Monday.com

Monday.com - Work Management

I’m starting to look at Monday.Com - Work Management.

I am using this to replace some Sharepoint applications. I’m not a Sharepoint developer, but i’ve been surrounded by Sharepoint developers and I’ve picked up a bit.

The idea is you create a table full of columns. Then you create a form. Then you can add workflows to those forms and the set as a whole gives you a process that you can give to customers.

Workspace

This is a block that can contain one or more tables.

Board

This is Monday’s term for a table. You create a board, and then you add columns.

It is possible to add data to the Board, but after a few columns I find it kind of inconvenient. My first form will contain a hundred columns. The UI renders a record in a table as one row. Horizontal scrolling does not work automatically, so you populate a few columns and need to scroll manually to get to additional columns.

Columns

A column has a name, and a type, and properties associated with that type.

Here is a list of column types that I have learned about.

Choice

  • Allows you to setup a dropdown control.
  • table designer - Label > Settings > Customize Dropdown Column - allows you to configure single value or multiple values.
  • In the form designer there is an option to show these “in a dropdown”, “in a list”, “horizontally”
  • Choice will only allow you to choose one option. (Dropdown will allow you to choose multiple)
  • Good in workflows, or status checking.

Connect Boards

This is a column you add to your table, that contains a pointer to another workspace/board.

Then you add Mirror columns.

Date column

Is a single date

Timeline column

Is a range of dates

I think this is the same as Choice

Mirror

This is a column that appears on your table, which is actually a copy of data from the connected board.

  • Warning changing a value in this column will change it on the other board in the other workspace.

People

A people type column represents a list of people and groups contained in Mondays list.

Form

The form is the proposed way to enter data onto a board.

You can create a form, there are 2-3 modes. Entry form and Edit form.

When you edit form, you are presented with a list of columns associated with the board. You can move fields up and down, you can also hide fields. The system allows you to delete a field, but what that means is to delete field from the form and from the board.