How to Create a Board on Monday.com

Joseph Lee
Vimal Kumar
October 14, 2024

How to Create a Board on Monday.com

What is Monday.com?

Monday.com is a versatile work operating system that enables teams to run projects and workflows with confidence. It offers an intuitive platform for managing tasks and collaborating on projects, providing a dynamic way to enhance productivity and transparency. Monday.com's user-friendly interface and customizable templates make it a powerful tool for organizing and tracking work.

Monday.com Screenshot

Who is Monday.com best suited for?

Monday.com is ideal for professionals such as Product Marketers, project managers, and team leads. It serves as an excellent tool for coordinating product launches, managing marketing campaigns, and streamlining workflow processes. The platform offers robust features like automation and integrations, which significantly enhance team collaboration and efficiency.

How to Create a Board on Monday.com

Common FAQs on How to Create a Board on Monday.com

How do I start creating a board?

To create a board, click the "+ Add" button located on the left panel, then choose "New Board" and follow the prompts to set it up.

Can I duplicate an existing board?

Yes, you can duplicate an existing board by clicking the three-dot menu on the board's main page and selecting "Duplicate Board".

What types of columns can I add to my board?

You can add various types of columns such as Text, Number, Status, Person, Date, and more to customize your board.

Is it possible to integrate automation into my board?

Yes, you can integrate automation by using Monday.com's automation recipes found in the Automation Center of your board.

How do I invite team members to my board?

To invite team members, click on "Invite" at the top right of the board, enter their email addresses, and click "Send Invitation".

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker