to something on a certain board. So, we could say, well, on this board

when it changed to working on it, then we'll do something we can for example delay it by let's say 2 hours. And after

that if uh for example a dropdown is X then we'll do something and if it's not we'll do something else. So that's what

we can do. You can also do multibranch stuff. So you know if it's this if it's that pretty interesting and then you can

also have an action like send a Slack message or create a channel or you can do something like uh set a date stop a

time tracking. It actually has a lot of similar things to what's possible with Monday's normal automations, but as you

can see, you can build way more uh advanced automations with this. So, I highly recommend that you check it out

if you see it for the first time. You will actually be able to see all your workflows similarly in similar places to

where you see your boards. So, I highly recommend that you put them in a folder to keep them all in the yeah, a nice uh

nice place and keep them together. So, this is a great feature. They're working on it a lot. I think they're going to

improve it a lot over the next couple of years and I look forward to seeing what they're going to add to it.

Tip 44 is for the whiteboard lovers. If you like a tool like Miro or Lucid Chart, you'll love Monday work canvas.

It's literally a canvas like you can see here. It's built by Monday and it actually integrates with Monday which

makes it so interesting. Let me show you what it looks like. So, if you go to workvas.com, you can actually just log

in and play around with it. It looks something like this. So let's create a new canvas. And it will tell you like

you can start with a template. In my case, I won't start with a template. I can do the typical stuff you would

expect like creating sticky notes, creating nice shapes, uh writing text, and you know, playing around with a pen.

However, the interesting thing is here you can click Monday integration. So click there, click import items, and

then you can search from items from a board. In my case, I have a test board. So let's import that board. Now on the

left hand side you actually see all the items from this board and the interesting thing is you can drag and

drop them in here. So we could say for example when we're drawing we could say well here's the uh you know the pre uh I

don't know let's say a certain stage of a project and these are all the tasks that are related to it and we can see

the live status of these tasks in here which is pretty cool. So we can even change it from here. That's I I really

think it's pretty cool. Uh you can determine which fields you want to see which fields you don't want to see.

There's a lot of stuff you can do here and this is like I'm barely scratching the surface. There's so much you can do

with Monday work canvas but I think it's a lot of fun. It's an interesting tool. They're really trying to build something

that you know when you're doing project planning you want to use something like Miro or Lucid Chart and they want to

replace it with work canvas. Then the project execution happens in Monday and then the project presentation they also

want that to happen in work canvas. So everything is connected to each other for a whole project.

Tip 45 is one for enterprise work management users who like to use project management related tools. There's this

tool called projects and portfolios in Monday enterprise work management which you can find by clicking on the blue

plus icon and going for projects and portfolios. It looks something like this. The thing I'm you're seeing right

here which looks like a simple portfolio or sorry project overview. Nothing too crazy. There's a few interesting things

about this feature and it will actually get more interesting in the future. But what you can do right now, you can do

some interesting stuff like automatically linking all the items within a board to its main item on this

board. So for example, we have for example planned timeline here which is just a status uh sorry timeline column

and we have an actual timeline column which is the timeline of all the items in the board combined. So that's pretty

cool. I can see the actual timeline and the plan timeline. You can do the same thing with budget, estimated budget,

actual budget or amount of hours, tracked hours, that kind of stuff. Another interesting thing is you have

something like this, a snapshot, which instantly tells you what, you know, what's up with the projects. You can see

what they're if they're off track, on track, or at risk. Uh how many tasks have been done, the planned versus

actual, who the project managers are that are connected to these projects. It gives you a high level overview, a high

level overview of everything that's going on in your projects. Another interesting thing is if you click on a

project, you actually see a project kind of dashboard which is completely customizable and filled with data from

the project. If you then go to the project board itself, you actually see a few interesting things. Uh let's go to

this one here. You can for example click to instantly go to the same overview and you can from here tell the team if it's

off track, on track or at risk. It's also pretty cool. You can add some notes like we have a problem and we publish

it. And now if you go to the overview, you'll actually see that information here in a timeline view. So there's a

lot of interesting stuff you can do to with the projects and portfolios feature. Monday is going to add a ton of

