How to Create a Kanban Board in monday.com - Solution for Guru

Table of Contents
< All Topics
Print

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

  1. Go to your monday.com workspace.
  2. Click “+ Add”New Board.
  3. Choose from scratch or use a template (e.g., “Kanban Workflow”).

Step 2: Set Up a Status Column

  1. In your board, click “+” to add a column.
  2. Choose Status Column.
  3. Name it something relevant like “Task Status”.
  4. 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

  1. At the top of the board, click “+ Add View”.
  2. Select “Kanban” from the options.
  3. Choose your Status Column to group cards.
  4. 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:

  1. Click “+ Add”Choose Template.
  2. Search for “Kanban”.
  3. 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

FeatureAvailability
Kanban ViewAll plans
Status ColumnsAll plans
TemplatesAll plans
AutomationsBasic and up
Gantt/TimelinePro and up

✅ Available on all plans, Kanban in monday.com is perfect for visually managing work across any team.