monday.com Work Management Core Certification key terms

A workspace container that holds items as rows and columns as structured fields, forming the core data object users view, filter, and act on.

A single row on a board representing one record, such as a task, deal, or project, whose details live in the board's columns.

A horizontal section inside a board that clusters related items, can be collapsed, and often drives status colors and automation triggers.

A typed field on a board, such as status, date, people, or numbers, that defines what data each item can store and how it can be filtered.

A labeled color field whose set of possible labels defines an item's stage, and whose label changes are common automation triggers and conditions.

A child record nested under a parent item on a separate subitems board, used to break work into smaller pieces while keeping it linked to the parent.

A column type that links an item to items on another board, enabling cross-board visibility and rollups without duplicating data.

A read-only column that displays a value pulled from a linked item through a connect boards relationship, keeping the source as the single record of truth.

A calculated column that computes values from other columns on the same item using supported functions, updating automatically when inputs change.

A top-level container that groups boards, dashboards, and docs and controls who can access them through membership and permission settings.

The overall organization instance that holds all workspaces, users, billing, and admin settings; users sign in to one account with their email.

A role setting controlling what a user can view or change, such as admin, member, or viewer, applied at account or workspace scope.

A canvas that aggregates widgets sourced from one or more boards to visualize status, workload, timelines, and key numbers in one place.

A configurable visualization or list placed on a dashboard, such as a chart, battery, calendar, or numbers card, each bound to a data source.

A dashboard widget that plots board data as bar, pie, line, or stacked charts based on a chosen x-axis grouping and y-axis measure.

A dashboard widget showing progress toward a target as a filled percentage bar, often used for budget, time, or completion tracking.

A rule that limits which items a board view, dashboard widget, or automation considers, based on column values, dates, or people.

A prebuilt sentence-style rule with a trigger and an action, such as when status changes then notify someone, that runs without manual intervention.

The event half of an automation that starts the recipe, such as an item being created, a date arriving, or a status label changing.

The operation an automation performs after its trigger fires, such as changing a status, creating an item, or sending a notification.

The management area listing all automations in an account, showing status, owner, and run history, and allowing activation, editing, or deletion.

A per-plan cap on how many automation actions execute in a billing period, after which automations pause until the quota resets or is raised.

A user-built automation that combines a chosen trigger, conditions, and one or more actions beyond the prebuilt recipe library, often built in the builder.

A connection between the platform and an outside tool, such as email, calendar, or chat, that syncs data or events in one or both directions.

A prebuilt connector rule that links an external service to board events, such as creating an item from a form submission or syncing a calendar.

A first-party connection built and maintained by the platform for a supported external service, configured through recipes without custom code.

An HTTP callback that sends board event data to an external URL when something changes, letting outside systems react in near real time.

A secret credential a user generates to authenticate programmatic requests against the platform's API, carrying that user's permissions.

An AI-powered assistant configured on a board that can read item context and perform scoped actions such as summarizing, drafting, or updating fields.

A sequence that combines AI steps with board triggers and actions so content is generated, classified, or routed automatically as items move.

The instruction text given to an AI feature that defines the task, tone, and constraints, and often references board columns as dynamic inputs.

A step inside an automation or workflow that runs an AI prompt against item data and returns text or a classification for later steps.

An alternative presentation of the same board data, such as table, kanban, calendar, timeline, or Gantt, chosen to suit a working style.

The expanded panel for a single item showing all column values, updates, files, and activity, and where subitems and conversations are managed.

A comment or post attached to an item or board used for discussion, status notes, and mentions, forming the activity trail for that record.

An alert delivered in-app or by email about mentions, assignments, status changes, or automation events relevant to a specific user.