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What are 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:  You can watch our recorded board views webinar right here :)

 

How to add a board view

To add a board view, press on 'All Views' at the top left of your board screen and press 'Add View' from the pop up window. From there, you can select a view or enter the full views center by clicking on 'More views' as below: 

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Click on any of the view options to create a new view. Clicking on "More views" will direct you to our views center where you can find all of the useful view options that we have to offer!

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To add a view to your board, click on "Add to board". You can also vote for your favorite view by clicking on the heart located at the bottom ❤️

 

Switching back to the Main board view

Once you've added a view to your board, you can switch back to your Main board view by either selecting the Main Table tab at the top of your screen (this is where your pinned views will be located, which will be mentioned next). Alternatively, you can also access the Main Table again by clicking on 'All Views' and then 'Main Table' from the resulting menu.

 

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You can add multiple views to your board and switch back and forth from the 'All Views' menu as well:

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Pinning a board view

If you have multiple views on your board, pinning your favorite views at the top of your screen can save you time by providing easy access to those that you use the most! You can choose to have up to three pinned views on your board at a time. To do so, click into the 'All Views' menu and hover over the right side of your view. From the three dot menu, press 'Pin'. To unpin a view, follow the same steps and press 'Unpin'.

 

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Setting a default view

To make sure that everyone who views your board is receiving the board's data in the most efficient way, board owners can set a default view for all board viewers and subscribers. This means that everyone who opens up your board will automatically see the default view rather than the "Main Table" view. 

To set a default view, open the 'All views' menu and click the 3 dot menu beside the view 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. 

 

Note:  Only board owners can set default views, and they will default for all viewers and subscribers. However, if a team member opens a different board view, it will override the default view, and the next time they open this board, it will open up automatically to their last-viewed board view rather than the default view.  

 

Displaying a view simultaneously with the Main Table view

You can choose to see a view in split-screen mode with the Main Table view below it. To do so, click on the settings icon located on the top right of your screen and select "split view" as below: 

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This view selection is personal will be saved across all boards for that view type. This means if you choose to view the Timeline View "split screen" on one board, it will show up this way on all boards for which you have a Timeline View set up. Additionally, this view setting will only be set up this way for your user in the account.

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Boards views in Dark Mode

We think our views look best in dark mode! It's sleek, easy on the eyes, and really allows the colors to pop! While you can't turn on dark mode only for your views, you can follow the two quick steps in this article to check out dark mode for your whole account including your boards and dashboards! You're going to love it as much as we do!

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Sharing views publicly

Do you need to put your roadmap in your website? Send customers specific boards or views without needing them to log in? Get all the team in sync by putting a board in a TV in your office? You are now able to do just that with the "Share" option from the three dot menu next to one of your board views.

 

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Note:  You can currently only apply the share view on your board, timeline, chart and calendar.

 

Publish your boards, embed them in your website, and make them accessible to everyone on the web! Check out how it works right here.

 

The Files View

The Files View allows you to see all the files uploaded within your board in one place. You can view them as a list or as thumbnails. From there, you can download the files, preview them or open them in the update section they are connected to. To learn more about it, check out this article.

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The Map View

Working with clients internationally, traveling a lot or just looking for a new apartment? Look no further! We came up with the map view just for you! It allows you to see your location and/or country columns in one single map. Check out this article to learn how it works.

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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 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 Chart View

Our Chart View allows you to create various reports for a specific board using different chart types. It is a great way to get analytics about your workflow! monday.com allows you to pick between three types of charts: pie, bar and line.

Feel free to check out this article if you would like to learn more about the chart view.

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The Calendar View

The calendar board view allows you to visualize all your tasks that have a date/timeline column in a calendar. You can customize your calendar view per day, week or month. You can also decide which column you want to appear on your calendar. Check out this article to learn more about it.

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The Kanban View

This view allows you to turn your board's information into a Kanban view. All you need to do is select the columns for the view in your left panel and your Kanban view of board will be ready! To learn more about how to build your monday.com boards as Kanban, check out this article.

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The Forms View

Convert your boards into forms in just one click, send them to your contacts and watch the information roll in as new items. Click on the Add View tab to add this feature to your board! 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. If needed, you can always reassign or change due dates to make sure everyone stays on target with the amount of tasks they can complete within that timeframe.

This view is a must to enhance your board's workflow!

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If you have any further questions or feedback about the board views, don't hesitate to reach out to us at support@monday.com. We are here for you 24/7!