The basics of items

 

An item refers to an individual row (or line item) within a group. Your monday.com boards are made up of groups of items. The content of an item is entirely up to you and will depend on the board's plan. They can represent anything from a list of projects to weekly tasks, clients, locations, or anything else, depending on your workflow.

 

How to add an item

There are several different ways to add a new item to your board! Let's check them out below.

  • You can add a new item to the bottom of a group by clicking into the box that says "+ Add", typing out the name of the item, and then pressing Enter on your keyboard.

BC- Add New Item in Group.gif

 

  • Another way to add an item is to click the blue "New Item" button at the top of your board. Creating an item this way will add it to the top of your first group.

BC- Add New Item from Button.gif

 

  • You can also click on the three-dot menu to the left of an item and select "Create new item below".

BC- Add New Item from Three-Dots.gif

 

Note: Every plan type limits the number of items per board to 10,000, except ENT accounts which support 100,000 items. The following article explains this. While currently in Beta, CRM Enterprise users can have up to 1M items per board.

 

  • Lastly, you can choose to create all new items via an Item Card. This is useful for boards that contain many columns, ensuring you don't need to scroll across the board to fill in all the information for an item!

BC- Create Item Via Item Card.gif

 

To set this feature up on your board, click on the three dots in the top right corner of your board, hover over settings, and select "Enable item creation by card". BC- Create Item Via Item Card.png

 

Duplicating an item

To duplicate an item on your board, click the three-dot menu on the left of the item, select "Duplicate," and choose whether you'd like to duplicate it with or without its updates

BC- Duplicate Item.png

You can also duplicate an item by ticking the box to the left of the item name and clicking on "Duplicate" in the bottom pane that appears.

 

Tip: Try using batch actions to perform actions on multiple items at once!

 

Deleting an item

To delete an item, you can also click on the item menu and select "Delete" or tick the box to the left of an item and click on "Delete" in the bottom pane that appears.

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If you have accidentally deleted an item, don't worry! You can restore the item within 30 days from the Recycle BinYou can also archive an item instead of deleting it, in case you would like to restore it at any point. 

 

Editing an item

You can edit the name of an item (task or project) at any time. Simply hover over the item name, click on it, and edit as you wish!

BC- Edit an Item.gif

 

Customize item terminology

You can customize the way items are referred to on your board according to your own workflow by changing the terminology for items. To do so, either click on the "Item" column name and enter a new terminology, or click on the board setting menu and select "Change item terminology". 

BC- Change Item Terminology New (1).gif

 

For example, if you are managing a library on your board, you can create a custom name, such as "book," to replace the default name "item." You will then see the option to add "New book" or create a "New group of books" on your board. 

BC- Item Terminology Single vs Plural.png

Et voilà! Now, instead of "item", each row on your board will be referred to as "books". 🎉

 

Note: Customizing the item terminology does not support the use of upper-case letters. 

 

Setting a default value for your item

You can quickly and easily set up default values for all items on your board by going to the board's toolbar, clicking on the three-dot menu, and selecting "Item default values" as below:  

BC- Default Item Value.png

 

Next, you will be able to define what values you would like to set as defaults and for which columns.

BC- Set Up Item Default Value.gif

The values that you set here will now apply to the specified column(s) every time you create a new item on your board!

 

Changing the height of your item

Do you have long item names that make it difficult to see what's written at a glance? You can adjust the item's height or choose wrap-text for the item name, to see the item as you want! 

To change the item height, go to the board header, click on the three-dot menu, and select "Item height." Then just select the height you prefer!

BC- Item Height.gif

 

Note: When changing the item height on a board, it affects that team member only— all other team members will see the default single height. 

 

You can also wrap text in your item name column to ensure it is visible. Click on the three dots in the top right corner of your item name column, and choose Wrap text. Your item name will then appear with the text wrapped in the item cell.

  
 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

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