Features
How many boards can be added to a Dashboard in the Standard Plan
5
What does the Kanban View show me?
Which items are in which Status Label
What is the automation limit for each plan type?
Free - 0
Basic - 0
Standard -250
Pro - 25,000
Enterprise - 250,000
Where can I find the TL;DR tool?
Zendesk > 9 dots > Summarise ticket
A customer abandons the chat and you need to close it, which status label should you submit the chat as?
Awaiting customer
I created a monday workform, but I dont want to receive responses after a certain date, what can I do?
Workform > Settings > Schedule closing date
How do I add more information about my items to my Card View?
Card view > Settings > Card Columns
Give me 3 examples of conditions you can set on an automation
1) Column is empty
2) Item is in a group
3) Status is something
4) Dropdown meets condition
5) Number meets condition
6) Person is someone
What is the name of the macro that provides the disclaimer for our external apps?
API & Apps:: monday Apps:: apps marketplace - recommend a specific app
How do I know which products a customer is using through leanbrain?
Click on the top left hand corner next to the account name
Tell me how many ways there are to import from excel, and what are they?
4
A customer writes in saying they are not able to duplicate a board. What do we respond to the customer?
Ask if they are the owner of the board.
If yes, gather more information (screenshots, birdie link of how they are doing it, board URL) and get ready to escalate to TSE
Where can I find an automation ID number
Automation > Info
What should I do if a customer reaches out and says they reached their automation limit
Tell them to look into why this happened, and grant them more (reasonable amount)
To use the Cross Account Copier feature, what four things do I need to tell the customer
1 - make sure both accounts are on the same server
2 - make sure you are admin of both accounts
3 - All boards and Dashboards need to be main boards
4 - They all need to be in folders
Can I create a two-way connection in a 'connected boards column' after I have already created the column?
No
I have a board with 4 groups on it, and I want to see the total amount spent in each group, only for this month - which widget would I use and how would I set it up?
Chart widget: X axis = Group / Y axis = Number column
Filter by month
How can I change the status of an item, when the mirror status column changes?
When status changes to something, change another status to something
(280)
A customer reached out claiming their admin is no longer a part of their company and they would like to become the admin of the account, what should I do?
Pass to Advanced!
Novice
Frustrated
Status Changer
ENT champ
Feedbacker
I want that if someone fills out a form, and they choose option 1, they go to Group 1 on my board. But if they choose option 2, they go to Group 2 on my board. How do I do this?
When Item is created, and only if status is X, move item to group X
Tell me what the workload widget does and why I would use it
Calculates the effort and capacity of each team members tasks.
Counts the number of items each person is assigned to for that week
What is an automation loop? Give an example of how this would happen...
When the action of one automation, acts as the trigger to another automation, which is the trigger to the first one.
e.g: When item is created, set status to done.
When status turns to done, create an item
I have a customer wanting to change their URL to a different name. The name is in use by another trial account that expired 8 months ago.
What do I do and what can I tell the customer?
1 - you can clear the SLUG from the trial account
2 - Tell them to try again and see if it works
3 - Ask for screenshots/more information if it doesn't work
Give me 3 scenarios you would mark a TSE escalation as HIGH SEVERITY
1- ENT +750 seats
2- Showstopper; the customer cannot work without this feature
3- Security/Privacy breach
4 - Lockout/Cannot log in or access their account