Monday Board Setup

monday.com⁠

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Click the Drop Down onto “Newson Pipeline Sheets” (For Newson Clients) b) Click the Drop Down onto “Spiral Pipeline Sheets” (For Spiral Clients)

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3. Then click on the Futurism Board by clicking the 3 dots on the right (For Newson Clients)

b. Then click on NATCO Board by clicking the 3 dots on the right (For Spiral Clients)

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4. Click Duplicate Board

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5.Enter the name of the client on the board name

6.Keep as board structure only

7. Tick keep board subscribers

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8.Click⁠

Duplicate

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9. Next add the client as a guest to them Monday board by clicking invite top right then entering their email in board guests and clicking enter (To find their email search the members in the slack channel)

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