Keeping everything on track can sometimes be challenging. However, while working on a project, you need to be sure to meet all deadlines to make smooth and steady progress. monday.com knows how important it is, and this is why you can set up various reminders that will help you to always be on time with your tasks. Keep reading to discover various ways of setting reminders on monday.com

Alerts and Reminders with Automations 

Automation makes it much easier to remember about your work. If you want to be automatically reminded about approaching or past tasks, monday.com is your place. Schedule an automation based on a timeline or date column to enjoy these features. 

You can set up the due date reminder directly from the date/timeline column menu or from your automation center. 

Automation Center Reminders

If you go to the automation center, you will notice a lot of automation recipes in the “Due Dates” tab. 

Set up “When” parameter to: 

1. Send reminders exactly when the date arrives. 
2. Sending alerts when a date has passed (at midnight after the due date). 
3. Schedule the automation to run at the relative time.

monday.com knows how important customization is and this is why you can set up your own alert automations. It’s a great feature if you’re using a timeline column and wish to receive an alert for the start date. 

Column Menu Reminders 

The second way to add your reminders is from your date or timeline column. Discover how to do it below. 

If the date column isn’t set-up as a deadline

Open the column using the drop-down arrow and select “Add/Edit Date Reminders”. You will see “When the date arrives, notify someone.” The column that you choose will be filled automatically. Choose when you want the notification to be sent and the people you want to notify. 

If the date column is set up as a deadline mode

If you connect your date or timeline column with a status column in Deadline Mode (read more below), you will have different steps to follow. Navigate to your column menu and choose “Set Due Date Reminders”. After that you will see the recipe: “When the date arrives and status isn’t something, notify someone“.  Define the when field and mark who should be notified. 

Deadline Mode 

With this feature, you will never miss a deadline. It gives you the possibility to connect your Date or Timeline column with the Status Column. This way, you can see all deadlines on your board in a clear way.  

How to Enable Deadline Mode 

On your board, you have to connect a Date or Timeline Column with a Status Column. That means that to be able to turn on the Deadline Mode, you have to have the following columns on your boards: 

• A Date OR a Timeline Column 
• Minimum one Status Column
• People Column (optional)

Click into the column menu of the column you want to set in Deadline Mode. Then select “Setting” and “Set as a Deadline”. 

After that, the option to connect the Date or Timeline Column with a Status and (if applicable) People Column. Use the arrow to see the drop-down menu and select from all of the Status and People columns in your board. All ready? Click “Connect Columns”. 

After that you will see connected columns and symbols next to the date. 

All the items due today will be marked with a circle filled with gray color, due tomorrow with a ¾ filled circle, overdue marked with a red circle and an exclamation mark, and all items that were done before the deadline will be marked with a green circle and check mark. 

If you choose the Timeline Column, you will notice bars that will fill up as the end date approaches. When you mark it as “Done”, it will fill completely with green color. 

Mark status labels as “Done”

If you want to change the label status to “Done”, click on the three dots menu on your Status Column, then go to “Settings” and choose “Customize Status Column”. Click on the color you want to apply to the realized items. 

Add a time to your deadlines

Sometimes precision is the key to success. If you want to make your deadline time very accurate, add a time to the Date Column. Use the calendar dropdown and click the “Add Time” button, then insert the time you want to set a deadline to. 

Improve Your Work with a Deadline Mode 

Deadline Mode is a great feature to use with “My Work”. “My Work” feature can be found on the left side of your monday.com. It helps you to see all the items you have to do in one place. The display is in chronological order, thanks to which you can always stay on top of all your tasks. 

Sync with your Google and Outlook calendar 

Did you already organize your workflow on monday.com? Fantastic! Now is the time to think about the meetings and tasks from your calendars such as Outlook and Google. When you have everything in one place, it’s much easier to follow your workflow. You can sync your account with both of them, so the items and tasks will appear on your external calendars. This way you will be even more sure that nothing will slip from your attention. 

Both calendars can be synced in two ways: 

• One way sync – the dates from your monday.com board will appear on your calendar
• Two way sync – the dates from your Google/Outlook Calendar will appear on your monday.com account and the other way around. 

Of course, you can remove your calendar integration at any time with simple steps. 

Some things you should remember:

1. To use the Outlook integration, you must have a Microsoft 365 Business Premium license
2. This integration only works if you have a Microsoft online exchange inbox.
3. Automatic refresh of the Outlook calendar can take more than 24 hours. This means that to sync your board with your data in the calendar might take a full day or more. At the moment, you cannot control the frequency of sync, as it is the setting on Microsoft’s end. 

Interested in syncing your calendars with monday.com? Click here to read an article on how to sync your Google Calendar, and here to read about Outlook calendar integration. 

