New to monday.com? Welcome to the monday.com glossary, jam-packed with all the need-to-know terms to get you started! 📖
Workspaces are like large, organizational folders, used to categorize the content in our account. They can be used to group the boards of different teams, projects, or whatever other categories your team operates with. They are especially useful for companies that have a number of different departments. For example, you could create Sales, Marketing, Design, and HR Workspaces, and then drag and drop all the related boards into the corresponding workspaces.
A folder can group and store similar boards together. They can be created within your workspaces to keep all relevant boards together. They add an extra level of organization and classification so that you can always find what you're looking for!
A board is where your groups of items are held. It's a virtual whiteboard where projects are stored as a way to keep track of everything from everyday tasks to month/year-long projects. You can use a board to manage anything from a project to a roadmap, sales pipeline, budget… the possibilities are endless!
Main Boards are a type of board with permission settings that allow the board to be visible to anyone within your account. All Main Boards will be accessible and transparent to your team members or viewers in your account.
Shareable boards are a type of board with permission settings that allow the board to be visible to anyone with a link to the board. They can be used to share a board with guests outside your team or company, such as clients, interns, or freelancers. This feature is available from the Standard plan and up!
Private Boards are a type of board with permission settings that allow the board to be visible only to the user who created the board and those invited to join this board. Private Boards are only for internal users, meaning that you cannot invite guests to view them. Both viewers and members can be invited to a Private Board. This feature is available from the Pro plan and up!
Dashboards are a great way to display what's important in just one place. They are dynamic, and can be fully customized and filled with apps and widgets. They give you a big-picture view of your team's projects and progress, and allow you to keep your team focused and motivated on high-level goals and boost productivity!
Widgets are fun little apps that you can add to your dashboard and customize however you like! If you think of your dashboard as a corkboard, widgets would be all of the images, calendar, sticky notes, and documents you pin up!
A group is a color-coded section on your board that contains your items (rows). You can have multiple groups on a board, which allow you to organize and categorize your items in a manner that best suits your needs. A group can be a week, a month, a phase of a project, or whatever you want!
An item is a single row within a group on a board. It usually consists of a single task within your project or task board, but it can be anything you want!
Columns are part of the foundation of your board. We offer many types of columns allowing you to build your board exactly the way you want it to be. You will find all our columns in the Column Center. Check out this article to see all of the available columns!
The panel that expands and collapses from the left side of your screen is called the "Boards List". It contains all of your workspaces, boards, and dashboards!
Favorites allows you to select your most used boards, and collects them all at the top of your Boards List for easy and quick access whenever you need them!
You can switch between boards in a flash with Boltswitch. You can get there by clicking the lightning bolt at the top of your Boards List, or by using the keyboard shortcut - Command + B on a Mac or Ctrl + B on a PC. Just open up Boltswitch, and type in the name of the board you want to jump to. Your recent boards will be at the top of the list for easy access.
The dark area to the left of your screen is called the "Left Pane". This menu contains lots of useful features such as your notifications, My Week, and Search Everything!
A list of your Bell Notifications pops open when you click on the little bell icon at the very top of your left panel. This is where you receive all of the information that's specifically relevant to you (i.e something you were tagged in, assigned to, a reply to an update you wrote, etc).
Below the bell icon is the Inbox icon. The Inbox is where you will see all updates from boards you are subscribed to, even if you are not specifically mentioned in that update or assigned to each item. You can think of this as a news feed, where you can see everything your team has posted on those specific boards.
Click on the Calendar icon in your left panel to launch My Week. My week is a great way for you to see everything you and your team need to accomplish this week, next week, or even what is already overdue. It works by collecting all the tasks across your monday.com account that are due in the current week.
The magnifying glass icon launches Search Everything. This master search engine lets you search anything and everything you have access to in your entire account (i.e. name of a board, tasks assigned to a team member, status, name of an item, filter by date, etc…).
Click the question mark in the left panel to ask any question you may have about monday.com and how to use it! The Help Center will pop up in the center of your screen, where you can search our Knowledge Base for anything you need to know! You can read articles and watch videos right from inside the pop-up window!
Your "profile picture" is the circle in the left corner of the bottom of your screen. The circle contains a picture of yourself, which appears beside your name on all of your activity throughout the platform. If you have not uploaded a picture, your profile picture icon will display your first initial with a colored background. When you click your profile picture, you launch your account menu, containing many helpful shortcuts and menus!
