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Lucid Day
United States
เข้าร่วมเมื่อ 5 ส.ค. 2021
Lucid Day grew out of a passion for making work operations spark - for the individual, the team and the business as a whole. We drive change in our customer's business by focusing on what will drive effective teamwork. We establish intuitive, simple, and powerful workflows in monday.com within an effective structure to drive. And we believe monday.com can provide that unleashing energy.
As small and mid-sized business owners and loyalists, we've experienced first-hand the power of monday.com to revolutionize the way we do business and want other SMBs to experience it too. No matter the size of your organization or your budget, we will find a way to help you get all you can out of monday.com.
Tell us what you're thinking today.
As small and mid-sized business owners and loyalists, we've experienced first-hand the power of monday.com to revolutionize the way we do business and want other SMBs to experience it too. No matter the size of your organization or your budget, we will find a way to help you get all you can out of monday.com.
Tell us what you're thinking today.
How to Measure Workload Capacity using monday.com!
Struggling to keep track of your team’s progress? This video breaks down how you can take the guesswork out of assigning tasks and see everything your team is working on at a glance. Visualize progress, reduce stress, and make confident decisions. Ready to improve your workflow? Visit luciday.com/contact/ to learn how Lucid Day helps teams do more, faster.
Questions answered in this video:
What is a workload widget?
What does a workload widget do?
How to measure workload?
What type of data can the workload widget measure?
How to measure employee bandwidth using monday.com?
How to adjust assignments in the workload widget?
How can workload be measured with project management tools?
How do I measure effort in work management systems?
What do I track or display effort?
How can level of effort be measured effectively in a team setting?
How do I assign a value to employee bandwidth?
#monday.com #monday.comhowto #howtomonday.com #monday.com help #monday.comlearning, #monday.comtips #help #workflows #projectmanagement #projectmanagementsoftware #projectmanagementhelp #workflowoptimization #optimization #projectmanagementtools #tech #collaborativeworkmanagement #cpa #accounting #finance #cpahelp #CPAhowtomonday.com #monday.comforCPAs #advertising #constructionmanagement #monday.comforaccounting #monday.comforfinance #monday.comforprojects #monday.comforsales #monday.comtutorial #tutorial, #demo #monday.comautomations #automations #howtoprojectmanagement
Questions answered in this video:
What is a workload widget?
What does a workload widget do?
How to measure workload?
What type of data can the workload widget measure?
How to measure employee bandwidth using monday.com?
How to adjust assignments in the workload widget?
How can workload be measured with project management tools?
How do I measure effort in work management systems?
What do I track or display effort?
How can level of effort be measured effectively in a team setting?
How do I assign a value to employee bandwidth?
#monday.com #monday.comhowto #howtomonday.com #monday.com help #monday.comlearning, #monday.comtips #help #workflows #projectmanagement #projectmanagementsoftware #projectmanagementhelp #workflowoptimization #optimization #projectmanagementtools #tech #collaborativeworkmanagement #cpa #accounting #finance #cpahelp #CPAhowtomonday.com #monday.comforCPAs #advertising #constructionmanagement #monday.comforaccounting #monday.comforfinance #monday.comforprojects #monday.comforsales #monday.comtutorial #tutorial, #demo #monday.comautomations #automations #howtoprojectmanagement
มุมมอง: 156
วีดีโอ
Three Work Management tools that help you get more done, faster.
มุมมอง 542 หลายเดือนก่อน
Explore three work management tools that we recommend for optimal workflows! Our Software Architect, Rachel Gillespie, walks through her 3 must-have monday.com features and how they help boost data visibility and efficient time spend. Connect with Lucid Day today to see if we are the right partner to help you "do more, faster!" lucidday.com/contact Questions answered in this video: What work ma...
How to Use monday.com for Your Recurring Workflows
มุมมอง 9462 ปีที่แล้ว
Learn how to make the most of your recurring workflows by using monday.com to automate your processes. Connect with Lucid Day today to see if we are the right partner to help you "do more, faster!" lucidday.com/contact Questions answered in this video: What are the basic building blocks for monday.com? What is a workspace in monday.com? What are folders, boards, group items, and updates in mond...
The Complete monday.com Solution for CPA and Accounting Firms
มุมมอง 8K2 ปีที่แล้ว
Lucid Day, preferred monday.com partner, has created an out-of-the box solution for you and your CPA/Accounting firm to run your workflows so you can focus on growing your business. Connect with Lucid Day today to see if we are the right partner to help you "do more, faster!" lucidday.com/contact Questions answered in this video: What challenges do accounting firms face with current practice ma...
How to Import Excel spreadsheets into monday.com: Advanced Challenges
มุมมอง 11K2 ปีที่แล้ว
Importing Excel and Google spreadsheets into your monday is one of the most common tasks you’ll do as a project manager. That said, it’s not always easy or intuitive to figure that out by yourself. The great part about monday is that it makes doing some complex tasks with those Excel files relatively easy. A couple of weeks ago we covered “Importing Excel 101.” This week, we’ll be giving you so...
