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Monday
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CRM
Monday.com is a cloud-based project management and collaboration platform that enables teams to plan, track, and manage their work. It provides users with a visual and customizable workspace that can be adapted to fit different workflows and project types.
Analyzing Data and Reports
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683314816/prompt_logo_d330fc4ce4.png)
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How to Identify Trends using the Chart Widget on Monday
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1682361383/prompt_logo_000441d177.png)
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Team Performance Tracking & Benchmarks with Battery Widget
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1682354908/prompt_logo_1b4af98198.png)
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How to Build Custom Reports Using Table Widget
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1682399350/prompt_logo_2f83fbf013.png)
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How to Filter and Sort Data for Better Insights
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1682591858/prompt_logo_dd7f6f3e85.png)
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How to Share and Export Reports and Dashboards
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683049355/prompt_logo_64e51ba042.png)
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How to Analyze Time Spent on Tasks with Time Tracking Widget
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683983349/prompt_logo_3ea89a9950.png)
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How to Integrate Monday.com with External Analytics Tools
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1684043023/prompt_logo_010f46adb6.png)
CRM
How to Customize reporting with Monday.com's API
Timeline and Gantt Views
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683351045/prompt_logo_2176808080.png)
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How to Adjust Task Properties in the Gantt View on Monday
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1682512199/prompt_logo_8041308676.png)
CRM
How to Adjust the Time Scale with the Zoom Feature
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1682567138/prompt_logo_64aa63f83b.png)
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Export Timeline & Gantt: Image/PDF for Reports
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1682594435/prompt_logo_9097b832df.png)
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Task Filtering in Monday.com: Timeline View Tips
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1682893011/prompt_logo_fc8229611e.png)
CRM
How to Add Task Dependencies in the Timeline View
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683053408/prompt_logo_56c4f1300a.png)
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How to Identify and Prioritize Crucial Tasks with Gantt View
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1682895866/prompt_logo_3f3e54e121.png)
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Optimizing Resource Allocation & Workload with Gantt View
Workflow Automations
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683315219/prompt_logo_e2359acfc5.png)
CRM
How to Automate Task Assignment based on Status or Deadlines
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683054815/prompt_logo_6dbcbce17e.png)
CRM
How to Automate Workflow with Monday.com's Automation Center
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683056975/prompt_logo_46aa8f176c.png)
CRM
How to Streamline Tasks with Custom Automation Recipes
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683058869/prompt_logo_a4b3cd2c39.png)
CRM
Using Pre-Built Automation Templates for Common Processes
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683152530/prompt_logo_48a92c040b.png)
CRM
Automated Team Notifications: Update Sharing Tips
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683154112/prompt_logo_e98c56d214.png)
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How to Use Automation to Move Items Between Groups or Boards
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683156040/prompt_logo_9ac1135b98.png)
CRM
How to Schedule Recurring Tasks or Events with Automation
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683158739/prompt_logo_527119dd4f.png)
CRM
How to Integrate Monday.com: Automate with Third-Party Tools
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683172628/prompt_logo_a925ff3b0a.png)
CRM
Managing Dependencies: Multi-Step Workflows in Monday.com
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683779627/prompt_logo_44e94e31d9.png)
CRM
Optimize Automation: Analytics for Performance
Column Customization
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683214163/prompt_logo_528c659a66.png)
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How to Change Column Types to Suit Your Projects at Monday
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683176490/prompt_logo_ba419c2254.png)
CRM
How to Create Custom Labels, Colors, and Statuses at Monday
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683219032/prompt_logo_1f7017a4f5.png)
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Using the Date Column for Effective Scheduling at Monday
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1682329415/monday_9217fd62c1.png)
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Adjusting Column Width, Visibility and Settings on Monday
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683174548/prompt_logo_04c5b83135.png)
CRM
How to Add, Remove, and Rearrange Columns in a Monday Board
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683221498/prompt_logo_4e8f71322a.png)
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How to Monitor and Analyze Task Time with Time Tracking
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683224052/prompt_logo_35e49befcf.png)
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How to Manage Documents Using the File Column in Monday
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683225318/prompt_logo_78ef69caa0.png)
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Linking Columns to Store and Share URLs and Resources
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683226881/prompt_logo_dd37993615.png)
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Setup & Utilize Columns to Manage Team Responsibilities
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683980562/prompt_logo_18079846a8.png)
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Automating Calculations and Data Analysis by Formula Column
Board Creation
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683400613/prompt_logo_90b144deef.png)
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How to Use Pre-Built Templates on Monday
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683405688/prompt_logo_e311613c85.png)
CRM
Customizing Boards with Groups, Columns, and Items on Monday
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683402997/prompt_logo_bdd57226f9.png)
CRM
How to Manage Permissions and Access on your Monday board
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683232603/prompt_logo_59377cba8d.png)
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How to Create a Monday.com Board: Main, Shareable, Private
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683258199/prompt_logo_c5bfae5dd8.png)
CRM
Importing External Data to Create a New Board from Excel/CSV
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683238254/prompt_logo_b91612f54a.png)
CRM
Enhance Functionality: Monday.com and Third-Party apps
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683235469/prompt_logo_cbd4614b36.png)
CRM
How to Use View for Data Visualization & Progress Tracking
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683686420/prompt_logo_b5e3652a2c.png)
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Duplicate & Merge Boards: Reusing Successful Structures
![guide-card-image](https://res.cloudinary.com/doznx7l91/image/upload/v1683983018/prompt_logo_3af020741b.png)
CRM
How to Customize Board: Column Width, Visibility & Color
Task Automation
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