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The board views

 

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.  📊 📈 📉    

Tip: Interested in seeing the different board views available on the monday.com mobile app? Check them out here!  😊 

 

How to add a view 

To add a board view, click on the + icon located right below your board's title: 

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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 aspect 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 aspect. To add a board view, click on the + icon and select any of the views listed below: 

Show me the list of Board Views
  • The Table view
  • The Kanban view
  • The Files view
  • The Form view
  • The Cards view

     

    • Dashboard View

    To add a Dashboard view, click on the + icon and select "dashboards" as below: 

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    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.

    Tip: If you're looking to visualize data from multiple boards in one place, we recommend checking out our Dashboards article. 📊

     

    Chart View

    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!

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    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.

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    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. 

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    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!

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    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!

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    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:

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    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.

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    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!

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    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!

    Screen_Shot_2021-10-27_at_15.57_1.png

    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

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    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: 

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    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! 

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    Choose favorites

    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.

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    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: 

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    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:

     

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    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  

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    Note:  You can currently only apply the share view on your Main board, Timeline, Chart, Calendar, Workload, and Gantt views.

     

     

    If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!

     

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