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With most of the world changing the way they work, i.e., switching to remote work, keeping up with daily tasks can become a challenge. In order to maintain a high level of collaboration across various teams, projects, and day-to-day tasks, teams are increasingly turning to platform tools that allow customized approaches to team management. 

With that being said, the platform needs to have a detailed permission function to ensure that the administrators can supervise Enterprise content. Furthermore, managing permissions across your team will enable you to pinpoint exactly which team members should have access to which boards and tasks. It’s also worth mentioning that permissions will prevent your team members from accidentally or purposefully deleting content from your work boards. 

Helping your team focus on the tasks that are relevant to their work position will streamline your work process and make your team members more efficient. 

Moreover, if your company works with vendors whose employees are taking tasks from your enterprise management tool, having set permissions in place can protect your data from unauthorized viewing. 

A cloud-based platform, such as, offers permission settings across the workspace, boards, columns, and even items. Let’s take a look at how easy permission configuration is on

Workspace permission  

If you’re an owner of a workspace on, you will want to control and tailor the actions team members can perform in the workspace. You can set up permissions tailored to the needs of the workspace itself or individual teams. Keep in mind that you will need the Enterprise plan in order to tweak workspace permissions. 

How does it work?

Permissions set on the account level will always be the primary permissions, with the ones set for workspace, for example, secondary. As a quick example, if you allow only admins to create private boards, changing that on the workspace level will not allow all users to create private boards. Such changes have to be made on the account level. 

However, you will be able to set permissions according to workspace roles (workspace owner, member, or non-member).

Setting up workspace permissions 

To quickly access the permissions for your workspace, click on the name of your workspace from the workspace dropdown menu. Next, click on the “Permissions” tab from the main workspace page.  

From here, you will be able to cycle through workspace roles and turn on or off the permissions to perform certain actions within the workspace (create board types, dashboards, workdocs, etc.). 

You can tailor your workspace and permissions with just a few simple clicks. 

If you want to know the list of available permission types across various platform areas, you can check them out in the table below. 

Workspace roles

Customizing workspace permissions will allow you to specify which role will have access to certain permissions. On the following roles are differentiated: 

  • Workspace owner – creator of the workspace; or christened as an owner by an admin that created the workspace. This user will have a blue crown next to their name
  • Workspace member – a user invited to the workspace with a gray crown next to their name
  • Workspace non-member – a user invited to a part of the workspace (board or workdock) but not the workspace itself. Their name will not be displayed under the “Members” tab

Types of workspaces

Finally, let’s take a quick look at the types of workspaces offered on Users can choose to have an “Open” or “Closed” workspace. But what does that mean?

Open workspace means: 

  • Team members can join instantly and have open access to the workspace
  • All team members will have access to all boards they have been invited to 

Closed workspace means:

  • Such workspaces are marked by a lock symbol
  • Only invited team members can join
  • Once joined access to all private and shared boards is given if the users are invited to them
  • Team members subscribed to a board in a closed workspace will have access only to the board and nothing else from the workspace

Board permission

The person that creates a board is the owner per default; however, more owners can be added through the “Invite” icon, on the upper right of your board. Clicking on the gray crown next to a user’s name will turn the crown blue, indicating that the user is now an owner of the board. 

To access board permission details, click on the three dots in the upper right corner of your board. Next, click “Board permissions” to enter the permissions center from which you can choose the type of permissions you would like to apply to your board. 

To quickly review your board permissions, click on the lock icon at the top of your board and next click on “View permissions settings.”    

Board permission types

The all-encompassing permission is the “Edit everything on the board” permission that allows all board members to change the content and the structure of the board. Next is the ”Edit the board’s content without changing its structure,” allowing non-board owners to add, delete and change statutes across the board. It is ideal if you’re looking to collaborate with an external guest. 

“Only edit items, or subitems that users are assigned to ” permission is available from the Pro plan onwards and will allow anyone who isn’t the board’s owner to edit items assigned to them. And finally, “Write updates on items only” will lock down the board so that changes can only be made by the owners of the board. 

