An Introduction to Monday. com

1. Course Introduction: Hi everyone. I'm Ashley. I'm a business productivity specialist and that means I help businesses get faster, better and cheaper or whatever it is they do. One of the ways I've been doing that recently is by helping people get set up on monday.com. Monday.com is an online platform for managing information, any type of information. If you're using Excel sheets successively, if you're using Trello, if you're using handwritten lists, monday.com can definitely help you manage that information more effectively. In this course, I'm gonna give you a simple and quick introduction into monday.com. Show you what it's all about and show you how you can take the first steps to using the tool. I look forward to seeing you in the class and I'll see you in the first video. Bye for now. 2. Creating Your Monday Account: Hi everyone. In this video we're gonna get the umbrella group set up on monday.com for the first time. If you're looking to get your business set up on monday.com, then this is the first video you need to watch. The first thing you're going to need to do is go over to monday.com and I've provided a link along with this first video in the resources area. You can click that link if you want. I will just say that it's an affiliate link. We do get a commission. If you use that link and you decided to sign up to Monday on a permanent basis. But it will cost you no extra. So I'm very happy for you to use that link if you want to, but if you don't want to do that, you can go over to monday.com and you can look for the Get Started button yourself. I've used the link here. I've come over to monday.com. I'm going to click get started. The first thing I'm gonna say is to enter my email address. So I'm just going to pick an e-mail address that I use normally and click continue. Of course you can sign up with Google if you want to. Then it's asking me for my name. I'm going to put my name in there and a password for my account. Then it wants me to put the name of my account. So this is my basically my business name. So in this case I'm gonna say bred group. And click the I agree to the terms of service and click Continue. Now it's going to take you through a series of questions. And this is really just data gathering for Monday's, I suppose for development purposes. What brings you here today will say work. What's the best describes your current role. So I'll say, I'll say team leader. Continue. How many people are on your team? Let's say two to five. And many people are in your business, wants ten, obviously do what's appropriate to your business. And I think this gives some kind of customization as well in the tool, it's going to suggest things that might be more appropriate to the way you're trying to use it. What would you like to manage first, I'm gonna say in our first example, we're going to be talking about how the umbrella group collects information from perspective. I suppose suppliers of business ideas. So let us look at what we've got in here. It could be sales and CRM. I'm just going to click that one for now. You can click multiple if you want. Then it gives me some other questions here to adjust more specific about each individual topic. So I'm just gonna say customer projects and click Continue. One last question, how did you hear about us? So in this case, you can say, if you're doing this, you can say, oh, maybe YouTube ad, maybe a friend or colleague, let's say friend or colleague. And click Continue. And that's as simple as it. That's as simple as that. We are now being set up with monday.com. We can see there's some cogs and things turning on the screen. And here we are in the system. So this is our instance of monday.com. Now, here it's asking us if we want to invite some team members. So if you do have team members who you want to add in, now is a good time to do it. You can add more team members in later. So you just put the e-mail addresses in there and just pay attention to what level of access you've given them. An admin has complete access if the system, whereas a member at doesn't have such a high level of access, I don't think they can add other members, that kind of thing, but I'll do a separate video specifically on user groups. We're just going to say I'll do it later in this instance. The first thing that it's showing us is list of different templates. And there are all kinds of pre-made templates depending on the type of work that you want to do. There's lots of different options to select here at various levels of complexity. But we are in the next video we're going to create our own template from scratch. We're gonna collect, create what's called a board from scratch to collect that information from our customers. And the last thing I want to point out here is the title of the page or this, or the URL of the page. It says up here, umbrella, group dash, sorry, umbrella dashed group-company.monday.com. This is our unique URL for Monday, for our instance of Monday. If you save that into your favorites now, anytime you want to come back to that page, you can just click. You can just go to that link. And it will bring you to your instance of monday.com. If you had a different company name, maybe it's widget CO then it would say widget code.monday.com. And that's how you get to your instance of Monday. That's it for now. I will see you in the next video where we start to build efforts. Board. Bye for now. 3. Creating Your First Board: Okay, So we're back in the template center here. The first thing we're gonna do is create a board from scratch. So I'm gonna come over here to the browse by categories and it says start from scratch. So I'm gonna click on that. And then I've got two options, and I'm gonna choose this one over here. This is the board, and this one is a work doc. So I'm going to choose the board and then it gives you a bit of information about it. And then I'm just going to click Use Template. So it's just gonna take a second to create that board for me. And now we've got it on the screen so you can see it's put in some information for us just to get us started, but we're going to delete all of that anyway. The first thing that I like to do when I create a new board is you'll notice that the information on the board, everything is displayed as a list. We've got two lists Monday calls these lists groups. I don't need to groups at the moment. If I need another group, I will add it later. The idea of the groups again is it's that you group your data together. So for example, this item here, item three, I could drag that down onto the second group. Another reason for doing this is if you've got, if you've got a particular workflow that you follow, the first group could be the first step in your workflow. So all of these items are in that first step, and then the next one there is your second step in the workflow. So you would move things down. It's just a quick way of saying write. These might be new inquiries at the top and these ones might be inquiry's that are in progress. So it's just a quick way of seeing that. What I'm actually going to do in this case is I'm gonna come over here. I'm going to click those three dots and then I'm going to choose Delete and I'm just going to delete that group. Okay, so that's gone. Now, I can add a new group there anytime you can have as many groups as you want. So first of all, what is it that we're trying to achieve here? So we're trying to create some kind of method of collecting data about new business ideas from people outside the company. So we're gonna change the name of the board. First of all, it's called start from scratch, but we're going to call it new business ideas. And we're also going to click this little icon. We can add a description here if we want to. So this just might be useful in the future. This board is for collecting business ideas from external providers. And that's it. Just click off of that and Excel. There we go. We've got our board setup for the first time. Now let's think what we're going to call this, this group here, group title that should be changed to something that's more relevant. So we'll just say that this is business ideas. We might change this to new inquiries later on. We're gonna call that business ideas. Then we've got our list. Okay? I'm looking at this list, I'm looking at the different columns here. We might want the persons that the person column lets you assign an item to somebody on your team. So let's just talk about the terminology we use in here. What we're looking at here in this whole panel on the screen is called a board. So you can notice on the left-hand side now I've got a board. You can see the icon there, That's a board icon. And this is the main thing that Monday is based on. Boards are basically list of information. It's a bit, you could say it's a bit like an Excel sheet, but it's got extra capabilities. The first and probably one of the most important features is the conversations. If I click this icon, every word, every item on the board is gonna have one of those. I'm going to click that icon and it's going to bring up the details of that particular item. Here I can add updates. This is where I can add mentioned people. I can also just write a general update here. This is the update. Click Update. There we go. That's gone in. So you've got kind of a social media stream going on there. You can add files. There's other views as well that you can add in here. That's our conversation. You can see there's an icon there as well. Now to show that there is an update, each row on here, generally speaking, Monday refers to those as items, but we can actually change the terminology. So this says Add Items. So I'm actually going to change that to idea. I'm going to go up to the top right-hand corner. I'm going to click these three dots. And I'm going to choose More Actions actually, no not I'm going to click Choose board settings and then I'm going to choose Change item terminology. I've clicked there now there are a number of different options, but the last one is custom. So I'm just going to call this last one. Once I've clicked on it, I can add a custom name. So I'm gonna just call this business ideas or let's just call it ideas change. Now you'll notice that it says Add idea, an idea name. So this is where we're going to add our ID names. So what I like to do as well is just create a dummy record as I'm going along. So what we might have an idea for, whoops, is, we might have got an idea for a cafe. We've got our cafe in there. That's our idea. If I want to open the conversation at any point, I can just click on this, on this area. The next thing is what, what other information this is where we start getting into the details. What other information do we want to capture? So I've prepared some things just off screen here that I think we might want to capture. So the first thing I think we need to capture if we're getting new business ideas is the people's name, who, who, who is submitting it to us. So the first thing I'm gonna do is add a new column because you can see we've got three columns here. The first one is on every single board. Every item on a board has to have a name. Everything else can be removed, but you can also add new stuff as well. So I'm going to click Add Column. I'm going to click Text. And this is just a short text field, and I'm gonna call this actually at the top, we're gonna call this name, full name. I'm gonna put my name there. Then we're going to add another one. And this is gonna be e-mail because we want to know how to contact this person. I've clicked here and I'm looking down this list. I can't see my e-mail there. Maybe you might be thinking, well it's another TextField, but there are a number of specific fields that we can add are a number of specific columns. So I'm gonna click more columns at the bottom of that. And this brings me to the column Center. There are so many different types of columns, so I'm just going to type e-mail. There you go. Email had to board. The nice thing about the e-mail column is that it will tell you if it's not correct. Basically, if someone didn't put the.com or if it's not an email format, it's going to tell you, I'm gonna say my email address that in there now, what else would we want to capture? So if we're getting the e-mail, we get a warrant to capture the phone as well. So looking down this list, I can't see phone, I can see number, but that's a common mistake. There is a specific column for phone numbers. So I'm just gonna go here and type phone to board. There we go. Phone. We can put our phone number in there. That's it. We need to know who's going to deal with this once it comes into the company. Let's go back to our person column. And we're going to call this one, we're going to change the name to evaluator. This is the person who's going to evaluate the business idea. Once something comes in here, we can assign it to someone in our team. At the moment, I'm the only person set up on the system so I could click myself and that's it that's assigned to me. Now, another way we can add columns you've seen every time I'm going to be anterior and I'm clicking Add Column. Another way we can add columns is by hovering over any of these column headings and clicking the three dots. And then choosing from this list, add column two, right? We've got a few more options here. So let's look down there. What I was thinking was a writing so that the evaluator can rate on a scale of one to five, say how good they think the idea is. Let's click more columns. I'm just going to type writing. Writing. There we go. That's gone in next to the evaluated. At any point the evaluator can come in here and they can say four-stars, 5-stars, two stars, whatever you think. That's the rating it's been given. And obviously we would want to prioritize the projects if we're