Welcome to our guide on choosing and changing column types in Monday.com. Tailor your board to fit your project needs. In this guide, we'll show you how to select and modify column types for optimal data organization.
Open your monday.com board
First, log in to your monday.com account and open the board that you would like to modify.
Identify columns that need to be changed
Examine your board's columns and identify which columns need their column types changed. Consider what kind of data you're working with and how you want that data to be displayed.
Add a new column with the desired type
To change the column type, you'll need to add a new column with the desired type and then transfer the data from the old column to the new one. To add a new column, click the "+" button located to the right of the last column on your board.
Choose a column type
After clicking the "+" button, a dropdown menu will appear with various column types. Select the column type that best suits your project requirements. For a comprehensive list of column types, visit this link: link
Rename the new column
Once you've added the new column, it's essential to give it a descriptive name. To rename the column, click the column header, and then click "Edit Column Name." Enter the new name and hit "Enter" on your keyboard to save the changes.
Delete the old column
Click the three-dot menu in the old column header and select "Delete Column." A warning message will appear asking you to confirm the deletion. Click "Yes, delete it" to remove the column.
Repeat steps 3-7 for all columns that need to be changed
Follow the same process for each column that needs a column type change. Remember to transfer the data before deleting the old column.
Congratulations! You've successfully learned how to choose and change column types in Monday.com. By selecting the right column types, you can effectively organize and present your data, enhancing project management and collaboration. Continuously assess and adjust your column types to match your evolving project needs. Happy organizing!