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
To add it, click on the + icon located on the top right of your board and select "more columns".
Once in the center, search for the option "Connect boards" in the search bar shown below:
How it works
After adding the column, a screen will pop up prompting you to select which board you'd like to link it to:
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".
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.
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.
You can change this setting at any time by going to the column settings as well.
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.
Next to each cupcake, we will now have the name of the client that ordered it. If you chose more than 1 item it will show the number of items linked there. You can hover over it to show the names of the linked items.
That's not it! Keep reading below to discover more amazing stuff! 👇
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.
You can update any information about the client directly from the cupcake board. This will automatically update the client's board.
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).
If you have any further questions, feel free to reach out to our customer success team at [email protected]. We are here for you 24/7 and always happy to help :)