going to launch one of these businesses would want to prioritize the ones which we think of rated the highest. So next on the list, we've got status. We already have that on the board. I am not going to change any of those items on the status. A status column is basically a drop-down list and you can only select one thing. Okay, so that's what a status column looks like. We can add as many different statuses here as we like, and we can rename any of these as well. But I think, yeah, I think we will change this. I'm going to click Edit here, edit labels. And I'm going to change the green one to approved. I'm going to change the red one to reject it. The idea would be a click Apply at the bottom. That once the evaluator starts working on it, they said it to working on it, and then they make a decision. Is it rejected or approved? That's how that's going to work. The date we probably needed Date Received. So I'm going to suggest there's a couple of different options for date. What I'm going to suggest is rather than coming in here and writing the Date Received, I'm going to delete this column. And I'm gonna go, sorry, down here. Delete. And I'm going to add another column. Change, change bone type, Add Column, more columns. And I'm going to search for create, creation log. There we go. That's what I wanted to add. So this is the date that the record was created. So as soon as a record is created, it's gonna go in here and even tells me who was signed in at the time when it was created. That's in there forever now. You can see the time and everything mad at. So that is the creation logs. So I might actually put that to the end because I think that's important to know, but it's probably not something we need to look at the time. All I've done to move that it's I've just gone to the left-hand side of the text on the title. And I'm holding down the left mouse button and I'm clicking and dragging that to the end. What you want to do is hover over at the other, have column headings. And when they turn blue, you can let go and yours will be dropped into that position, and everything else will move up so you can reorganize these anywhere you want. We've got that, we've got our Date Received. And another thing we might want to add is nothing we might want to say similar to creation, we might want to see. Let's do more columns. We might want to see last updated. Just a glance. When was this last updated? So we can see it was last updated three minutes ago. So let me move that. I prefer to see last updated before the creation date. And then we're going to add documents. So you can actually add attachments onto these items as well. Because probably if someone is given us some kind of proposal about what they about their business idea, they probably going to give us some kind of documentation, some kind of business plan. We need somewhere to put that. There was actually a documents as columns, so I didn't see it there. So actually yes, I do. It's filed. So I'm just going to click Files and I'm going to move that one alone. Need to start. I think we've got that. I think I think who it's assigned to is important, the rating, it's been given the status. And then we've got the files and then we've got if we need to contact the person, then we've got their details there. It's always important to think about the order that things are gonna happen when you're creating a board like this. I'm just looking down there. I think that's good. Yeah, another nice thing that we can add, just as a finishing touch. I like to add a unique ID. So I'm gonna click Add Column. I'm gonna go two more columns. I'm just going to type ID. You can see that there's an option called item ID. So I'm gonna click Add to board, scroll to the left and just make that big essay. You can see there every single item on a board actually has a unique ID. So you don't always get to see this, but it is there for every, every single item. So it's just useful if you want a reference number. That's pretty much it. This is the way we are initially going to set this up for the umbrella company to capture ideas, business ideas. This particular one is about a cafe. And we can see that there's a comment in there, maybe from the evaluator just to say what they've done so far. If they've had any communications with the provider, the rating, we've got the status so we can see they're working on it. Let's just change that to approved. Any files that have been added. The name of the person, which we should change that team name of maybe name of provider, e-mail, provider, phone provider. Then we've got the last updated creation log and the unique item ID. A nice feature about this ID column is that if I just click on the text, it copies it into the clipboard. So if I'm referencing that at any point anywhere else, for example, back in the conversation, Let's say this was an email or something like that. I can start a new thing. I can do Control V on the keyboard to paste it in. And there is the item. Id is reference number a's, whatever. That's it. We're all set up. We've got our first board up and running and what we're gonna do in the next class. In the next lesson, we're going to start expanding on that and thinking about how we can improve it. Okay, see you in the next lesson. 4. Improving Your First Board: Hello everyone, Welcome back. In this video we're going to explore how we can refine out Monday boards. Typically what happens is you create a board and then as you start using it, you find that there are columns that you added which you don't need. You find that there are things that you didn't add that you want to add and you generally start to refine the way that you work. I said at the end of the last video that you want things set up in the older of the workflow that you follow. One of the things that I'm gonna do to improve this is I've already done one thing here. I've changed the name of the group too new and an assigned. And then below that we've got the, we've got the records basically are the items, the ideas that are not yet assigned to anyone. So I've taken myself off as the evaluator and reset some of these things. Below that I'm going to have another group and the name of this group is going to be assigned. And in progress. I don't have one final one below that. We'll call that been completed. You can change the color of these if you want to. I'm gonna change green, nice green for completed. Then the idea would be that these cards, so these items, We'll go down into different rows, entering into different groups depending on what the status is. The benefit of doing this is that I can see straight away, if we've got 20 items in new and an assigned, and we're behind and there's 50 items in assigned and in progress. I know that we've got a problem. It's a good way of just making things visual. Another way of saying this US that has worked really well for sales teams is this is, this basically represents the sales at different stages in the sales pipeline. And you can't have a column that tells you what a particular sale is worth. And then you can see how much value is tied up in a particular area of the pipeline. We might actually do that as well here. So we could add another column. Let's say after files, we're going to just hover here and we're gonna do, we're gonna do new cone to the right. Then we're going to do number at the top. If I did the numbers column, but I'm just going to say estimated value is gonna be the estimated value of this business idea. So you can see there it's got a number and I can just put in I'll have to go down to our record here. Move this backup to the top because it's not signed. And I will add in here, let's say 500 thousand. Okay. This is great, but it's not in currency format, but we can easily change that. I'm based in Europe, So I'm gonna change this to Euros. And it's as easy as that. They've got dollars, euros, pounds. You can type your own symbol there as well. Just notice here at the bottom it's actually totaling up the number, the total number. So if I add another one in here, It's got ADA idea. So I'm gonna say this one is a C-sharp. Okay? I'm gonna say that this one is worth 500 thousands as well. Now we've got a million in the sum, which can be really useful. Sometimes you won't need to see that information, for example, under the ratings here. And now you start to see we've got more records in and we start to add in these, given us an average here, but that doesn't really matter. In this use case. I'm going to just click the three dots that I'm gonna do settings. And I'm going to do height column summary. Okay, and now that's gone on. I can do that on any of these columns if I've got the status column here and I've got working on it and I've got rejected. It just shows me a breakdown at the bottom of the different statuses. Again, in this example, I don't really need to see that. So I'm gonna click three dots, go to settings. Did height, column summary. That's better for me. I do want to see the, the estimated value in that particular group. If I, for example, if I move the shoe shop down now to assign to them progress, see that changes now the sun, that can be very useful. We'll put that back up there. Let me clear these fields here and clear these fields as well. Now what we're gonna do is we're going to add some automation just to make this a little bit slicker, a little bit easier. I'm gonna go up to the top right-hand corner and it says automate. What I want to happen is anytime that someone is assigned as the evaluator, it moves this item automatically down to assigned an in progress. So I'm going to click on automate. I know there's not a recipe, a recipe for this, so they call these cards here recipes. I'm going to have to create my own. So it says create custom automation. So I'm gonna click that. And I'm gonna do in this case, I'm going to say what happens. And I'm gonna say person assigned. And then when a person is assigned, I want you to move it to a different group. Then I have to click we see where the gray text is. I had to click their person evaluator. That's the that's the column heading, if you remember. And then move to group. And I want it to move to a signed and in progress. And it says simple as that. I'm going to click create automation. Automation is turned on. I'm going to close this. And then I'm just going to click on the cafe one. And I'm going to assign that to Ashley bow. I'm going to wait a couple of seconds because it does take a second or two and now it's dropped down there automatically. So that just makes the workflow a little bit easier. You might have someone who comes in here and does a kind of dispatching type role. They looked at all the different things and who's best, who's best suited to deal with that. And they can assign it like that. That's very useful. We've also got our files, we've got our phone numbers. Maybe we've decided that the creation log and the last update to do you know what? We don't really need to know that last updated, we'll leave it and that might be useful. But the creation log, yeah, maybe we don't need that so we can just remove it by clicking the three dots and choosing delete. Now with last updated and creation log, because they are at pulling, it's pulling data from the system. We're not deleting that data. We're just deleting the column with other things which just click Delete. For example, if I was to delete the estimated value column because these are things we've put in ourselves. They will be gone and if we delete that column, they're not stored somewhere else, they'll become from the system. That's a really quick way of how we can improve our workflow, make this, make this better. In the next video, we're gonna take it to the next level by linking to another board which we're gonna contain, which is going to contain all of our suppliers, people who are providing us business ideas. I'll see you in the next video. 