Welcome to the monday.com glossary, jam-packed with all the need-to-know terms to get you using monday.com in an efficient way! 📖
Workspaces can be thought of as large, organizational folders used to categorize the content in an account. They can be used to organize information according to different teams, projects, or whatever other categories your team operates with.
Workspaces 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, dashboards, workdocs, and more into the corresponding workspaces.
A folder can group and store similar boards, workdocs, dashboards, and more 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 you manage all of your workflows. Think of it as 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!
Dashboards are a great way to display data from multiple boards all in 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!
Workdocs are flexible, multi-media documents where you and your team can record all notes and ideas related to one central topic. By collaborating with your team on Workdocs, you can have central place for you and your team to brainstorm, plan, and execute all of your best ideas!
- monday WorkForms
With monday WorkForms, you can create and use custom forms to collect, track, and analyze data while automatically syncing with your monday.com boards and workflows. As soon as someone submits a response to one of your forms, the data will instantly flow into your board so you can see all the information you need centralized in one place!
- Main Board
Main Boards are a type of board that are 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 Board
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. This feature is available from the Pro plan and 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!
Subitems provide your board with a deeper structure by letting you add an extra layer of information within the items on your board! You can use them to better support your workflow or enable more complex workflows on a single board.
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!
Board filters and features
- Board View
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!
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.
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.
- Activity log
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!
- Board filter
The board filter is found at the top of all of your boards, and is a great way to narrow down the information you want to view on your board so you can zoom in on the information you need to see at any given time.
- Board menu
The board menu is located on the top right of your board, and allows you to perform many different actions such as adjusting the board permissions, settings, notifications, and much more.
- Batch actions
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 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.
- Column summary
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 example, 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!
- Group summary
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.
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! You can also use the "Sort" button at the top of your board to sort your board by any value.
- Updates section
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.
- Board members
Board members are admins, team members and guests that have been invited to, or added, to a board. Each time someone posts an update on a board, it will appear in the Inbox of every member of that board.
- Board owner
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.
You can identify a board owner by the blue icon to the right of a board member's name. A board owner can only be a member or an admin. Viewers and guests cannot be granted ownership access to a board.
- Left navigation panel
The panel that expands and collapses from the left side of your screen is called the "Left navigation panel". It contains all of the content within your account such as your Workspaces, Boards, and Dashboards, and more!
- Favorites section
The favorites section allows you to select and save your most used boards, dashboards, workdocs, and more for easy and quick access whenever you need them!
- Quick Search
You can switch between your account's content in a flash with the Quick Search. You can get there by using the keyboard shortcut Command + B on a Mac or Ctrl + B on a PC. Just open up Quick Search, and type in the name of the Board, Dashboard, or Workdoc you want to jump to. Your recently accessed content will be at the top of the list for easy access.
- Top pane
The navigational area at the top of your screen is referred to as the "Top pane". This menu contains lots of useful features such as your notifications, My Work, Search Everything, your profile picture menu and more!
- My Work
My Work is a great way to see everything you and your team need to accomplish in a convenient, easy-to-use space. It works by showcasing all tasks across your monday.com account that have been assigned to you so you can visualize all your work in one place and stay on top of your tasks!
- Search Everything
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…).
- Help Center
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!
- Profile Picture menu
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'll launch a menu containing many helpful shortcuts and menus!
When you head over to monday.labs, you can become a beta tester and try out any of our new features before they are fully released!
- Trash section
Accidentally something from your account? Not to worry, all deleted elements will appear in the Trash section within 30 days of deletion! You can get there from your profile picture menu.
- Bell notifications
A list of your Bell Notifications pops open when you click on the little bell icon from the top pane. 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).
To the right of the bell icon is the Inbox icon. The Inbox is where you will see all updates from boards you are a member of, 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.
An admin is an account user with the ability to oversee the entire account; managing everything from users and boards to security and billing.
Members are your teammates, employees, or other members within your monday.com account 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.
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.
Guests are users 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.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.