AI features to it. So you can do risk analysis, capacity related stuff. Uh I think it's interesting. It's one to keep

an eye out for. Um and yeah, I think it has a lot of potential. the following features for all the

Monday service users. It's actually a platform that's pretty new and it has a lot of potential and the interesting

thing is it has a portal. Here on the top left you see portal. So let's show you what it means. First thing I'm going

to show you is the portal itself. So let's open it in a different tab. Basically you can build your own company

portal where people can ask all types of questions but it can also find a lot of information. You can add you can use as

like a knowledge bank but also as a support center. Um, as you can see here, I can see, for example, HR related

stuff. Here's a link to a document, an example document and an example form. And from here, I can just enter

information in a form. Then it could, for example, be used for IT related tickets, you know, HR tickets, could be

anything. Uh, and yeah, you can do it in separate different categories. You can also has a nice uh uh search bar so you

can search through a lot of information from the company and you can actually see all your open tickets. Oh, all your

tickets uh and have have conversations about them and see what the latest status is. Super helpful for IT tickets

or just any tickets that you want to uh send to as like a support kind of mechanism. You can also create tickets

from here. And let me show you what it looks like on the back end. So you can actually do a few things. You can give a

name to the portal, do some branding related stuff. It's pretty cool. With regards to the content, you can generate

it completely yourself. You can add groups, add forms and links. So, that's also interesting. Uh, with regards to

security, there's also some interesting stuff. You can uh yeah, members of your Monday account can use it, but you can

also let people outside of the organization use it, either from a specific uh domain or for any domain.

And you can also send it to anyone with a link. Right now it's still in early access but this is something that will

be available pretty soon. This means that you can use it as for example let's say you own a web shop. You can use it

as your support portal for the web shop where all your clients can uh yeah ask support related things. Pretty cool.

Then in users it will add some uh information where you can add for example yeah non- Monday users to the

portal. Pretty cool. Uh there's a lot of stuff you can do here. They have been uh releasing update after update. So I

think it will be even more advanced in the near future. Those were all the miscellaneous helpful

tips and now we're going into the workforms related tips. Workformms is a platform for Monday or product for

Monday actually I should say where you can generate forms within Monday and it's all part of your monday.com plan.

Super helpful and I'm going to tell you more about it. Let's dive into the tips. For tip 47 we're going to show items

from another board in your work forms. So let's use this example. We have an internal employee party and you can

choose between event A, B and C. We have those events in a separate events board as you can see here. Event A, B and C.

And we want people to choose from the options in this list. So if event D is added that they can also see event D. So

let's go to the form and show you how it's done. First you add a new column and it's a connect boards column.

Then you connect it to the events board by clicking select boards. Click events. Click create a two-way connection and

click connect boards. Here you can click I'll do it later. Now you see events here and we can

technically manually select an event. But this question is now also showing up in our form. So let's go to our form and

click edit form. Here if you scroll down you will now be able to see the events column. This

might ask you to restrict the form because it's sensitive data. There are some ways to work around this. In my

example, it's an internal company party. So, everyone has a Monday account, but you can also build it in a way um that

external people can see it. So, for example, your clients or people without the Monday account at all. So, in this

case, it's internal. So, it's pretty straightforward. Let's click events, click question settings, and make sure

it's not hidden. I know uh it's a little bit buggy at the moment. So, as you can see, it's hidden, but it says it's not.

So, I'll just hide and unhide it to make sure, as you can see, that it will actually show up. Let me just refresh

this page just to confirm that it's actually not hidden. There you go. So, now I'm going to share

the form, copy link, and open it in a separate tab. And as you can see, if I scroll down, it now has events, and it

will show the results event A, B, and C. If I now were to add event D to the list, let's do that. Event D and I go to

the form and refresh it. You'll see in the events column that also event D is now an option. This is actually great.

Uh there's a lot of interesting stuff you can do with this. And yeah, I would highly recommend that you check it out.