5. Linking Data from Another Board: Hi everyone, welcome back. In this video, we're going to take things to the next level. We're going to start linking boards together. Why would you want to link a board together? Well, at the moment, the way I have it set up, we've got let's take our contact name. So we've got the name of our providers. So the name of the person who's supplying business ideas. This person might have supplied multiple business ideas. And sometimes it might have been spelled with their small b. Sometimes we might have missed an El. Sometimes. Well, basically it's just not a very organized way of dealing with it. We've got the same information in here again and again and again. So it means every time as well, someone has to come in here and they have to put the e-mail address, they have to put the phone number. And we want to cut down as much work as possible. We've already added our automation, so we're on the right track. What we're gonna do now is we're going to put this information, the name of the provider, into a new board. And then we're gonna pull that information back into this board. So it's really easy to do. First of all, we have to create a new board. So we go up to add in the left-hand side new board. We're just going to call this board. And providers. I could've here selected custom and chosen name. I'm going to just change this to the person's name. So first of all, let's put myself in here. Then I'm going to delete the second list. The second group. We don't need that. I'm not going to assign this to anyone or there you could have a relationship owner or something like that, but I'm not gonna do that for now. Gonna get rid of the status delete. I'm gonna get rid of the date. We've basically got nothing left on this board. The only thing every board has to have is this first column. Now I'm going to add phone number, don't see it there. And then click Add columns at the bottom. I'm gonna talk phone. I'm going to click it again, add columns. And I'm going to click, I'm going to type e-mail. E-mail has been added, phone has been added, emails been added. So I took my phone number. My email. They have been added in there now. Now how do I pull that into another board? Let's just increase the size of that. Let's also delete these while we're here. So you can actually update and delete multiple items by clicking this checkbox on the left-hand side. And this menu will appear at the bottom and you can just click Delete from there. That saves a bit of time. We've got one item in here. This is our providers. I'm going to link this now. I'm gonna go back to my new business ideas. Scroll over to where I've got my provider information at the moment. Just to make this easier, I'm just going to pull this cafe one backup to the top so that we can see information at the top. Now, the next thing I'm gonna do, I'm going to add it to the left here. So I'm gonna click the three dots of the column on the left. And I'm gonna click add column to the right. For this one, I'm going to choose Connect boards. You can click Connect boards. Now it's going to ask me to select which boards I'd like to connect. So I'm gonna click Select boards. And we've only got two things on here. So the board we want to connect IS providers. So I'm gonna take that and I'm going to click Connect boards. So click Connect boards at the bottom. That board has now been connected. You can see providers, is there? The next thing we're gonna do is it's asked me straightaway, do I want to create a mirror column? What a mirror column is, Is any of the columns that are in that connected board. So the first one here, the connected board column, is going to be the name, remember the first column in that board. But we can bring in any of the other columns from there. I'm going to do create a mirror column. I'm going to click that. Then you say it's got mirror. Now what it's going to let me do is select from a drop-down list all of the columns that are on that other board. So I can select groups. So that would just tell me the group name. Whichever person we select from that list. It's going to tell us what group they're in if needed. It's going to tell us what board name their own. It's gonna tell us the phone number, their email, so I definitely want the phone number. I'll just click Alberta today. I'm just going to click away. And then I'm going to click to the right of that. I'm going to choose Add column to the right. I'm going to choose miracle them again. And now it's asking me to link it to a board. We've got we've got a connection setup already to providers. So I'm gonna say that's the one I want to use. And again, I'm going to select from a drop-down list. So I chose phone last time. So this time I'm going to choose e-mail. I've chosen both of those. Do you see it says they mirror one mirror table. We're gonna change the name of that. I think the first one was email. The second one was phone. Did I get that the wrong way round or find out now? So now what this allows us to do is rather than type that information out here every time we can click the plus, we can add a contact from the providers board. We've only got actually there at the moment. So let's just click Ashley. And you can see Ashley's got in there and his details. So you can see I didn't get the wrong way round. So let's just double-click there and choose Run type phone. And the same on this side, email. As easy as that, just make that column a bit bigger so you can see all of the e-mail address. If I need to. Another nice feature of this is because we've said that this is a phone number. If I click there it will. If you have your system, if you have your browser set up correctly, it will actually ring on my Android phone. And the same with email address. If I click there, it will open my email application and it will put that e-mail address into the mail application. So it's very little effort. It's all about saving time. All of the small things we can do to save time. Ashley has gone in there, which means I don't need these columns here anymore so I can delete, delete, delete, and delete. It means now I only have to enter that information once you might be thinking, okay, so now I have to go over here and I have to add people in and out to come back here. But that's not the case. I can click the plus here. So there's only Ashley, let's say we need someone else. Let's type John Doe. Add Enter on the keyboard, and John Doe has now been added. If I went to see the details of John Doe, I can click the geography. So the icon there, like an arrow facing up and down. I'm gonna click on that. And I can see this information so I can say, okay, Joan, what's your contact number? There we go into details have now selected. I can click Close here. If I take the books for Joan, CV information is gone in there. If I want to update this information and I can do that and just to show you as well before I do that, if I go back to providers, you can say that Jones information is now listed there. So this is basically my contact list for all of my providers. Want to go back to the new business ideas. Scroll back over to the right. And now let's say Joan's email address was wrong. So I can click in here. I can change this to dot, dot UK. Enter. There we go. That's corrected this time. If I go back over to the provider shape, we can see it's updated there as well. So that's how we add multiple boards together, how we can pull data from other boards and why we might want to do that. Another thing you might like to do just to make this a little bit easier, to use Egypt, you might want to pin certain columns so that when I scroll over, you might have noticed as I'm scrolling now we can't see the evaluator now we can't see the rating. Maybe you want to pin the evaluate to column. So cool, I have to do is just Come up here. We see there's some options along the top here. And I click these three dots and I'm going to choose PIN columns. And then it just lets me select which columns I want to pin. Let's choose evaluator. Now when I come back here and I scroll, evaluators stays where I want it to stay, so can always see who that is. So again, really simple. It's all about saving time. It's all about making our work more efficient. So that's it for this video and I'll see you in the next one. 6. Updates by Email and More Automation: Hi everyone. In this video we're going to do something a little bit more complex with automation. What do I want to do is when someone is assigned, we know that we've got an automation there that pushes them down, pushes the record down to the assigned and in progress. That's great. But what I also want is I want a deadline. I want them to know how long they've got to complete this activity. What we can do is we can, first of all create a date column. So let's say next to the status, click the three dots and choose Add column to the right. And I'm going to choose Date. And I'm going to set the name of this column to G date. Now we've got a due date. I don't want this summary. I'm gonna click the three dots again and do settings, height column summary. Now what I'm gonna do is go up to automations. And I'm gonna do Avenue. I know that there's not an automation already, a recipe that's gonna do this for me. So I'm gonna click Create. It says when this happens. So we're gonna say when a person is assigned, what do we want to happen for? First of all, when we need to specify that it's the evaluators went and evaluated as assigned. Then we want to move it to a group. I will choose the group. That is the assignment in progress. We also want to set a date, so I don't see date in this column. I'm just going to do more options and I'm going to type date. So we've got a set date option there. So it's gonna, it's gonna move the item to that column. It's then going to set a date. Then set in today's date. Then we want it to push that day out by however many days were giving someone to work on this. So I again, I don't see that on this list, so I'm going to click More Options. I'm going to click date again. There was an option there that said push date. I'm gonna say push date. And then we've got some more things to change. So then push the date, the due date. By however many days. I'm gonna say I'm from the drop-down here, I'm gonna say business days. And I'm gonna say five business days have one week to perform the review of that particular idea and click Set. One thing I also noticed was it says and then set date to today. So just to be sure, I'm going to click on Date and I'm going to select due date. Now there's only one date in my list. So it was probably picking that up. But just to be sure, I'm going to click and select due date and create automation just before I create this, just notice what we're saying is when the evaluator is assigned. So when somebody, anybody is a scientist evaluator, then move an item to the assigned and in progress group. Remember we already actually have an automation that's doing that. I'm going to click create automation here. I'm gonna attend the other one off because I don't want it to. If they're both doing the same thing, it might be a conflict there. So I'm going to X out of this, I'm on the shoe shop one. I'm going to click the evaluator and I'm gonna select myself. And I'm just gonna give it a second. And you will see it will drop down to the assignment in progress. You can see it's dropped down there, and it has also updated the date. If I click on that and the date there, I can see that it's set for the 23rd, which is a weak today. That's perfect. That's exactly what we wanted to happen. So that's really handy, that's saved a little bit more work as well. Now the useful thing about this is let's say a due date for the cafe as well for the 23rd. Will say that they're both in in progress working on it. That's up to the I'm gonna leave that. I'm not gonna do that with automation because I want the evaluated to let us know when they're working on it. Let's go now over to our My Work tab. So I'm clicking on there. It would probably take a couple of minutes for the other one to show up in here, but we've got the cafe there, you see? And it says that it's due next week. So it's nice the way that it's laid this out. So I can see all of the things that I've been assigned to and when they're due. So we've got the date in there I put and the other one will pop in here in a minute as well. So we might come back to that in a second. So back to the workspaces. The next thing that I wanted to show you was if I go to Cafe, just click on that row there to open that up or I can click the little icon. I've got my updates here. But one really interesting thing is if you look just below where it says write an update, there's a link that says right updates via email. If I click on that. It's gonna show me a specific e-mail. This e-mail address is specific to this item. So every single item, every list item on a board, will have its own e-mail addresses. So that means that you can copy this. You can put it into the CC on an email that you're sending. Your email will appear in here. But also when that person replies, providing that that email addresses still in CC, their e-mail will also come into here. That's really useful. You can also just send e-mails directly into here. So let me copy that and I'll just pause the video for a moment while I go over to my email. Okay, so I've just clicked send on the email there. So if I click in here, we can see the email that came in and we can see this little icon here that just says that it's updated by email. Now another thing that we can do here is we can actually add items to the board by email. If you go up to the three dots in the top right-hand corner, there's an item there that says board settings. We just go on there and then we do create items via e-mail. So again, every board has its own e-mail address, just like every item has its own e-mail address. And I'm just going to click Copy. Close this again. I'm going to post the video, go and send an e-mail. I've just clicked send there on that message. So we should see something coming into our board here in just a second. Can see that that scent. And what's going to happen is we're gonna get a new group appear at the top of the board. There we go. Emailed items. So this is this has to be on the board. And every time an e-mail comes into this board, now it's gonna come in here. You can notice that the name of the idea is the subject from the e-mail. And if I click open, you can see the e-mail body there as well. So that's one way to send and receive or create items on the board through emails. Now this item has been created. It also has its own unique email address just as before. And finally, the last thing that I wanted to mention here is you can actually collect information on boards through forms. What we're gonna do is we're just going to go up to the top of the screen. You can see there are a few different, couple of different views here. There's a main table which every single board has. There's a dashboard which has been added in here automatically as part of the system setup. When we did start from scratch, we don't need the dashboard that gives us a way of seeing the data on a board in various different ways, but we don't need that at the moment. So let's just do delete. And then I'm going to click the plus next to main table. I'm going to choose more views. On here. I'm going to type form. There's the form options are gonna need to open in board. Here's our forms, so this is our ideas form. Here it says new business ideas. Now, one thing to highlight here is that if you're going to collect information through forms, some of the fields don't yet support that. Where we had fields that were being pulled in from another sheet. We've got our evaluator field as well, which is the one that we assign. There's no it doesn't provide a drop-down or anything like that. That's for us. We don't want that on the form anyway. But the provider's name, the phone number, e-mail address, those are things that are on a separate board and we can't collect through one form at the moment, but it does say there that they're working on it. At the moment. All we would want to do is create a name. So this would actually be the name of idea. So that'll be answered their rating. We don't want them to say that. Sorry, click height there. Then we've got the status. We don't want them to see that. That's just a short question. Sorry, I need to do this hard question. Then we've got the due date. We don't want them to see that highlight that one. Files. Yes, we do need we want to see false, wouldn't them to upload their business plan or their business idea? Estimated value will let them put that in as well. That is pretty much it. Let's just check and see if there's any other columns we want to add. I think that's pretty much everything we want to collect on this one. So let's go with that. All we have to do now, it's done as soon as it saves automatically, just as you're going along. So all we need to do now is just preview. That's going to open that up in a new tab. And there's our form. What we can do is we can say the name of our idea is brilliant. Idea, business idea. We can add a file if we went there. And we can say the estimated value is 50 thousand. And then click Submit. Once we do that, we can go back to our, it back to our main TableView. We've got brilliant business idea has been created. So that's pretty much it. There are some limitations around forms, but you might find a way of using that. There are also options to use other form providers. So if you notice up here there's an integrate tab and we can actually integrate with other form providers like jot form and Google Forms and things like that. I hope that's been useful to you. And I'll see you in the next video. 