Creating a Dashboard in Monday.com: Tips and Tricks

Understanding the basics of monday.com dashboards


Monday.com dashboard

monday.com offers a dashboard feature to help you get an overview of your team’s activities and progress towards your project goals. With a dashboard, you can see all the relevant information in one place, making it easier to make informed decisions and manage your team’s workflow effectively. Here’s how to create a dashboard in monday.com.

Create a new dashboard

monday.com dashboards

To create a new dashboard, simply click on the ‘+’ button next to ‘Dashboards’ on the left navigation panel. Give your dashboard a name and click ‘Create’. You can then customize your dashboard by adding and configuring widgets, such as charts, tables, and calendars, to display the information that’s important to you.

Add widgets to your dashboard

monday.com widgets

To add a widget to your dashboard, click on the ‘Add Widget’ button and select the widget type you want to add. For example, you can add a chart widget to visualize your team’s progress or a calendar widget to keep track of deadlines and events. Once you’ve added a widget, you can configure its settings to customize its appearance and data source.

Manage your widgets

monday.com widget settings

You can manage your dashboard widgets by clicking on the menu icon (three dots) in the top right corner of the widget. From there, you can edit, duplicate, or delete the widget. You can also rearrange the order of the widgets by dragging and dropping them to the desired position.

Share your dashboard with your team

monday.com share dashboard

You can share your dashboard with your team members to keep everyone on the same page and ensure that everyone has access to the information they need. To share your dashboard, click on the ‘Share’ button in the top right corner of the dashboard. You can then choose the team members you want to share it with and set the permissions of each member, such as read-only or edit access.

Conclusion

Creating a dashboard in monday.com is easy and straightforward. By using this feature, you can monitor your team’s progress and make informed decisions to ensure that your projects are on track. With a dashboard, you can stay organized and efficient in managing your workflows. Try it out for yourself and see how much easier it can make your life!

Choosing the right widgets for your dashboard


Choosing the right widgets for your dashboard

Creating a dashboard on monday.com to manage your projects, team, and tasks, can be a great way to keep everything organized and efficient. One of the most important aspects of building a dashboard is selecting the right widgets that suited for your specific needs.

Here are some widgets to consider:

1. Progress tracking widgets

Tracking the progress of a project can be challenging, but a progress tracking widget can help you visualize the progress of your project in real-time. With this widget, you can track the percentage of completion, set project milestones, and highlight upcoming deadlines. Additionally, you can customize the widget to show you what specific information you need to see, and the color code can be used to identify tasks that need immediate action.

2. Timeline widgets

If you want to see the big picture of a project and how all the individual tasks are coming together, a timeline widget is essential. With this widget, you can create a visual representation of the project timeline that displays the start and end dates of each task. This widget allows you to track the progress of your project in a visual flow, eliminating the need for numerous spreadsheets, and you can even adjust the timeline as necessary.

3. Calendar widgets

If you prefer organizing your projects and tasks on a calendar, a calendar widget is the perfect choice. It gives you an overview of your project, with a clear display of people, time, and dates. You can use color codes to differentiate between you and your team members’ tasks. With this widget, you can also create and manage deadlines and meetings, making sure everything is up to date and shared with everyone.

4. Chart widgets

A chart widget is especially useful when you want to visualize data to analyze important information about your project. This widget can display project data on charts, making your project’s performance transparent and readily available to everyone in your organization. It often includes pie charts, bar charts, and line graphs, allowing you to see the complete status of a project.

5. File sharing widgets

Sharing plans, files, and documents with other team members is vital in keeping everyone on the same page. A file sharing widget automates this process and allows you to share files and documents securely with your team. With this widget, users can upload, download, view and comment on necessary documents, which makes sharing easier and more efficient. Moreover, this widget provides a chat feature allowing you to discuss specific documents, making teamwork more accessible and organized.

In conclusion, when creating a dashboard in monday.com, selecting the right widgets is vital to ensure project success. With various available widgets, you can tailor your dashboard to match the specific needs of your project. Just remember to be aware of your project’s objectives, and you can choose the necessary widgets accordingly.

