Using the platform
The internet has revolutionized the way people live and interact. It has become an integral part of people’s lives, providing them with access to information, communication, and entertainment in ways that have never before been possible. Many companies use monday.com to collaborate on their projects and deliver results faster.
Working with tables
It is widely recognized that monday is a popular choice for many teams:
- Technical personnel
- Advertising and commerce
- Human resources
- Financial officers
It doesn’t matter what your objectives are: tracking projects, dealing with clients, cataloging personnel info, etc. - tables are always necessary to structure and display your data.
Having all your data in one spot is much more convenient than having to move between various applications. Additionally, it is a secure and efficient way to keep your information safe.
We have thus determined to provide you with a few pieces of advice concerning handling tables in monday.
View boards as if they were tables
Advice number one is to collaborate with the board members as a collective.
It is simple to organize your columns by filtering and sorting them: the buttons to do so can be found at the top of the board and are always visible.
Accessing the conditional coloring feature is just a few clicks away: select the three-dot menu and you’ll see the paint tin icon. Clicking on this will open a dialog window where you can configure your conditions.
The process of filtering and sorting can be seen in the picture above. It involves organizing the elements according to a specific criteria to make it easier to find the one that you are looking for.
Additionally, don’t forget to incorporate dates and numbers into your boards. You can modify them: customize the format to meet the standards of your country or business.
The most noteworthy and potent type of column is the formula column. This type of column can be combined with most other column types and enables one to do a range of mathematical calculations and logical operations. The formula builder window supplies a list of supported functions.
An image of a window for constructing formulas is depicted, as shown in the figure below.
Utilizing spreadsheets to enhance boards
For added functionality, you may utilize extra applications for your boards that include spreadsheets. We recommend giving our Smart Spreadsheet for monday app a go.
Using the Smart Spreadsheet, you can display the spreadsheet as either a Board/Item View or a Dashboard Widget. To do so, you must import your board and use the Excel-style features to manage existing and new columns:
- equations in cells
- changing the format depending on certain criteria
- tabular summaries with the ability to rearrange
- graphs and more
Using spreadsheets can be a great way to enhance and extend the capabilities of boards. This can be a useful tool to maximize the utility of a board and allow for a greater degree of flexibility.
It is not a requirement to bring in your boards. You may begin with a blank slate and add whatever information you require. Alternatively, you can also include Smart Spreadsheet as a Custom Object that is not associated with any boards.
Once the board is imported, the spreadsheet is immediately linked to it, making any alterations to the board instantly reflected in the spreadsheet.
The modifications done to the board will be replicated in the spreadsheet.
It is possible to share information with associates and consumers. You can upload files in the .xlsx and .csv formats into the spreadsheet, modify them inside monday, and export them back after if desired.
Working with tables in Workdocs
It is recommended to utilize the native monday tables in Workdocs for the purpose of structuring your data and displaying it in a more comprehensible format.
An image of a table is depicted in this illustration, which can be used for workdocs.
For keeping uniformity within your monday application, take advantage of the pre-established table models. These cater to several common circumstances and could be useful for your business.
A helpful option for creating tables is to use predefined templates. These templates are already setup and ready to use, so anyone can get their table up and running quickly and easily.
The Smart Spreadsheet Workdocs Widget can be inserted into your Workdocs to gain an Excel-like table that is highly useful when there is a large amount of data to be processed. It offers features like filtering, sorting, row/column freezing, calculations, aggregation, and visualization to make the data easier to manage.
It should be noted that the widget has the capability of importing boards and auto-synchronizing them as well.
Let us gather all the points together.
Tables on monday.com can be employed productively and, if certain features are missing, extra apps can be employed to augment the usage.
We invite you to try out our Smart Spreadsheet for monday free of charge during a 14-day trial period to see if it suits your requirements.