Managing multiple teams need a lot of careful planning and prioritizing. All projects you and your workmates are handling are not the same. Some have more tasks. Others need more resources. Some projects may take longer than others.
That is where the Monday.com dashboard feature comes in. With all the information needed in one centralized place, it’s easier to keep track of the relevant data. Whether it’s budget tracking, deadlines, timelines, team workloads, KPIs, or task management, Monday.com dashboards give you a visual overview of everything you are managing, together with some other helpful features.
What is a Monday.com dashboard?
Monday dashboards are handy tools for project managers and teams. They are a great way to display what is crucial in just one location. They facilitate your workflow and help a project manager to know what’s happening on each board.
With more than 30 available apps and widgets, users can now track budgets, understand project progress, and estimate teammates’ workloads. It helps boost productivity and keep your team members motivated and focused on high-level objectives.
Here is a summary of what you can do with your dashboard:
• Filtering information
• Sharing information
• Tracking projects
• Reviewing analytics and metrics
• Viewing upcoming tasks
• Scheduling email notifications
Why are Monday.com dashboards valuable?
Project management usually involves juggling numerous tasks at the same time. Below is why you need the Monday.com dashboard.
- Accessible anytime, anywhere: Monday.com is a cloud-based platform, meaning you can view all project plans on any device from anywhere. Put simply, all information you need is visible from the Monday.com dashboard.
- All the relevant data, at a glance: With this Monday.com feature, you can easily track the data that is crucial to you. You can get a snapshot of your team workloads, task statuses, calendars, and Gantt charts. Those who have dozens of clients or projects can use a master board.
- Collaboration friendly: You can use this useful feature to keep the team in sync, share the status of projects, and assigning of tasks, and manage the prioritizing.
How to set up a dashboard on Monday.com
Now, we are going to show you how to set up a dashboard, which is quite simple.
Step 1: Create a Monday.com account for your company if you don’t yet have one.
Choose a plan (individual plan, basic plan, standard plan, pro plan, or enterprise plan) to get started. The individual plan (a free plan) is best for independent professionals looking to keep track of their work and tasks. There is also a 14-days free trial.
Step 2: Add a new board
Go to the workspace and click the “+Add” icon (use this icon to add any new item) and choose “New Dashboard”.
Step 3: Select your dashboard type
There are three different types of boards available: main dashboards, private boards, and shareable boards.
Main boards can be viewed by every individual in the organization who has access to this project management software. The private dashboards will only be visible to staff invited to collaborate on them. Lastly, the shareable dashboards are those that you can share with individuals outside your organization: freelancers, consultants, suppliers, customers, etc.
Step 4: Choose your dashboard’s boards
The number of boards you can select depends on the plan you’ve purchased.
Step 5: Add widgets
Pick from the available widgets and customize your board in a way that works for you.
Step 6: Add a view
Click on the + icon and choose any of the views listed. You have the option to view your data via a board view or a dashboard view. You can view your Monday projects in the Kanban view, the table view, the chart view, the Gantt view, etc. Note that you can use two views simultaneously using the split-screen mode – it shows the main table view beneath the default board.
Monday.com Dashboard
With this project management tool, keeping track of your multiple projects has never been easier. Numerous companies giving a positive Monday.com review prove it all.
The widget usually gathers and summarizes important data from your chosen boards into a single location. That is an awesome way to get a high-level picture of what is happening for all projects. The best part is that you can also set up gravity forms and Monday.com integration.
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