Tip 48 is actually the first tip with regards to an app. Monday workforms is amazing and has a lot of great features,

but there are some downsides to it. it has some limitations and there's an app in the marketplace that basically breaks

through all those limitations that I'd love to introduce to you. So, since we're talking about forms anyways, I

want to introduce you to SuperForm which is one of my favorite apps. Um, SuperForm is basically an app that does

a lot more than Monday work forms and that's why I like it a lot. Let me show you how it works. So you can go to the

app store of Monday and type superform and there you can actually install it by clicking here and well in my case it

since it's already installed it will return an error but it will show you something like install here. Then what

you can do in a board is you can add a new view go to apps and add a super form. An interesting thing I'm going to

show you is how you can let people update their own information. So in this case we have Patrick and a phone number

and an email and maybe we want Patrick to be able to update his own data. In that case with super form there's a

feature called update. So here we have insert which is creating a new one and update an existing item. Let's change to

update and click continue. Now if I were to preview this form you actually see that I can select an item

but I can also pre-select it for someone. So I can also send him information a link to his specific one.

So he cannot change it for others. But just for the sake of this tutorial, I'll show you it like this. And as you can

see, I see all the information from Patrick. And I can change it myself. So let's say it was not Patrick at test,

but Patrick at test.com and it was not Patrick cool, but Patrick cool 123. If we click submit, what will happen within

a few seconds? As you can see, the name has changed and the email has also changed and Patrick can keep updating

his own form or sorry, his own data. Tip 49 is about creating items through a form. Wouldn't it be great if you would

click new item and you can actually just fill out the form to create your own item? This is super super helpful if you

want to make some fields mandatory, for example. Well, it's not perfect yet, but I'm going to show you how it's actually

possible. If you go to your form and you go to edit form and go to the settings, there's actually a setting that's

called, let me find it for you. Allow creating items via form. If you turn it on like this, and go to the main table.

Now, if you click on this dropdown, it will actually say new item via form. If you click there, it will actually show a

form with yeah, just your basic form with all the fields that you have created. So from here we can add some

information test.com ASDF submit and it will just automatically create an item for you in this board. Super helpful if

you want to force people to use certain information and certain fields. The only downside is that you cannot force Monday

yet to activate this feature when you click new items. So you can still work around it and that's unfortunately yeah

just a problem. Hopefully they're going to fix that soon. But for now this is a nice little workaround.

arrived at tip 50. Nice. Let's keep going. So tip 50 is about selecting only one item or one answer within a form. We

just I just explained how you can add a connect boards column to your form like this. So in my case, oh the connect

boards column is actually already turned off. Let me just turn it on real quick. And as you can see within a second,

there you go. If I were to refresh this now, it has an events option. But as you can see, I can add as many as I want.

Maybe I don't want that. In that case, I can just go back to the form and go to my connect boards column. And here,

click on the three dots, click settings, customize connect boards, and deselect allow linking multiple items. Now you

can only select one. And this will also show up in the form. So if I refresh and reset, as you can see here, I can only

select one event. You can do the exact same thing with drop-own columns and people columns. So smart one to keep in

mind. Tip 51 is all about branding and your form. A few interesting things about

Monday work forms are that you can add a welcome page like this. You can just simply add it add some information like

hi this is a form. You can add all types of information. I'm very bad at typing as you can see. can add descriptions,

information like a start button. Uh you can add your logo. It has some other cool settings uh that you can do. Um I

also like that you have a final page where you can turn on and off the image and add some information. There's also

more in the settings of Monday. Uh I would recommend to just read through them and see what's possible. One that I

like a lot is that you can hide the branding so you don't see the work uh forms logo. You can also do some stuff

here. Yeah, you can actually include or exclude, for example, the name, so the name of an item. If you turn it off,

everything will come in as an incoming form response. And if you turn it on, you can ask whatever type of question

you want and the user will fill in that information. Uh you can also include an update section. So someone, let me show

you, can add their own update through the uh form. So for example, yeah, this is a form. And oh, I haven't turned it

on yet. So, let's go to the uh edit section and here update. I can actually turn it on. If you enter that

information, it will show up as an update here. Pretty cool. So, there's a lot of stuff you can do with work forms.

