Master Monday Boards: Enhance Workflow & Team Collaboration

Monday.com boards serve as the foundation of the platform, offering a flexible and visual way to manage tasks, projects, and workflows. From simple to-do lists to complex business processes, these boards help teams stay organized and efficient. With customizable columns, automation features, and integrations with popular tools, a Monday board adapts to different needs. This article covers how they work, their key features, and ways to maximize their potential for better productivity and collaboration.

What is a Monday Board?

A Monday.com board is a digital workspace where teams can organize tasks, track progress, and manage workflows. Each board consists of customizable columns that hold different types of information, such as task statuses, due dates, assignees, and priorities. Boards can be used for everything from Monday project management to customer relationship tracking, making them a versatile tool for various industries and teams.

Board vs. dashboard

A board focuses on task and project management, displaying detailed workflows and progress at the individual task level. A dashboard, on the other hand, provides a high-level overview of multiple boards, consolidating data into charts, graphs, and summaries. While a board is used for day-to-day work, a dashboard helps teams monitor overall performance and key metrics across different projects.

Board vs. project

A board is a workspace that can contain multiple tasks, lists, or workflows, but it is not necessarily a project on its own. A project refers to a specific initiative with a defined goal, scope, and timeline, while a board is a tool used to structure and manage that project. A single board can represent an entire project, or larger projects may be split across multiple boards to handle different aspects like planning, execution, and reporting.

---

---

Key Features of a Monday Board

Monday.com boards come with a range of features designed to help teams manage tasks, track progress, and collaborate effectively. These features make it easy to customize workflows and adapt the platform to different needs.

Customizable columns

Boards use columns to store and organize information. Different column types allow users to track statuses, deadlines, priorities, people assigned to tasks, and more. Options include:

• Status columns – Mark tasks as “In Progress,” “Completed,” or any other custom label.
• Date columns – Keep track of due dates and deadlines.
• People columns – Assign team members to specific tasks.
• Formula and calculation columns – Automate calculations for budgets, time tracking, or performance metrics.

Grouping and sorting

Tasks within a board are organized into groups, which help structure work. Users can:

• Create sections such as “To Do,” “In Progress,” and “Completed.”
• Sort and filter tasks based on deadlines, assignees, or priority levels.
• Collapse or expand groups for a cleaner view.

Integrations

Monday.com boards connect with other tools to centralize workflows. Popular Monday integrations include:

• Everhour – Track time inside Monday without any of the platform’s limitations.
• Slack – Get task updates directly in Slack channels.
• Google Drive – Attach files and documents to tasks.
• Jira – Sync development tasks for better tracking.
• Outlook & Gmail – Turn emails into actionable tasks.

Multiple board views

Boards aren’t limited to a single layout. Users can switch between different views to analyze data in various ways:

• Table view – A standard list format for structured task management.
• Kanban board – A drag-and-drop workflow similar to Trello.
• Calendar view – Visualize tasks by due dates.
• Gantt chart – Track project timelines and dependencies.
• Workload view – See team capacity and balance workloads effectively.

Collaboration tools

Boards support team collaboration with features like:

• Comments and mentions – Leave notes and tag teammates for quick updates.
• File sharing – Upload and attach documents directly to tasks.
• Real-time updates – Ensure everyone sees the latest changes instantly.

---

Monday.com Board Types

Monday.com offers different board types to fit various collaboration needs. Each type determines who can access the board and how information is shared within and outside the team.

Main boards

• Visible to all team members in the workspace.
• Best for company-wide projects, general task tracking, and shared workflows.
• Ensures transparency across departments.

Private boards

• Accessible only to invited members.
• Ideal for sensitive projects, confidential work, or personal task tracking.
• Helps maintain privacy and control over who can see specific information.

Shareable boards

• Designed for collaboration with external stakeholders, such as clients, freelancers, or partners.
• Allows guests to view and interact with the board without giving them access to the entire workspace.
• Useful for project updates, feedback collection, and shared workflows with outside contributors.

How to change a board type

Changing a board type in Monday.com is simple and can be done in just a few steps:

1. Open the board – Navigate to the board you want to modify.
2. Click on the board name – This opens the board settings.
3. Select “Change board type” – Choose from Main, Private, or Shareable.
4. Confirm the change – Monday.com will prompt you to confirm before applying the update.

Keep in mind that changing a board type may affect visibility and permissions, so ensure the right users have access after making adjustments.

---

---

How to Create a Monday Board

Creating a board in Monday.com is the first step in organizing tasks, projects, or workflows. The platform makes it easy to set up, customize, and manage boards to fit different needs.

How to add a new board

1. Click the “+ Add” button – Located in the left panel of your Monday.com workspace.
2. Select “New board” – Choose this option to start from scratch.
3. Name your board – Enter a title that reflects its purpose.
4. Choose a board type – Select Main, Private, or Shareable based on your needs.
5. Click “Create board” – Your new board is now ready for customization.

How to customize your board

Once the board is created, you can customize it by:

• Adding columns – Choose from status, date, people, text, and more.
• Creating task groups – Organize tasks into sections like “To Do,” “In Progress,” and “Completed.”
• Setting up views – Switch between table, Kanban, calendar, or Gantt chart views.
• Enabling automations – Set triggers for task updates, reminders, and workflow automation.

