A board is the place where your groups of pulses are held. It's a virtual white board where projects are stored as a way to keep track of everything from everyday tasks to month/year long projects.. but so much better! This article covers everything you need to know about boards.
How do I add a board?
Just click + new button located on your left panel to create a new board as below👇
If you are new to monday.com or just looking for inspiration, you can use one of our board templates. You can also create your own board and make it a template for all your team to use. Check out this article to understand better how it works.
How do I delete a board?
You can delete a board by following the below steps:
- Click in to the board you would like to delete from the left hand pane
- Click the Hamburger Menu in the top right-hand corner
- Then select Delete
If you have accidentally deleted a board not to worry! You can restore the pulse within 30 days from the Recycle Bin. You can also archive a board instead of deleting it, in case you would like to restore it at any point.
What is the difference between Main, Shareable and Private Boards?
We offer three type of boards: main, shareable and private. The structure of all these boards is the exact same. What makes them different is their access level. Check out this article to learn more about the difference between these boards.
How to change a board type?
If you are the owner of a main board that you would like to move to shareable and/or private (and vice versa), please do the following:
- Click the Hamburger Menu Icon in the top right-hand corner
- Click change board type
- Choose to change to Private or Shareable
You can also easily drag your board from the main section to the shareable section as below:
How to organize your boards?
Having a well organized left panel is super important. We're anti-clutter here at monday.com, we believe that having better visibility of your boards will make your time with the platform more on point. Here are a few tips to achieving anti-clutter status:
- Drag boards to organize them the way you want
Simply click on the board’s name, drag it to where you want it to be placed and drop it. For example, you can sort your boards in alphabetical or chronological order.
- Use the folders to store your different boards.
A folder is a way to group and organize boards relating to the same projects, clients or project managers so that your account can stay neat and clean. Once your folder is created, you just need to click on the name of the board (on the left panel) you want to add to it and drag it under the name of your folder of choice. Check out this article to learn more about folders.
- Put your high level boards on the top
If you are using high-level boards, we recommend you to put them at the top of your boards list to make them more visible to all your team members.
If you have any questions further questions, please feel free to reach out to our customer success team right here. We are available 24/7 and happy to assist :)