The Lookup Column works together with the Link to Pulse column to allow you to see and edit information on other boards. This means that you can easily view data from one board in another board! Not only that, but you can edit the information in either board and the changes will be reflected in both boards.
How to add it?
To add it, open the Columns Center and search for The LookUp Column:
How does it work?
Step 1: Add a link to pulse column
The link to pulse column allows you to easily link a column to the pulses of another board. This is the first step you need to complete in order to set up your lookup column. To read more about our link to pulse column click right here.
You will find the link to pulse column in our column center as below:
Step 2: Add the LookUp column
Once your link to pulse set up, you can add the LookUp Column to your board from the Column Center.
Step 3: Set it up
Once added, click on the arrow located on the top right of your Lookup column's title and select "column settings".
Choose which column from the linked board you would like to be synchronized with your current board. The relation column is the pulse name in the Linked Board, Display column is the column title of the column you will view in the LookUp Column.
View and edit data from a linked board. No matter which board you change the data in, the changes will be reflected in both boards!
When should I use the lookup column?
Like all things on our platform, you can use the LookUp column in whatever way meets your needs, however, we do have a few suggestions if you want to hear them 🙃
Use Case #1: High-Level and Low-Level Boards
Let's say I wanted to create a High-Level board that would display data from a Low-Level board. I could create a LookUp column in the High-Level board and Link it to a pulse in the Low-Level board. Now we can see the progress bar from the low-level board in my project overview board:
You can even set up multiple LookUp Columns for the same Link to Pulse column, as we have done above, so that you can see both the progress bar and the due date of the pulses on another board. Then you can go ahead and edit those cells from the board that you are in!
Updated tasks and projects in low-level boards will automatically be updated in the high-level board!
Use Case #2: Using monday as an ATS or CRM
Using monday.com as your ATS or CRM and linking client/candidate/customer data to another board. If using monday as an ATS, can link your candidate board with the job board and/or the job board with the candidate board.
If you have any further questions, feel free to reach out to our customer success team at email@example.com. We are here for you 24/7 and always happy to help :)