Features
Boards three dots > Change type > Private
What special feature does the Date column have?
Deadline mode
How many automation actions does a Basic Plan have per month?
0
What is the difference between a public reply and an internal note?
Public reply goes to the customer, internal note is for employees
How can I copy the exact board I have with all the items and information in it?
Boards three dots > Duplicate board > include items information and updates
What is the maximum number of columns recommended to have on my board?
No more than 50
What is an automation trigger?
The change within the column that elicits a response
When would I go to a KE?
For help once I have exhausted all of my options
What does CRM stand for?
Customer Relationship Management
How do I change a member on my account, to an admin?
What are the benefits of the dropdown column?
Allows for multiple labels to be assigned to an item at one time
Write me an automation recipe that allows me to send an email to myself if the tasks I am in charge of are changed to 'not completed'
When status changes to 'not completed' + only if item is assigned to me, email me
The ticket stays assigned to me and I can work on it once I have an update from the external team
How do I change the language of my account?
Profile Picture > My profile > Language & region
How many status labels can you have in one status column?
40
Write me an automation recipe that will delete the information from my status column at the end of the day today.
When date arrives, clear column
Which macro would I use if I am on a chat and I now want to escalate to TSE
Bugs:: TSE Escalation:: Step 2: CX Internal Escalation to TSE + Chat to Ticket (CHAT ONLY)
Name 5 different widgets
Chart
Workload
Timeline
Gantt
Kanban
Llama Land
Quote of the Day
Numbers
What is the apps marketplace?
A place for users to create their own apps to add additional features to monday.com that we didn't develop
How can I stop 3 specific people from seeing a particular column, but I still want myself and one other person to see it
3 dots > settings > restrict column viewing
Make the other person a board owner
Write me an automation recipe that will set my due date to 10 days after my task was created
When Item is created, Set Date today + Push date by 10 days
Tell me exact tags I would use on Zendesk if a user is asking about an undo button
Feature Request > Archive/Delete/Recover > Undo
If someone is reaching out asking for admin permissions, what do we do?
We ask them to reach out to their admin - but we cant tell them who it is!