Monday.com's intuitive interface can sometimes feel overwhelming. This article simplifies creating new boards, guiding you through two efficient methods. Learn to quickly set up your projects, whether you prefer a streamlined, template-based approach or a customized, from-scratch creation. Master these techniques and boost your team's productivity today!
Methods: Creating a Board from Scratch
Step-by-Step Instructions
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Access Monday.com
- Navigate to your Monday.com homepage.
Access Monday.com -
Select Workspace
- Select the workspace where you want to create the board. If creating in a new workspace, first add a new workspace.
Select Workspace -
Initiate New Board Creation
- Press the 'Add item to workspace' button and select 'New board'.
Initiate New Board Creation -
Configure New Board
- Name your board.
- Select board privacy settings (e.g., 'Main' for everyone in your account).
- Choose what you're managing (e.g., 'Projects').
Configure New Board -
Create the Board
- Select 'Create board'.
Create the Board
Tips
- Ensure you're in the correct workspace before creating the board.
Methods: Duplicating an Existing Board
Step-by-Step Instructions
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Locate Source Board
- Find the board you want to duplicate.
Locate Source Board -
Initiate Duplication
- Click the three dots next to the board.
- Select 'Duplicate board'.
Initiate Duplication -
Customize Duplication
- Rename the duplicated board.
- Choose what to duplicate (board structure only, structure and items, or structure, items, and updates). The second option ('board structure and items') is typically best.
- Decide whether to keep subscribers to the original board.
Customize Duplication -
Complete Duplication
- Press 'Duplicate'.
Complete Duplication
Common Mistakes to Avoid
1. Not Selecting the Correct Template
Reason: Choosing a template that doesn't align with your project's needs will lead to wasted time and inefficient workflow.
Solution: Carefully review available templates and select the one that best fits your project's requirements before customizing.
2. Forgetting to Assign Group Members
Reason: Unassigned boards lead to confusion and hinder collaboration, preventing efficient task management.
Solution: Assign relevant group members and specify their roles and responsibilities before finalizing the board creation.
3. Ignoring Automation and Integrations
Reason: Failing to leverage Monday.com's automation features and integrations can result in manual work and decreased productivity.
Solution: Explore available automations and integrations early on to streamline workflows and save time.
FAQs
Can I create a board from a template?
Yes! Monday.com offers a wide variety of templates. When creating a new board, you'll see the option to choose from pre-built templates or start from scratch.
What are the different board views available after creating a board?
Monday.com offers several views, including Table, Kanban, Calendar, Timeline, Chart, and Map. You can switch between these views as needed to best visualize your work.
How do I share my newly created board with others?
Once your board is created, you can share it by adding team members or guests. Simply go to the board settings and add the appropriate email addresses with the desired permissions.