7. How to Create an Item: Hi everyone. In this video we're going to look at how to add items to a board. Items are the individual rows that you can see. There's 1234 in this particular group at the top. And all I wanted to do is add a new one. So it sounds really simple, but there's a couple of different ways you can do it. So the most obvious is just to come to the bottom of one of your lists and then just click and then type in whatever it is you want to add. In this case, we're looking at drinks, so I'm gonna talk coffee and hit enter. And that's it. My item has been added, so I've now got an additional item on one of my lists. So I don't know if you noticed that when I was typing, let's just type another one, apple juice. We've got a small message pop-up here. Now this is a new feature because the layout that we're using here is quite a, quite a recent update. So it's given us an option there that if we hold down the Shift button, as we press Enter, it's going to create a new row, but it's also going to drop us down so we can start adding another one. So this is going to be really helpful if you're creating list, if you know what information you've put in and you've got a lot to get in. You can just hold down Shift on the keyboard, hit Enter on the keyboard. I will just add the item and then it will drop you down so you can keep adding items. This is a brilliant update to the system because previously you had to right-click and right-click and right-click. So that's how we do that. Another way of adding items to boards is to just go up to this blue button at the top that says Add. If I click on that, you can see that the terminology we're using his drink and it just says drink there. So I'm gonna click drink. This time it's added a row to the top of the board. In this one I'm going to type orange juice. I'm going to hit Enter on the keyboard again. That item has now been added to the board. So really simple to add items to the board, but there are a number of ways to do it. This one at the top, using the blue button is particularly helpful if you've got very long lists and it's gonna take you a long time to scroll to the bottom of the list to find this box here to click and add your item. So by clicking the blue button, it appears at the top. See you in the next video. 8. How to Create a Board: Hi everyone. In this video we're gonna talk about how to create a board from scratch. First of all, I have to be in the Workspaces area, so I've got that button clicked. Then on the right-hand side of that you can see which workspace you're currently working in. So this is my test environment, so I've only got one workspace setup at the moment. Below the workspace, you've got add. So I'm going to click on Add. And the first item on the list that appears is new board. Some of the Click on that. Now you can see I've got some more options specifically about the board that I'm creating. So let's just call it test board. Below that you can see I've got some privacy options. So main means that anyone who is on my account can see this board once it's created. So if I've got team members set up on this account, there'll be able to see it as well. Then I've got private. Private means that it's only available for people who I have shared it with within each board. And that's something we'll cover in another lesson with a within each board, you can specify that it's private and then you can decide who can see that board. Then we've got shareable. So shareable is full people who are working outside of your organization. So you can have a certain number of guests. And again, that's something else we'll cover in another lesson that you can have guests on your account, But they have to have a separate e-mail addresses. So if your e-mail addresses I don't know Ashley, at monday.com, then you'll guests would have to have another one at, for example, guessed at another company.com. Those boards can be shared with guests. So below that, which is going to keep this on main. Below that we've got a load of different terminologies that we can use for Apple. So maybe we're talking about items, maybe we're talking about campaigns, leads, clients, tasks, whatever is that we are using Monday to track. That's what we need to select here. If there's something that none of these makes sense, you can just create your own custom one by clicking this custom box down here. Let's say that we want to track Saturday there. Let us say we want to track days of the week for some reasons. So we can say at day name, maybe I'm going to click Create board. No idea why we'd want to track days of the week, but you never know. That's my board set up now. So you can see that it always throws in some just default generic data just to give me something to work with initially. Personally, I don't like that does that because I end up deleting most of these anyway. But if you're a beginner, it gives you something to experiment with. So you can see my test board name at the top and I can just click there to change that if I want to. You can also see that where it's got ad here for each group. So we've got a group here, a group here where it's got ADD, we've gotten out of date name because that's the terminology that I chose. It doesn't really work very well, but it doesn't because it says de name, name at the top. Let's just change that. Just very quickly. Go up to the top right-hand corner with the three dots. And you give them a go to board settings and then you're going to choose Change item terminology. Let's say we're not tracking their days of the week. Let's say we're trucking types of drinks. I'm just going to type drinks. Well, let's just start drink because each item will be non-plural. It will be singular. So add drink. That's what it says there now. And you can see here it says Drink nine. Let's add t. That's it exactly. That's working exactly as we want it to work in the other videos that we're going to cover in this series, we're gonna be looking at how you add columns. How do you take columns away? How all the different types of columns. So if that's something you're interested, look out for those videos. Bye for now. 9. How to Use Groups: In this video, we're going to look at groups. So you can see on the screen here I've got my board which was created by the system. These are just the standard fields when you create a board from scratch. I've added a couple of items in here. As you can see, I've got two groups. So at the top here it says group title in blue and below it's got group title in purple. What's the reason for having groups? Well, you don't actually need to have multiple groups if I just come down here to this one and I hover over the three dots just to the left of the title. I can actually do delete. That will remove that group. I'm just gonna say yes, delete that. Don't want to undo it. Now I've just got one group. That's perfect. If you're just managing a list of information. I sometimes use this for managing social media posts, that kind of thing. You might just want to just have one list. You might not want to move it into groups, but let us say you are managing your social media information. Maybe you're coming up with all the ideas of the content that you're going to create. Well, in that case, you might want to separate that into new ideas, ideas that you haven't reviewed with your team yet. You might want to separate it into ideas that you, that you are going to do or that you've started working on. So let's just look at how that might work. The first group at the top here, I'm just going to hover over the group title and I'm going to just click. Now I'm going to highlight that information and I'm going to change it to new ideas. All I did was just hovered over it and then I could just highlight it and select it and start typing. I can also change the color of the group here by clicking on this icon. And there's lots of different colors. So new ideas I might do orange. Then I might want another group for ideas that I'm working on. So let's say in progress. In exactly the same way. I just hovered over the title clicked and I started her clicked and then I selected it and started typing over it. So this is a completely new group. Let's change this one too. Lets say blue. Now, I've got things that are in progress. This board doesn't really make sense now because it's talking about drinks. So one way that I can delete all of those items is just clicking this icon in the top left-hand corner. Everything selected. And I can just come down to this, see this menu has appeared at the bottom. I can come down here and click Delete, and choose Delete up here. Now, they said terminology doesn't make sense either. So I'm gonna go up to the top right-hand corner, choose Board Settings and then change terminology. And we're talking about social media items here. So we might say, we might just call it items. We might go back to the original just items. So I'm just going to click that there and change what ideas might have I might want to do, I'm thinking from my perspective here, I might want to do a post about Monday. Let's do new features. In Monday. Let's say new features in Monday, you look layout. Just press N to that and that was created. I can just click the little person column here. I can click the little avatar and select myself, so that's assigned to me. Now, I've got this idea and maybe I've discussed it with my team and we've agreed yet. We definitely want to work on that. That's a great idea. Other people can be adding stuff in here as well. And then I can just hover over this. And I can just click and hold the mouse button and drag it down to in progress. So it's as easy as that. So you can drag these items between different groups. So this is really handy now because I can see a list of all of, all of the things that we haven't decided to go ahead with. We can have another list below that is completed. Once this is completed, I could just drag it down here. So this is just one way that he could use it. Another way is if you're using this to track sales or track and leads something like that, then you might have a kind of a sales pipeline here. And you might have two different phases that your deal or your lead goes through as it, as it progresses through your sales pipeline. There's so many different ways. I'm just really showing you why you might use groups. And then you need to come up with your own ideas about how you're going to use it. I'm not really focusing on these other things. On the right-hand side here at the moment is really just to show you how these groups work. Now let's say I wanted to reorder, real reorganize these groups. So all I need to do is just come over, hover over the top of the group, just kind of in line with the group title. I hold the left mouse button down and then I can drag that. And you can see all of the groups are collapsed. So it's easy for me to see and I can just drag these around. So let's move completed to the top. You can see now completed as at the top, another nice feature of this recent update. It might not be recent by the time you're watching this video button. Another nice feature of this layout that Monday have given us is that if I hover over the top of the group name, you can see that it comes up with how many items are in that group. Because what you can actually end up with is groups that are really long with hundreds of items in. And what you used to have to do is click this icon here to collapse the group. And then you would see at the end the total of the total number of items in that group. But what it does now is it shows me at here, but also if I just wanted to know how many are in that, I just hover over here and I can see it, which is just a brilliant, brilliant update for the system. Okay, So before we wrap things up here, I just want to go over all the different ways that you can add new groups. So just like items, you can come up to the blue button at the top of the screen and you can click that. And then you can choose group that will add a new group to the top of your board. But let's say you won't want at the bottom of the board, you can scroll all the way down to the bottom. And there's always this button at the bottom that says Add new group. So that will always be at the bottom of your list of groups. So now we really have a list of groups. So we can click on that. And you can see as soon as I click it, a new group appears and then I can start filling that out. So the final way that we can add a group to a board is let us say we wanted to add, we don't want to add one at the top. We don't want to add one on the bottom. We want to add a group in-between these two here. I'm just going to come to the top one. I'm going to click the three dots to the left. And I'm going to click Add Group. And that's just going to create a group between those two groups. That's it. This is what groups are useful. You can reorganize groups, you can add new groups. You can take groups away very easily, and it's just a way of grouping your items together logically. See you in the next video. 