Board views on monday.com are adjustable, so you can display your data the way you want to. Colors, shapes, and graphs help make it visual and easy to read. Thanks to board views, you can visualize the board’s information in many ways. Keep reading to learn about how to add a board view and discover various view options available on monday.com.
How to add a view
Adding a board view to monday.com is very simple. Go to your board and look at the board’s title. Under it, you will notice the + icon. Click on it.
Choose “More views” to be directed to monday.com’s Views Center. You will see all the view options available.
The second way to add a new board view is by clicking on “Board Power-Ups” (find this button on the top right corner of the screen) and selecting “Board Views”, then choosing the view you want to use.
Most used views
At monday.com, we know that different projects have different needs.. This is why we offer various view options to best suit your business and audience. Here is a list of the most used views with an explanation of each of them.
The Table view
In table view, you can display a filtered view of the table from the board. You can filter by column, group, or person. This way, you can hide some of the information that you might not want others to see or simplify the table for better understanding of important data which is located there.
The Chart view
The chart view is a perfect choice if you want to showcase multiple reports on a board. You can use it for one or multiple boards. This view allows you to better analyze tasks, see the progress of your project, or even verify how your team members are dealing with their tasks.
You can customize the chart view to present your data the way you need. After selecting your chart type, you can select the breakdown of the chart. Some of the most popular include:
- Pie chart
- Bar graph
- Line graph
- Stacked graph
If you want to see the progress of your project over, let’s say, a month, you can use a benchmark and cumulative data option. It’s a great way to trace sales progressions.
To make your data even more clear, you can sort your chart, for example, from ascending to descending values.
The Kanban View
The Kanban view is a perfect solution for projects that have some weak spots or cause trouble to the people working on them. Thanks to this view, you can better manage your work by prioritizing tasks and dealing with demand while taking into consideration available capacity.
The three major industries that use this type of view are:
- Manufacturing,
- Healthcare,
- IT and Software Development.
Kanban is great for any development department, sales, marketing, human resources, customer support, and more.
The Gantt Chart View
If you want to simplify a complex project, the Gantt chart view is your choice. This chart is very flexible and can easily respond to changes in your project’s development.
A Gantt chart is a very helpful and classic way to showcase activities over time. It is a horizontal bar chart which displays tasks, events, and everything in between the start and finish dates of a particular project. Each bar on the chart represents a task. In short: items are listed vertically against a horizontal calendar.
You know well that, in a project, no task or event is independent. On the Gantt chart, you can see arrow lines that show dependencies between items of a project.
Remember that to be able to create a Gantt chart view, you need to have:
- The timeline column and date column (to mark the dates of particular tasks, events, etc.)
- The dependency column (to show which tasks depends on which, if applicable)
To enhance your experience with that view, consider also adding:
- The people column
- The status column
Add a Baseline
In the Gantt Chart View, you can add a baseline. It’s a useful feature that gives you a frame of reference, allowing you to see progress on the project in case changes or delays in the original plan occur.
Click on “Baseline” and select “Add a new snapshot”. After creating a baseline, you will notice that items turn gray and are locked in position. They will remain locked even if there are changes in the timeline along the way.
When items are realized as they should, they turn green. In case of delay, they turn red. All items that depend on the delayed item will also turn red.
Critical Path
A critical path allows you to identify and easily remember individual tasks that are crucial to finish a project before the deadline. It gives a clear picture of what is actually done and on which things team members should work to complete it in time.
A critical path is a great option to know how to prioritize tasks, considering which things are crucial and which are non-critical.
Time and Date Customization
To track your project closer, you can use time and date customization.
Select the time frame
You can choose if you want your Gantt to be shown in days, weeks, months, quarters, or even years. Use a dropdown menu to analyze your data within a particular time frame.
Show today indication
You might notice a blue, vertical bar on your Gantt graph. It indicates today’s date. It is a feature that allows you to know where you are at a particular moment, compared to the start and end points. Click on “View Settings” and choose “Show Today Indication” to display the bar.