Update Reminders 

On monday.com, you can set up automatic update reminders. If you don’t have time at a particular moment, but want to stay on top of your work, you can set up a notification that will remind you about your request later on. 

Just click on the bell icon that will appear next to any update, and then choose at what time you would like to get another reminder. Right when the time is up, you will receive a notification. This way you won’t miss any deadlines. 

Inbox Reminders 

You can set up reminders in your inbox. Open it using the icon on the left side. Click the bell icon next to the task and choose one of the pre-set timings to snooze the notification until you have more time to work on it. 

The pre-set options allow you to postpone the reminder for: 

• 20 minutes, 
• 1 hour, 
• 3 hours, 
• Till the next day, 
• Till the next week.

Conclusion

Fill your head with creative ideas, not with a complicated and long to-do list. monday.com has your back and will assist you with remembering everyday tasks with different reminder options. With so many various options, you can be sure that nothing will be forgotten and that you will get your projects ready on time. 

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: 

1. Manufacturing,
2. Healthcare,
3. 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.  

To make any project become reality, you need good communication between everyone who works on it. From sharing ideas and brainstorming, through seeking help, to polishing the last bits of the job, a team has to communicate to reach a common goal in a smooth and timely manner. On monday.com, you have many ways to communicate with your colleagues to make work as smooth as possible. Read on to discover five of them.

1. Communicate through the updates section

The Updates Section is an easy way to communicate with your team. It is an intuitive, social media-style method. Using this technique, you can keep conversations and discussions on a specific project or task in one place. No one will miss out on the context, as everything is straightforward. 

Mentions 

You can mention a person or a team (if you created a team(s) in your account). Thanks to that, you can be sure that the right person sees your update quickly. When you mention a member of a team, a notification will pop up on their account as a notification bell. Collaborators can also receive an email about the notification.

Mentioning people on monday.com is very simple. Click the  “@ Mention” button or simply type @ on your keyboard. After that, you can select a team member or a team from the drop-down menu. If you have a big team and don’t want to waste time scrolling through the list, start typing the person’s name after the @ sign and choose the right person more quickly. 

GIFs and Thumbs Up 

To make communication quicker and more fun, your team members can respond to your mention with emojis, files, or further mentions. They can also simply give your update a thumbs up. Use GIF responses to get more attention. You can even copy and paste images from the clipboard. 

Not sure if everyone saw your update? Hover your mouse over the eye icon under your message to see the people that read your update. 

Formatting text 

If you want your text to get more attention, you can use colors or even special effects, such as bolding, strikethrough, or underline. 

Reply with a file 

Click the “add files” button to upload documents from your computer, Google Drive, Box.com, or Dropbox. You can add a message to give it context or even mention the person or team who has to notice it!

Update reminder 

If you don’t have time to create an update or reply to a mention at the moment, don’t worry. You can set up a notification to remind you about it later on. Click on the bell icon, which you can find at the top right of an update. After that, you can select the time when you want to be reminded. When the time comes, you will receive the bell notification. This way, you can stay on track and communicate smoothly with your team, even on the busiest days. 

Pin an update

Do you have one particular update that everyone has to see? Pin it to the top so no one misses it, even when the discussion board is on fire. Once you pin the message, it will stay at the top. Click the arrow at the top right corner and click the “Pin to top” option. 

Bookmark update 

If you don’t want to lose that one important post in the flood of other mentions, messages, and others, you can bookmark it. This way, you can check it as often as you like without the need to waste time searching for it. Click the arrow in the top right corner and click on “Bookmark”. Your bookmarked posts can be found in your Inbox. 

2. Using status column notes

Upgrade communication with your team members using the Status Column. If you want to comment on a specific Status, you just need to click on the + button in the top right corner of a status box. 

The Status Update will also appear in the item’s Updates section!

3.Comment on the File Column

You can communicate with your team by commenting on an uploaded file. It’s possible thanks to the annotation feature. You don’t have to download the file or even open it in order to discuss what’s to be done or corrected. Using the annotation feature, you can make comments, tag people, and talk with them directly within the file in your File Column or Files Gallery. 

Adding an annotation to your file is super simple: 

• Click on a file from the File Column or the Files Gallery. 
• Click on “Comment” (the speech bubble icon).
• Select where you would like to leave a comment. 
• Comment and click “Update”.

If you tag people using @, they will be notified in the bell notifications. 

4. Communicate by adding a general group or item at the top of your board just for discussions

If you need to talk with your team members about something more general, not a particular project, you can do it in multiple ways. monday.com wants communication to be as easy and smooth as possible with everything to be found in a central hub. 

Create a group named “General” at the top of your boards. Use it as a place to post important updates, general guidelines, comments, and everything else that you need to talk about with your team. 

