Monday.com has quickly become one of the most popular project management platforms, known for its user-friendly interface and customizable features. The heart of Monday.com is its dashboards, which provide a centralized space for tracking project progress, team performance, and key metrics in real-time. Dashboards allow teams to stay aligned, focus on critical tasks, and make data-driven decisions. By customizing your Monday.com dashboards, you can tailor the platform to your unique workflow, ensuring that you’re not just tracking tasks, but managing them more effectively.

Customizing Monday.com dashboards is key to maximizing their potential for project tracking. With the right setup, you can keep everything organized, monitor team performance, and ensure project goals are met on time. In this article, we’ll explore five expert tips to help you customize your Monday.com dashboards for better project tracking. These strategies will enhance how you visualize your workflow, streamline team communication, and improve project outcomes.

Key Takeaways

5 Expert Tips to Customize Monday.com Dashboards for Better Project Tracking

To take full advantage of Monday.com dashboards, it’s important to understand how to customize them to fit your team’s needs. Whether you’re managing complex projects with multiple stakeholders or tracking a simple task list, these expert tips will help center you optimize your dashboard setup for better project tracking.

1. Set Up Custom Views for Different Project Types

Different projects require different tracking methods. Monday.com dashboards allow you to create customized views based on project types. These views can include Kanban boards, Gantt charts, or calendar views, each offering unique insights into your project timelines and task dependencies.

• Use Kanban view for agile teams: Visualize tasks as cards that move across columns (e.g., To Do, In Progress, Done) for efficient workflow management.
• Leverage Gantt charts for detailed timelines: This is particularly useful for tracking project milestones and deadlines.
• Calendar view for scheduling: Use this to monitor project deadlines, team availability, and important dates.
• Create multiple views: Set up different views for different project stakeholders, such as team members, managers, or clients.

2. Integrate Key Widgets for Real-Time Project Tracking

Integrating widgets into your Monday.com dashboard will allow you to monitor key performance indicators (KPIs) and track your project’s health at a glance. These widgets display real-time data, so you never miss an update.

• Use the Status widget to monitor task progress: Track if tasks are On Track, At Risk, or Completed.
• Set up the Time Tracking widget: This will help monitor how much time each team member is spending on specific tasks.
• Add the Workload widget: Get a clear overview of how much work each team member has, helping to identify potential bottlenecks.
• Use the Calendar widget for deadlines: View task deadlines in a calendar format for better time management.

3. Utilize Automations to Save Time and Reduce Errors

Automations in Monday.com allow you to streamline your workflow by automating repetitive tasks, such as sending notifications or updating task statuses. This reduces manual work and ensures that your team is always on the same page.

• Set up automated task status changes: Automate task updates based on triggers such as completion of subtasks or approvals.
• Create recurring tasks: Automate the creation of tasks management that repeat on a regular schedule, such as weekly check-ins or monthly reports.
• Automate notifications for stakeholders: Automatically notify team members or stakeholders when project milestones are reached or when there are updates to the dashboard.
• Sync with other apps: Set up automations that connect Monday.com with other tools like Slack, Gmail, or Google Calendar for seamless integration.

4. Customize Dashboards for Different Teams and Stakeholders

Each team within a company may need to see different information on their dashboards. Customizing your Monday.com dashboards to suit each team’s needs helps to keep them focused and productive.

• Create separate dashboards for project managers and team members: Project managers may need a high-level overview, while team members need specific tasks and deadlines.
• Customize views for client-facing dashboards: Provide stakeholders with a clean, summarized view of progress, milestones, and key deliverables.
• Use filters for team-specific dashboards: Filter by team, status, or task priority to provide the most relevant information.
• Share custom dashboards with external collaborators: Tailor the information shared with clients, suppliers, or partners so they see only what’s relevant to them.

5. Monitor Performance Metrics and Adjust Dashboards Regularly

Your team’s performance metrics are key to tracking whether a project is on schedule or at risk. Regularly monitor these metrics through your Monday.com dashboards and adjust them as needed for optimal performance.

• Track project KPIs: Set up widgets that display performance metrics such as task completion rates, budget usage, and deadlines met.
• Regularly update dashboard filters: Adjust your filters based on evolving project priorities, ensuring you’re always focusing on the most relevant data.
• Review team performance frequently: Use the Workload widget and Time Tracking widget to gauge individual and team performance.
• Make data-driven decisions: Use real-time performance data to adjust your approach, reassign tasks, or tweak timelines for better project outcomes.

Best Widgets for Tracking Performance and Team Workload

The best part of Monday.com is its wide range of widgets designed for tracking project performance and team workload. By adding the right widgets to your dashboard, you can monitor progress, adjust workflows, and ensure that no task is overlooked.

• Status widget: Track the progress of tasks in real time, whether they are “In Progress,” “Completed,” or “At Risk.”
• Time Tracking widget: Measure how much time your team is spending on each task, which helps with budgeting and resource allocation.
• Workload widget: View how much work each team member has, helping you prevent burnout and optimize resource distribution.
• Calendar widget: Visualize deadlines and milestones in a calendar format, helping you keep track of important dates.

By choosing the right widgets, you can keep your team aligned and ensure that every project is progressing smoothly, with no surprises.

How to Share Dashboards with Team Members and Stakeholders

One of the most powerful features of Monday.com dashboards is the ability to share them with both internal team members and external stakeholders. This transparency ensures everyone is aligned, improving communication and project tracking.

• Share dashboards with team members: Grant access to team members so they can view or edit dashboards. This ensures everyone has access to the same information.
• Customize permissions: Control who can see or edit specific parts of the dashboard, such as hiding sensitive information or limiting edit access to managers.
• Export dashboards for reports: Export your Monday.com dashboard data into reports that can be shared with stakeholders who may not have access to the platform.
• Embed dashboards in other tools: If your stakeholders use different tools, you can embed your Monday.com dashboard in external applications for easy access.

By sharing customized dashboards, you foster collaboration and transparency, ensuring all team members and stakeholders are on the same page.

Conclusion

In conclusion, customizing Monday.com dashboards can be a game-changer when it comes to improving project tracking and optimizing team workflows. By utilizing the various customization options available, such as custom views, widgets, and automations, you can tailor your dashboards to meet the unique needs of your projects and teams. These adjustments ensure that your team stays on track, KPIs are consistently monitored, and performance metrics are easy to assess. Regularly reviewing and refining your dashboards is crucial to maintaining efficiency and adaptability in a fast-paced project environment.

By following the expert tips outlined in this guide, you can significantly enhance how your team collaborates and tracks progress, helping you achieve better results with less effort. Customizing your Monday.com dashboards isn’t just about aesthetics; it’s about creating a powerful tool that improves communication, transparency, and accountability within your organization. Whether you’re managing small tasks or large-scale projects, the ability to adjust your dashboard for optimal tracking will keep your projects on the right track.