Top 10 monday.com Features Most Users Overlook (But Shouldn’t!)
Overview
Monday.com is loaded with powerful tools—but many users only scratch the surface. Whether you’re a project manager, team leader, or operations specialist, understanding these lesser-known features can save time, reduce errors, and significantly boost your workflow efficiency.
Here are the top 10 underrated monday.com features that most users overlook—plus how and why you should start using them.
🔟 1. The “Item Card” View
What it does:
Shows all the information related to a task (item) in a clean, scrollable format—including updates, files, automations, and connected boards.
Why it matters:
You can focus on one task at a time without switching between columns or boards.
🧭 How to use:
Click the small “expand” icon next to any item name.
9️⃣ 2. The “My Work” Dashboard
What it does:
Shows you all your assigned tasks across all boards in one place—automatically sorted by due date.
Why it matters:
Perfect for individual contributors who want a clear daily task list without navigating through multiple boards.
🧭 Find it in the left-hand panel > My Work.
8️⃣ 3. The Workload Widget
What it does:
Visualizes how much work each team member has assigned during a given timeframe.
Why it matters:
Great for capacity planning, avoiding burnout, and rebalancing project tasks in real-time.
🧭 Add it to any Dashboard from the “+ Widget” menu.
7️⃣ 4. The “Board Description” Panel
What it does:
A collapsible section at the top of every board to explain its purpose, usage instructions, or rules.
Why it matters:
Perfect for onboarding new team members or reminding users how to use a board.
🧭 Click the info icon ℹ️ near the board title.
6️⃣ 5. Form View for Intake
What it does:
Turns any board into a form you can share externally.
Why it matters:
Let clients, vendors, or internal teams submit data directly into your workflows—no account required.
🧭 Open any board > Views > “Form View” > Customize & Share.
5️⃣ 6. Column Summary Totals
What it does:
Adds automatic totals or averages to columns (like numbers, time tracking, or progress bars).
Why it matters:
Quickly track total project budgets, hours worked, or % completion at a glance.
🧭 Click the column name > “Show Column Summary.”
4️⃣ 7. Keyboard Shortcuts & Slash Commands
What it does:
Type / in the updates section to add emojis, mention teammates, insert checklists, and more. Use Ctrl/Cmd + K to navigate between boards fast.
Why it matters:
Saves time and boosts productivity—especially for power users.
3️⃣ 8. Automations That Trigger Across Boards
What it does:
Use automations to create or update items in other boards based on triggers.
Why it matters:
Helps link processes across departments—like sales creating onboarding tasks automatically when a deal closes.
🧭 Try recipes like “When status changes to X, create item in board Y.”
2️⃣ 9. Item Card Apps (Like Timer, Notes, Files)
What it does:
Enhances the item card view with interactive apps—like time tracking, rich text notes, Google Drive access, and more.
Why it matters:
Centralizes tools within a task, reducing the need to toggle between apps.
🧭 Enable via monday Apps Marketplace > Add to Item View.
1️⃣ 10. Custom Permissions (Column & Item-Level)
What it does:
Control who can view or edit specific columns or items—even on shared boards.
Why it matters:
Ideal for HR, Finance, or client-facing teams dealing with sensitive data.
🧭 Click the three-dot menu on a column > Column Permissions.
📈 Honorable Mentions
- Undo button (yes, it exists! Click the “undo” arrow after a mistake)
- Dependency Column for task sequencing
- Doc-to-board conversion from WorkDocs
- Recurring Tasks Automation for routine jobs
- Timeline View filters for better sprint planning
✅ Final Tips
| Tip | Why It Helps |
|---|---|
| Explore the Apps Marketplace | Integrate tools like Google Drive, Jira, HubSpot |
| Use Board Templates | Standardize repeatable projects |
| Keep Automations Organized | Name them clearly and group them by function |
| Document Board Purpose & Process | Use the description panel for onboarding |