monday.com Work Management Advanced flashcards

32 cards. Read the term and the definition here. The deck at the top of this page is optional.

Subitem nesting limit

Subitems go one level deep only; a subitem cannot contain its own subitems. Teams needing a deeper breakdown connect a separate board instead.

Mirror column

A read-only column that displays a column value from the item linked by a Connect Boards column. It refreshes when the source changes, cannot be typed into, and works in filters and dashboards.

Connect Boards column

A two-way link between items on two different boards. Each column targets one board, an item can link to several items, and the link is visible from both sides.

Item ID scope

Item IDs increase automatically and are unique within a single board only. Subitems use their own separate numbering, so an ID alone never identifies a record across the account.

Account hierarchy

Account, workspace, folder, board, group, item, subitem. Permissions are set at workspace and board level and inherited downward; folders only organize boards and add no access rules.

Group versus board

Groups are labeled sections inside one board and share that board's columns and permissions. Different columns, owners, or access needs require a separate board instead.

Dependency column

Links items within the same board as predecessor and successor. It drives Gantt bars, can shift dependent dates, and cannot link items that live on different boards.

Recipe trigger and action

Every automation pairs a trigger event with one or more actions. Optional conditions and time delays sit between them, and custom automations chain several blocks into one recipe.

Automation per board cap

One board supports up to 250 active automations, and integration recipes count toward that cap. Beyond it, consolidate recipes or move the logic to another board.

Scheduled automation trigger

The every-time-period trigger runs daily, weekly, or monthly at a chosen hour in the account time zone. It creates, duplicates, or notifies rather than reacting to an event.

Date arrives trigger

Fires when a date column reaches a chosen offset, such as one day before the deadline. Items whose date column is empty are skipped silently.

Automation action quota

Each plan grants a monthly pool of automation actions shared by the whole account. When the pool is exhausted, recipes stop running until the cycle resets or the plan is upgraded.

Integration recipe

A prebuilt connector automation for Slack, Teams, Gmail, Jira, HubSpot, or Zapier. It appears in the same automation center and counts against the board automation limit.

Chart widget axes

The X axis groups items by a status, person, date, or group column. The Y axis counts items or aggregates a numbers column, and stack-by adds a second dimension.

Dashboard versus widget filters

A filter set on the dashboard narrows every widget that supports filtering. A widget filter narrows only that widget, and both apply together rather than overriding each other.

Numbers widget

Displays one aggregate for a board: count, sum, average, median, minimum, or maximum. Grouping by group or status turns it into a per-category breakdown table.

Workload widget inputs

Needs a People column plus a numeric effort column. It compares assigned effort per person against capacity entered in the widget settings and flags overallocation.

Battery widget

Shows a single numeric value filling toward a target, read as a percentage of the goal. It suits budget, quota, or completion tracking where a chart is unnecessary.

Dashboard sharing scope

Dashboards sit in a workspace and can be private, shared with specific members or teams, or opened through a link. Viewers only see data from boards they may access.

Seat types

Admins configure account settings, billing, and permissions; members create and edit content; viewers are read-only; guests see only the boards and dashboards explicitly shared with them.

Workspace types

Open workspaces can be joined by any member, closed ones are visible but invite-only, and private ones are hidden from non-members and available only on higher plans.

Deactivation versus deletion

Deactivating frees a paid seat and keeps the person's items and name on records. Deleting removes the profile and can deactivate automations they owned, so reassign recipes first.

Content directory

An admin inventory of every board, dashboard, and doc in the account with owner, activity, and bulk transfer, archive, or delete actions. It is the main tool for cleaning up sprawl.

Archive versus delete

Archiving preserves a board or item and allows a later restore from the archive. Deleting moves content to trash, where admins can recover it for a limited period before permanent removal.

Column permissions

An Enterprise control limiting which roles or people may edit one column. Locking a status or budget column keeps core values stable while other columns stay editable.

Board item ceiling

Boards perform best around 10,000 items. Above that, views, filters, and automations slow down, so archive finished items or split the data across several boards.

Board templates

A saved board configuration that fixes column names, status labels, groups, and automations. New projects started from it are consistent, but later template edits do not update existing boards.

Duplicating a board

Copies structure, items, and automations, though connected integrations such as Slack or Gmail must be re-authorized on the copy. The duplicate also counts toward plan limits.

Cross-board rollup pattern

Connect Boards links each project board to a portfolio board, and a Mirror column pulls progress or budget values up so portfolio dashboards aggregate without manual entry.

Shared versus personal view

A view stores a board tab's filter, sort, and column layout. Saving it for all board members shares that configuration; unsaved or personal views remain visible only to their creator.

Spreadsheet import

Excel or CSV import maps each spreadsheet column to a board column and creates one item per row. Status labels and date formats must match the board's existing settings.

GraphQL API rate limits

The API meters query complexity instead of raw request counts, applying an account-wide per-minute budget plus a maximum complexity allowed for any single query.