10 tips to get the most out of monday.com

Navigate swiftly with bolt switch

A quick keyboard shortcut, known as Bolt Switch, allows for rapid navigation across your monday.com account. On a MacBook, press Command+B. On a Windows computer, press Control+B. This opens a quick search bar where you can type the name of any dashboard, workspace, dock, or board to jump directly to it.

Aside: The standard Control+K (also used by this website) works just as well to do this.

Ensure data consistency with required fields

Required fields are a powerful way to enforce data consistency and ensure no critical information is missed. By making specific columns mandatory when creating new items, you can standardise processes, such as onboarding or project reporting. This creates alignment across teams and ensures the data you collect is structured and reliable for accurate reporting.

Sync boards automatically with match workflow

The match workflow feature acts as an invisible link that keeps information synchronised across different boards. For example, mission-specific boards can be linked to a central milestone board. When an item is updated in the source board—like changing a date—the linked item in the milestone board updates automatically. This eliminates manual data chasing and maintains a single source of truth.

Generate dashboards instantly with all projects dashboard

This feature automates the creation of comprehensive, best-practice dashboards. Instead of manually building widgets, you can generate a full project portfolio dashboard with a single click. The dashboard automatically includes key metrics like task completion, delays, and status. It dynamically updates as new projects are added or removed, saving significant setup time.

Tailor views with item cards

For boards with many columns, the item card view helps reduce horizontal scrolling and tailors information for different stakeholders. You can create customised card views within a single board. For instance, an agent, a technical officer, and a leader can each have a card showing only the columns relevant to their role, all while working from the same central board.

Create a unified hub with embed everything

This capability allows you to embed external web pages and applications directly into your monday.com dashboards. You can bring in data from other tools, embed videos, or create custom resource centres. This reduces context switching for employees by providing a single pane of glass for all necessary information, all while allowing extensive customisation of the dashboard's look and feel.

Assign work fairly with round robin

Particularly useful for support or operations teams, the round robin feature in monday.com service ensures fair and automatic assignment of tickets or tasks. When a new item comes in via a form, the system assigns it to the next available agent in a pre-defined rotation. This eliminates guesswork, favouritism, and manual assignment, ensuring an even distribution of workload.

Automate tasks with monday sidekick

Monday Sidekick is an AI assistant integrated into the platform. You can converse with it using natural language to instruct it to perform actions on your boards. For example, you can ask it to assign start dates to a sequence of tasks, update status columns, or transfer data between columns, automating complex workflows with simple instructions.

Learn and improve with AI sprint summary

For teams using agile methodologies, the AI sprint summary provides intelligent retrospectives. After closing a sprint, the AI analyses the completed work and generates a detailed summary. It highlights what was planned versus what was delivered, individual contributions, and provides actionable insights and recommendations to improve the efficiency of future sprints.

Extract data automatically with extract info block

This AI-powered feature automates data entry from unstructured documents. For instance, when an expense receipt or a proposal is uploaded to an item, the extract info block can scan the file (like an image or PDF), identify key information such as dates, amounts, or vendor names, and populate the relevant columns automatically. This saves considerable time on manual copy-pasting.

Drive sales intelligence with deal insights

Integrated into the sales CRM, deal insights uses AI to analyse sales activities—emails, calls, notes, and meetings—attached to a deal. It surfaces positive or negative signals in real-time, providing sales teams with actionable intelligence on deal health. This helps in accurate forecasting and identifies which deals need attention to improve win rates.