Guides for monday.com

Practical guides for teams that run their work on monday.com. Each one shows the built-in way first, step by step, with its limits, and only then where an app helps.

• How to share a monday.com board with clients: guest access and seats, shared view links, dashboards, forms and Workdocs, and a no-seat client page.
• How to track project budgets and retainer hours in monday.com: Time Tracking, formula columns for cost and budget left, dashboards, and where forecasts, changing rates and rollover need more.
• How to connect Pipedrive and monday.com and keep deals in sync both ways: the one-way integration, Zapier, Make and CSV, and what each does with updates, deletions and duplicates.
• How to track certificates of insurance (COI) in monday.com: a vendor board with date and file columns, the “date arrives” automation, and where renewals, review and compliance status need more.
• How to set up contract renewal reminders in monday.com: end dates, notice deadlines, auto-renewals, and why formulas can’t trigger reminders.
• How to track license and permit expiry dates in monday.com: credentials per person or contractor, reminders, and where required types and renewals need more.

Apps: Client View, Burnrate for monday.com, Deal Sync and Expiry & Compliance Tracker.