Item viewing permissions

If you’re looking to restrict the view function to items either because of the sensitivity of information or to focus users on items assigned to them, you can do so with the help of item viewing permissions. 

To access this function, click on the three dots on the top right of your board and select “Board Permissions.” Under “View Permissions,” you will be able to set viewing permissions. 

The default option is “View everything,” which allows anyone with access to the board to see everything. “View items assigned to them in any column” will ensure that users are assigned an item under the people columns to be able to view it. Note, creators of items and board owners will be able to view all items on the board. 

Column Permissions

If you have sensitive information you don’t want users to see or change, then column permissions can help you out. To edit column restrictions, press the down-facing arrow next to the column name, click on “Column Permissions,” and choose “Restrict Column Edit.”

The names you enter after restricting column edit will give those users column edit capabilities.

Similarly, if you want to restrict view access for columns, press the down-facing arrow next to the column title and choose “Column Permissions” and “Restrict Column View.” 

The names you enter after restricting the column view will allow those users to see the column. 


There you have a quick overview of the permissions on If you’re looking to pull your team together into a common workspace, allow them to focus on tasks that are assigned to them, or collaborate with external employees, you will need to understand how permissions work on

With everything above, you will be able to set permissions for the workspace, individual teams, for boards, for columns and even items, to make your team and your organization work to the best of their abilities. 

Small Business, Tips

Set Relative Timeline

A timeline view in a task or project management software enables high-output planning for teams looking to streamline their work. Such deadline-driven teams often use the timeline view to order the tasks or projects chronologically. Seeing scope and deadlines in one view enables you and your team to stay as agile as possible and to adjust when things go awry. 

Some users may wonder why use a timeline when there is a Gantt chart. While both have their uses, the timeline builds on the Gantt chart and allows greater customization and flexibility.

With this, we come to the automation part that is introduced through the Set Relative Timeline application developed by Let’s take a look at how to set it up and use it properly to give yourself the flexibility your project or work requires and utilize the timeline column to its fullest potential. 

What is a Set Relative Timeline?  

Automating certain tasks may have to do more with freeing up one’s time than with trying to avoid human error. With Set Relative Timeline, both of these objectives can be easily achieved. Namely, the app allows you to define a timeline that will be set at a later time (e.g., when a task changes its status). This change will be defined relative to the time the trigger fires. 

The application is developed by power users and is available through the marketplace. Once downloaded, the app will be in trial mode (10 days); however, users can unlock the app through the Excellent Team shop at any time. 

More details

The support for months, weeks, days, working days, and hours as input is all there; users can even use negative values (in the past) when defining relative start and end dates. Note that the business days definition follows the standard, five days per week, reading weekend settings from your account settings.

It’s worth mentioning that the timeline column in only supports dates without time; this means that the definition of hours has an effect when the trigger fires X hours before midnight.  


When it comes to automation, the app itself doesn’t contain recipes, but will be present as an action in any possible custom automation. This is in no way limiting, as it offers users maximum flexibility when it comes to defining the trigger and combining the action with other actions.   

How to install Set Relative Timeline?

To install the application, you will have to go into the marketplace, and the quickest way to reach it is by clicking on the puzzle piece icon on the left-hand side of your dashboard.

In the marketplace’s search box, type in “Set Relative Timeline.” Next, click on the app to add it to your account, and select to which workspace it will be applied (or to all workspaces) and click install.  

During the installation process, the required permission for the app will be displayed. The app does not store access tokens, but the platform will grant permission for 60 seconds to the app during the installation process. All actions will be performed with the user credentials of the user that installed the app.

How to configure Set Relative Timeline?

As mentioned earlier, the app does not have its internal recipes, but shows up as an action in the custom automation builder. 

You can configure the action using the usual way on by clicking the highlighted words to configure the action part of your custom automation recipe. 

