How do I change a monday.com board from private to public?
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This post will describe how you can change a monday.com board from private to public. We will also be discussing the different types of boards that monday.com offers. Additionally, we will be explaining some amazing tips that you can use to make sure that you get the best out of your monday.com account.
How do I change a monday.com board from private to public?
In order to change a board type from private to public or shareable, you will need to follow these steps:
- You will need to click on the three dots menu on the upper right corner.
- From the menu that drops down, you can click on the ‘Board Settings’ option.
Picture credit: monday.com
- You can then click on ‘change board type’
- This will give you different options from which you will need to select the ‘change to shareable’ option.
Different types of boards in monday.com
monday.com offers you different types of boards that you can use in your workspace. These types of boards are described below:
Main boards
These boards are available in each and every plan of monday.com. Users can also create an unlimited number of boards for their workspaces, but the number of items may be restricted based on the plan. These boards can be viewed by any team member who is linked to your account. And, any info that you put up on these boards can also be easily viewed.
Shareable boards
These boards are available only in the Standard, Pro and Enterprise plans that monday.com offers. These boards, as their name suggests, are indeed shareable. This means that teams who want to involve other teams, or clients or stakeholders can easily invite them and have them take a look at these boards. They will however be restricted to only these boards.
Private boards
These boards are available in the Pro plan and the Enterprise plan of monday.com. The user who has created these boards will be the only ones who can see the content in these boards, unless they invite another team member to do so. However, guests cannot be invited to look at these boards, making them highly secure and robust.
Tips to use monday.com
monday.com is filled with an extensive library of features and resources that can be quite overwhelming to get the hang of. For those who are looking for tips and guidance to get the best out of monday.com, this section is the right place. Let’s take a look at some of these tips below:
Use the different collaborative methods
The platform in monday.com clearly understands that collaboration does not take place through only one medium. For this, the project management system has multiple methods for teams to collaborate with each other, from board comments, to update sections and also through tagging. This ensures effective as well as efficient collaboration among teams.
Integrate the right tools
No project management tool has everything that a team needs. And even if it does, it does not hurt to bring in extra troops in the form of additional apps and tools. In order to make all the tools work seamlessly, monday.com offers plenty of integrations. These integrations can be found in the Integrations Center of monday.com.
Bring in a shared calendar
Every team makes a calendar or schedule of their own so that they can work in an efficient manner. However, when different calendars are used, there is a great likelihood of appointments or events clashing with each other. For this, you can incorporate a shared calendar which can make your week even more coordinated and efficient.
Customize your own template
The platform offers plenty of ready to use templates for basically any type of project task under the sun. Using these templates can make your work a lot easier and smoother. Teams are also free to create their own templates and use these for their work processes. Once created, the templates can be shared among team members.
Ply the various views
Since teams need to view their tasks from multiple angles and gain different perspectives, monday.com allows teams to view their boards in different views. These views can create a depth of information and can also be helpful in decision-making and problem-solving. The most popular views in monday.com that teams simply love are Gantt, Timeline and Kanban boards.
Use task dependencies
Projects consist of many small tasks of which most are usually related to one another closely. Team members need to be aware of what task they would need to complete first otherwise this can lead to misunderstandings and coordination issues. You can set up task dependencies for this which will only start a task when another one has been completed.
Automate to your comfort
While working in a team, there might be plenty of tasks and actions that might need to be repeated over and over again. Doing these for a long time can create frustration among team members. It can also lead to a decrease in productivity. monday.com allows you to set up automations for your repetitive tasks so that you can focus on more important things.
Conclusion
This post has described how you can change a monday.com board from private to public. We have discussed the different types of boards that monday.com offers. Additionally, we have also explained some amazing tips that you can use to make sure that you get the best out of your monday.com account.
If you like this post, please leave your comments and questions below.
Citations
https://support.monday.com/hc/en-us/articles/115005317249-The-Basics-of-a-Board
https://support.monday.com/hc/en-us/articles/115005315809-Board-Permissions
https://support.monday.com/hc/en-us/articles/115005310185-What-are-Private-Boards-
https://support.monday.com/hc/en-us/articles/360009695080-How-to-share-a-board-view-publicly
No More Spreadsheets! 10 Tips for Using monday.com for Marketing Project Management
https://www.damcogroup.com/blogs/surefire-tips-to-optimize-productivity-with-monday-com/
