5 min read

Guide

We keep EVERYTHING in our boards; meetings, schedules, tasks, projects, to-do lists, pipelines, KPIs, and even some personal things! We love having everything in one place, but sometimes it can get a little cluttered and overwhelming. That's why we compiled this guide with all of our best tips and tricks to help you keep your account organized!

Categorize your account 

• Workspaces

Workspaces are an excellent way to separate the work of different departments or teams. It's sort of like a big folder, holding related Boards, WorkDocs, and Dashboards. Within each Workspace, different teams can work within their own boards and folders, while still having access to their department's boards! 🗃

You can choose to organize your Workspaces however is most comfortable and logical! Organize by project, team member, client, office or client location, or by time period!

• Folders

Under each separate workspace, teams can add folders to group related boards, workdocs, or dashboards together and organize work processes better. Folders add an extra layer of detail and organization and ensure that your account is always manageable for your teams. 📂

• Tidy your left pane

Now that we have so many different Workspaces and folders, our left pane has begun to look a little cluttered. A great tip to make everything a little easier on the eyes is to collapse your folders.

Collapse or open up a folder simply by clicking on the folder name!

• Tools menu

Customize your left pane with your essential tools to keep it focused on what matters most. Simply click "More" in the top left corner of the screen, then select "Personalize menu".

From there, the personalization menu will open, allowing you to pin your most-used tools to the top of the left pane with a single click:

This way, you can instantly access key features—like the Template center—without unnecessary clutter.

Note: You can pin up to 5 tools in the leftpane. Any changes you make will only affect your personal view and will not impact the entire account.

Find what you're looking for

Sometimes we know exactly what we're looking for but we just can't seem to find it! Instead of searching through your whole account every time you need to find something, check out these shortcuts to help you get there quicker! 🔍

• Favorites

Do you have certain Boards, Dashboards, or WorkDocs that you use often and are critical to your workflow? The favorites setting will enable to select your preferred and most used boards and have them appear at the top of your left pane for quick, easy access! ⭐️

To favorite something, you can click on the dropdown arrow next to the board name, and select the star icon to the right of its title as so:

Now, you can see all of your favorite Boards, Dashboards, and WorkDocs together so you can always find them!

• Search Everything

Search Everything allows you to search for anything across all of your boards! To get there, just click the little magnifying glass icon at the top right corner of your screen.

From the Search Everything field, you can search for a specific update, account member, file, tag, and much more!

• Filter items in your workspace

Finding items in your workspace can be tricky—especially if you're not sure what they're called. Use the quick filter or search bar in the left pane to narrow things down. Click on the magnifying glass icon and then the tornado icon to filter by asset type (boards, dashboards, docs, workflows), your role (owner or member), and privacy level (Main, Private, Shareable). And, of course, you can type the item’s name directly into the search bar to locate it!

• Quick Search

The Quick Search is the feature to use to seamlessly move between the contents of our account! Instead of endlessly scrolling through your folders to find what you're looking for, the Quick Search allows you to easily search and navigate from one board, dashboard, workdoc, etc., to another.

To launch the Quick Search, select the following keys on your keyboard: "Command + B"  (if you use a mac) or "Ctrl + B" (if you use a PC). Then, type the name of your desired board, dashboard or workdoc to switch between them as fast as lightning! ⚡️

Clean up whatever you don't need

Are you still hanging on to old items and boards long after they're in use just in case you'll need the information in the future? If so, you would love both our "tidy up" and archive features! Instead of keeping old information around, archive it to clean up your list of boards or the amount of items on your boards with the option to restore it if you ever need it! 🗄

• Tidy up

In the administration section of your account you can find a "tidy up" feature which is perfect for keeping organized! In this section, you can find a summary of all active boards you currently have within your account which you can archive directly from there if you wish. You can also access all the archived boards by clicking on the "Archived Boards" tab. 

• Archive a board 

You can archive a board by clicking the three-dot menu at the top right corner of the board and selecting "Archive board". You can always delete a board if you're sure that you don't need it anymore, but we prefer to archive so that we have the option to restore it if we want!

If you ever want to restore the item or board that you archived, follow the easy steps in this article.  

• Unsubscribe from boards

Click on the "Invite" button at the top of your board to open up a list of all board members and then click the "x" next to your name to unsubscribe! Now, you will no longer receive inbox updates from this board!

Narrow down your notifications

Sometimes, we log into our account and feel bombarded by lots of bell notifications and drowned in our monday.com emails! Check out these solutions to narrow down your notifications so that you only see the things you need to see! 🔕

• Manage your notifications

To change the settings of your notifications, click on your profile picture on the top right corner of your screen and then select "My profile". Select the "Notifications" tab and you will see a list of all possible notifications, including desktop, email, Slack notifications, and more. You can select whatever notifications you want to receive! 

• Filter your Update Feed

The Update Feed is where you'll see all of the updates occurring across the boards you're subscribed to. On the right side of your screen, you'll see a few different ways to filter the information displayed in your inbox which can help to manage the amount of updates you need to worry about.