Set the first day of the week
Decide which day should be the first day of the week on your graph: Sunday or Monday. To do so, click “View Settings” and then “Edit”. You will be directed to the admin page, where you can change this setting.
Show weekends
Depending on your needs, you can keep weekends on display or hide them to visualize projects without Saturdays and Sundays. You can do it through “View Settings”, by choosing “Show Weekends”.
Milestones
Milestones are crucial for making a project go smoothly. They represent the most important points in a project. In the Gantt View, you can track those dates easily by displaying them on your timeline as a diamond.
To set a date as a milestone, click on it and choose “Set as a milestone” on the pop-up window.
The Workload View
As the name suggests, this view is the best option to track and measure the workload of team members. To be able use this view, your board needs to have:
- A People Column
- A Date or a Timeline Column
If you also want to track the time effort which is required to realize each task, add a number or formula column.
If you want to use this view for measuring any other resources, for example, machines, tools, cameras, meeting rooms, you can use a Dropdown or Status Column.
While using this view, remember about the weekends. You can exclude them from your working days or count them in. The decision is yours! You can customize this in the admin section.
The Form View
The Form View allows you to convert your boards in just one click. You can send them to your contacts for a quick spread of information.
WorkForm is a feature that allows you to create and use custom forms which collect, track, and analyze data. All of this while automatically syncing with your boards and workflows on monday.com
To use this option, you need to sign up on workforms.com, where you log in to your existing monday.com account.
To create a WorkForm, you can start from scratch or use a pre-made template of your choice. After choosing, you will be redirected to the WorkForm editor. There, you can create what you need. Read this article to be guided through the whole process step by step.
Choose favorites
Do you have multiple views on your board and want them to be presented first on the top left side of your board? “Favorite” the most-used views for easy access! You can do this! Hover your cursor over the board view name. The three dot menu will appear. Click on it and choose “Add to my favorites” from the list. Right after choosing this option, the favorite view will appear next to the main table view.
Did you change your mind or the view is no longer your favorite? No problem! Follow the same steps as above, but this time select “Remove from my favorites”.
Set a default view
If you are a board owner, you can set a default view which will be visible for all the viewers and subscribers. This way, your board always presents data in the exact way you want it.
Setting a default view is quite easy: choose the name of the view you want to use, and click on the same three-dot menu next to it. Choose “Set as board default” and it’s ready!
Remember that the particular view must be first added to your board.
If you want to switch the default, simply follow the above steps with a different view.
Sharing views publicly
Publishing your boards with others is easy. It is a great feature when you want to display something on your website, share data with your clients without the need to give them access to your account, or even display a board on a screen in your conference room.
Remember that to be able to share a board, you have to be its owner. Click on the three-dot menu, which you can find on the right side of your board or view’s name. Choose the “Share” option. Send a shareable link to others or embed it in a website with an embed code.
After choosing the “Share” option, you will be able to edit the name and description that will show to the public. This way, you can personalize your board or view taking into consideration what information you want to have displayed. To do so, hover your cursor over the name/description. The blue pen will appear – click on it, and make the changes you want!
Choose the information you want to display
Don’t want to share all the data? No problem. You can choose which information you want others to see publicly. To do so, use the board filters or explore the option of hiding columns from the board.
- Use the board filter
If you choose this option, you can create the exact view you want people to see. Do it simply by applying filters. Make sure that after applying filters you click “save as new view”. This way your board view only shows the information you chose to be displayed.
Click the “share” button to display it to others!
- Hide columns
If you want some information to be hidden from the public, use the option for hiding specific columns. Click on the eye icon, which you can find at the top of the board. Then choose the columns you want others to see. Once it’s done, save your view and give it a name!
Remember that filtered items and columns might still be accessible through the shared view by more tech-savvy users, even when they are hidden.
