At monday.com, we love to make everything visual: colors, graphs, shapes, and more! For this reason, we came up with the amazing board views. The board views allow you to visualize your board's information in multiple different ways in order to analyze and report on your board data. 📊 📈 📉
How to add a view
To add a board view, click on the + icon located right below your board's title:
Clicking on "More views" will direct you to our Views Center where you can find all of the useful views options that we have to offer.
Two Types of Views
You have the option to view your board's data via a Dashboard View or a Board View. The Board Views will allow you to see your data in one form while with a Dashboard, you can display different widgets to see your data in multiple ways.
- Board View
The board views will let you display your data in one single configuration. The board views listed below can be added directly as a board view and will give you a full-screen experience.
All other widgets are added as a single widget on a blank dashboard. You have the option to add additional widgets if you want, or you can expand the widget into full screen using these steps:
While you can resize a widget by dragging and dropping the corner to the desired size, docking your widget will maximize the space on your screen so that you can see just your widget without all the clutter and extra toolbars!
To dock your widget, simply click the 3-dot menu at the top right corner of your widget and click "Dock this widget".
To undock a widget, simply reverse these steps by clicking the 3-dot menu in the board views toolbar and selecting "Undock this widget".
- Dashboard View
To add a Dashboard view, click on the + icon and select "dashboards" as below:
Once a Dashboard view is added, you can add as many other widgets as you'd like from the Widgets Center to create an actual Dashboard within your main board. Dashboard views allow you to create reports using widgets connected to one board.
Our Chart View allows you to create various reports for a specific board using different chart types. It's a great way to get analytics about your workflow! Check out this article for more information!
The Gantt View
The Gantt view turns the data from your board into a functional Gantt-style chart. This view is flexible, responsive, and visually displays milestones and dependencies between items to help provide you with a clear overview of your project and its associated tasks. To learn all about this incredible feature, check out this article.
The Calendar View
The calendar view allows you to visualize all your tasks that have a date/timeline column in a calendar. You can customize your calendar view by day, week or month. Check out this article to learn more about it.
The Workload View
Add the workload view to your board and get a clear overview of how your team's work is divided! You can see in one glance who is over capacity and assign upcoming tasks accordingly. Check out this article to learn more!
The Timeline View
The Timeline View gives you a visual representation of the dates and timelines of your ongoing projects. It allows you to see in a glance just how long you and your team have to complete a task or project in order to plan accordingly. Check out this article to learn more about it!
The Table View
The Table view gives you the option to see a filtered view of the main table of your board. For instance, you can filter by person, status, column, or group. This can help hide certain information that is not relevant for your needs at moment's glance. Here, we have the Table View filter set to person, where we can view one person's activities from the board:
The Kanban View
Kanban is a project management technique that aims to manage work by prioritizing tasks and balancing demands according to available capacity. All you need to do is select the columns for the view in your settings and your Kanban view of the board will be ready to go! To learn more about how to manage your work using the Kanban View, check out this article. And to learn more about how to build your monday.com boards with Kanban in mind, check out this article.
The Form View
Convert your boards into forms in just one click, send them to your contacts and watch the information roll in as new items. Check out this article to learn more about it!
The Cards View
The Cards View allows you to view all your important item details in one very visual, gallery-like display. Check out this article for more information!
The Files View
Easily manage all your files in one place whether you have pictures, contracts, or just any documents. You can upload them either onto the Files Column or to the Updates Section. We also came up with the Files View to allow you to view all your board files in a consolidated, gallery-like view! Learn more about it right here.
Switching between views
Once you've added a view to your board, you can switchback to your main board view by selecting "Main Table" tab at the top left of your screen as so:
You can add multiple views to your board and they will all be located at the top of your board for you to access whenever you need!
If you have multiple views on your board, you can choose to "favorite" your most-used views, so that they will be presented first on the top left of your board for easy access! To do so, hover the board view name and press on the three dot menu that appears. From there, press "Add to my favorites" and that view will jump to appear right next to the main table view.
To remove a view as your favorite, simply follow the same steps above and select "Remove from my favorites".
Set a default view
Board owners can set a default view for all board viewers and subscribers. To set a default view, open up the same three-dot menu beside the name of the view that you wish to select (it must first be added to your board). Next, click "Set as board default" as we've done below:
The default can be switched at any time by following these steps with a different view, including the Main Table view.
Split screen mode
You can choose to see a view in split screen mode with the Main Table view below it. To do so, click on the three dot menu (More options) located in the top right of your specific view and select "Settings." Next, click on "Display type" and then "Split Mode." You will be able to see this view in split-screen mode with the Main Table view below it when it is in full-screen mode:
Sharing views publicly
Publish your boards, embed them in your website, and make them accessible to everyone on the web! Check out how it works right here
Export your dashboard views
Easily share the current state of your dashboard views with colleagues by exporting your widgets to an Excel or PDF document! To do this, click on the three-dot menu at the top right of your board view and then select "More actions" and then "Export to PDF", as shown below.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.