  • Timeline: pick your timeline column provided in the dropdown
  • relative start: enter a number and pick the unit from the dropdown list for the start date
  • relative end: enter a number and pick the unit from the dropdown list for the end date

Added value

While the application offers a free trial of 10 days to test it out if you’re unsure whether it fits your needs, the actual pricing is a one-time payment. The app currently costs $34 regardless of the number of automated triggers. This represents good value compared to how much return on investment you can have, depending on the number of items that use the timeline column (especially in the PMO environment). 

The 10 day trial kicks off once the first action is used, unless you purchased the Excellent Team app in the shop. If you wish to use the action block after the trial period ends, you can purchase the app through the Excellent Team shop. Once you purchase the app, it will be available instantly, with all of the configurations you have made previously. 

You will receive a notification on that indicates that the app is in trial mode, and a few days before the end of the trial period, you will receive another notification. If you no longer wish to use the app after the trial period, you can safely remove the app from your account.  

Finally, users get a detailed PDF guide on installing, configuring, and using recipes for automated processes. 


Set Relative Timeline is a cheap and great solution for users that utilize time management and timelines in specific. Per default, the solution based on a specific trigger that will utilize automation to reach the desired goal does not exist on, which makes the app much more useful. 

Installation and configuration are simple and easy to do, making the app accessible to novices and experienced users alike. 

Small Business, Tips

7 hacks to save your time on

Stress and burnout can quickly accumulate when you try to do more with less time. Managing your time properly will increase your happiness, adjust your work-life balance, and help you reach your goals. 

In short, being really good at managing your time will help you work smarter, not harder. With this approach, you can focus on more opportunities and maximize your strengths.   

To be more productive, you will need the right tools and tips on how best to use them to free up your time. With that being said, let’s dive into seven hacks that will help you save time on 

1. Automate your boards

Automation can be used at the board level on, but it can also be used across boards. Automation recipes could help you link information across different boards. These recipes allow one action to trigger an action on a completely different board, thus speeding up your work and saving you the time of going through each one individually.

The first recipe we will look into will allow you to move items across groups, which could help you achieve more work and help your team get better organized. 

To add the recipe, go to the automation store on top of your board. Choose the recipe move item (within a board) that will support your necessary workflow. The recipes have the following paradigm: “when X happens, do Y.” 

This recipe would allow you to automate the archive process across all of your boards. For example, when a task’s status moves to closed, move it to archive. This will ensure the most relevant and active tasks are on your boards and your team is fully focused on delivering value. 

Another helpful recipe that will save you time is the item creation process automation. If you create a recurring monthly task, the “every time period, create an item” recipe could help you automate the tedious job and ensure that human error is no longer an issue. 

2. Integrate external tools

Correspondingly, digital platforms like thrive on bringing all of your work tools to one place. Integrations allow you to have your customized work hub to streamline your work. Moreover, this process is simple by following predefined integration flows; click on the integration icon on the upper left part of the screen on the board where you want to create an integration. 

Since email is an integral part of online communication, integrating your favorite mail client or provider will save you time from switching across tabs or platforms. Gmail, Outlook, and Mailchimp are great options to add if you use your email often. 

If you’re a software developer or a scrum master, integrating Jira Cloud, Gitlab, Github, or Jira Server will allow you to manage all of your tasks from a central location. In addition, you can lead more productive discussions on builds and even track the deployments and commits your team makes through Gitlab. 

3. Boltswitch 

Complex projects with numerous items usually end up getting bogged down with numerous boards. To help you skip a scrolling marathon, the Quick Search is there to help you easily navigate your boards, dashboards, and workspace. 

To access the quick search, hover over the search bar in the upper left side of the screen and click on the lightning bolt icon. Here you can enter the name of the item or document you are searching for and find it instantaneously. Links offered by quick search can be opened in a new tab by holding the ⌘ Command/Windows key.

4. Batch Actions

Batch actions are the bread and butter for speeding up your work. This approach allows you to edit, move, delete, archive, export, and duplicate items with a single click. Batch actions will allow you to select single or multiple items, depending on what you want to edit. 