10. How to Manage Columns: In this video, we're gonna talk about how we customize and manage the columns on our boards. So you can see there's a number of columns on this board, item name, since status and date. But let's say there's other information we want to capture. Maybe we want to capture a, capture a budget for each social media posts. Each social media posts that we're going to create. To add a new column, we can just come to the end of all of the existing columns. The right-hand side, we can click this plus icon. This drops down and it gives us some of the most commonly used column types. I can see there's one they called numbers. So I'm going to click on that. And remember, we're trying to capture the financial information, let's say the monetary value that we're going to spend, the budget basically for each item that we're going to create. Now let's say item one. I'm just going to change them, the names of these items, just going to hover over the name. I'm going to click and highlight it. And I'm gonna say this one is YouTube post. The next one, a is a Twitter post. The next one is an Instagram post. Ideally, I suppose that you would give these a subject rather than a name. At the, so let's start with the top one. Youtube videos probably going to have a bigger budget. And it depends on the kind of production that you are doing. But let's just throw some numbers in here. Let's say that our YouTube video has a budget of €100. I'm just going to enter a 100 into that column. And I did that just by clicking on the whitespace for that row. And I started typing and now I'm going to press Enter. So we've now got 100 in that column. But we're talking about money. Hey, we're talking about euros specifically. So what I'm gonna do to change that to euros now is I'm going to come down to the summary at the bottom where it says a 100 and some, I'm gonna click on that. And it gives us a few options. So first of all, we can change the prefix or suffix to a monetary value or a percent or whatever we want. We can put our own value in there as well. Let's choose you era. Then I can choose left or right. If I choose right, it goes on the right, obviously in left, it goes on the left. You see the updating there. And then there's some other functions here. Do we want it to sum? Do we want it to give us the average? There's all kinds of things, but this is fine for what we want. So I'm just going to click out onto the whitespace on the board. And now we've got our value and monetary value for each post, a Twitter post. That's not really going to cost us a lot if we're just talking about people's time, we might be talking about €10 or something like that. Instagram posts might take us a bit longer if we've got to take photos, that kind of thing. So we might say €50, just topping 50 and pressing Enter. And you can see at the bottom it's summing that up for us. This is a really good feature because we might think if we're managing a whole load of social media posts and we're putting a value on them. Once they're approved here, it doesn't really matter, but once they're approved and they start coming down here, we can say that how much we're spending on all of our posts. And we can see as well, if we've got a scheduled column or a scheduled group. We could also see how much we've spent on social media. It could be a really handy cone to have. Now we might be thinking, okay, we've got the columns that we want here. The person is assigned to or the person who owns that post. We've got a status who's working on what is going on with that post? Is someone working on it? Is it complete? Then we've got a date, but what does date me? So maybe we want we might want to change that to posting date. So I just hover over the title. You can see that a box appears around it. I'm going to click and I'm just going to click at the start of that and I'm gonna change it to posting. And I'm going to click, I'm going to hit Enter on the keyboard. And now we've changed the title and you notice it's updated here, but it's updated on all of the other groups as well. Now we might want to reorganize our columns because what's really important is that you always organize your columns in the order of your workflow. So if the first thing is when you create a new idea here, for example, if the first thing is that you assign someone, then great, that should be the first column. Then you might decide what date it's going to be posted. So maybe the status should come after. To move a column. All you do is hover over the whitespace in the title. Just make sure you're not on the title or the three little dots there. Click and hold the left mouse button and then you can drag that column to another position. You can just see that the position is highlighting in blue. There's one thing to note here and that is that you can move the first column and you can't drag something into the position of the first column. So I'm just going to move this. I'm actually going to move this to the very beginning. And if I tried to move the first column, I'm clicking and dragging now you can see it's not working, it's not letting me move that every, every board must have this first column. By default, it's always there and you can't move it and you can't change the name of the title here. If you wanted to change that. The only thing that you can change where it says item. If we change the board terminology, then that will update as well. So if we call this the terminology for this board, posts instead of items, this would say post name. And down here as well it would say post instead of outpost instead of add item. But you can't customize that first column. So the next thing is we've got our numbers column in there. Maybe we don't want to have the statuses or the bottom. What these statuses are doing. You can see that kind of summarizing all of the information in that group. So if I was to drag one of these items down, Let's take this 51. Just drag this down. I'm just clicking on the whitespace and dragging to another group. And I'm letting go and now it's in that group. So you can see that the sum here has updated and it's only summing up what's in that group. The sum here is updated as well. But you'll also notice that the status column has got a summary as well. So that's telling us it's 50% done and 50% work in progress. So it's just a nice way of saying that information visualized for the whole group. Another thing you can do is you can collapse the group. And it will just show you the summary for that group, which is kinda nice to say. So let's say we don't want these summaries. Maybe they're just cluttering up generally unless I really need it, I like to hide it. So the way you do that, you just hover over the title of the column. You can see those three dots appear. And this is our column Menu. There's a few different things we can do here. You can see their settings. We can also, we can also duplicate that column. We can also change the column type, so we'll talk about that in a second. The first thing we're gonna do is hover over settings. And we're going to go down to height column summary. When I click on that, the summary dissipates. I'm gonna do the same here for the numbers. Click on the three dots settings and then go to Hide columns summary. There we go. That's gone, that's hidden, hidden on all of those items. Let's duplicate a column. Now, let's take the status for example, maybe we've got a couple of different status is for some reason, we click on the three dots. We come down to Duplicate. And it gives us an option there to duplicate the column, just the column or duplicate with values. The values are in this example working on it. And if I click that one, which I'm gonna mandate copies over the column, but it's also in a second. It's going to add in the same values that were in the first column. If we just don't duplicate, these will be empty. They would just look like this. That's duplicating a column. Let's say we want to add another column. We've talked about adding it at the end here, but we can also add it between two columns just to speed up our workflow a little bit. So let's say we wanted to add a column in-between the duplicate of status and person. So we can hover over the three dots on duplicate of status. Click on that. And then we can do and column two, right? This time we've got access to all of those commonly used column types. So let's say we want to add a link, maybe click on that. And now we've got a link columns. So this lets us add in a URL link. And that's gonna in-between those of course I could add, I could've rounded it at the end here. I can click on that. I can click link. And I could drag it across to where I wanted it. But I didn't want to do that. I just wanted to show you another way of doing it. If I want to delete a column, now I can do the same click on those three dots, come down to the bottom of the list and choose Delete. And it's just going to confirm that I want to delete and it's telling me that it will go into the recycle bin for 30 days. So I'm just gonna click Delete. And it's just given me an option at the top of the screen to undo that if I wanted to, I'm just gonna click the X. I'm gonna do the same for a couple of days. So the status, delete, delete, done, and the link as well. Let's get rid of that again. Delete, delete. That's great. That's a quick introduction to columns and how to rearrange them had to add new columns and how to remove the status along the bottom. Let's just say for a for a second before I finish up, I want to add back the status, the summary status. So I'm gonna hover over the title, click the three dots, go to Settings. And I'm gonna go down to show column summary that's added back there. One other thing that I probably should point out, old columns have a settings option. So we've covered that for hiding the column summary. At the top of this, he quite often find that there is a customization for the particular type of column that you're using. This one you will have already seen, I'm going to click on this one. It looks like what we got when we clicked the summary at the end. There's a little bit less information, but it just lets us pick the type. Let's try that on a different column now. So let's go to person settings and customize people column. In this example, it lets us choose how many people were gonna do a separate video specifically on all the different column types. So I'm not gonna go into too much detail here. But I just wanted to show you that every column pretty much has some kind of customization setting. Another thing that's good to note is the ad description. So if you did want to leave notes for somebody else about how their t's dot com. You can go into the settings, you can do add description. I'm just gonna say this is a test and safe description. Now you can see there's a small little icon. And if I hover over the icon, it just gives me the column information when I click on it. There we go. Let's finish up there and I'll see you in the next video. Bye for now. 11. How to Search Across the Platform: In this video, we're going to look at searching across your Monday boards. It's really easy at the top of the screen, there are these options here and you can see one of them is called search. So if I click on that, it's going to reveal the search box. So I can start typing text in there and it's going to start filtering my board. Further down the board, I can see that I've got some post-school Facebook. All I've done is typed the word face and it's already brought up those posts because you don't need to hit Enter at the end. It just starts searching as soon as you put the text in. It's brought those two posts, which is really handy if I was looking for any of the rows that had faced or Facebook in them. So the next thing we're going to try is we're gonna try and search for something that appears in two different columns on the board. So we've got done and we've got done as a status here. If I type the word done, you can see that it's finding both of those because the search box here is literally trying to match the words or match the characters across the board. And it doesn't care if it's a text, it doesn't care if it's a status. It doesn't care if it's a date or a number column. For example, if I type MAR, see it's already highlighted March there. And if I taught ten, it's still highlighted that, but it's also found the number ten beside it. If I typed MAR c h instead of March, it hasn't found anything because it can't find the exact match on the board. I'm going to click this circle at the end there, too