A board is where your workflow comes to life. Think of it as a virtual whiteboard where you can track and manage everything from simple daily tasks to complex multi-step projects! Not only that, but boards are fully interactive and collaborative, so you and your team can work together to get things done. In this article, we’ll talk about everything you need to know about boards. Let’s get started!

Add a new board

To add a new board, click the “+ Add” button on the left side of the screen and then select “New Board.” From this menu, you can also choose to import a new board from Excel, Google Sheets, Trello, and more, or choose from a pre-made template.

Note: Currently, it is not possible to print a calendar directly from monday.com.

Tip: If you want to print your board on monday.com, first export the board to Excel and then print the Excel sheet. It’s that easy.

Board structure

Within a table, there are four main components you need to know: groups, columns, items, and subitems.

Show me the definitions of these.

• Groups help organize and categorize the information in your boards in any way you want.
  
• Columns bring the data from your dashboard to life, allowing you to customize how the data is displayed.
• Items are the individual rows in a board that can be used to manage and track all types of data, whether they are projects, tasks, clients, or much more.
• Subitems add another level of hierarchy to your board by allowing you to add another level of information within the items in your board.

The difference between the types of boards

We offer three types of boards: Main Board, Shared Board, and Private Board. The structure of all of these boards is the same. What differentiates them is the level of access each one provides. Check out this article to learn more about the difference between these boards.

Change board type

As the board owner, you can change the board type by clicking the three-dot menu in the top right corner of your screen and then selecting “Board Settings.” From there, click “Change Board Type” and then select the board type you’d like to change!

Note: You can’t change the board type if you’re not the owner. You’ll need to ask the board owner to make this change.

Delete or Archive a board

If you no longer need your board, you can choose to delete or archive it by clicking the ellipsis menu in the top right corner of your board and then selecting “Archive Board” or “Delete Board.”

If you delete a board, you can restore it from the Trash section for 30 days. Archiving a board, on the other hand, allows you to restore it from the Archive section indefinitely.

Note: If you delete or archive a board that has connections to other boards using the “Connect Boards” column, all of its connections will be removed.

Communicate on your board

While you can communicate with people about specific items on your board using Part of the updates , you can also communicate on your entire board using Board Discussions . To access board discussions, select the three dots in the top right corner of your board, and select “Discussion” from the resulting menu. From there, you can send a message to all board members!

The owner of the board

• The person who created the board
• All subscribers to the board that the board creator chooses to be co-owners of the board. Only the original board owner and account administrators can add additional board owners.

If your board owner has left the team, you can change the board’s ownership to help recover it. For instructions on how to change ownership of a board, see this article.

Board description

You may find it necessary to add a description to your board to help your team understand its main uses, provide guidance, or for any other reason! To find your board description click the drop-down arrow “arrow” to the right of your board name like this:

From there you can see and edit the board description and you will also find additional relevant information about the board such as the workspace it is in, the board creator and date, the board owners, and more.

Note: You can use up to 1,000 characters in your board description. For security reasons and to prevent external code usage, the letters “ are not allowed. <>” within the board description.

Who viewed your board recently?

In the top right corner of your board, you can see the icons of those who have recently viewed your board.

By clicking on any of the icons, you can open the full view log of who has viewed your board and when. You can also find the activity log in the same area for a breakdown of recent board activity!

Save your board as a template

You can turn your favorite boards into templates for your account in just a few clicks! When viewing your board, click the ellipsis menu in the top right corner of your screen, select “More Actions,” then “Save as Template.” Check out this article for more detailed information.

Create items with the help of the virtual assistant

Using our virtual assistant makes it easy to create items on your board. This tool will identify possible items for you based on the topic you enter. To access this function, click the virtual assistant button in the upper left corner of your board. Once you have opened the text box, you can choose which group on your board to add items to, and enter the information you would like the virtual assistant to create.

Tip: You can remove items that are not relevant to your board by clicking the blue checkbox next to the item or use the back arrow in the bottom left corner of the text box to edit your prompt and try again.