Once you select the items, the toolbar at the bottom will show you how many items you selected. From here, you can duplicate items, export files to Excel, archive items, delete items, and move them to another board. Additionally, you will be able to change the column values and apply them across all items. For example, you can easily change item statuses or assignees with just a few easy clicks. 

5. The favorites board

By adding boards to your favorite section, you can have them all in one list for easy access and cut the time needed to find and access them. Adding boards to your favorites is as simple as clicking on the star located at the top of your board. Favorite boards will appear at the top of your Workspace list for streamlined access. 

To organize your favorite section, expand the left panel of your account. From there, you can find the Favorites section under your Workspace dropdown menu. Here you can create folders to organize your boards even further.   

6. My work

If you are looking for one place to see all of the items you worked on, across your entire account, then My Work is the place for you. Instead of jumping across boards and dashboards, My Work brings all of your items to you, saving you the time and stress of going through each board. 

If you’re using the mobile version of, you can still use My Work to get a one-page overview of your work on the go. As with almost all functions of, you can customize My Work to meet your needs. 

To quickly access this function, click on the calendar checklist icon in the left panel. It will show all tasks assigned to you across your account. Note that you will have to have a People Column and the items assigned to you if you want them to show up in My Work. All of the items there will be formatted in a similar way to how you see them across your boards. 

Keep in mind that there is a limit of 50 boards and 1000 items that My Work can house. A pop-up notification will warn you once you reach the limit. In a sense, this will help you practice good task hygiene across your boards. 

7. Search everything 

Another time hack on starts by clicking the magnifying glass icon above your profile picture on the left pane. With this, you will open up the Search Everything function, the greatest search tool, on monday. 

As the name implies, you can search for anything across all of your boards. For example, search for their name to check a colleague’s workload quickly. If you want to check your tasks for this week, search for items assigned to you and filter them by date. 

Once you have performed your search and obtained the necessary results, you can export them to Excel. Simply click on the cogwheel and choose the option “Export to Excel”.

Keep in mind that you can only see data from Main Boards or Private/Shareable boards that you are subscribed to. Administrators will be able to access most of the boards, but they will have to be subscribed to private boards in order to see them. 

Finally, another tip that can speed you up even more is saving a search for future use by clicking on the Save button after you have entered your search. 


On the whole, being productive and good at managing your own time comes down to the processes you put in place surrounding your work and private life. With the above seven hacks, you can speed up your work on platform and shave off precious minutes from repetitive tasks. 

When you become more productive, the extra time you save can be spent focusing on other high-value tasks or simply taking a moment to enjoy a breather or focus on your own well-being. In the long run, this will pay dividends for both you and your work. 

Small Business, Tips

Useful apps for monday sales CRM

Selling seems to be more sophisticated than ever, thanks to numerous technological advances. Yet, there is still an opportunity to be creative and unique, but the prevailing sentiment is that an integrated digital tool, like a sales Customer Relationship Management system (CRM), is indispensable. 

In essence, a CRM helps with the customer lifecycle by analyzing, tracking, and auditing the entire process. Lead management and accounts and contact management are the backbones of the system. At the same time, more advanced CRM systems include support calls and notes from sales calls. CRM software would handle and automate each process, leaving the user to focus on closing deals.    

One such solution is which incorporates all of the above-mentioned aspects and much more. Let’s dive into why you should choose monday sales CRM.  

Why monday sales CRM?

While can be used for different purposes, let’s focus on how and why to use it as a CRM tool. It is a highly customizable platform that can help users collect and nurture leads through the entire lifecycle. The dashboard offers roughly 50 columns that allow you to have custom customer segmentation and group management approaches. In short, the goal is to give the user complete control and use the intuitive drag-and-drop system to customize each detail. Let’s look at the four main points where monday sales CRM can help you. 

  1.  Automate manual work

As more tasks reach our desks and each one with competing priorities, having a high-quality marketing automation system becomes key. To help you get more work done, automates the work and reduces the element of human error when sorting large swaths of data. Right now, the platform offers over 250,000 human actions to speed up your work. 