close to declare that search. Now let's try the numbers. Okay, So let's take the number ten because we've got the 10th of March, we've got 10-year-olds and we've got a €100. So just notice in this search they tried to match, It's actually match all three of those because it's found the number ten. If I put an extra 0 for a 100, now it's only found the a 100, but it did find the number ten in all of those. If you want it to be more specific with this and just find the exact match of 10-year-old. You'd have to use the filter column motoric, the filter function. And I'll do a separate video on that. But just as a general search, you can use the search feature here. What if you wanted to such outside of your board, how could you do that? Well, there's one way of doing it, and that is the Search button over here at the search bar over here. This search bar on the left-hand side, such as all of your workspaces ulcerated, such as within this specific workspace that you're in. So I've got another folder here, and if I drop that down, you can see that there's a board and medical providers and a board called new business. If I hide that again, and I'll come back to search and I just typed in New its burrow up that new business both straightaway. If you had lots of different boards here, it's very easy to use this one to find the board you're looking for. Just to be clear, it's just searching the title of the boards. It's not searching within the board's. Another handy feature here is if I clear that search again, click the button at the end of the search field, and I just typed other because that's the name of that folder. It's brought up that folder as well. So it is searching the names of the folders. It's setting the documents, but it's only searching the titles of those items. Now let's say we want to search across the whole of our Monday account. And for the purposes of this demo, I've created a second workspace. So if I click the workspaces at the top, you can see there's another one called second workspaces. Within that workspace, I've created a board called Fruit, and I've put some different fruits in there. So let's go down to the global search. Even further over to the left, there's another search. When you hover over, it says search everything. I click on that. This will search absolutely everything across my Monday board. So it will search the names of the folders, the names of the board. It will search the workspaces. It will search for even the items that are on the boards. So if I type banana and I'm not pressing Enter, I'm just leaving it to do its thing. It's brought up the fret board on the second workspace. And it's even showed me at the entry that says banana. If I type the number ten like we had before. Now you can see it's done the same. It's found the number the 10th of March. It's found the number ten, but it hasn't found a 100 this time. This is actually a bit more specific. So if I'm going to write a 100 now, now it's found the value of a 100. Let's just go back to that banana one. And let's try apples this time. That's interesting because I've got apples, but it's actually found the value that always looking for Apple. And if I wanted to open that board, now that I've found it, I can just click the name of the group. And it will open that board for me. And then we are in the fresh fruit board on the second workspace. So they're the three different ways that you can search in Monday, we've got the global search down here on the left-hand side. Then we've got the workspace search. So this only searches within the workspace that you have open at that time. And then we've got the board search, which is at the top of the board. I hope that was useful. I'll see you in the next video. 12. How to Create and Manage Updates: In this video, we're going to talk about updates. So every item on a Monday board has its own Updates area. I'd actually refer to it normally as the information panel for that particular item. So just notice on the item name column there's a couple of icons that come under that column. And if I hover over them, they say, Add to conversation. There's a whole kind of social media feed, I would say are described as a social media feed is kind of a social media type feed. If I click on this icon here, it opens up this information panel and there's the updates list. So I can have, you can have a conversation going on here. And I can just type. You can see there I've got this is another test. I can say This is the second test. You can say whatever you like. How is this? What do you think of this post? What do you think of this item? And you can just click Post a few nice features. Hey, you can like, you can like a post in here, you can reply to a post. You can use emojis, gifs, you can add mentioned people. If you're not familiar with App mentioning. If I just start typing the app key on the keyboard, it will bring up a list of everyone who sat up in the system. And I can select those people at the moment, it's only me. So I'm just going to select myself. And I can say what d e Think of this question mark and then hit Reply. So the idea is that whoever you mentioned is gonna get a notification about that particular post in the notifications area over here, this will Gallo red circular icon on it. And that will just tell that person that they've got a notification. When they go to that notification, if they click on it, it will bring them to this board and it will pop out this panel so they can see at what was, what they were at mentioned on. So really good little feature. It tells you when the posts were posted. So we've got that here. Who's seeing them? We've got a little bell icon here, which will remind us about this particular update. So if there's something we were tracking and I saw this now, I'm not sure what the time is. I think it's around nine PM. But if I wanted to look at this in the morning, I could click reminder. And I can set a reminder for tomorrow morning at nine AM or next week at nine AM, or there's a few different options there. But what's gonna happen there is I'm gonna get an e-mail reminding me about it, but I'm also gonna get a notification in my notifications area. And just like the other one, if I click that, it will bring me to this panel. So that's the updates. Basically. You can have a look at social media commentary thing going on here with different people. You can also, one other thing you can do, which I didn't mention is that you can pin items to the top. So normally the newest items go at the top. But what we can actually do is go to one of the older ones. Click the little hero or globe triangle in the top right-hand corner. Then we can choose Pin to top. That will always be at the top now. And I actually use Monday for managing projects that on tendering for what I tend to do is I will create the name of the item as the couple of words that describe the particular tender that I'm applying for. And then I'll copy and all of the details about the tender into a comment. And then I'll pin it to the top so we can always get to an anomaly, include the web address as well to that particular tender. That's how I manage it and then any updates I have about the tender while it's going on, I always adds them to the updates as I'm going along. A couple of other things I just wanted to talk to you about in this panel. So there are a number of different views along the top here. One of them is files, so you can add attachments into your updates. But also if you've got a files column on your board, then any photos that you add onto this item back will also appear in this list. Finally, we've got an activity log. This log tells us about any changes that happen to this, to this particular item. So you can see here the status has changed. So let's just take a look at that with a new one. I'm just going to come over here. I'm gonna click Add New Item. And normally when you use this red button, the new items go at the top of the list. I'm just going to call this Test of history. So you can see now this icon is gray and it's just got a little plus in the middle, just telling me that I can add a new comment. So I'm gonna click on that. But it remembers that we were in the activity log loss time. So you can see now at the bottom here it says just now the item was created and it was created in the new ideas group. Just above that we've got the name being updated. Now if I just close this and I change the status to stuck, if I come back in here and I press Refresh. Now you can see that the status has been updated from nothing to stuck. So it's a really handy way if there's ever any question about what was changed on a record or an a on an item, you can always come back in here and see who did it. You can also filter, as you can see, there's a filter, a log filter. But also you can filter by the person that made the changes. There's no point doing that now because they were all done by me. That basically wraps it up for the updates and also the info area. Bye for now. 13. How to Manage Members and subscribers: In this video, I wanted to tell you about board subscribers. So to be a subscriber means that you get updates on various items on the board's. So there's a couple of ways that this can happen. First of all, I believe that you have to first be invited to a board. You have to be a member of a board to receive notifications. So I'm just going to click on the Invite button there. And at the moment you can see it's just me on this board. So only I have to do is to add the name of someone or at the e-mail address of someone up here. And they will be added to this board. You can notice here as well, there's a little blue icon with a crown in it. That just means that I am the owner of this board. And anyone else on this board who I add, you'll see a gray icon with a crown in it. That means they're not an owner, but I can click on the icon for other members and that will make them an owner of this board. The owner of the board can do a bit more than just the average subscriber. They can change the settings on the board. And I think particularly if it's a shared board, they can change the sharing settings in that kind of thing. You can't remove yourself from a board unless you make someone else the owner. So unfortunately, it's only me on this board, so I can't show you that, but you'll just have to take my word for it. So about subscribers. If you add someone as an owner on a, on a particular item, they automatically become subscribed to it. And that means that they start receiving updates into their inbox, but also e-mail updates as well. If I open up one of these examples here, click that icon and the information area of the conversation area has popped up. Also, if we like a comment that someone else has written, we will automatically be, it becomes subscribed to that item. We will follow the conversation, will get the emails in their inbox, will get the messages in our inbox here on Monday. And we can, at any point in time, we can come in here and we can actually choose the drop-down here. And there'll be an, there'll be another item on this list that says, oh, there we go. There is unfollow conversation. If I click that, I won't get updates on this. As it happens, I won't get updates because I'm the person writing them. But if someone else was to add an update here and I was subscribed follow-up conversation, then I would get an update on an e-mail. Another thing you can do is come up to the top pair. And a bit like becoming a member of a board, you can add yourself to this list of subscribers. This means you'll get an update for this item as well. There's a couple of different ways of doing it there. So let's imagine that you were not you didn't like something on a board and you didn't add it as the owner of that item on the board, then the only way that you can get updates on this is by coming in here and adding yourself to the subscriber list. I just did that with that little icon at the top there. Thank You. Can also click here and do manage subscribe as it's exactly the same thing. So the only other thing I wanted to mention about being a subscriber is that it can become a bit frustrating if there's a lot going on. So you can end up with gang loads of emails into your email inbox. Not so worried, worried about the ones in Monday, but it can be frustrating in your in your e-mails. The way that you adjust your notification settings, you come down to your avatar or your initials down on the bottom left-hand corner. Click there, then choose profile. Then along the top here you can see there's an option that says notifications. So I'm gonna click that, scroll down and you can see email notifications. When I expand that list, you can see there's quite a few different ways in quite a few different settings for e-mail notifications. So if you are getting a lot of notifications into your email coming here and just have a play around with these settings and see if you can, you can set out the way that you want to. There's also, if I scroll down another option here that says notifications in Monday, and there's a few options you can play around with as well. So I hope that's been useful to you. I'll see you in the next video. 