Tips and Tricks for June updates from monday.com
มุมมอง 4382 ปีที่แล้ว
We're going to be talking about three tips for your monday.com account and how you can better it. Connect with Lucid Day today to see if we are the right partner to help you "do more, faster!" lucidday.com/contact #monday.com #monday.comhowto #howtomonday.com #monday.com help #monday.comlearning, #monday.comtips #help #workflows #projectmanagement #projectmanagementsoftware #projectmanagementhe...
3 mistakes to avoid when importing spreadsheets into monday.com
มุมมอง 7862 ปีที่แล้ว
monday.com is a great work OS, especially with how it integrates with other software, like importing spreadsheets. That doesn’t mean you won’t need help to make sure it gets done the right way. Too often we see people going off half-cocked when it comes to importing their spreadsheets which leads to wasting time, frustration, and having to do everything over again. It doesn’t have to be that wa...
How to Import Excel Spreadsheets into monday.com
มุมมอง 3K2 ปีที่แล้ว
So many people ask us about importing Excel or Google spreadsheets into monday.com. There are a few things you can do to set yourself up for success. Please watch this video before you get yourself too deep into the process. Connect with Lucid Day today to see if we are the right partner to help you "do more, faster!" lucidday.com/contact Questions answered in this video: What is the first step...
May monthly features for monday.com
มุมมอง 1102 ปีที่แล้ว
monday.com continues to put out amazing updates that are going to help you become more efficient. Here's everything you need to know. Connect with Lucid Day today to see if we are the right partner to help you "do more, faster!" lucidday.com/contact #monday.com #monday.comhowto #howtomonday.com #monday.com help #monday.comlearning, #monday.comtips #help #workflows #projectmanagement #projectman...
How to understand the monday.com avatar menu to master your boards
มุมมอง 5512 ปีที่แล้ว
monday.com's avatar menu is the command center of your monday.com experience. Sure, you might know how to build a board, but learning each aspect of the monday.com avatar menu will make your workload easier, faster, and ultimately more rewarding. Imagine not having to flip back to a board every time you wanted to add an integration or file! That’s the power of the avatar board. Connect with Luc...
monday.com's April 2022 Updates
มุมมอง 1512 ปีที่แล้ว
5 New Monday.com Updates to make Automation Easier. 1. Create an automation that will clear monday columns 2. Monday Templates can now be used in your files column 3. Dependencies are able to be used between boards 4. Emails and activities are now upgraded 5. Bonus tip: Download apps and subscriptions directly through monday.com Connect with Lucid Day today to see if we are the right partner to...
How to communicate with your team using monday.com: Subscribe vs Mention
มุมมอง 1302 ปีที่แล้ว
There are a lot of ways to communicate with your team effectively using monday.com. What's the difference between subscribing to a board compared to being mentioned on a task? We've got you. Here's everything you need to know. Connect with Lucid Day today to see if we are the right partner to help you "do more, faster!" lucidday.com/contact #monday.com #monday.comhowto #howtomonday.com #monday....
How to set-up automation notifications on monday.com
มุมมอง 4712 ปีที่แล้ว
Learn how to setup your monday.com system to send automation notifications. Connect with Lucid Day today to see if we are the right partner to help you "do more, faster!" lucidday.com/contact #monday.com #monday.comhowto #howtomonday.com #monday.com help #monday.comlearning, #monday.comtips #help #workflows #projectmanagement #projectmanagementsoftware #projectmanagementhelp #workflowoptimizati...
Types of monday.com email notifications
มุมมอง 7432 ปีที่แล้ว
Everything you need to know about email notifications to get your monday.com systems working the way you want them to. Connect with Lucid Day today to see if we are the right partner to help you "do more, faster!" lucidday.com/contact #monday.com #monday.comhowto #howtomonday.com #monday.com help #monday.comlearning, #monday.comtips #help #workflows #projectmanagement #projectmanagementsoftware...
Unlocking Permissions with Enterprise
มุมมอง 622 ปีที่แล้ว
Digging deep into permissions and how to set up your monday.com boards to not only be effective, but also easy for your team to use. Connect with Lucid Day today to see if we are the right partner to help you "do more, faster!" lucidday.com/contact #monday.com #monday.comhowto #howtomonday.com #monday.com help #monday.comlearning, #monday.comtips #help #workflows #projectmanagement #projectmana...
Talk to your team FIRST! before you build your monday.com board.
มุมมอง 1482 ปีที่แล้ว
Talk to your team FIRST! before you build your monday.com board.