I'd recommend playing around with the settings and seeing what's possible. Tip 52 is actually an update that I love

about Monday work forms, and I'll show you right now. You can add sub items through Monday work forms. First things

first, make sure that you have sub items enabled on your board. You can do that by just simply clicking uh to a sub item

and it will show as this for a few seconds. And there you go. Now sub items are enabled in your board. Make sure

that you do this. It's very important. Then you go to the form and you go to edit. And here you will now see a

section called sub items. And you can first uh unhide it. Right now it's a little buggy. So it says hidden while

it's not. And as you can see, it starts loading in all the columns from the sub items. This can take, you know, a few

seconds. Sometimes I just like to refresh to make sure it, you know, is loaded in instantly. So, let me show

you. Edit the form. Go back to the sub items. And here you can see all the columns on the sub item level. You can

give it a name, you can turn them off, uh, you can hide them, give them a name, and that's basically it. Uh, a lot of

interesting stuff you can do there. And it looks pretty cool in the form itself. So in my case, hi, this is a form and

here we have sub items. You can add as many as you want and you can add all type of information. Very helpful if you

want your users to enter information in sub items. Those were the tips about work forms. Hopefully you like them.

We're now diving into the CRM stuff. And if you don't have the CRM package, you either just look at the tips and think

it's pretty cool and learn more about what Monday has to offer, or you just jump ahead and go to the next section of

this video. Up to you. Let's dive into the CRM stuff. Tip 53 is about adjusting the item view.

One of the great and interesting things about the CRM is that it has a very different item view. Let me show you.

So, when you go to the CRM uh and you click an it on an item, it actually shows a very big item view unlike what

you see in workbenchment. This actually great because this is like a whole canvas that you can uh customize

yourself. If you click on the top right on the three dots and click edit layout and content, you can actually adjust it

to your needs. It's like a dashboard. So, you can just play around with things. You can here add a widget. You

can do whatever you want really. Add some deal stages. You can add uh I don't know, let's say some information. You

can add connected boards. So, maybe have connected it to orders or something else. Text columns, sub items. There's a

lot of interesting stuff you can do actually um within the CRM item view. I highly recommend that you play around

with it to make your CRM picture perfect. Tip 54 is about a feature called

sequences. It's one of the great features of the Monday CRM and I'm going to show you how you can use it. On the

top left, you can click on sequences. And the best way to learn about a sequence is to just see a sequence. So,

let's dive into one. If I open this one, I can actually see an an sequence. Uh, and yeah, it's actually pretty simple to

understand. So, when a person is enrolled in this specific sequence, we're waiting for two days. Then we're

sending an automated email waiting for 5 days creating a call tasks and you know we just adding new tasks after that. So

basically a sequence is a sequence of tasks or automated tasks uh that you can uh push someone through. So you can

actually create them quite easily by going to sequences and clicking new sequence giving it a name. So just test

one two three and then selecting a board where it needs to pull contact data from. So make sure it's a context

related board. Then you click create. And here you can actually start creating your sequence. As you can see, you can

easily add a step. Let's say the first step is a manual email. Then the second step is uh waiting for 5 days. The step

after is for example a call task and maybe you wait for 5 days again and then you create an automated email. It's

actually super helpful in situations like when a client is disengaged. If they don't reach out to you anymore and

you have sent a few messages, but you don't want to chase them anymore because, you know, it's just a waste of

your time, you don't really want to just, you know, put the lead in the bin and, you know, remove it forever. You

should actually just try an automated sequence and see if they respond to that. So, you can do like automated

email sequences to automatically send messages. They would respond to that. Uh, so that's actually a great first

tip. Tip 55 is a tip about sequences as well. It's actually very important to

automatically remove people from a sequence in certain situations. Let's say you're having this automated email