How to effectively use the Calendar view in monday.com for team scheduling
Our team struggles with the Calendar view in monday.com. It seems to only show items with dates, but we need to see team availability, project milestones, and deadlines together. How do you effectively use the Calendar view for team scheduling? Are there workarounds to combine multiple boards or show resource allocation?
2 Answers
The Calendar view is powerful but underutilized. Here's how to maximize it: 1) Use 'Date columns' with 'Include time' enabled for precise scheduling. 2) Create a dedicated 'Team Calendar' board where each item is a team member, with subitems for their tasks, PTO, and meetings. The Calendar view can then show everyone's schedule in one view. 3) For milestone tracking, use the 'Timeline' column type - it shows as a bar on the calendar which is more visual than start/end dates. 4) The 'Filter' feature in Calendar view is crucial - create saved filter views for different perspectives (my tasks, team tasks, upcoming deadlines). 5) Pro tip: use the 'Week' view instead of 'Month' for better visibility of daily tasks, and enable 'Show weekends' if your team works weekends.
One workaround for combining multiple boards: create a 'Master Calendar' board that uses Zapier or API to pull date items from all your other boards. This gives you a unified calendar view across projects. It's extra setup but worth it for teams managing multiple concurrent projects.