What are Workspaces in Monday.com?

In Monday.com, workspaces are essentially virtual areas that help organize your company’s different departments or teams. Think of a workspace as a digital office, where all the related work happens. For example, the Sales team can have its own workspace, while the HR department can have another. Each workspace serves as a dedicated space where team members collaborate on tasks, projects, and goals specific to that department.

Each workspace can be set as either open (accessible to all team members) or private (restricted to selected individuals). For example, HR or accounting workspaces might be private due to the sensitive nature of the information they contain.

What are Boards in Monday.com?

Within each workspace, you will find boards. Boards are where the actual work happens. They are used to organize and track any kind of project or task. Each board holds specific information that can be used to manage workflows, projects, client relations, or even sales pipelines.

For instance, a sales board might include information about active deals, clients, and prospects, while an HR board could track employee onboarding processes. Boards are highly customizable, allowing you to organize information according to your specific needs.

Examples of boards

• CRM Board: To store contact details, company information, and interactions with clients
• Project Tracker: To monitor tasks, deadlines, and progress for ongoing projects.
• Deal Tracker: To track active deals, won deals, and their values.

Boards can also be linked together to share and update information across different teams or projects, which allows for more dynamic workflows.

Dashboards: Visualizing Your Board Data

Once you've set up your boards, you can use dashboards to visually represent the data stored within those boards. Dashboards help you quickly assess key metrics like sales revenue, deal progress, or the status of ongoing projects, all in one view. They pull information directly from the boards, offering real-time updates on your team's performance.

Conclusion

In summary, workspaces in Monday.com allow you to separate teams and projects, while boards help you organize and manage tasks or information within those teams. Whether you're tracking deals, managing projects, or storing client data, workspaces and boards provide a flexible and organized way to keep your work flowing smoothly.