PhoneBurner 2.0 – Authentication & Authorization
Description Suppose your monday.com account does not currently have a PhoneBurner account connected. In this case, you will be brought to the authorization page when you first add the dialing view, it will prompt you to either sign up or sign in with your PhoneBurner account. Authorizing your Account 1.) Click either signup or login […]
PhoneBurner 2.0 Board Template
Description The PhoneBurner app can be applied to any existing or new workspace in your monday.com account. There is one template, which contains only the default fields from PhoneBurner which correspond to your monday columns. More information on monday.com workspaces How to add PhoneBurner Board Template (Optional) 1.) First, navigate to the template center by clicking + […]
PhoneBurner 2.0 – Installing the App
Installing the app Navigate to the Apps marketplace. Apps Marketplace You can do this by clicking on the ” + ” sign next to the board views at the top of your board. Note: You do not need to be on a specific board or workspace when installing the app. Apps Marketplace 2b.) A second […]
CarbonTO-DO-Embed-Anything
Description Embed Anything allows you to integrate external content into your monday.com items. This gives you and your team the ability to link important and or useful third-party programs, websites, and more directly inside your items to maximize efficiency and overall make your work flow more smoothly. Currently, we only have Item and Sub-item views. […]
CarbonTO-DO Tasks Board
Description The Tasks board is where you and your team will add their tasks, whether these are daily or future tasks there’s a spot for them all. These tasks can be anything that needs to get done but can also be linked to a project to maximize the efficiency of what you are working on. […]
CarbonTO-DO Breakdowns Board
Description The Breakdowns board is where individual tasks will be stored and linked for each project. You can have multiple tasks per project. These tasks can be set up as dependent on one another. Additionally, you can attach items from the Task board for better organization and record-keeping. How to use Board Views Total BreakdownThe […]
CarbonTO-DO Projects Board
Description The Projects board is the top level of task management in the CarbonTO-DO Suite and allows you to track internal projects connected to sub-boards where the individual tasks will be stored and linked. How to use Board Views Main TableThe first view “Main Table” is set as the default view inside of this board. Setting a […]
CarbonTO-DO Workspace
Description This Workspace Template creates one place where a team can track daily To-Do tasks, or as we call them at CarbonWeb, Daily Sprints! This board is perfect for tracking daily tasks, measuring workloads, and fostering team collaboration. The best part, since we’re on monday.com, you can customize it to your liking! And even […]
CRM Limitations / Resolutions
monday.com Limitations As monday.com and we know, the platform does have some limitations. This will impair the CarbonCRM system as we use connected items for the companies, contacts, and sales process. Due to this, there are some CRM limitations regarding the number of items within a board. Here are some articles breaking down specific monday.com […]
Sync PCRecruiter Positions monday.com
Two-way sync PCRecruiter Positions to monday.com So, you’re here to understand how to sync PCRecruiter Positions with monday.com. We’ve developed these integrations to ensure you’re able to sync Position Rollups from PCRecruiter into monday.com seamlessly and then sync that same data back to PCRecruiter. This two-way sync integration ensures the same information is visible to […]
