Can you link boards in monday.com? (+9 tips for monday.com)
In this article, we shall describe how you can link boards in monday.com. We will be listing the different steps involved to do so and also discuss some tips and tricks to allow you to make the best use of monday.com. With the help of monday.com, teams all over the world are collaborating effectively and working productively in order to accomplish shared purposes.
Can you link boards in monday.com?
Yes, you can link boards in monday.com in order to bring your information together. This is particularly useful if you are working with several projects which have many interrelated features. For you to link boards in this platform, you will need to follow these steps listed below:
- You need to click on the ‘+’ sign that is located at the upper right corner of your board. In the menu that drops down, choose the ‘Connect boards’ option.
Picture credit: monday.com
- Once you have clicked on this option, you will be prompted by the platform to choose the board or boards that you want to connect.
- After you have selected the boards that you want to connect, you can easily see that the info has been merged. The changes that you make on one board will be easily seen in the other as well.
- To customize the bard connection, you can click on the ‘Connect Boards Column Settings’ which will give you various options to adapt.
Tips and tricks for monday.com
While the platform is so easy to use and has a large number of features, there are plenty of tricks that you can use in order to make your work less and your day more productive. Let’s look at some of these tips:
The platform allows plenty of integrations that can help teams work with multiple project management and collaboration tools at once. monday.com has more than 40 useful integrations in its Integrations Center. More apps can be integrated with the help of a tool such as Integromat or Zapier.
Connect your boards
The boards are the ultimate functional units of monday.com. These boards are where users can conduct their tasks and assignments. However, if you are working on multiple things at once which are connected, it can be difficult to switch back and forth. To avoid this hassle and make work easier for you, monday.com allows you to connect the boards that you want.
You can easily automate the tasks that you find frustrating due to their repetitive nature which easily brings monotony to your day. Depending on the plan that you are opting for, monday,com allows you to set up a certain number of automated tasks that the platform can do for you. This can save you a lot of time and a lot of effort.
Customize your dash
The dashboard is where you will find information regarding your projects as well as multiple others that you are related to. It will also give you information and reporting to show you how others are faring in their work. monday.com allows you to easily customize your dashboard so you can only see the information you require and skip others.
Track the time
Time tracking might seem old school and outdated, but is highly beneficial for teams of all sizes. With the time tracking feature available on your dashboard, you can check the amount of time that you are spending in completing a certain task. In this manner, you can be aware of the time that you are spending constructively and also know the tasks that take up a lot of your time.
Assign tasks smartly
While it may seem simple to do everything yourself, delegating tasks and roles to team members can encourage accountability and responsibility. This can in turn, boost commitment and loyalty to the team and the shared goal. monday.com allows you to delegate tasks with ease and also track their progress and supply them with the right resources.
Use charts to educate
Since projects are a complex of inter-twined tasks and assignments, teams prefer the use of charts and graphs to educate and bring more awareness of the project to their team members. In monday.com, you can easily switch to a Kanban view or Gantt view through which team members can better understand their roles and when they would be required to perform them.
Allow viewers to step in
Aligning well with stakeholders and clients is a must if you want your project to be a success. Getting the feedback of clients early on in the project can also help you find loopholes and fix them before they become major disruptions in the work process. Bringing in clients and stakeholders as viewers can greatly improve the quality of your work and guarantee success.
Workplace collaboration is necessary but often seems like a conundrum for many leaders and managers. Collaboration does not essentially mean only communication through one avenue. It is required to take place through many approaches which monday.com encourages through board comments, tagging, integrations, and so forth.
In this article, we have described how you can link boards in monday.com. We have listed the different steps involved to do so and also, discussed some tips and tricks to allow you to make the best use of monday.com.
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