How to Create a Kanban Board in monday.com
Kanban boards are an effective visual tool for managing workflows, tracking progress, and prioritizing tasks. In monday.com, setting up a Kanban board is simple and fully customizable to your team’s needs.
🧩 What Is a Kanban Board?
A Kanban board uses columns to represent stages in a process (e.g., To Do → In Progress → Done), and cards to represent individual tasks. It provides a clear overview of work status and helps teams manage tasks in real time.
🎯 When to Use a Kanban Board in monday.com
- Managing sprints or agile workflows
- Tracking task status across a team
- Visualizing stages in a pipeline or process
- Organizing content calendars or bug tracking
🛠️ Step-by-Step: How to Create a Kanban Board
Step 1: Create or Open a Board
- Go to your monday.com workspace.
- Click “+ Add” → New Board.
- Choose from scratch or use a template (e.g., “Kanban Workflow”).
Step 2: Set Up a Status Column
- In your board, click “+” to add a column.
- Choose Status Column.
- Name it something relevant like “Task Status”.
- Customize your status labels (e.g., “To Do”, “In Progress”, “Review”, “Done”).
📝 This status column is what the Kanban view uses to group cards.
Step 3: Add Key Columns (Optional)
- People Column – Assign tasks.
- Date/Timeline Column – Set deadlines.
- Priority Column – Mark urgency.
- Text Column – Add task details or notes.
Step 4: Add a Kanban View
- At the top of the board, click “+ Add View”.
- Select “Kanban” from the options.
- Choose your Status Column to group cards.
- Click “Add View”.
Step 5: Customize the Kanban View
- Drag and drop cards between columns to change status.
- Use filters to show specific team members, priorities, or dates.
- Click any card to view or edit task details.
✨ Optional: Use a Template
You can also start faster by using a built-in Kanban template:
- Click “+ Add” → Choose Template.
- Search for “Kanban”.
- Select a ready-to-use layout (e.g., Sprint Planning, Simple Kanban).
🔍 Best Practices for Kanban Boards
- Keep columns limited to 3–6 stages to reduce clutter.
- Use colors and labels in your Status Column for clarity.
- Set up automations to notify team members when cards move stages.
- Use Workload View to avoid over-assigning tasks to team members.
🧠 FAQ
Q: Can I have multiple Kanban views on one board?
A: Yes, create multiple views with different filters (e.g., per team or project phase).
Q: Can I use Kanban with subitems?
A: Yes, subitems can represent checklist tasks or subtasks inside a main card.
Q: Can I share a Kanban board externally?
A: You can share views via public links if enabled in your board settings.
📌 Summary
Feature | Availability |
---|---|
Kanban View | All plans |
Status Columns | All plans |
Templates | All plans |
Automations | Basic and up |
Gantt/Timeline | Pro and up |
✅ Available on all plans, Kanban in monday.com is perfect for visually managing work across any team.