Getting Started with Dashboards in Monday.com

1. Accessing the Dashboard Center:

• Log in to your Monday.com account and navigate to your workspace. Click on the “+ Add” button located on the left sidebar

  

• Under the “Dashboards” section. From the dropdown menu, select “New Dashboard.”

  

2. Naming Your Dashboard:

Give your dashboard a descriptive name that reflects its purpose. This helps team members quickly identify the dashboard and understand its focus.

3. Selecting a Dashboard Template:

Monday.com offers several dashboard templates tailored to different use cases, such as project management, sales tracking, and team performance. You can choose a template that matches your needs or start from scratch with a blank dashboard.

Adding and Customizing Widgets

1. Adding Widgets:

Click on the “Add Widget” button on your dashboard.

• You’ll see a menu of available widgets, such as “Numbers,” “Chart,” “Calendar,” “Battery,” and more. Select the widget you want to add and click “Add to Dashboard.”

• Numbers Widget: Use this widget to display key metrics, such as the number of tasks completed, the total budget spent, or the average time to complete a task.

• Chart Widget: Visualize your data with bar charts, pie charts, and line charts. This widget is great for tracking progress over time and identifying trends.

• Calendar Widget: Display your tasks and deadlines on a calendar, making it easy to manage your schedule and keep track of important dates.

Customizing Widget Settings

After adding a widget, click on the widget’s settings icon to customize its appearance and data source. For example, you can change the chart type, select specific boards and groups to display, and adjust the widget’s size and position on the dashboard.

• Data Source: Select the boards and groups you want to display in the widget. You can aggregate data from multiple boards to get a comprehensive view of your projects.

• Display Options: Customize the appearance of the widget, such as the chart type, color scheme, and labels. This helps you create a visually appealing dashboard that effectively communicates your data.

  

Customizing Your Dashboard Layout

1. Rearranging Widgets:

Click and drag widgets to move them around your dashboard. You can place widgets side by side or stack them vertically to create a layout that fits your workflow.

2. Resizing Widgets:

Click on the bottom-right corner of a widget and drag to resize it. This allows you to adjust the size of each widget to ensure that important information is prominently displayed.

3. Adding Sections:

Use sections to organize your widgets into different categories. Click on the “Add Section” button to create a new section and give it a descriptive name. This helps you create a structured layout that’s easy to navigate.

Advanced Dashboard Features

To get the most out of your Monday.com dashboards, consider using some of the platform’s advanced features:

1. Using Filters for Dynamic Dashboards:

• Applying Filters: Click on the filter icon at the top of your dashboard and select the criteria you want to filter by. For example, you can filter tasks by status to only display tasks that are “In Progress” or “Completed.”

  

• Saving Filtered Views: Save your filtered views as separate dashboards to create different perspectives on your data. For example, you might have a “High-Priority Tasks” dashboard and a “Completed Tasks” dashboard.

  

2. Creating Dashboard Automations:

• Accessing Automation Center: Click on the “Automate” button located at the top right corner of your board. This will open the Automation Center, where you can create and manage automations.

• Choosing an Automation Recipe: Monday.com offers a variety of pre-built automation recipes that you can customize to fit your needs. For example, you can set up an automation to move a task to the “Completed” group when its status is marked as “Done.”

  

3. Sharing Dashboards with Your Team:

Dashboards are a powerful tool for promoting transparency and collaboration among team members. Here’s how to share your dashboard with your team:

• Sharing Options: Click on the “Share” button located at the top right corner of your dashboard. You can share your dashboard with specific team members, make it public to your organization, or generate a shareable link.

• Collaborative Features: Use Monday.com’s collaborative features, such as comments and mentions, to engage with your team directly on the dashboard. This helps facilitate discussions and ensure that everyone is aligned.