Stay on top of projects using My Work and Table Widgets
มุมมอง 952 ปีที่แล้ว
Stay on top of projects using My Work and Table Widgets
How to set-up monday.com so your team actually uses it
มุมมอง 10K2 ปีที่แล้ว
How to set-up monday.com so your team actually uses it
How to set-up your monday.com boards for maximum team success
มุมมอง 2K2 ปีที่แล้ว
How to set-up your monday.com boards for maximum team success
Setting monday.com Permissions the RIGHT Way
มุมมอง 3612 ปีที่แล้ว
Setting monday.com Permissions the RIGHT Way
Workflow Management 2.0 on monday.com for CPA Firms
มุมมอง 2.5K2 ปีที่แล้ว
Workflow Management 2.0 on monday.com for CPA Firms
Status Defaults || monday.com Quick Tip
มุมมอง 6663 ปีที่แล้ว
Status Defaults || monday.com Quick Tip
Super Dooper Board! || monday.com Quick Tip
มุมมอง 6K3 ปีที่แล้ว
Super Dooper Board! || monday.com Quick Tip
How to quickly make a lot of Status Labels || monday.com Quick Tip
มุมมอง 2.4K3 ปีที่แล้ว
How to quickly make a lot of Status Labels || monday.com Quick Tip
Very helpful video, please how do I customize the automation you have there which says “ 1 day before due date, please notify …? Thank you for your help
Hi, glad you found this video helpful. You can customize it in the automation section on your monday board. If you feel like you need more support, please feel free to reach out to us: calendly.com/dilbag/right-fit-call Have a great day!
@@lucidday was a bit tricky but I figured it out. Thank you so much. I will be reaching out to
You are a mad genius! Thank you!
Anytime, Michael! Let us know if you need any more support!
😂 I love this
Thank you. This is excellent. It's so hard to find basic information about how to use Monday. This is exactly what I have been searching for over the last few weeks!
Hi Steve, we're glad that you find this video helpful for you and your team , for an advance monday.com solutions for your workflows or any support you need, feel free to reach us out! calendly.com/dilbag/right-fit-call
Do you have a solution for an attorney/consulting firm?
Hi @user-zv3po5ds5k , We're glad this video caught you interest, here's a link to our short form to have a quick overview about you and your needs about monday.com. You will be directed to my calendar if you wish to schedule a free 10-15 min call with us to best assist you: forms.monday.com/forms/af753c97e84c5153790ca2391bd8141f?r=use1
Two years after being posted and it is still kicking. Exactly my thoughts after two months into Monday visualized. Now I can simply share your video with my team instead of explaining them myself. Thank you.
We're glad that you find this video helpful for you and your team , for an advance monday solutions for your workflows or any support you need, feel free to reach us out calendly.com/dilbag/right-fit-call
Obviously not everyone has their spreadsheet in the same format. My table looks nothing like this.
Hi @Reesfun - you're right, of course! This video is just meant to show you some best practices based on how monday.com imports your spreadsheet and makes it into a board. If you feel like you need more support, please feel free to reach out to us: calendly.com/julie-lucid-day/quick-intro Have a great day!
3
nice presentation - you are using the enterprise version in this demo, correct?
Hi Johan, that's correct! The Enterprise Solution is typically the best for firms of 10+ employees. You know where to find us if you want to learn more.
th-cam.com/video/p6Pwxoq3QMo/w-d-xo.html
This isn't a viable option for a lot of scenarios as Monday severely limits the number of boards you can connect to a dashboard. I have 60+ I need connected.
Hey Derek! You're right, there is this limitation. We recommend two potential options in this case: 1. Reduce the number of boards you have by restructuring them and leveraging "groups," "views" and dashboards. Usually this is the best option though it can be hard to reconceptualize your workflow in this way. The second option (depending on how you have things organized) is using a great monday app called Rollup Multiple Boards. It is awesome and will allow you to roll many boards into one dashboard without limitation and much more elegantly: excellent-team.nl/solutions/rollup-multiple-boards/ If you're still stuck, we do offer paid engagements to help you set-up things up. I'm sure you're doing great on your own, but let us know if you'd like extra assistance!
Hakim
when recurring task "done", clears the data and moves back up to next due date. That is an interesting automation. Can you explain pls
This video was pretty helpful, but I really need the answer to the question about subitems and importing information.
This was exactly what I was looking for (for months haha) thanks!! Didn't knew this exist.
15:00 invaluable advice. I was trying to structure my team's new Monday board like asana, and trying and setting up individual boards for each team member was headache-inducing. Thank you so much for this fantastic video! This should be on the Monday website!
Hello, I am needing some help with setting up a board to display the chart widget like I would like to see it. This video is great, so thatnk you. Do you offer any help with charting spreadsheets?
Great demo! I would love to learn about real world issues Lucid Day has dealt with! Maybe some case studies in the future!
Well done. Great video. Clear & to the point. Love the pace of delivery.
What kind of column is the Services column?
Hi Michelle - the "Services" column is the Dropdown column. You can find it in the Column Center or when you add a column at the end of your table.
@@lucidday Thank you. When the video talks about setting up recurring services and mentions creating a template for subtasks, how is this done? The only thing I've found is with an external app, but it doesn't seem functional anymore.
@@michellebeal9634 the external app, Billow, should still work but it isn't automated. If you want to automate subitems, you need to create a custom automation. I believe there is one in the template for Recurring Services. "When an item is created, create a subitem and create a subitem and create a subitem..." until you have created all of the subtasks you need. Hope that helps!
😒 🄿🅁🄾🄼🄾🅂🄼