The basics of a board

 

Boards in monday.com are where your team organizes and tracks all work in one place. Each board holds items, columns, and updates that keep projects clear and collaborative. Use boards to plan, manage, and visualize progress from start to finish.

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Add a board with AI 

Adding an AI-powered board lets you create a personalized board by simply describing what you want to manage. Instead of building a board from scratch, the AI option uses your prompt to generate the right board for you. This provides a faster and clearer starting point. 

1Click on the + Add button on the left pane on your screen

2Click on New board

3Begin typing your prompt into the AI block to describe the board you want to create

 

When you submit your prompt, a personalized board tailored to your needs will be generated automatically. You can use the pop-up in the bottom-right corner of your board to choose to either Keep board or Edit with Sidekick!

 

The board will be created with a relevant name and description, appropriate columns with the correct settings applied, an included preconfigured AI column, and five example items to help you immediately understand the board's structure. If prompted, it can also create groups and add subitems! 

 

Note: Using the AI prompt to create a board does not consume any AI credits. However, any AI columns added to the board will use credits once you begin working with them.

 

Add a new board

1Click on the "+ Add" button on the left pane on your screen

2Click on new board 

From the same menu, you can also choose to import a new board from Excel, Google Sheets, Trello, and more, or choose from a pre-prepared template.

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Tip: At the moment, it is not possible to print a board directly from monday.com. If you would like to print your board, first export the board to Excel and then print the Excel sheet. It's that easy 😍

 

Structure of a board

Within a board, there are four main components that you should familiarize yourself with: Groups, Columns, Items, and Subitems.

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  • Groups help to organize and categorize the information on your boards in any way that you wish.
  • Columns bring the data from your board to life, allowing you to customize the way your data is displayed.
  • Items are the individual rows on the board which can be used to manage and track any kind data, whether it is projects, tasks, clients, or much more. 
  • Subitems add another level of hierarchy on your board by allowing you to add an additional level of information within the items on your board.

 

Difference between board types

We offer three types of boards: main, shareable, and private. The structure of all these boards is identical. What makes them different is the level of access they each provide. Check out this article to learn more about the difference between these boards. 

 

Change a board type

As the board owner, you can change the board type by doing the following: 

1Click on the three-dot menu at the top right of your screen

2Click on "Board settings"

3Click on "Change board type"

4Choose the type of board that you'd like to change it to

 

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Note: You cannot change the board type if you are not the owner of it. You will need to ask the owner of that board to make this change.

 

Delete or Archive a board

If you no longer need your board, you can choose to delete or archive: 

1 Click on the three-dot menu at the top right of your board

2 Select Archive board if you want to store it for later

3 Select Delete board if you wish to permanently remove the board and its data

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If you delete a board, it'll be retrievable from the Trash section for 30 days. Archiving a board, on the other hand, will be retrievable from the archives section indefinitely. 

 

Note: If you delete or archive a board that has connections to other boards via the Connect Boards Column, all of its related connections will be removed.

 

Communicate on your board

While you can communicate with people on specific items on your board using the update section, you can also communicate across your board as a whole using Board Discussions. To access board discussions: 

1Click on the three-dot menu at the top right of your board

2Click on "Discussion" from the resulting menu

3From there you can send a message to all members on the board!

 

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Board owner

Board ownership is a crucial feature to consider when setting restrictions on boards, changing the board type, and other related tasks. With this said, a board owner is either:

  • The person who created the board
  • Any subscribers of the board that the board creator has chosen to be co-owners of the board. Only the initial owner of the board and account admins can add other owners to the board. 

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If your board owner has left the team, you can change the board's ownership to help recover it. For instructions on changing board ownership, refer to this article.

 

Board description

You may find the need to add a description to your board to help the team understand its main uses, provide any necessary instructions, or for any other reason! To locate your board description, click on the drop-down "arrow" to the right of your board name as so:

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Note: You can use up to 1,000 characters in your board description. For security reasons of preventing the use of outside code, it is not possible to use “<>” characters within the board description.

 

Sort your board

You can sort or filter your board, customize the order in which you view your items, and drill down to the specific ones you are looking for!

To sort the items on your board, click the "Sort" icon at the top left corner of your board, and then "+Add new sort". You can then choose the exact parameters you'd like to use to sort your board. As an example, we chose to reorder the items on our board according to their budget in descending order, as so:

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Filter your board

While your boards fill up with tons of information, our board filters can help you easily narrow it down to the specific information that you need (because after all, who likes scrolling!) Draw conclusions, focus on what's important, and save time navigating your boards with the board filters. Check out this article for more info on filtering your boards. 

 

Who viewed your board last 

At the top right of your board, you will be able to see the icons of those who have most recently viewed your board.

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By clicking on any of the icons, you can open up the full log of who has seen your board and when. You can also find the activity log in this same area to get a breakdown of recent board activities. 

Save your board as a template

You can transform your favorite boards into templates for your account in just a few clicks! When viewing your board, click the three-dot menu in the top-right corner of your screen, select More actions, then Save as a template. Check out this article for more detailed information. 

 

Tip: Want to learn more about getting started in your team's account? Take our self-paced monday academy course and earn a badge when you complete it! It’s a great way to sharpen your skills and showcase your achievements.⚡

 

FAQs

What is a board in monday.com?

A board is where you organize and track all your work — it’s made up of groups, items, and columns that display your project data.

What’s the difference between a main, shareable, and private board?

Main boards are visible to all team members, shareable boards include external collaborators, and private boards are for invited users only.

Can I change the structure of my board later?

Yes — you can edit columns, rename groups, and reorder items anytime to fit your workflow.

What are items and columns in a board?

Items represent tasks or projects, while columns hold details like status, owners, and due dates.

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

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