At monday.com, we love to make everything visual: colors, graphs, shapes, and more! That’s exactly why we came up with the amazing options of board views. Board views allow you to display the information on your board in several different ways to analyze and report on your board data.

Monday.com Board Views Guide: How to Choose and Customize Views
Tip: Interested in seeing the different board views available on the monday.com mobile app? Follow here!

How to add a presentation

To add a presentation to a board, click the + icon located below your board title:

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Clicking on “More Presentations” will take you to our Presentation Center, where you can find all the useful presentation options we offer.

Monday.com Board Views Guide: How to Choose and Customize Views
Tip: If you’re interested in viewing data from multiple dashboards in one place, we recommend checking out our Dashboards article.

Graph presentation

Our chart presentation allows you to create different reports for a specific board using different chart types. This is a great way to get analytics about your workflow! Follow this article to learn more!

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Gantt presentation

The Gantt presentation transforms the data from your board into a functional Gantt-style chart. This presentation is flexible, responsive, and visually displays milestones and dependencies between items to help give you a clear overview of your project and the tasks associated with it. To learn all about this amazing feature, follow this article.

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Calendar presentation

The Calendar view lets you see all your tasks that have a date/timeline column in a calendar. You can customize your calendar view by day, week, or month. Follow this article to learn more about it.

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Working weight presentation

Add the Working Weight presentation to your board and get a clear overview of How your team’s work is divided! You can see at a glance who is overloaded and assign future tasks accordingly. Follow this article to learn more!

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Timeline presentation

The Timeline presentation gives you a visual representation of your project dates and timelines. It lets you see at a glance how much time you and your team have to complete a task or project so you can plan accordingly. Follow this article to learn more about it!

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Table presentation

The Table view gives you the option to see a filtered view of your board’s main table. For example, you can filter by person, status, column, or group. This can help hide certain information that isn’t relevant to your needs. Here, we’ve set the filter to “Top of Discussion,” which shows one person’s items from the main table:

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Monday.com Board Views Guide: How to Choose and Customize Views
Note: If you create a board presentation from an existing filtered view, the filters will be preserved and the new presentation will not revert to the “original” unfiltered board view.

The Kanban presentation

Kanban is a project management technique that aims to manage work by prioritizing tasks and balancing requirements against available capacity. All you have to do is select the columns to display in your settings and your Kanban presentation is ready! To learn more about how to manage your work using the Kanban presentation, follow this article. And to learn more about how to build your monday.com boards with Kanban in mind, follow this article.

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Presentation Forms

Convert your boards into forms with one click, send them to your clients, and watch information flow as new items. Follow this article to learn more!

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Presentation cards

The card presentation allows you to see all your important details in a very visual way, like a gallery view. Follow this article to learn more!

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Presentation files

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The presentation is empty.

Can’t decide which layout to choose? Similar to the dashboard, the blank layout is a great place to choose how many widgets to display on a single page.

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Monday.com Board Views Guide: How to Choose and Customize Views
Tip: For additional whiteboard presentations, you can go to our app market and integrate one of the existing apps as an additional display.

Switching between presentations

We offer the ability to collapse the board title and access or add board presentations from a single menu, so you can focus on what matters most, and increase your efficiency by avoiding unnecessary distractions.

Once you’ve added a presentation to your board, you can switch back to your main board presentation, or to another board presentation, by selecting the drop-down arrow next to the presentation name.

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If you choose to expand the board title, your presentations will appear as strips at the top of your board. To expand the board title, click the drop-down arrow icon next to your board title.

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Lock a presentation to prevent unwanted edits

Do you have a presentation you’ve been working on that’s hard to tweak to your specific needs? Have you set up a spreadsheet presentation with specific settings that you don’t want others to change? Luckily, you can now lock a presentation you’ve created to prevent others from changing it!

Monday.com Board Views Guide: How to Choose and Customize Views
Note: The option to lock a presentation is only available in our Pro and Enterprise plans.

To do this, click the three-dot menu on the right side of a presentation you created and select “Lock Presentation.” On the next screen, click “Lock Presentation” again to confirm the change.

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Monday.com Board Views Guide: How to Choose and Customize Views
remark: All presentations are supported for locking, except for application presentations. Additionally, Board owners and account administrators will also be able to edit a locked presentation.

Choose favorite presentations

If you have multiple presentations on your board, you can choose to “favorite” the presentations you use the most so that they appear first on the left side of your board for easier access! To do this, select the drop-down arrow next to the presentation name, select the three-dot icon that appears next to the presentation name, and select “Add to My Favorites.” That presentation will move and appear below the main table view.

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To remove a presentation from your favorites, simply follow the same steps and select “Remove from my favorites.”

Set a default presentation

Board owners can set a default presentation for all viewers and subscribers to the board. To set a default presentation, open the same three-dot menu next to the name of the presentation you want to set (it must first be added to your board). Then, click “Set Default for Board” as we did below:

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Monday.com Board Views Guide: How to Choose and Customize Views
Note: While the main view cannot be hidden, you can set another whiteboard presentation as the default view, which will place that presentation first in the view tabs.

Share presentations publicly

Publish your boards, embed them on your website, and make them accessible to anyone on the internet! See how it works here

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Export your whiteboard presentations

Easily share the current state of your whiteboard presentation with colleagues by exporting your widgets to an Excel or PDF document! To do this, click the three-dot menu at the top right of your whiteboard presentation and then select “More Actions” and then “Export to PDF,” as shown below.

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Monday.com Board Views Guide: How to Choose and Customize Views
Note: This action is only available for a blank view and not for individual whiteboard presentations at this time.

Recover deleted presentations

You can easily restore a deleted whiteboard presentation through your activity log. To find the activity log, click on your profile picture in the top right of your whiteboard. This will open the activity log for that specific whiteboard, showing all changes and updates made to the whiteboard. From there, you can select the “Undo” button next to the deleted presentation.

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