14. How to Manage Privacy Settings: In this video, I want to tell you about board types and how you can share boards with people outside of your organization or outside of your team. So all you have to do is come over to the left-hand side, hover over the board name on the workspace list. Click on the three dot icon. And then on this list there's an option that says Change board type. So at the moment this is what's called a main board. A main board, anyone in your organization, anyone who is signed up to your Monday account can see this board. They don't have to be a subscriber. They didn't have to be a member of the board. They will be able to access it and see it. If you want to share this board with someone outside of your organization who's not, doesn't share the same domain name is used. So everyone who signs up to your account is probably at wherever your web addresses.com. But if you want to share it with the parties contract or something like that, you need to go to change to shareable board. What's going to happen here? It gives you a little warning and it just says shareable boards are visible only to subscribe. This means that if somebody was at using your board because it was a main board and they had access to it. But now when you check, when you change it to a shared board or another type of board, you're actually going to have to add them as a member to member of the board. So let's do change to board, change to share a whiteboard. Anyone who had access previously, but it wasn't a member of the Board will now not be able to access it. What you need to do is come up to invite. You need to add their name over here. So these are people in your organization. Then on the right-hand side you can see that you can add the e-mail address of people who are outside of your organization. This can be great if you're working with third parties or suppliers or something like that, anyone who's not in, inside your team. One of the benefits of that, I suppose, is that they can't see anything else outside of this board. They have to be invited to it. They have to be a member of the board. The other type of board, if we come back here and click the three dots and go to change board type was private. So this is kind of similar to a shared board, but the difference is it's only for internal use, so it's for members of your organization, members of your team, change to board, changed a private board. But you have to be a member, you have to be a subscriber. So remember, a main board is accessible to everyone. A private board or a shared board. If you're not on this list up here where I said where it says invite, you say that other panel has gone. Now, if you're not a member of this list, if your name is not on the list, you can't get in. So another thing to note here is you can see here that I'm an owner of this board. You can make anyone else on the list and owner by clicking the icon next to their name. And that also means that they can change the sharing settings of that board and they can invite other people as well. That's it. I hope that was useful to you. I'll see you in the next video. Bye for now. 15. How to Share a Monday URL: A really common question I get is, how do I share my board? I've already covered in another video how to share a board. I counted change a board to a shared, shared board type. But what people normally mean is that they used to working with applications are platforms like Google, where you can come up here and you can click Share and it gives you a link that you can send to people. It's super simple in Monday is literally just the link that's at the top of the screen here. I believe this, this ID number here is the ID of your board. You can also see that you're company name, your Monday account is there, dealt monday.com. So it's literally just this whole link. You can just right-click on that copy. And you can send that to someone in an e-mail. And as long as they are already set up in your system, as it happens, this, this board at the moment itself as a private board. So let me just change that back to main board type. That means anyone in my organization, anyone who set up on my Monday account, as long as they're part of my team then on external contractor or something like that. As long as they are part of my team, they can get access to this now if I send them that link. So that's a really easy way of sharing your Monday at both. But what about if you wanted to share an individual item? So let's take this one here or maybe this one's got a few updates on it. So let's click here on Open. Then to share this, this individual item, we can come up to the three dots in the corner here. We can choose Copy item link. What the difference is with this one is when I send this link that I've just copied when I went there and I chose copy link, Ashley copied it into the clipboard. It will send a will give will provide a link that when it's clicked, it will bring someone to this board, but it will also pop out this window. So it will highlight the individual item and it will pop out this window so that they can see the updates straight away. If you notice when I opened this window by clicking on the item, it also changed the URL here. So this is actually the link that they're getting now pulses. And then it's the actual, I guess that's the ID of this individual item. If I close this now, you'll see that disappears in, we're just back to the original board link. I mean, you could just click this and copy that link. It's up to you. You can do that or you can come here and you can choose Copy link that say, I hope that was useful TAC in the next video. 16. How to Add Subtasks: In this video, I'm going to talk to you about sub-items. So it does pretty much what it sounds like it does. If I go to any of the items on my list and I hover over the name of them. You can see there's a small arrow or smooth Chevron appears there. And it says expand sub-items. So for every item on the board, we can have sub items. If I've clicked, if I, if I click that icon, then you can see a list of sub-items appears. In this case, I'm on the fruit board here, so it says apples. If I come up just off screen here for a second, I got a list of types of apples, so I'm just gonna take one here, gala. I'm going to click to add a sub item. I'm just going to paste that in. Hit Enter. What else have we got? We've got Granny Smith, that's quite a popular one. Put that in there. Granny Smith apples. So it's suited the needs of what I'm doing here. But like with all things in Monday, you need to do what is right for you. You need to find the right workflow that works for you. I have tons of boards and plenty of them do not ease sub-items, but sometimes you do find that they can be useful. So one instance where I have found that it's been very useful is if I'm, if I'm creating a list of tasks or, or let's say we were talking about social media in other videos. So maybe each row, each item is a social media post or activity that I want to do. And I can have sub items underneath that particular item that all relate to the tasks that need to be completed to create that social media activity or that social media post or marketing material. Just with, just the same as with normal items. You can add extra columns here. These columns can be moved around. You can, you don't have to have, as you can see, the same columns as you already have on the main item. So it's all completely customizable. One thing I will say is that you can't have sub-items of sub-items, at least at the moment. But that's, that's fine. That would probably make things quite complicated. Another nice feature of this is h sub item has its own conversation or its own info box or info area. We can add updates and all that kind of thing. So that's really useful as well. If you want to hide the sub-items now that we've expanded them, you can just click the icon again here. And that will just that. We'll just zip up the item that we were originally looking at. This works for all of these and I can have multiple open at the same time as you can see. Whoops, wrong button. And I can hide them all like that. I hope that's been useful to you and I'll see you in the next video. 17. How to Use the My Work Area: In this video, I'm going to tell you about the my work area. So if I come over to the left-hand side, you can see there's a few different icons. One is workspaces, one is notifications, one is Inbox, and the last one is my work. So I'm gonna click that and jump in here. And now you can see a view called my work, which shows me every single item on Monday, on my instance of Monday that I am assigned to teach. So I've only a couple of boards set up in here. So it's not a lot. But if you're using money Monday, using Monday for for managing tasks and project work, that kind of thing. And you're assigning people pieces of work, then this is amazing because it even organizes it in date order so you can see things that are overdue today, next week, and so on, and even things without a date at the bottom. The date, the jj is based on this column here, the date column the person is assigned to. So it's only looking for things here that are assigned to me. That's obviously the people column. And it's also showing me the status that the work is in and where the board is located. I can also update all of this stuff from here, so I don't even need to go into the boards if if I if I don't want to, so I can just click the status at the end and change that to working on it. I can even add updates here. I can change the view of everything that's on that particular item here. So I can even add new owners and things like that here, close that. You can see it's really, really useful, especially if you're managing lots of work. We've got a search feature in case we've got lots of work here. Hopefully you haven't got lots of work. Hopefully you haven't got a huge backlog. But if you have, you can search. You can also click this button to see things that you have already completed. I'm going to turn that back on. And finally, even customize this area a little bit so you can add other people's names in here. It's only mesa up in the system at the moment, so it's just showing me you can decide which boards it's pulling from. So if there are boards that you don't want to show up in here, and then you can just untick those. And the status column. It's just asking us to identify which status column should be displayed here for each different board, and also the date column as well. Because you can imagine that some boards will have multiple statuses, some will have multiple dates. So it's just a way of telling the MOI work for you how to organize that information. So you're saying use this date column to put it in the right order here, and use this Status column to display here. That's it. I hope you found this useful and I'll see you in the next video. 18. How to Filter Data: In this video, I'm going to talk to you about the filters. So there is a really handy filter feature built into Monday which allows us to filter the information on our boards to make it a lot easier to find what we're looking for. There's a couple of different ways we can use the filters. And just notice, first of all, died split into two areas. There's the button here, but there's also a drop-down here. We're going to focus on this bottom part first, so I'm gonna click on that. And first of all, on the left-hand side here it shows us straightaway filters that we've used recently. If I scroll over to the right to o columns, it shows us all of the columns on our board in the order that they appear on the board. So if there's something right at the end, you are trying to float a column right at the end. You need to use this little slider at the bottom and select all the way to the end of the world. So let's filter something on here. So if I go back to analysis, so this is a filter column and it's actually this one just here, just obscured by the window. I'm going to choose stuck. So straight away I can see there's two items here that are set to stuck. And I'm gonna click on that. And immediately it has filtered out all of the other information where the where the analysis status was not stuck. So this is really handy. So let's go back to the filters. What if I only wanted to see things where let me scroll back over here. The analysis was stuck and creation was working on it status. So I can just click the next one. And now it's doing both of those together. So it's looking for anything that is in that status and anything that is in that status. You can see on the board here there are only two items that match that criteria. If we go back to the filter here, we can turn those off just by clicking them again so you can see they're highlighted in blue when they turned on. So I'm just going to click that one and go back to the board. There's actually only one item there still got that criteria. So let's go back here and let's just swap that around. So I'm going to turn that one off. And I'm gonna go back to stuck on here. We've got a couple of items there. That's the basics of the filter and that's the kind of the basic filter mode. There's also an advanced mode. So if we come down the bottom here, there's a button that says switch to advanced filters. You can see it's now showing me that same filter that I had applied. But it's showing me in a more, I suppose a more detailed way of looking at an adult. It's more, It's a more logical view. So what I can do here is I can say analysis rather than being is, which is what it was previously on the other filter section just here, I could only say it is this and it is this, is this. Whereas in the advanced feature, in the advanced filter, I can say is not as empty depending on what type of column a is. It's gonna give you different options here. Let's turn that off. If you notice, I just click the X next to it to get rid of it. So that was a status column. Let's pick a timeline column. Now we've got different options. So it says is not empty ends on ends after, at loads of different options there. In here as well. It's gonna give me more contextual dot type stuff. So it's gonna say done on time, current, due today, past feature. So you can see, you can really refine your filters here. The other thing is you can add additional ones. You can just keep adding as many as you want to really filter down the data and get what you are looking for. Once you have found that, let me get rid of some of the base