Customizing your dashboard to fit your team’s needs


customizing your monday.com dashboard

Monday.com is a highly customizable project management tool that offers a wide range of features to help businesses streamline their work processes. The platform’s flexibility allows teams to create unique and personalized dashboards that reflect their needs, preferences, and work styles. Customizing your dashboard to fit your team’s needs is crucial for making the most of Monday.com’s capabilities and optimizing your workflow.

There are several ways to customize your Monday.com dashboard, including:

1. Choose the most relevant widgets

choosing monday.com widgets

Monday.com offers a wide range of widgets that you can use to create your dashboard. These widgets include calendars, progress trackers, charts, tables, and more. It’s essential to choose the most relevant widgets for your team’s needs and work processes. Consider which widgets will help you track progress, visualize data, and collaborate efficiently. You can add and remove widgets from your dashboard as your needs change over time.

2. Customize your widget settings

customizing monday.com widget settings

Monday.com’s widgets offer a wide range of customization options that allow you to tailor them to your specific needs and preferences. You can adjust the colors, fonts, and layout of each widget, as well as customize the data and information that it displays. Customizing your widget settings can help you improve your team’s workflow, increase productivity, and reduce manual work.

3. Create custom views

creating monday.com custom views

Monday.com’s custom views allow you to filter and sort your data in unique ways, making it easier to find and analyze the information that matters most to your team. Custom views offer a broad range of customization options, including filtering by status, date range, or user, sorting by priority, due date, or any other column, and grouping columns by specific criteria. Creating custom views can help you save time, simplify your work processes, and gain insights into your team’s performance.

4. Use automations

using monday.com automations

Monday.com’s automations allow you to automate repetitive tasks, reduce manual work, and increase efficiency. The platform offers dozens of automation recipes that you can use to streamline your workflow, such as automatically moving tasks to a specific group or board, sending email notifications to team members, or creating new tasks when specific conditions are met. Using automations can help you save time, reduce errors, and optimize your team’s workflow.

5. Collaborate effectively

collaborating in monday.com

Monday.com is designed to facilitate collaboration and communication between team members, both within and across teams. To make the most of the platform’s collaboration features, you can customize your dashboard to highlight the most important tasks, update team members on project status, and create a transparent work environment. You can also use Monday.com’s @mentions feature to tag team members and get their attention, as well as use the platform’s communication features, such as comments and chat, to keep everyone informed and engaged.

Customizing your Monday.com dashboard to fit your team’s needs is essential for tapping into the platform’s full potential and optimizing your workflow. By choosing the most relevant widgets, customizing your widget settings, creating custom views, using automations, and collaborating effectively, you can create a personalized dashboard that reflects your team’s unique needs, preferences, and work style.

Organizing and Prioritizing Data on Your Dashboard


Organizing and Prioritizing Data on Your Dashboard

When creating a dashboard in monday.com, it’s important to organize and prioritize the data in a way that makes the most sense for your specific project or team. Here are some tips to help you create an effective and user-friendly dashboard:

1. Determine What Data to Include


Determining What Data to Include

The first step in organizing your dashboard is to determine what data to include. This will depend on your specific project or team and what information is most important to track. It’s important to only include data that is relevant and useful to your team, as too much information can clutter the dashboard and make it difficult to navigate.

2. Choose the Right Widgets


Choosing the Right Widgets

monday.com offers a variety of widgets to choose from, including charts, tables, calendars, and more. It’s important to choose the right widgets for the data you want to display. For example, if you want to display progress towards a specific goal, a chart or a progress bar might be the best choice. If you want to display upcoming deadlines or events, a calendar widget might be the best fit.

3. Group Data by Category


Grouping Data by Category

Grouping data by category can help make the dashboard more organized and easier to navigate. For example, if you’re tracking tasks or projects, you might group them by team member, project category, or deadline. This can be done using monday.com’s grouping feature, which allows you to group data by any column in your board.

