How do I transfer a board on monday.com? (+6 pros)

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Page last updated: 2/09/2022

This article will describe how you can transfer or copy a board on monday.com. We will be listing out the different steps that you will need to follow in order to complete this action. In addition to this, we will also be looking at some of the pros and cons of using monday.com for an organization or a team.

 

How do I transfer a board on monday.com?

If you need to transfer or copy a board on monday.com, you can follow these steps:

  • To copy a board or dashboard from one account to another, you will need to be the admin of both the accounts. The boards also need to be set as Main boards and the dashboard will need to be set as Main dashboards.
  • You can create a folder in the account to which you want to transfer the board to. To create a new folder, you will need to click on the ‘+’ icon which will give you various options to choose from. Select the ‘New Folder’ option.
How do I transfer a board on monday.com? (+6 pros)

Picture credit: monday.com

  • You can then hover over the board’s list and right click with your mouse. You can then select the ‘Move to’ option and then select ‘Move to folder’. You can also simply drag and drop the board to the folder of your choice.

Pros of monday.com for an organization

Using a project management tool like monday.com brings plenty of pros and advantages for an organization or a team. Some of these pros have been described in this section.

It is easy to use

The platform is quite easy and simple to use for anyone and everyone. Due to this simplicity, even those who are not so tech savvy can easily get the hang of this tool. Monday.com has been created with bright and bold colors that can create high visibility and easy access to features and content. Furthermore, the colors and color codes make work fun and engaging for teams.

It has strong security features

The security features of monday.com are quite strong and comply with all the internet security standards. This is essential as teams and organizations work with sensitive and confidential information that can cause damage to multiple parties if it has been leaked. With the strong security features, monday.com’s users can utilize the platform with ease of mind.

It has a wide variety of plans

The platform provides a wide range of plans to suit different needs and requirements. It also has a free plan that can be used by individuals. The platform has a Basic plan, Standard plan, Pro plan and the Enterprise plan. While all the plans are equipped with the unique features of monday.com, the Pro plan and the Enterprise offer a wealth of features that users will love.

It can be easily integrated

The tool can easily be integrated with many other project tools and apps. This is necessary for organizations and teams as they work with a plethora of project tools and online collaboration apps at once. monday.com has an Integration Center that offers more than 40 apps and tools that teams can integrate their accounts with.

 

It provides automations

Automations are necessary as teams work with projects and assignments which have many repetitive tasks and actions to be completed over and over again. Doing these manually can bring frustration and stress to team members and can also lead to a decrease in productivity and may even lead to burnouts. Setting up automations in monday.com is quite simple and very helpful.

It provides a lot of data

Data is the new oil. And that is why teams and organizations are working with many tools and apps that provide plenty of information and data for them to deeply probe and analyze their projects from multiple angles. The dashboard in monday.com is highly intuitive and can provide teams with plenty of information that they can use in their work processes and workflows.

Cons of using monday.com in an organization

While monday.com is a great platform that teams and organizations will love, it also has its share of limitations that may discourage users from utilizing it. Some of these cons are:

It can be a bit too pricey

monday.com has a range of priced plans that users and teams can opt for according to their needs and requirements. However, the plans might be a little on the expensive side and thus startups and small businesses might not be able to afford this project management tool. It also has a free plan, which unfortunately lacks the essence of monday.com and cannot be used by teams.

It can take time to learn

The user interface in monday.com is quite simple and very user friendly. Teams can find the colors and color codes quite appealing and helpful in guiding the users. Unfortunately, due to the large number of features in the platform, there can be a steep learning curve that teams which require fast paced learning might not find helpful.

Conclusion

This article has described how you can transfer or copy a board on monday.com. We have also listed out the different steps that you will need to follow in order to complete this action. In addition to this, we have also looked at some of the pros and cons of using monday.com for an organization or a team.

If you like this article, please post your comments and question below.

Citations

https://support.monday.com/hc/en-us/articles/360007913040-How-to-copy-boards-and-dashboards-between-accounts

https://support.monday.com/hc/en-us/articles/115005578749-Changing-board-ownership

https://www.trustradius.com/products/monday/reviews?qs=pros-and-cons

https://www.truenxus.com/blog/monday-com-review-alternative

https://www.getapp.com/collaboration-software/a/monday-com/reviews/

https://www.g2.com/products/monday-com-monday-com/reviews

https://www.pcmag.com/reviews/mondaycom

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