In an age where remote collaboration, real-time updates, and team performance are central to business growth, the tools we use matter more than ever. One platform consistently rising above the rest is monday.com—a highly customizable Work OS designed to boost productivity, streamline communication, and manage workloads efficiently.
In this monday.com tutorial, we’ll walk you step-by-step through how to build custom dashboards to track team productivity like a pro. Whether you’re a team leader, a project manager, or a business owner, this guide is packed with practical insights that will help you maximize monday.com for real results.
What Are Dashboards in monday.com?
Before diving into the monday.com tutorial, it’s essential to understand what dashboards are and why they matter. In monday.com, a dashboard is a customizable interface that compiles data from multiple boards into one visual workspace. Think of it as a command center where you can:
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Track your team’s productivity
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Monitor progress across departments
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Visualize KPIs, tasks, and timelines
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Make data-driven decisions faster
Dashboards are vital for leaders who need a high-level overview of multiple projects without manually switching between boards.
Why Use Dashboards? The Power Behind Visual Work Management
Here at worktable.io, we’ve found that teams using dashboards in monday.com are:
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30% more productive
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2x more accurate in project estimations
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Better at spotting bottlenecks early
In this monday.com tutorial, you’ll learn how to:
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Set up custom dashboards
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Choose the right widgets
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Automate performance tracking
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Collaborate with your team in real-time
Step-by-Step monday.com Tutorial: Creating a Custom Dashboard
Let’s build your first dashboard from scratch.
Step 1: Accessing the Dashboard Feature
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Log in to your monday.com workspace
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In the left panel, click “Dashboards”
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Select “+ New Dashboard”
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Name your dashboard (e.g., “Team Productivity Overview”)
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Choose the boards you want to pull data from (you can select multiple)
Now, let’s bring your dashboard to life with widgets.
Step 2: Adding Widgets – Visualize What Matters
Widgets are the building blocks of any monday.com dashboard. Each widget provides a unique way to visualize your team’s data. Here are some essential widgets to include:
1. Workload Widget
Tracks how many tasks each team member has assigned.
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Shows capacity and overloads
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Helps prevent burnout
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Improves resource allocation
2. Battery Widget
Displays task completion percentage.
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Use it to track project progress at a glance
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Ideal for daily standups
3. Timeline Widget
Visualizes tasks over time.
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Great for planning sprints or campaigns
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Easy to spot delays or overlaps
4. Chart Widget
Creates pie, bar, or line graphs based on task statuses.
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Customizable by boards, groups, or status columns
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Helpful for performance reviews
5. Table Widget
A spreadsheet-style widget for viewing raw data.
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Easily editable
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Perfect for cross-referencing
You can add widgets by clicking the “+ Add Widget” button on your dashboard.
Step 3: Customizing Widgets for Team Productivity
This monday.com tutorial focuses not only on what to add—but how to customize each widget for actionable insights.
Workload Widget Setup:
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Group by: Person
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Timeline: Weekly
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Display: Color-coded by overload, balanced, and underloaded
Chart Widget Setup:
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Source: “Tasks” board
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X-axis: Team Member
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Y-axis: Number of completed tasks
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Filters: Only show tasks from “This Week”
This visual overview helps you assess performance, redistribute tasks, and plan proactively.
Step 4: Automating Updates in Your Dashboard
A powerful feature of monday.com is its automation engine, which integrates perfectly with dashboards.
Here’s how to automate status tracking:
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Click “Automations” on the board connected to your dashboard
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Choose:
“When status changes to Done → notify team lead + update chart widget”
Automations ensure your dashboard always reflects real-time updates. No manual refreshes needed.
Step 5: Sharing and Collaborating in Real-Time
Once your custom dashboard is ready, share it with your team.
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Click the Share button (top-right)
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Select specific team members or entire departments
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Set access levels: Viewer, Editor, Admin
Dashboards can also be embedded into Slack or emailed on a schedule. This makes it easy to keep everyone informed—even external stakeholders.
Advanced Tips: Take Your monday.com Dashboard to the Next Level
Want to impress your boss or clients with a dashboard that feels tailor-made? Here are some expert-level tips from worktable.io:
1. Use Conditional Coloring
Set colors to highlight task urgency (e.g., red for overdue)
2. Integrate Google Analytics
Track campaign metrics side-by-side with team performance
3. Create Multiple Views
Make dashboards for each team (e.g., Marketing, Sales, DevOps)
4. Add Notes & Annotations
Use text widgets to explain data trends and highlight changes
Real-World Use Cases of Dashboards in monday.com
Let’s see how businesses are using dashboards to thrive.
Marketing Teams
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Visualize campaign timelines
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Track content progress
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Monitor social media performance
Project Management
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Oversee multiple projects in one place
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Monitor task completion rates
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Forecast resource availability
HR Departments
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Track employee onboarding stages
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Monitor leave requests and approval
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Visualize hiring pipeline
This monday.com tutorial isn’t just theoretical—it’s built on practical use cases from growing businesses around the world.
Benefits of Using Dashboards in monday.com
If you’re still wondering why dashboards are a must, here’s a quick recap of the benefits:
✅ Get a real-time snapshot of performance
✅ Eliminate manual reporting
✅ Spot bottlenecks before they become problems
✅ Improve team accountability
✅ Align departments with shared goals
And the best part? You can customize everything, down to the smallest detail.
Common Mistakes to Avoid When Building Dashboards
Even seasoned users can make dashboard mistakes. Here’s what to steer clear of:
❌ Overloading your dashboard with too many widgets
❌ Forgetting to link the correct boards
❌ Not updating column types (e.g., using text instead of status)
❌ Ignoring automation opportunities
❌ Keeping dashboards private when they should be shared
This monday.com tutorial is designed to help you skip these errors and build smarter from the start.
Final Thoughts: Take Full Control with Custom Dashboards
Dashboards are more than just a pretty interface—they’re your team’s productivity command center. By following this monday.com tutorial, you’re equipped to build dashboards that work for you, not against you.
From tracking performance and optimizing workflows to collaborating in real-time, the possibilities are endless. At worktable.io, we believe that great tools create great teams—and monday.com is a tool worth mastering.
Start building your first custom dashboard today. Your team’s productivity depends on it.
