Back to Customer Success Tools 
Monday
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
CRM
How to Identify Trends using the Chart Widget on Monday
CRM
Team Performance Tracking & Benchmarks with Battery Widget
CRM
How to Build Custom Reports Using Table Widget
CRM
How to Filter and Sort Data for Better Insights
CRM
How to Share and Export Reports and Dashboards
CRM
How to Analyze Time Spent on Tasks with Time Tracking Widget
CRM
How to Integrate Monday.com with External Analytics Tools
CRM
How to Customize reporting with Monday.com's API
Timeline and Gantt Views
CRM
How to Adjust Task Properties in the Gantt View on Monday
CRM
How to Adjust the Time Scale with the Zoom Feature
CRM
Export Timeline & Gantt: Image/PDF for Reports
CRM
Task Filtering in Monday.com: Timeline View Tips
CRM
How to Add Task Dependencies in the Timeline View
CRM
How to Identify and Prioritize Crucial Tasks with Gantt View
CRM
Optimizing Resource Allocation & Workload with Gantt View
Workflow Automations
CRM
How to Automate Task Assignment based on Status or Deadlines
CRM
How to Automate Workflow with Monday.com's Automation Center
CRM
How to Streamline Tasks with Custom Automation Recipes
CRM
Using Pre-Built Automation Templates for Common Processes
CRM
Automated Team Notifications: Update Sharing Tips
CRM
How to Use Automation to Move Items Between Groups or Boards
CRM
How to Schedule Recurring Tasks or Events with Automation
CRM
How to Integrate Monday.com: Automate with Third-Party Tools
CRM
Managing Dependencies: Multi-Step Workflows in Monday.com
CRM
Optimize Automation: Analytics for Performance
Column Customization
CRM
How to Change Column Types to Suit Your Projects at Monday
CRM
How to Create Custom Labels, Colors, and Statuses at Monday
CRM
Using the Date Column for Effective Scheduling at Monday
CRM
Adjusting Column Width, Visibility and Settings on Monday
CRM
How to Add, Remove, and Rearrange Columns in a Monday Board
CRM
How to Monitor and Analyze Task Time with Time Tracking
CRM
How to Manage Documents Using the File Column in Monday
CRM
Linking Columns to Store and Share URLs and Resources
CRM
Setup & Utilize Columns to Manage Team Responsibilities
CRM
Automating Calculations and Data Analysis by Formula Column
Board Creation
CRM
How to Use Pre-Built Templates on Monday
CRM
Customizing Boards with Groups, Columns, and Items on Monday
CRM
How to Manage Permissions and Access on your Monday board
CRM
How to Create a Monday.com Board: Main, Shareable, Private
CRM
Importing External Data to Create a New Board from Excel/CSV
CRM
Enhance Functionality: Monday.com and Third-Party apps
CRM
How to Use View for Data Visualization & Progress Tracking
CRM
Duplicate & Merge Boards: Reusing Successful Structures
CRM
How to Customize Board: Column Width, Visibility & Color
Task Automation