  1. Boost team efficiency 

Teamwork makes the dream work, as the adage says, which is quite true as none of us can work in a vacuum. One of the main goals of CRM software should be to enhance collaboration between teams and team members. From the initial log, allows users to join teams and start collaborating and integrating their favorite messaging and video conferencing tools. Furthermore, the timeline view allows users to see who is available and what kind of workload they have to plan better and meet deadlines. With the component of task management, reminders, and comments, following tasks through to their completion is simplified.    

  1. Access everything in one place

A new way of working was the concept behind building, and the platform lives this concept by allowing users to have everything they need in one place. Users can manage projects of varying sizes, oversee work, collaborate, handle HR, work remotely, speed up the creative process, and much more. Having everything in one place with a high level of customization makes the platform truly unique. 

  1. Real-time tracking and reporting 

Data dashboards allow multiple visuals and a level of customization necessary to get the right message across. With more than 20 widgets available, dashboards can be designed as needed, and the data can be pulled from the platform to create time tracking and reporting metrics necessary to better visualize the work that has been performed. 

For more details on why could be the right tool for you and your organization visit the following link.

Let’s now jump into the top three CRM apps for  

1. DocuGen

What can be done:

DocuGen is a document-generating tool for, packed with features and customization options. With this app, users will be able to use to manage the entire sales process and to create quotations, proposals, and/or invoices with just one click. Another advantage of the app is that it allows users to pull information from their own boards into the document that they’re creating. 

The automation element comes in the form of the app sending generated documents by email or attaching them directly to File columns or conversation feeds inside 

The app has a 9.1 rating for ease of use and a 9.4 rating for quality of support on G2 Crowd, making it the best document generation app on 

Why to use:   

  • Offers integration with document creation 
  • Offers 100 free documents per month 
  • Has a dedicated support team 
  • Can simplify the administrative work 
  • Offers unlimited users and templates 

Works with:

Integrations – With pre-built integration recipes users can generate documents with a click of a button. Go to integrations at the top of your board and search for DocuGen integrations, click on the integration recipe called “When this button is clicked, generate document using settings from this view.” Additionally, users can use pre-built integration recipes to create documents, for example, when a status is changed or based on date. 

Here you can fill out documents based on a specific view or date. 

Board Views –  Users have the ability to define which data from the boards the app will use to generate documents. Users can use connect boards and mirror columns to create documents from the chosen boards. 

How to install:  

Installation of the app is simple through the marketplace

For more details you can check out the video below. 

2. Op.Sign Digital e-Signature

What can be done:

Op.Sign empowers organizations with digital signing capabilities in order to streamline the process of document creation and approval. It will allow you to send proposals, invoices, documents, to track their progress and trigger automation based on the rules you set up. An additional benefit is that users outside of monday and Op.Sign ecosystem will also be able to sign documents which widens the use case for the app.   

Why to use:

  • It’s easy to set up and has a comprehensive and easy to use how to guide
  • Automates the entire process surrounding documents 
  • Saves time 

Works with:

Integrations – Users can eSign any document on the board using this app. 

How to install: 

The app can be installed by accessing it from the monday apps marketplace, here

3. Funnel

What can be done:

Funnel is an analysis tool for monday that can help users have a more effective sales and marketing funnel, thus increasing their conversion rates. It does this by visualising sales or marketing funnels, offering diagram drawing unction thus enabling easier tracking of which routes most of the leads take from contact to closing.  

More specifically, users will be able to visualize their funnels based on the order of Statuses in the process and visualize the transition of items across Statuses. This will enable an in-depth analysis of the Status transition of individual items. 

With a customizable graph and drag-and-drop functionality, it will be easier to show or hide any status in the workflow.  

Why to use:

  • It can show a percentage of items dropping off at every stage of the process 
  • Allows easy comparison of conversion rates across different lead sources 
  • Visualise how many steps are required to reach a certain status 
  • Helps in identifying bottlenecks in the process

Works with:

Board views – Through this view, users will be able to visualize the sales funnel and journey the items take through the workflow. 

How to install: 

The app can be installed by accessing it from the monday apps marketplace here

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