4. Prioritize Important Data


Prioritizing Important Data

When organizing data on your dashboard, it’s important to prioritize important data so that it stands out and is easily visible. There are a few ways to do this:

  • Use Color: By assigning specific colors to important data, you can make it stand out on the dashboard. For example, you might use red for high-priority tasks or green for completed tasks.
  • Use Icons: Icons can also be used to highlight important data. For example, you might use a star icon to mark important tasks or a flag icon to mark urgent tasks.
  • Use Filtering: Filtering data can help you prioritize important information by allowing you to only display data that meets specific criteria. For example, you might choose to only display tasks that are overdue or tasks that are marked as high-priority.

Conclusion


Conclusion

Creating a dashboard in monday.com can help you stay organized and track important information for your project or team. By following these tips for organizing and prioritizing your data, you can create a user-friendly dashboard that is easy to navigate and provides valuable insights into your progress and goals.

Sharing and Collaborating with Team Members Using Your Dashboard


Sharing and Collaborating with Team Members Using Your Dashboard

At the heart of a successful project lies the ability to collaborate and share information effectively with your team members. With monday.com, this objective has been made possible with the feature that allows you to share and collaborate with team members using your dashboard. This feature has undoubtedly made project management a lot easier, effective and efficient.

In this article, we will guide you on how to use monday.com to share and collaborate with your team members using your dashboard.

Invite Team Members to Your Board

The first step towards collaboration is to invite team members to your board. In monday.com, boards represent your projects, and it is where all your tasks, files, notes, and other data can be stored and organized.

To invite team members to your board, you can follow these simple steps:

  1. Click on the ‘Share’ button on the top right-hand side corner of your dashboard.
  2. Select ‘Invite Members’.
  3. Enter your team member’s email address and select their permission level, which can either be editor or viewer.
  4. Click ‘Add’ to complete the process.

That’s it! Your team member now has access to your board and can start collaborating with you. You can invite as many members as you want, depending on the size of your project team.

Collaborate with Team Members

Once your team members have access to your board, they can start collaborating with you by adding tasks, comments, and other essential details to the board. You can collaborate in the following ways:

  • Adding comments and updates: With monday.com, you can add comments and updates to tasks to keep your team members informed about the progress of the project. This feature works well if your team members are in different locations, and it is difficult to communicate in real-time.
  • Assigning tasks: You can assign tasks to team members and set deadlines to ensure that the project is completed on time. Team members can view the tasks assigned to them and mark them as complete once they are done.
  • Sharing files: Files such as documents, images, and videos can be shared and stored on monday.com. Team members can access the files from anywhere and download them if necessary.
  • Using integrations: Integrations such as Google Drive, Dropbox, and Trello can be used to connect your board to other apps and tools that you and your team members use regularly.

Set Permission Levels

Setting permission levels is an important aspect of sharing and collaborating with team members in monday.com. Permission levels can be set for each team member, and it defines the level of access they have to your board.

There are two permission levels in monday.com; Editor and Viewer. Editors have complete access to your board, and they can add, delete, and modify tasks, columns, and other elements in the board. On the other hand, viewers can only view the board and its contents, but they cannot make any changes.

By setting permission levels, you can ensure that the right team members have access to critical information and that confidential information is not leaked to unauthorized personnel.

Manage Notifications

Monday.com has powerful notification features that let you stay on top of your project by receiving real-time alerts and updates. Notifications can be set up for tasks, comments, and other elements in your board.

To manage notifications:

  1. Click on your profile picture on the top left-hand corner of the dashboard.
  2. Select ‘My Profile’.
  3. Click on the ‘Notifications’ tab.
  4. Choose the notifications you want to receive, and click ‘Save’.

That’s it! You will now receive notifications whenever there are updates or changes made to your board.

Conclusion

In conclusion, sharing and collaborating with team members using your dashboard has never been easier with monday.com. With features such as inviting team members, collaboration tools, permission levels, and notifications, your team members are sure to be more productive and efficient.

By utilizing the capabilities of monday.com, you can take your project management to the next level and achieve your project objectives with ease.

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