Getting Started: Creating a New Project Board

1. Accessing the Main Workspace: Log in to your Monday.com account and navigate to your main workspace. This is where you’ll see all your boards and workspaces listed.

2. Creating a New Board: Click on the “+ Add” button located on the left sidebar under the “Boards” section.

• From the dropdown menu, select “New Board.”

3. Naming Your Board: Enter a descriptive name for your board that reflects the nature of your project. This helps team members quickly identify the board and understand its purpose.

• Select the privacy you prefer:

4. Choosing a Board Type: Monday.com offers several board templates tailored to different types of projects and workflows. You can choose from templates like “Project Management,” “Kanban,” “CRM,” “Content Calendar,” and more. For a custom approach, you can also select a blank board to start from scratch.

Click "Create Board"

Customizing Your Project Board

1. Adding and Customizing Columns:

• Add Columns: Click on the “+” button to the right of your existing columns.

• You’ll see a menu of available column types, such as “Status,” “Text,” “Date,” “Numbers,” “Timeline,” and more.

• Customize Column Settings: After adding a column, click on the column header to customize its settings. For example, you can rename the column, change its color, or adjust its width.

• Use Formula Columns: Formula columns allow you to perform calculations based on data in other columns, providing powerful analytical capabilities.

Setting Up Groups and Items

• Creating Groups: Groups are used to categorize your tasks into different sections. Click on “Add Group” to create a new group.

• Name your group based on its purpose, such as “To Do,” “In Progress,” “Completed,” or “Phase 1,” “Phase 2,” etc.

• Adding Items: Items represent individual tasks or deliverables within a group. Click on “Add Item” under the appropriate group to create a new task. You can then fill in the details for each item using the columns you’ve set up.

• Customize Column Settings: After adding a column, click on the column header to customize its settings. For example, you can rename the column, change its color, or adjust its width.

• Use Formula Columns: Formula columns allow you to perform calculations based on data in other columns, providing powerful analytical capabilities.

Setting Up Groups and Items

• Creating Groups: Groups are used to categorize your tasks into different sections. Click on “Add Group” to create a new group.

• Name your group based on its purpose, such as “To Do,” “In Progress,” “Completed,” or “Phase 1,” “Phase 2,” etc.

• Adding Items: Items represent individual tasks or deliverables within a group. Click on “Add Item” under the appropriate group to create a new task. You can then fill in the details for each item using the columns you’ve set up.

Customizing Views

• Main Table View: This is the default view and is ideal for detailed project management. It displays all your items and columns in a spreadsheet-like format.

• Kanban View: Ideal for agile teams, the Kanban view presents your tasks as cards in columns representing different stages of the workflow. To switch to Kanban view, click on the “+” button next to your existing views and select “Kanban.”

• Calendar View: This view displays your tasks on a calendar based on their due dates. It’s perfect for scheduling and time management. To add a Calendar view, click on the “+” button and select “Calendar.”

• Gantt View: For teams managing complex projects with dependencies, the Gantt view offers a timeline visualization. It helps in tracking project progress and managing deadlines effectively.