and I'll just stick with a fairly simple one. Let's say is don't, it's done on time. And that seems to have updated in the background here. Let's say that I wanted it to be I always wanted to look at or are on a regular basis, I look at items that are done on time. What you can actually do is see there's a button up here that says save as new view. So when I click this, just notice up here it's going to appear with a new tab. So I'm gonna click that now. And it just says table. So I can just type in there at done on time. These items along the top here are called views and I'm gonna do a separate video on those. But basically, if you add a view, you can just jump straight into that and it will have that filter applied. So the main table over here is where all of the information is on your board, but the views allow you to look at that data in different ways. So if I always want to see items done on time, which I guess are these ones here. Then I can save it as a new view. And I can just click that every time I want to say, and it will give me a live view of what is going on. That can be really helpful. I mentioned earlier on that there was this second status icon here. So this just jumped straight into the advanced view. So if you click the button on the left, it shows you the standard view. And if you use the button on the right of that same button, but the drop-down, it brings you into the advanced filters. If you want to clear the filters at anytime you can click Clear, Oh, even though I'm on the other view, it's still going to clear the date. It's gonna clear with the filters and show me all of the data. I don't think there's anything else really to add on this other than if I go back to the Quick Filters, we have the same options up here to save this view. And if I had applied one of those, we can clear it here as well. One final thing I just want to mention here is that this can be really useful, particularly the advanced filters. If you want to find missing, if you want to find information on a really long piece of data. So for example, I was working with a client recently. They had It's Monday for all of their bookings. And they had a comment list and they wanted to see everything that had a common. Now there were hundreds of rows of data that had no comments. What they could do is they could come in here. They could select the notes column or whatever column they could use. And this one is called notes. And we could say is not empty and striked away the data has been filtered. And if I scroll over to the right, there was only one column that had notes in it. So it was a really easy way to find that. Alternatively, if you wanted to see anything that didn't have notes, you could do the same. I'm just going to click on the Advanced one here. I'm gonna say is empty. And there's a few here. And a really nice little feature here as well is that you can mass update these columns as well by using these buttons at the beginning. So I can take tote to those. And I can say, this is my comment. When I hit Enter, it just goes into both of those. So that's a really handy feature that you can use in combination with filters. That's it for now. See you in the next video. 19. How to Mass Update Fields: In this video, I want to show you how to mass update your boards. So if you want to update multiple items at the same time, this is how you do it. Very simple. Over on the left-hand side next to every row, there is a checkbox. If you're using an older view of Monday and older layout of Monday used to have to hover over this blue tab at the end and the checkbox would appear. But now we can see them all. So you can check individually the ones that you want to update. This one, let's say we wanted to update estimated hours. This is 35, but maybe let's change it to 20 or 2320. And I just hit Enter on the keyboard now. And because I've got those two rows selected, it's updated both of those fields and you can see that it's going to update those because when you hover over, you see a dark blue border around those fields. If I want to clear them, I can do the same. On either of those. I can click the X at the end of the field name. And it's cleared both at the fields. If you wanted to update multiple fields, if let's say you wanted to update all of the, all of the board, then you could either select each one individually or you could come up here and click the checkbox in the header row. If I click that once it removes all the checks, and if I check it again, it adds them all. Just notice as well. When I check that on and off, new menu appears at the bottom of the screen here. So this is only for selected items. So when you've selected multiple items, if you take on any of these, it will always appear so it's allowing you to duplicate those items, export them, archive them, delete them, convert them to something else, or move them to another board or another group. For example, here, I've selected two items I could do move to group. And I can select the other group here which has finished projects. And now they've been moved down there. So we can undo that the top if I wanted to. Another way that we can use this checkmarks is if we come over here to the notes and we wanted to update all of these notes at the same time. Again, we can do the same thing here. We can select all of these. We can even select all of the ones in another group as well. And then come to the note field and say, this is my comment. And hit Enter on the keyboard and it updates on all of them. So that's very simple. That's how you use the mass update feature. And Monday, I hope that was helpful and I'll see you in the next video. 20. How to Upload From Excel: In this video, I'm going to show you how to import an Excel sheet into Monday. So it's very simple. Just pick the workspace that you want to import it into, and click Add below that, and then choose Import data. You can see there's a number of different sources we can use for importing data. I'm going to choose Excel. Now it's going to ask me to select the Associates. I'm going to click here, or I could drag and drop it into this square. I'm going to choose sales data. And now it's uploaded that bought it. Now it's uploaded. And now it's uploaded that Excel sheet. So I'm just going to click the button that says, Let's customize your new board. And now it's asking us, which is the first row in our data, because it wants to know which information it should use to create the column headings. So we'll just leave that as is. The next thing it's going to ask us is, what is the first column, which is the first column in our data because it wants to use this one to create the name of each item. It's the first column in every row. In this case we're going to choose column D. So just notice here we've got the first column on the actual Excel sheet is column a or due date. Them, region them, rep, then item. Then we've got units. So I'm going to click Next down and see what happens. Now what's happened is it's picked that first row and it's going to call everything by the item name, which is what we wanted. Then we've got number, we've got our units, we've got units, cost and unit sold. And it's detected that these are numbers which is perfect. But if you look at this, we're actually missing all of the columns that came before the item column. You need to be careful of that if you are updating data because that can be quite confusing if I import that now, we'll see what happens. You can see it's created the board, but it hasn't included the other columns. So it hasn't included the older date, the region or the rep. We need to reorganize our Excel sheet before we upload it. So it's in the exact order that we want to upload into Monday. So I'm gonna go and do that. Okay, so I've updated my Excel sheet. I'm now going to delete this board because this isn't very useful to us. So I'm just going to click Delete, backup to add, choose Import, and exhale. I'm going to select the Excel sheet again, which I've now updated and hopefully saved. Let's customize the board. And now we can see that I've moved that item column to the beginning because that's where it needs to be. So we do want the first row in the data to be that one. So that's fine. We do want that to be the first column in the data, so that's fine. Now it's just asking us again to check that the type of column is accurate. It's picked out that this is a date here in order date. So that's perfect. The region it's said it might be a status column. So status is a bit like a drop-down, so I'm happy with that. Then we've got the rep status column again. Yeah, I think that's I think that's helpful. And then number, number, number, perfect. So I'm gonna click Create. Just going to take a second. Okay, So I bought has been created. It's got all of the information on it that we need at the pencil and pen and that the item name is in the right place. We've got the date there and everything is looking really well. So that's how you upload an Excel sheet into Monday. I'll see you in the next video. 21. How to Export to Excel: In this video, I'm going to show you how to export your board as an Excel sheet. So it's really easy. All you need to do is go up to the very top right-hand corner to the Board Options. Click on that icon. Then from the list that appears, just choose More Actions. And on that list you'll see Export board to Excel. So I'm gonna click on that. It's just asking me if I wanted to include the updates on my board and there aren't any, so I'm just going to leave it unchecked and then click Export. It's already downloaded the file. And I'm just going to click on that to open it. It's opened up there in Excel and you can see what it looks like. It's a pretty good representation of the Monday board, including the color coding. And it's even put if I scroll down to the bottom, it's even put the summary column that was in there as well. That's it. There's even a nice little clickable logo at the top. Before we finish up here, I just wanted to go back over to the Monday board and export the same information, but this time include the comments just so you can see what that looks like. I'm going to jump over to the board. As you can see, I've added some comments in here already. I've put two in here that say, this is my third update. This is this is an uptake. Let's just pin one of these. I don't think it'll make any difference, but let's pin that to the top. I've also got another one in here that says, This is my second update. So we've got the first third update here and the second update here. I'm going to export the board again button in the top right-hand corner. More Actions. Export boat to excel. This time I'm going to take on include updates and export. Now the board is downloaded and I'm going to click on it to open it. This time. Notice that in the bottom of the Excel sheet we've got a new tab or a new sheet called Updates. So I'm gonna click on that. And he can see all of my updates. I wouldn't say it's the most ideal way to view the information, but at least it's given you a way to capture the updates if you need to. If you notice here it's given each update, the item ID number here. So these two are the same and this one's separate. You would just have to if you wanted to know what all the updates were for a particular item, you would have to know what the item ID is. Here at the end is the item ID. So let's just pick this one. I'm going to just note the last couple of numbers, 056, going to come back to my update. And he can see 0 five-sixths. So if I was to add a filter to this page, I would at least be able to find all of the updates related to that particular item that's been useful. And I'll see you in the next video. 22. How to Pin Columns: In this video, I'm going to show you how to pin columns. So what I mean by pink columns is if I scroll across the screen here, you can see that the item name is always visible. So we would say that this is a pinned column. You can see that as I move over the, the colored status fields, you can just about see them behind the item name column. So what if I wanted to have the older date pinned as well? Well, it's really easy. All I need to do is come up to the three little dots here and click on the pin icon. Once I've done that, I can take which ones I want to pin. Now you can't you can't pin, say the older one and the unit cost only. Because if I do unit costs, for example, you'll see the system ticks everything before that. What it means is all of the columns from order date to unit cost will now be pinned. That's not really what I wanted to do. If you wanted to do that, then really you should move those columns to the beginning of your list of columns. So let's untick some of these. Let's just go to here and do order date. Now I'm going to click off of this drop-down box and I'm going to scroll to the right and you can see that the, the order date is now pinned for good backup here, the same region V. Click away, and you can see already that the region view is now pinned as well. Another thing that we've got here underpinned columns, if I just click on that again, is we've got save as new view. If you've watched any of the other videos you might have come across views before. And views appear at the top here. So it's just different ways of looking at your data. So if I save that as a new view, we're just going to code this pinned. It basically just means that when I come back to my main board, which is where all of my data is and nothing is paint. But if I want to see the view with it pinned, rather than go in here and clicking this every time, I can just have my pin view setup ready to go and I click there. And I'm saying exactly the same data, but those columns are now pinned. A couple of really quick little tips for you there. I hope you enjoyed this and I'll see you in the next video.