I am new to Monday.com and am loving it, though i have lots to learn.
I wondered if there was a better way of sharing my board - and by this I mean I have to share it with a funder, and upload it to their portal - so I can’t just given them access to it.
Here is a screenshot of part of a huge board:
You can link or embed a board so they can see the specific info from the board that you want to share without being able to access the board or account.
This isn’t quite what i need though. The funder has a portal where i have to upload lots of documents including my monday,com board. So it would have to be an export of some kind, but one that keeps all the formatting. but thanks for your time,
ian
you might want to have a look at our app Board to Website Widget. It does not provide the perfect workflow for your use case and subitems are not supported at this point, but it could work out like this:
Configure your widget settings once with a table layout
Publish the widget once in a while with updated items
Open the share link in your browser and Right Click → Save As → Complete Web Page (Chrome browser)
Compress the files (zip) and upload it to your funders portal
The only downside to this would be that icons won’t be displayed properly due to domain restrictions. But if that doesn’t matter, you might want to give it a try. Take a look at our demos, to get a better feeling on how you can turn boards into website widgets.
I hope this can be a workaround for you. Let me know what you think.
– Markus
P.S. If a raw Excel file is a viable option, you may take a look at Exported Excel Cleaner, which is free for small teams
Hello @Ian,
Alternatively, you can auto-import your board to the Smart Spreadsheet app and get every group and subitems on separate tabs, which makes it easier to analyze and read board data in a spreadsheet rather than native export.
Many thanks Iryna, i have subscribed for the trial. i haven’t managed to auto import yet though. I think though that unless it auto-syncs with the board, it isnt going to work? The monday board is the way staff engage with it, and all i need to do is find a good looking way of sharing the board with our stakeholders, and in a way it can be uploaded to their funding website. But thanks!
Hello @iankerry ,
Thank your for your interest. This is the document that explains how to auto-import your board into a spreadsheet, which then will be synced with a board. Then you can export the board and share it with your stakeholders. Please, freely reach out to me if you need a free demo or have other questions.