New to monday.com? Welcome to the monday.com glossary of all the need-to-know terms needed to get started! This will help you understand our jargon; keep reading to learn more! ✍️

monday AI

Monday Sidekick is an AI assistant in monday.com that understands your work and helps you get things done through natural conversation. It integrates AI models, tools, and connected apps to think, create, and act. Sidekick can analyze data, generate docs and images, update work, notify teammates, and more, all without leaving the platform.

monday Vibe is a vibe coding tool on monday.com that turns simple prompts into fully custom, secure, enterprise-grade AI work apps. It helps you consolidate your tech stack by creating apps that connect to your team’s real work and can adapt as your needs evolve.

AI workflows let you map, design, and run complex, cross-functional processes at scale on monday.com. By combining structured logic, no-code building, and built-in AI capabilities, including monday agents, workflows can orchestrate work across teams, boards, and products while maintaining full visibility and governance.

 

Note: Accessing the monday AI products from the left pane is being released gradually.

Structure and hierarchy

Workspaces give your monday.com account a clear, flexible structure. They help you organize departments, teams, and projects in one place, so you can focus on what’s important while navigating your organization with ease.

A folder can store similar boards together. They are also useful for companies with multiple departments. For example, you could create folders for sales, marketing, design, and HR, and then drag and drop all the related boards into the corresponding folders. 

This panel, located on the left side of your screen, displays a list of monday AI home pages, all your boards and folders, "My Work," a dropdown menu of "Workspaces," and more! It is the main navigation point to all your work on your account. 

You can add new boards, folders, WorkForms, workdocs, dashboards, and more by using monday Sidekick or clicking on the blue "+" icon within the left panel. 

A board is where you can manage anything; it could be a project, a task board, a roadmap, a sales pipeline, or a budget…the possibilities are endless! Main boards are visible to anyone who is a team member within your account. Anything you create in this section will be accessible and transparent to your users. 

Shareable boards are used when you want to share a board with people outside of your team or company, such as clients, interns, or freelancers.  You can invite these individuals as guests within your account. 

Private boards can only be seen by the user who created them and those invited to join them. They are also only for internal users, meaning that you cannot invite guests to a private board. 

The Boards

You can have multiple groups on a board, allowing you to organize and categorize your pulses or "items" in a manner that best suits your needs. You can categorize your items in various ways, such as by month, week, day, project phase, or any other relevant category you may need! 

A pulse or "Item" is a single row within a group on a board.  It usually consists of a single task or item within your project or task board. 

Columns are part of the foundation of your board. We offer a variety of column types, enabling you to create your board exactly as you want it. You will find all our columns in the column center. 

The board menu is the three-dot menu at the top right of your board. It includes multiple settings and functions for each individual board, including permissions, notifications, and more! 

With the batch actions, you can now edit, move, delete, archive, export, and even duplicate multiple items with just one click! 

Users on your account

Main users are your teammates or employees in your department or organization with whom you work every day. Main users, also called team members, can see and edit all information on Main Boards, and can be invited to collaborate easily on both Shareable and Private Boards. 

Guest users are people outside your team, like vendors, clients, freelancers, and consultants. They can only be invited to Shareable boards, so they won't be able to see information on Main or Private boards. 

An admin is kind of like a super user with some cool super monday.com powers. But really, the admin has the ability to oversee the entire account, managing everything from users and boards to security and billing. This allows for one team member (or more if you choose) to manage his/her team effectively and securely. 

Subscribers are admins, users, and guests who follow your board. Each time someone posts an update on this board, it will appear in their Update Feed (Inbox). 

A board owner is either:

Filters and navigation

The bar at the top of each board allows for searching or filtering information on the specific board. This is where you can search or filter something on the board level. 

Search Everything is located at the top right of your account and provides the ability to search across all boards you have access to within your account (i.e., the name of a board, tasks assigned to a team member, status, the name of an item, filter by date, etc.). 

The Quick Search option allows you to easily search and navigate from one board to another without scrolling down. To launch the Quick Search, select the following keys on your keyboard: "Command + B (if you use a mac) or "Ctrl + B" (if you use a PC). 

People and interactions

Need to keep track of your team's activity? The Activity Log is your answer. You can find it at the top right of each board by clicking on the small profile icon next to the "Invite" button. 

My Work is a great way for you and your team to see everything you need to accomplish this week, next week, or even what is overdue. It works by collecting all the tasks across your monday.com account that are due in the current week. 

The Update Feed is where you will see all updates from the board you are subscribed to, even if you are not specifically mentioned in that update or assigned to each pulse. You can think of this as a news feed, where you can see everything your team has posted on those specific boards.

The bell icon is located at the top right of the screen. The bell notification is where you receive all of the information that specifically relates to you (i.e, something you were tagged in, assigned to, a reply to an update you left, etc). 

When clicking on the "speech bubble" icon on each item, you can find the Updates Section. The updates section allows you and your team to communicate in a social media style inside an item, keeping all the conversations about a specific task or project in the same place and in context. This can be used to centralize all communication related to an item and add attachments and GIFs. 

Organization and displays

Have you accidentally deleted your board, item, or column? Don't worry, we've found a solution for you! All deleted items within your Main, Shareable, or Private boards will appear in the Trash Section. 

The Info Boxes serve a different purpose than updates. They are steady, rearrangeable boxes often used for documentation organization and for storing certain information related to a pulse in an easily accessible way.

At monday.com, we love to make everything visual: colors, graphs, shapes, etc. So we came up with the amazing Board Views, which allow you to visualize your board's information in multiple ways. 📊 📈 📉 

Dashboards are a great way to display important information, viewing all projects in a single layout. With over 30 available widgets and apps, users can now understand project progress, track budget, estimate teammates' workload, and much more!