What can we help you with?

The Mirror Column

The Mirror Column works together with the Link to Item 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 Mirror Column:

center.png

In order for the Mirror Column to work it needs to be connected to a Link to Item column. As a result, there are two ways to add the mirror column to your board:

  1. This first method is to add a mirror column before adding a link to item column.
  2. The second method is when you already have a link to item column in the board and you would like to add a mirror column afterwards to display a column from that board. 

 

Method 1 - Adding a Mirror Column First

  • Add a Mirror Column

Add a mirror column from the column center as explained above.

 

  • Link the Mirror Column to another board:

In order to setup the mirror column you need to first set up a connection between that column and another board. The way to do that is to connect the column to an existing link to item column or a new link to item column.

The link to item column allows you to easily link a column to the items of another board and the mirror column will allow you to display columns from that item.

When you have no existing link to item columns in the board you can click on "Create a New Link" and a link to item column will be added to your board.

mirror.png 

  • Set up the Link to Item column connection

Once added, click on "Select a board" and choose a board from the list of boards in your account:

112.png

 

  • Add Mirror Columns

Click on +Mirror Columns to choose which columns from the linked board to display and they will all be added to the board:

mirr.png

 

 

Method 2 - Adding a Mirror Column and Linking to an existing Link to Item Column

  • Add a Mirror Column

Add a mirror column from the column center as explained above.

 

  • Link to an existing Link to Item column or add a new one

Link the column to an existing link to item column or add a new one: 

nkded.png

  

  • Choose which column you would like to mirror

 tye.png

You are all set! Enjoy :-)

 

When should I use the mirror column?

Like all things on our platform, you can use the mirror column in whatever way meets your needs, however, we do have a few suggestions if you want to hear them. Below we have a use case for an animal shelter that has multiple boards and projects including their volunteer applications, current volunteers, budget and weekly tasks. 🙃 

 

  • 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 Mirror column in the High-Level board (Total Hours Volunteered) and Link it to item in the Low-Level board (Weekly Tasks). Now we can bring time tracking from the Weekly Tasks board to our total hours volunteered. 

ani.png

You can even set up multiple Mirror Columns for the same Link to Item column, as we have done above, so that you can see both the volunteer assigned and the total time worked for the items on another board. Then you can go ahead and edit those cells from whichever board you are in!  

Updated tasks and time tracking in low-level boards will automatically be updated in the high-level board!  

 

  • Use Case #2: Using monday as an ATS (Applicant Tracking System)

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 application board with the volunteer board. In this case, the animal shelter has an Application board and a Current Volunteer board. In the Application volunteers need to share how many hours they are available per week. By using the Link to Item and Mirror column I can add this information to the Current Volunteers board. 

ani2.png

In the case that Emily can volunteer more than 3 hours per week, she can make the update on one board and it will automatically change on both boards!

 

Connecting multiple items into one item

The roll-ups allow you to aggregate data mirrored from another board. This feature is an amazing addition to the Mirror column settings. Let's discover all the cool stuff we can do with it!

 

  • Display the overall progress 

Let's say we are managing events for monday.com. The high level board is a quick summary of the different types of events across each quarter. 

high.png

The Low level board is a breakdown of all the events occurring during the year per type of events. 

low.png

 

With the roll-ups, we can visually display the % of completed events. Click on the column settings of your mirror column and pick the type of column you'd like to mirror. In this case - the event status from our low level board. 

statys.png

You can select if you'd like to show all status labels or only what's done. Next, select the linked items from your board and you are all set!

GIF.gif

 

  • Display the overall budget

In the same example, let's say we now want to see the total budget spent per type of events in our events overview board. In the mirror column settings, we will pick the column budget from our low level board. Since we want to see the total budget, we will display the result as a sum. 

budget.png Next, we will select the relevant events from the low level board. And we are all set!

newge.gif

 

 

Using mirror columns to optimize your workflow

Mirror columns are an excellent way to link information from one board to another. Not only, can you update information in one board and have it automatically update information in another, but it can also help to add more visibility between departments in your organization. 

If you have any further questions or suggestions on how you use the mirror column to optimize your workflow, 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 :)