How to delete a board

If a board is no longer needed, you can delete it:

1. Open the board – Navigate to the board you want to remove.
2. Click the three-dot menu (•••) in the top-right corner – This opens board settings.
3. Select “Delete board” – Confirm the action when prompted.

Deleted boards are moved to the Recycle Bin, where they can be restored within 30 days if needed.

How to duplicate a board

To save time, you can copy an existing board:

1. Open the board menu (•••) – Located in the top-right corner.
2. Click “Duplicate board” – Choose between duplicating just the structure or including all tasks.
3. Rename the new board – Adjust the title and settings as needed.

By following these steps, teams can quickly create, customize, and manage Monday.com boards efficiently.

---

Best Use Cases for Monday.com Boards

Monday.com boards are highly flexible, making them suitable for a variety of workflows. Whether for task management, project tracking, or team collaboration, they can be adapted to different industries and business needs.

🚀 Project management

• Plan, track, and manage projects from start to finish.
• Use Gantt charts for scheduling and Kanban boards for workflow visualization.
• Assign tasks, set deadlines, and monitor progress in real time.

📝 Task and to-do list management

• Create personal or team-wide to-do lists.
• Use priority tags and due dates to stay on track.
• Automate reminders and status updates for better task management.

💼 Sales and CRM tracking

• Manage leads, track deal stages, and organize client interactions.
• Integrate with email and communication tools for seamless follow-ups.
• Use dashboards to analyze sales performance and forecasts.

❗ Note that Monday can be used as a customer relationship management tool – check out Monday CRM!

📅 Marketing campaign planning

• Plan content calendars, schedule campaigns, and track performance.
• Collaborate with team members on creative assets and deadlines.
• Monitor engagement metrics and ROI with dashboards.

🔍 HR and recruitment

• Track job applicants, interview schedules, and hiring progress.
• Store candidate profiles and feedback in one place.
• Manage onboarding checklists for new employees.

📞 Customer support and ticketing

• Organize support requests and assign them to team members.
• Use automations to prioritize urgent tickets and send updates.
• Track response times and customer satisfaction metrics.

🎟️ Event planning

• Manage budgets, guest lists, and logistics in a structured way.
• Assign responsibilities and track progress on key milestones.
• Use calendar views to stay on top of schedules and deadlines.

---

Monday Board vs. Other Project Management Tools

Monday.com boards offer a unique approach to task and project management, but how do they compare to other popular tools? While platforms like Trello, Asana, and ClickUp have similar features, Monday.com stands out for its flexibility, automation capabilities, and integrations.

🟢 Monday.com vs. Trello

• Monday.com: More structured and customizable, with multiple views (Kanban, Gantt, calendar, etc.).
• Trello: Primarily Kanban-based, better for simpler workflows but less flexible for complex projects.
• Monday vs Trello, best for: Teams needing advanced automation, reporting, and integrations (Monday.com) vs. teams preferring a simple, visual task board (Trello).

🔴 Monday.com vs. Asana

• Monday.com: Offers more visual customization, automation, and advanced data organization.
• Asana: Strong on task dependencies and project tracking but less customizable.
• Monday vs Asana, best for: Teams looking for automation and detailed reporting (Monday.com) vs. teams focused on structured task hierarchies (Asana).

🟣 Monday.com vs. ClickUp

• Monday.com: Easier to use, with a clean interface and strong collaboration features.
• ClickUp: Feature-packed but with a steeper learning curve due to its complexity.
• Monday vs ClickUp, best for: Teams wanting a balance between customization and usability (Monday.com) vs. those needing extensive feature options (ClickUp).

⏰ Monday.com’s flexibility doesn’t stop at its built-in features—it also integrates smoothly with a wide range of external tools to enhance its capabilities. One such integration is with Everhour, a time tracker that complements Monday.com’s task management features. This Monday time tracking integration allows teams to seamlessly track time, manage budgets, and generate reports—all within their Monday boards.

Key features

• Time tracking in tasks – Log time directly in task titles, including subtasks, with a clear view of total hours per section and project.
• Task details tracking – See time logged by each team member and progress toward estimates.
• Budget management – Set budgets in hours or money and receive alerts when limits are reached.
• Manual time entries – Add or adjust time logs manually when needed.
• Timesheet view – Review daily and weekly time logs, start timers, and add comments.

By integrating Monday time tracking with Everhour, teams gain better visibility into work hours, optimize resources, and streamline budgeting—all in one place.

---

Final Thoughts

Monday.com boards are a powerful tool for organizing tasks, managing projects, and fostering team collaboration. With its flexible structure, customization options, and variety of views, it can cater to a wide range of business needs, from simple task management to complex project workflows.

What sets Monday.com apart from other project management tools is its ability to integrate with various external tools, such as Everhour. This integration streamlines time tracking, ensuring teams can track work hours, monitor productivity, and align their time management with project timelines—all within the same platform.

---

---

Whether you’re working on a project with your internal team or collaborating with external stakeholders, Monday.com offers a comprehensive solution to help you stay organized, productive, and on track.