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. 📊 📈 📉
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:
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!
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 ❤️
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.
You can add multiple views to your board and switch back and forth from the 'All Views' menu as well:
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'.
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:
The default can be switched at any time by following these steps with a different view, including 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:
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.
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!
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.
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 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.
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!
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.