The basics of items

 

An item is an individual row (or line item) in a group. Your monday.com boards are made up of groups of items. The content of an item is totally up to you and will depend on what the board's plan is — 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 which 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

 

  • Lastly, 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. The following article explains this.

 

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.

BC- Delete Items.gif

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 your board even more by changing the terminology for items on your board. To do so, click on the board setting menu and select "Change item terminology". 

BC- Change Item Terminology.png

 

From here, you can customize the way items are referred to on your board according to your own workflow. For example, if you are managing a product launch on your board, you can create a custom name of "Product" to replace "Item". 

BC- Customize Item Terminology.gif

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

 

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?  Does hovering over every item become tiresome for you? You can change the item's height to ensure that you can see as little or as much of each 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 of your choice!

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. 

 

 

 


 

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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