Getting Started

Accessing the Board to Presentation Application

The Board to Presentation app offers three convenient ways to access the app, tailored to suit your workflow. The first two options Board View and Board Group Menu differ primarily in the size of the modal window. The third option, Board Multi-Item Menu, is ideal for exporting specific board items by selecting multiple items.

---

Board View & Board Group Menu

Board View

Access the Board View by following these steps:

1. Click the + icon on your board.
2. Hover over Apps and select Board to Presentation.

Board Group Menu

To use the Board Group Menu:

1. Click the ... icon on a group of items.
2. Hover over Apps
3. Select Board to Presentation.

---

Board Multi-Item Menu

The Board Multi-Item Menu is designed for exporting data from selected items:

1. Select multiple items on your board.
2. Hower over Apps
3. Select Board to Presentation.

---

With these options, you can access Board to Presentation in the way that best fits your needs and start turning your board data into presentations with ease!

---

Home page

The Home page serves as the central hub for managing your saved presentation templates, allowing you to create presentations from your saved templates quickly and efficiently. Here's what you can do with your templates:

• Generate Presentation: Instantly generate a presentation using the selected template.
• Edit: Modify the presentation template to suit your current needs.
• Delete: Remove a presentation template you no longer need.

Additionally, you can create a new presentation from scratch by clicking the Create New Presentation button.

---

Presentation page

The Presentation page is where you bring your ideas to life by designing slides that feature tables, charts, and graphs. Here's how it works:

1. Start with a Slide: Begin by selecting a slide type, such as a table, chart or graph, for your first slide.
2. Configure Your Slide: Specify the board groups and columns from which data should be visualized.
3. Add More Slides: Add additional slides by clicking the + icon at the bottom-left corner and selecting the desired slide type.

Navigating and Editing Slides

• Switch Slides: Use the left-side panel to navigate between slides by clicking on them.
• Slide Options: Right-click on a slide to cut, move, or add a new slide after it.

Finalizing Your Presentation

• Generate Export: Once your slides are ready, click the Generate Export button to create the presentation.
• Save as Template: Save your setup as a template by clicking the Save Template button. This template will be available on the Home page for future use.

---

Slides types

There are currently 8 unique slide types available, each with its own configuration form. These slide types offer flexibility and customization for various data visualization needs. For more details on each slide type, visit the Slide Types pages.

---

Board column support

The Board to Presentation app supports exporting data from a wide range of column types in monday.com, but there are some limitations to keep in mind.

Column Type	Table	Pie/Bar/Line/Column x-axis Stacked by	Pie/Bar/Line/Column y-axis	Bubble x-axis	Bubble y-axis
Group name	✅	✅	❌	❌	❌
Item name	✅	✅	❌	❌	❌
Subtasks	❌	❌	❌	❌	❌
Status	✅	✅	❌	❌	❌
People	✅	✅	❌	❌	❌
Doc	✅	❌	❌	❌	❌
Numbers	✅	✅	✅	✅	✅
Timeline	✅	❌	❌	❌	❌
Date	✅	✅	❌	❌	❌
Text	✅	✅	❌	❌	❌
Long text	✅	✅	❌	❌	❌
Board relation	❌	❌	❌	❌	❌
Mirror	✅*	❌	❌	❌	❌
Checkbox	✅	✅	❌	❌	❌
Link	✅	❌	❌	❌	❌
World clock	✅	❌	❌	❌	❌
Item id	✅	❌	❌	❌	❌
Phone	✅	❌	❌	❌	❌
Location	✅	❌	❌	❌	❌
File	✅	❌	❌	❌	❌
Tags	✅	✅	❌	❌	❌
Vote	✅	✅	✅	✅	✅
Rating	✅	✅	✅	✅	✅
Creation log	✅	✅	❌	❌	❌
Auto number	❌	❌	❌	❌	❌
Progress	✅	❌	❌	❌	❌
Button	❌	❌	❌	❌	❌
Dependency	❌	❌	❌	❌	❌
Dropdown	✅	✅	❌	❌	❌
Week	✅	❌	❌	❌	❌
Formula	❌	❌	❌	❌	❌
Country	✅	✅	❌	❌	❌
Color picker	✅	❌	❌	❌	❌
Time tracking	✅	❌	✅	❌	✅
Hour	✅	❌	❌	❌	❌
Email	✅	❌	❌	❌	❌

* Mirror column currently only works on the first level. For example, you cannot export a Mirror Column from "board 2" if it mirrors a column from "board 3."