Add an update to any of the items of the “General” group to discuss various ideas and concepts. Keep it in one place and benefit from having it in the context of the relevant boards. 

5. Set different Notifications

Improve your communication thanks to different notifications. On monday.com, you have a few types of notifications. Thanks to them, everyone in the team can keep up and no project or items fall behind or get forgotten. Reduce your work with automated notifications. Check all your options below!

Bell notification 

Whenever a person needs to know about something, they are notified by bell notifications. That includes situations when you assign them an item, tag them in an update, reply to one, subscribe them to items, and much more. 

Email notifications

By default, your team members will get email notifications. This type of notification works the same way as the bell notification, but instead of informing people on monday.com, the message goes straight to their mailbox. 

Slack integrations 

You can integrate your monday.com with Slack. This way you can quickly send notifications to your team. Thanks to this integration, you can be sure that all important information will reach the right person, because monday.com will automatically communicate everything new to your team members. 

Automated notifications

To expand, customize, and automate your notifications, you can use monday.com’s pre-set notification automation recipes. You can use them or even customize your own recipe that best suits your needs. 

Set them up to automatically communicate the progress on an item or project and prevent your team members from forgetting or missing an important update. 

Conclusion

Communication is key, especially in the workplace. However, different people and workplaces need different ways of passing information. Thanks to the rich offer of monday.com, you can find a channel and style that best fits your company and team needs. 

monday.com gives you all you need for managing your work. To expand the possibilities, you can also add some apps to it. One of them is the AutoID Column app. In this article, you will find everything you need to know about it.

Using AutoID Column App 

You might want to add this app to monday.com if you want to add IDs to your boards items, when you want to use the ticketing system or want to have unique IDs for your requests, invoices, service Incidents and many more. 

Why Is It Worth Using the AutoID Column App?

The point of using extra apps is to make your work simpler, faster, and even more efficient. The AutoID Column app offers you a fully automated process of generation of completely unique (not repetitive/duplicated) IDs within your monday.com account.

Using this app means eliminating the human error factor. Thanks to this app, you can be sure that all of your data is correct and in order. 

 How to install 

While logged in to your monday.com account, you can see a few icons on the left side of the screen. Click on the one that looks like a puzzle piece. This way, you will be able to access the App Marketplace. 

Use the search box. Enter the name of the application “AutoID Column” to find the app more quickly.

When the app appears on your screen, click the blue button “Add to your account” on the right side. 

After clicking on the box, you will see an option to install the app. You can choose from two options: 

• apply AutoID Column to all workspaces, 
• apply AutoID Column to specific workspaces (you will be able to choose one or more workspaces on which you want to use this app. The app will be limited to your choice and won’t make any changes on other workspaces).

The app can read and modify board data, send notifications, and create and modify webhooks on all or a few workspaces, depending on your choice. 

 Configuration

monday.com wants you to be able to adjust everything to your needs. This is why you can configure the features of the AutoID Column App. You just need to click the highlighted words to configure the feature for your board. 

Here is a small explanation on what you can adjust using particular highlighted words:

  • this number: the number to start with

  • this format: text preceding the auto generated number with field support (see below)

  • number of digits: the minimum number of digits (e.g. 5 digits and it will generate 00100)

  • this column: the column in which the generated ID is written

Using fields

In the text box (“this text”), you can enter fields in between curly brackets {}. Supported fields are:

• {year} – the current year in 4-digit notation
• {year2} – the current year in 2-digit notation
• {quarter} – the current quarter
• {month} – the current month in 2-digit notation
• {day} – the current day (0-31)
• {id} – the generated ID
• {no_overwrite} – this feature instructs the app to not overwrite existing values. This implies that duplicating an item will lead to duplicated IDs.

In case you choose to omit the {id}, the generated ID is added to the end of the string specified in this format.

The field {columnid} can be used to replace this part of the string with the value found in the column with the entered column ID.

Review 

You can test this app for free for 10 days. It’s a great option if you are not sure if this is what you need to work with. You can try out the app and decide if you want to keep using it or just resign with no payment involved. 

The AutoID Column app doesn’t work on a subscription basis. You pay one time. It ends up being cheap, considering how much possible return on investment you will have depending on the number of items and/or IDs are created. You can buy the app for $41 regardless of how many unique IDs you want to create.

After purchase, you will get a detailed guide in PDF that will help you to install, use, and configure the recipes for automated processes.

The customer support is also great. I wanted to achieve a specific format using Column IDs (using values from other columns) and was unable to find a way to do so. I decided to reach out to the customer support team. An hour after sending the email to the address I found on the developer’s site, I received the necessary information and assistance that I was asking for.

The AutoID Column App is a great solution for teams that use IDs for: 

• Incidents, 
• IDs for documents such as invoices or other financial and/or legal paperwork, 
• customer support tickets,
• and many many others.

