10 Hidden Features in Monday.com You Might Be Missing

Monday.com has become one of the most popular project management tools on the market, and for good reason. Its flexibility, ease of use, and vast range of features make it a go-to choice for teams of all sizes. But even though you may be familiar with its core functionalities, there are still plenty of hidden gems that can enhance your productivity and make your workflows even more efficient.

In this article, we’ll explore 10 hidden features in Monday.com that you might be missing. These advanced tips and tricks will help you get the most out of the platform, streamline your tasks, and ultimately improve team collaboration.


1. Automations with Custom Triggers and Actions

One of Monday.com’s standout features is its automation capability. While most users are familiar with basic automations like moving tasks when a status is changed or notifying team members about due dates, there’s a lot more you can do with custom triggers and actions.

You can create automations for just about any scenario. For example:

  • When a task is marked as “Completed,” automatically notify a manager.
  • When a status changes to “In Progress,” assign a task to a specific team member.
  • When a task is moved to “Blocked,” change the status of the related tasks automatically.

These automations can be set up with no coding experience, making them perfect for teams looking to eliminate repetitive manual tasks.


2. Customizable Dashboards

Monday.com’s Dashboards offer a high-level overview of your projects, displaying important data such as task progress, deadlines, team performance, and more. But did you know you can fully customize your Dashboards to suit your needs?

For example, you can:

  • Add widgets like charts, graphs, and tables to track key metrics.
  • Monitor multiple boards from a single dashboard to get an overview of various projects.
  • Adjust the layout to prioritize the most important information.
  • Filter data by date, status, or team member to see exactly what you need.

Custom dashboards provide a quick, comprehensive snapshot of your team’s performance, ensuring nothing slips through the cracks.


3. Time Tracking

Monday.com includes a time tracking feature, which many users overlook. The time tracking column allows you to track how long it takes to complete a task, which is invaluable for both productivity analysis and billable hours management.

You can:

  • Start and stop a timer directly on tasks.
  • Manually log time if you forgot to start the timer.
  • Generate reports to analyze time spent on various tasks or projects.

This feature is especially useful for agencies, consultants, or remote teams who need to track billable hours or manage time-sensitive tasks.


4. Dependencies for Task Relationships

While many users are aware of task dependencies in Monday.com, it’s not always fully utilized. Dependencies allow you to link tasks based on their relationships (i.e., one task cannot start until another is completed). This feature is critical for project planning and helps you avoid bottlenecks.

For example, if Task B cannot start until Task A is completed, Monday.com will automatically adjust timelines and notify you when dependent tasks are ready to begin. You can visualize dependencies on Timeline or Gantt views, helping you see the full project flow and any potential delays in real time.


5. File Sharing & Version Control

Monday.com allows you to upload files directly to tasks, but did you know it also includes version control for documents? When you attach files to tasks, Monday.com keeps a record of all uploaded versions, allowing you to easily track changes over time.

This feature is especially helpful for teams that collaborate on documents, spreadsheets, or design files. You can:

  • Download previous versions of a file if needed.
  • See who made changes and when.
  • Easily revert to an earlier version if something goes wrong.

It’s a simple but effective way to keep everyone on the same page without losing important revisions.


6. Private Updates & Notes

Sometimes, you may need to keep certain communications or notes private between specific team members, and Monday.com makes this easy. You can add private updates or private notes to tasks, which will only be visible to the selected team members.

This feature is useful when:

  • You need to communicate sensitive information or personal feedback.
  • You want to keep a record of internal notes without cluttering the public task comments.
  • You’re working on confidential projects and want to limit who can view updates.

Private updates and notes can ensure that only the necessary people are involved in sensitive discussions, while still maintaining a collaborative environment.


7. Board Templates for Faster Setup

Setting up boards from scratch can be time-consuming, especially if you’re managing recurring projects. Monday.com offers a vast library of board templates that are pre-built for specific use cases, industries, or workflows.

You can use templates for:

  • Project management (e.g., software development, marketing campaigns).
  • Sales pipelines and CRM.
  • Event planning.
  • HR workflows (e.g., onboarding, recruitment).

You can customize these templates to fit your team’s unique needs, but using them as a base can save you significant setup time.


8. The “Workload View” for Resource Management

The Workload View is an incredibly powerful tool that helps you visualize how tasks and projects are distributed across your team. This feature allows you to see who is overloaded or underutilized, ensuring that no team member is overburdened.

In the Workload View, you can:

  • View tasks by person to see how much work each team member has.
  • Set workload limits to prevent team members from taking on too much at once.
  • Track deadlines and assign tasks evenly to ensure balance across the team.

This helps you optimize resource allocation, improve efficiency, and avoid burnout.


9. Recurring Tasks

For teams that handle repetitive work, Monday.com’s recurring tasks feature is a game-changer. This feature allows you to automatically create tasks on a regular schedule—whether daily, weekly, or monthly—without having to manually recreate them.

For example:

  • Set a recurring task for weekly team meetings.
  • Create monthly reports that automatically appear on your board.
  • Remind team members of regular check-ins or maintenance tasks.

Setting up recurring tasks ensures that no essential activities are overlooked, and you don’t have to keep recreating them from scratch.


10. Advanced Search & Filters

As your boards get larger and more complex, finding specific tasks or information can become a challenge. Monday.com’s advanced search and filtering capabilities can help you quickly locate what you need.

You can:

  • Search across boards for tasks, updates, or files containing specific keywords.
  • Apply filters to show only tasks that meet certain criteria, such as high priority, specific assignees, or approaching deadlines.
  • Save filters for future use, so you don’t have to apply them every time you search.

This hidden feature can save you a lot of time when navigating large projects with numerous tasks and stakeholders.


Conclusion

Monday.com is packed with features that can help you streamline your workflows and improve collaboration, but it’s easy to miss some of its hidden gems. By taking advantage of these 10 hidden features, you can automate repetitive tasks, improve communication, and gain better visibility into your projects.

From automations to advanced search and time tracking, these tools offer a deeper level of customization that will help your team be more efficient and effective. Now that you know about these features, you can get the most out of Monday.com and take your project management to the next level.

Similar Posts