How to Custom-Design Your Board in Monday.com
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- 14 steps |
- 33 seconds
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To get started, log in to your [Monday.com](http://Monday.com) account and navigate to your dashboard.
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Click on the "+" button at the top right corner of the screen and select "Create new board" from the dropdown menu. You will be prompted to choose a template or start from scratch.
[Monday.com](http://Monday.com) offers a variety of pre-designed templates that cater to different industries and workflows. These templates are a great starting point as they already have a structure in place. You can choose a template that closely matches your requirements and then customize it further to suit your specific needs.
3
Once you have selected a template or started from scratch, it's time to customize your board. [Monday.com](http://Monday.com) provides several customization options to help you design a board that works best for you. Here are a few key features:
Change group color - click on the 3 dots beside the group and select "change group color."
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From the drop-down, select the color you want to apply.
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From the same drop-down you can click "Rename group" and add a customized group name.
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Columns are the building blocks of your board and represent the different types of information you want to track. You can add, remove, and rearrange columns to match your workflow. Some commonly used column types include Text, Numbers, Dates, Dropdowns, and People.
To add columns, click the plus sign at the top-right of the group.
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From the drop-down, select the columns you wish to add.
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Labels are a visual way to tag and categorize your items. You can create custom labels with different colors and assign them to specific items on your board. This helps in quickly identifying and filtering items based on their labels.
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You can also change the size of your columns simply by hovering your cursor over the column you want to resize.
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Another way to customize you view is to sort. To do so, click "+ Add new sort" and add your preferences.
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Similarly, you can add filters to view only certain sections of data.
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You can also pin columns in place.
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You can also hide columns.
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Another way to customize is to add Automations. Automations in [Monday.com](http://Monday.com) help streamline your workflow by automating repetitive tasks. You can set up rules and triggers to automate actions like sending notifications, updating columns, assigning tasks, and more. This saves time and ensures consistency in your processes.
Custom-designing your board in [Monday.com](http://Monday.com) allows you to tailor it to your specific needs and improve your team's productivity. With its flexible customization options and collaborative features, [Monday.com](http://Monday.com) empowers you to create a board that is both functional and visually appealing. So, go ahead and start designing your board to unlock the full potential of [Monday.com](http://Monday.com)!