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.
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!
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.
Structure of a board
Within a board, there are four main components that you should familiarize yourself with: Groups, Columns, Items, and Subitems.
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
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
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.
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!
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.
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:
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:
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.
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.
FAQs
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.