Dashboards are hugely customisable and allow you to choose from and add a large selection of widgets.īut there are many many others to choose from in the Widget Centre. The other type of Dashboard is actually a Board View and we will cover that with examples later within the Boards section. (This is probably because they are able to pull data from more than one Board and therefore should “stay neutral” and be visible and available at all times in the Workspace rather than be hidden away in a folder).
Note that these Dashboards cannot be stored within a folder. One is what I call a Standalone Dashboard and these are visible here at the Workspace level and also in your sidebar. There are actually 2 different types of Dashboard in Monday. The Folder we are working with in this case is called “ Kitset”. Within each Workspace, you can create one or more Folders and use them to group together and organise Boards and Docs. I have many many Workspaces in my account, but for this example I am focusing on the Workspace called “ Kitset”. You can have one or several Workspaces in your account and use them to collect together and organise Folders, Dashboards, Boards and Docs. There are several guests that I have invited to various documents in my account at one time or another. (Note that I haven’t had to create a second user for myself in order to manage 2 brands within the one account). Ditto for Google Calendar.ĭepending upon which Plan you are on, you can invite one or more Users (paid) and Guests (unpaid) to your account. And because I can connect multiple Gmail accounts to the one account, it is easy for me to choose which email address I want to use for a particular email or even email automation. For example, I have a board for all my Photography Deals and another board for all my BotSquad/non-photography Deals. I actually use to manage all the data for both businesses and it handles it really well. I have 2 businesses, BotSquad and Fallon Photography. My account has the url so every board, view, folder etc in it will have a url starting with that. And yes, you can have data pertaining to more than one business contained within the one account. Your Account is what you create when you sign up to and it contains all of your data, users, etc. (If you already have a good grasp on Monday’s core features and terminology, you can skip this section).įirstly, it’s important to understand the way data is organised in and some commonly used terms. To make the concepts in this article more visual and easier to understand, I will use data from my own account every step of the way as a real life example.Ī quick overview of the hierarchy and terms In this article I am going to explain the differences between Boards and Dashboards in, when to use each of them and why. Monday Board vs Dashboard in – what they are and when to use them
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