The Updates Section is where you can communicate and collaborate with all your team members, while the Info Box collects all of the important details of your item. Every item on your board has an Updates Section and an Info Box, where you can discuss the item and upload important files and relevant information! Keep reading this article to learn about everything you can do with the Updates Section and Info Boxes!
The Updates Section
- What is it?
Updates allow you and your team to communicate social media style inside an item, keeping all the conversations about a specific task or project in the same place and in context. This section is for the dynamic communication between your team and yourself. Below is a list of all the things you can do.
- Communicate with your team
By '@mention'ing a person or, if you have created teams in your account, '@mention'ing a team, you will ensure that the right people see your update. Team members receive a notification in their notification bell when they/a team they are a part of are '@mentioned'. To @mention, simply click the "@ Mention" button, or type the "@" symbol and select a team or team member from the drop-down menu.
- Like and Reply
Team members can give your update a thumbs up, or reply with GIFs, files, emojis, and @mentions! You can see who has seen an update by hovering your mouse over the eye icon under your update.
You can find out more about communicating with your team using monday.com here.
- GIFs and Images
Add dynamic GIFs and images to your updates and update replies! Throw in some emojis to punctuate your updates with some flair!
- Upload files
You can upload documents from your computer, Google Drive, Dropbox, or Box.com into an update or reply. Just click "Add files" and select the source!
Once the file is uploaded, a large downloadable preview of the document will be shown!
- Add a checklist
You can add a checklist into an update to add another layer of information to your items! Click "Checklist" to import the checklist structure. When you've completed a task, you can click the bubble to check it off your list!
- Pinning important updates
If you need to keep one particular update at the top of your updates feed, all you need to do is pin it to the top! Once you pin the update, it will stay there, even as your team continues to add more updates to that feed. Just click the arrow at the top right corner of the update and select "Pin to top", like this:
- Bookmark a post
Like an old school thumbtack board, you can bookmark an important post to refer to frequently! Or think of it as a "favorite post." Just click the arrow at the top right corner of the update and select "Bookmark", like this:
Once you bookmark your post, you can find it in your Inbox.
- Share updates
If you want to share an update with someone who isn't a member of your account, you can send it by email! Just click the arrow at the top top right corner of the update and select "Share update", like this:
Next, just type your colleague's email address into the pop-up window and hit "Send"!
Why are some updates blue and some grey?You may have noticed that some of the update icons on your board are grey, while some appear blue!
Whenever an update is grey, it means that no one posted any new updates for more than 7 days. When your update icon is blue, it means that this item has updates that have been posted within the past 7 days. This way you can keep track of which items have recent activity, and which have been quiet lately.
- What are they?
Info Boxes are steady, rearrangeable boxes that are often used for documentation, organization, and storage certain information related to an item in an easily accessible place.
- Where can I find them?
Click on an item just as you would to open the Updates Section. At the top of the window, you will see "Info Boxes" tab next to Updates. Click the tab to open up your item's Info Boxes!
You have the choice to add notes, files, or Q&As. You can add as many boxes as you want and they will all appear here, in this window.
Click "Add a note" to create a new note box. Here, you can type anything you want, including checklists, links, and files! When you're finished, click "Save". You can always come back and edit any of your info boxes later!
- The files
Click "Add files" to create an info box holding all of the files related to your item! You can add files from your computer, Google Drive, Dropbox, or Box.com. To add additional files to the same box, click the blue "Add File" button. If you want to add a separate file box, simply click the "Add files" button at the top of your screen once more.
- The Q&A
Click "Add Q&A" to create a box holding list of questions and answers about your item! To add additional Q&As to your box, click the blue "Add Q&A" button. If you want to add a separate Q&A box, simply click the "Add Q&As" button at the top of your screen once more.
- Edit your boxes
To rename your boxes, simply hover over the name of the box until you see a pencil icon. Click the pencil and type a new name into the field!
You can collapse and expand your boxes by clicking the box's title! Rearrange them by clicking and dragging the box to its new location, as shown below:
If you ever want to delete an info box, simply click the gear icon at the bottom right corner of the box, and select "Delete".
If you have any questions, please feel free to reach out to our customer success team right here. We are available 24/7 and happy to assist :)