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Connect boards column (Previously Link to item column)

The Connect boards column allows you to easily link a column to the items of another board. Keep reading to learn how it works! 👇

How to add it

Klicke zum Hinzufügen auf das +-Symbol oben rechts auf deinem Board und wähle „Weitere Spalten” aus.

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Once in the center, search for the option "Connect boards" in the search bar shown below:

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How it works

Schritt 1

After adding the column, a screen will pop up prompting you to select which board you'd like to link it to:

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Schritt 2

Select the board you would like to connect with your column. In my example, I want to connect the board "cupcakes" with the board "clients".

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 Step 3

After selecting the board, you'll have the option to create a "Connect boards" column on the connected board as well, to allow for bidirectional linkage. If you choose this option, the links to the connected board will automatically be populated. No need to flip back and forth between the boards to make sure they're manually synced! Changes made on one board, will be reflected onto the connected board as well.

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Schritt 4

Then, you'll need to select whether you'd like to link to multiple items or if you want to prevent this option simply uncheck the box as seen below.

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You can change this setting at any time by going to the column settings as well.

 

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Once connected, clicking inside any cell in the column will reveal the items from the other board (clients board). Pick the item(s) you want to connect to from the other board. For example, I want to connect the Velvet Cupcake to Client 1 and Client 2. 

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Neben jedem Cupcake sehen wir jetzt den Namen des Kunden, der in bestellt hat. Wenn du mehr als 1 Element auswählst, wird hier die Anzahl der verbundenen Elemente angezeigt. Du kannst den Mauszeiger darüber halten, um die Namen der verbundenen Elemente anzuzeigen.Frame_1.png

Aber das war noch nicht alles! Lies weiter, um noch mehr Beeindruckendes zu entdecken! 👇 

 

The pop-up view

Once you have connected the items between the 2 boards, you will be able to view details of your connected items directly from the board you're currently in. To do so, hover over the right of the cell and click "Open View". It will open a card showing all of the information for that item from the linked board. 

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Du kannst alle Informationen über den Kunden direkt im Cupcake-Board aktualisieren. Dadurch wird das Board des Kunden automatisch aktualisiert.  

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How to unlink a board

Click on the arrow located on the right of your column's title and select column settings. Once done, click on the cross (X) to remove the board(s).

Hinweis: Nachdem du auf „Link löschen” geklickt hast, werden alle zuvor in deiner Spalte hinzugefügten Links gelöscht.

 

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Tip: Take your workflow one step further by mirroring specific information from one board to another using the Mirror column. To learn more, check this out

 

 

Wenn du weitere Fragen hast, wende dich einfach an unser Kundenerfolgsteam unter [email protected]. Wir sind 24/7 für dich da und helfen immer gerne :)