What's New is a feed, keeping you in the loop with the latest features and updates at monday.com. You can get there by clicking your profile picture, and then clicking "What's New" under the "Explore" category.
When you head over to monday.labs, you can become a beta tester and try out any of our new features before they are released!
Accidentally deleted your board, item, or column? Not to worry, all deleted items within your Main, Shareable, or Private boards will appear in the Recycle Bin! You can get there from your profile picture menu.
An admin is an account user with the ability to oversee the entire account; managing everything from users and boards to security and billing.
Team members are your teammates or employees in your department or organization with whom you work. Team members can see all information on Main Boards, and can be invited to collaborate easily on both Shareable and Private Boards. There are two type of team members: the members and the viewers.
A member is a type of team member that has editing access to boards accessible to them within their account.
Viewers are another type of user that you can invite to your monday.com account. Exactly like team members, they have access to Main, Shareable, and Private Boards you decide to share with them. The difference is that they are only able to view boards, with no editing rights whatsoever.
A board owner is either:
- The person who created the board
- Any subscribers of the board which the board creator has chosen to be co-owners of the board.
A board owner can only be a member or an admin. Viewers and guests cannot be granted ownership access to a board.
Guest users are parties who are external to your team, such as a vendor, client, freelancer or outside consultant. Guests can only be invited to Shareable Boards and as such, will NOT be able to view information on Main or Private Boards. This amazing feature helps you to collaborate safely with people who are external to your team, while maintaining the security of the information stored on Main and Private Boards.
Board Filters and Features
Board Views allow you to visualize your board's information in multiple ways. You can add any view from the Views Center to transform your board's data into a timeline, calendar, chart, form, or a few other cool formats!
Integrations allow you to seamlessly connect monday.com to external platforms. This is done by using predefined Integration flows that we've created for you to choose from.
Automations allow you to use an event (like the changing of a status) to trigger an action (like sending a notification). This is done by using predefined automation flows, which we have created for you to choose from. They save lots of manual steps and cut down on things you have to remember to do.
The Board Activity Log shows all of a board's past activity in one list! Here, you can see changed Dates, Statuses, movement between groups and more!
The filter icon is often referred to as the "Tornado Icon", and is found in several places on the platform. You can filter your Boards List, your views, your widgets, and your boards! The board filter is found at the top right corner of all of your boards, and is a great way to narrow down the information you want to view on your board.
Three Dot Menu
The three dot menu is located on the top right of your board, and opens up the board's setting menu.
When you select more than one item, the Batch Actions Menu will appear at the bottom of your screen, allowing you to perform batch actions! Using batch actions, you can edit, move, delete, archive, export and even duplicate multiple items at once with just one click!
Column Settings Menu
When you click the arrow to the right of your column's name, you launch the column settings menu! From here, you can perform important actions related to the selected column.
For each of your columns, you can choose to show or hide your "Column Summary". This is essentially a summary of everything found in that column throughout each group. For a Numbers Column, it can be the sum of all numbers in the column, and for a Status Column, it will show the breakdown of all the statuses used in that group!
When you collapse one of your groups, you can see the Group Summary, displaying how many items are in the group, and reflecting an aggregated summary of each specific column. This way you can quickly see what's going on in a group, even if it's collapsed! Your Group Summary will only show information from columns that have the "Show Column Summary" activated from the Column Settings.
At the bottom of your board, you'll find your Board Summary! This is a useful bar showing you how many items are in your board, and reflecting an aggregated summary of each specific column. Your Board Summary will only show information from columns that have the "Show Column Summary" activated from the Column Settings.
When you hover over the top of a column, the sort icon will appear, allowing you to sort your items in alphabetical or chronological order, or according to a certain column!
When you click any item, you will open its updates section. The updates section allows you and your team to communicate, social media style, inside an item, keeping all the conversations about a specific task or project in the same place and in context. This can be used to centralize all communication related to an item as well as adding attachments and gifs.
From inside the updates section, you can switch to the info box tab. Info Boxes are steady, rearrangeable boxes that are often used for documentation organization and store certain information related to an item in an easily accessible way.
If you get stuck or have any more questions, please feel free to email us at [email protected]! We are here for you 24/7!