The bottom line is that this app can be a great addition to your monday.com. It is a relatively cheap solution. It’s sustainable and reliable, giving great support in day-to-day tasks. Additionally, flexibility in customizations makes it a perfect choice for people who want maximum personalization that makes the app perfectly suit their needs. 

monday.com can help you manage your project and grow your business. Perhaps before you were using Excel sheets to keep all your data organized. Now is the time to enhance your experience with worksheets by importing them to an existing board on monday.com, you can do it in an easy way. From this article you will learn how to do it step by step. 

Why would you import data from Excel sheets to monday.com? 

There are many reasons why users decide to import data to monday.com. You might need this feature when: 

• you are a new user who has previously worked on Excel sheets and now wants to upload your work onto monday.com to have everything in one place. 
• you are regularly getting data from an outside source, for example, a client or other platforms, and need to add that information to the existing board. 
• you used or are using another platform, and need to export data from there and import onto monday.com. 

Putting all your data manually on the platform is an option, but it is not efficient at all. By importing data from Excel sheets, you save time. Less time spent on working on something that has already been done means more time to do tasks that actually matter. 

When you were creating your sheets, you probably checked if all the data was correct. Why do it again? When you import sheets, you are sure there are no mistakes and that none of the items will be missing. 

Before you start the import 

Importing files can be easy and smooth, but you need to be sure that the Excel sheet you are importing is correctly formatted. So before you jump on monday.com, check the files you will be uploading. Think how you want the information to be displayed on monday.com and edit your Excel accordingly. 

How to import data from Excel to an existing board on monday.com

Go to your monday.com profile. Open the board to which you want to add files. Click on the New Item button (it can also be called  “New Contact”, “New Project”, etc., depending on what you are working on), and a list with two options will pop up. Click on ‘Import Items’. 

The window with the option to import data from Excel will appear. After that, you will see an option to import data from this software to monday.com. 

You can drag a file you want to import from a folder on your computer or click the button to browse files on your device. monday.com supports all spreadsheet files, including .csv, .xlsx, and .xls. Thanks to that, you don’t have to waste your time on changing your file format from one to another. 

After making the selection of the file, it will be uploaded. After that, click the “Next” button. 

Choosing the item name

After you choose a file to be imported, you need to take care of how it is going to look on monday.com. First you choose which column on your Excel sheet will appear as the item name. The item name could be, for example, a name of a product, customer name, and so on. 

Mapping the columns

While importing files, it is crucial to map the columns correctly. This way, you ensure that all data will be presented the same way as on your Excel sheet and you will avoid confusion or mixed information. On the screen, you will see two columns: one that shows you what Excel columns you are mapping, and the other that shows the name of existing board columns. You can have different names for columns on monday.com and Excel but it might be harder for you to remember what is what while mapping. Decide to which existing board columns you want to transfer data from your Excel column. For example, you might want to assign the “Addresses” column from Excel to “Customer Addresses” on monday.com. 

Remember that columns that are not mapped will not be imported to monday.com. It is a great feature if you don’t need all your data imported but also don’t want to copy and paste data you want to import to another Excel file. 

How to handle the duplicates

Some data from your Excel sheet might be already on monday.com. You don’t have to worry about duplicating the content, as there are three options to manage duplicates. Your choice depends on what you want to do with the duplicates. 

After mapping you click “Next” and you will see three options on your screen. 

1. Create new items (Choose if you want to add all duplicated entries as new items to the board). 
2. Skip items (Choose if you don’t want to add items that match a particular column). 
3. Overwrite existing items (When you choose this option, the data from Excel will be overwritten by data on monday.com)

If you decide on options two or three, you should choose the unique column in which the value is different for each of the items. Usually it is the item name column. 

Once you decide what to do with duplicated data, click the ‘Start Import’ button. 

Wait a moment for the import to end. When the process is done, a new group will be created on your board, and the new items will appear. 

Batch Actions

While importing the data, not all columns are supported, for example people column and dropdown. 

If you have a dropdown column, you need to update it manually on monday.com. However, you don’t need to update each of them one by one. You can use batch actions. 

To proceed with batch actions, mark all the items you want to edit, ticking the box on the left side. You can now edit all the marked items at the same time. This way you speed up your work. 

Copy and paste option 

You wrote down some data in one Excel column and want to quickly add it to your monday.com board? No problem. You can do it very easily. Skip the import part and simply use the copy and paste method. 

Copy data from the Excel column. Then go to your board, click on the +Add item button and use the shortcut or right-click the “Paste” option to add data from the Excel column into your board. 

This option is available just for the item name on the board. It means that if you need to upload data to other columns, you should use the importing process described above.