Using the Date Column for Effective Scheduling at Monday
Welcome to our guide on setting up and managing the Date column in Monday.com. Efficient scheduling and deadline tracking are crucial. In this guide, we'll show you how to utilize the Date column for effective project management and timeline views.
1
Select an existing board
1
Select an existing board
To begin, select an existing board from your list of boards.
2
*If you need to create a new board
If you're creating a new board, choose between a main board, a shareable board, or a private board.
2
Filter items based on dates
1
Click on the Filter Button
To view items based on their dates, click on the "Filter" button at the top of the board.
2
Select and Configure the Date column
In the filter menu, select the Date column and choose a date range, specific date, or relative date (e.g., "Next week") to filter the items.
3
Confirm changes
Click "Apply" to see the filtered results.
3
Sort items by date
1
Click on the Kebab/three-dot menu icon
To sort the items by date, click the three-dot icon beside the Date column.
2
Select Sort Column from Settings
Then, hover or click settings and click “Sort column”
3
Sort Accordingly Using the Arrow Buttons
From the dropdown menu, click the “downward arrow" to sort items in ascending order, or “upward arrow" to sort items in descending order.
4
Enable Timeline view
1
Click on "Views"
To enable the Timeline view, click on the "Views" button at the top of the board.
2
Select "Timeline" after clicking "Add View"
From the dropdown menu, click "Add View" and select "Timeline."
In the Timeline view, you can see the items arranged in chronological order, based on the dates in the Date column.
5
Customize the Timeline view
1
To customize the Timeline view, click on the three dots then click the settings icon (a gear symbol) on the top-right corner of the view.
In the settings window, you can choose the display format, the date range, and the level of detail you want to see in the Timeline view.
6
Set up automations for deadlines
1
Click on "Automate"
To set up automations related to deadlines, click on the "Automate" button at the top of the board.
2
Select "Create new automation"
From the automation menu, click "Create new automation."
3
Setup Automation
Select the "Date" column as the trigger, and set up the desired actions, such as sending reminders or updating the status of items based on deadlines.
Congratulations! You've successfully learned how to set up and manage the Date column in Monday.com. By utilizing the Date column effectively, you can schedule tasks, set deadlines, and gain valuable insights into project timelines. Continuously update and monitor your Date column to keep your projects on track and ensure timely completion. Happy scheduling!
