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Stay up to date with your boards

If you're finding it tough to keep up with the constant changes in your boards, then you're not alone! We want to show you a few solutions to help you stay on top of all of the changes in your most important boards! 

 

Board Highlights

At our fast-paced bakery, "Beverly's Bakery", we have to stay on top of all of our fresh pastries so that we never run out! To make sure we always have enough baked goods, we keep a board to track the bake and stock status of each product we sell. 

 

 

Our managers need to stay in the loop to better understand how to manage shifts, ingredient orders, and financials. They need to know which status have been changed, and how many pieces have been inputted in the Numbers Column to be baked in the next batch!

Board highlights show us all of the changes that have been made to our board since the last time we viewed the board! Changes that appear can be those made by other team members or by automations! 

 

Note:  You won't see changes that you yourself made to your boards, you will only see changes that others made. 

 

At the top of your board, below the board's name, you will see the number of changes recently made in green print, like this:

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All new changes to the cells in your columns will be highlighted in green to draw your attention! For example, the feedback rating for our Peanut Biscuits has recently changed to 5 stars! This means that this cell in our Rating Column is highlighted in green so that we know to start making more pieces in each batch! We can also see that out Vanilla Macarons have recently been updated as "Freshly Baked" and "Fully Stocked" because they are outlined in green, so we know we're good to go with those. 

You can choose to hide or show the highlights on your board by clicking "hide highlights" while they appear on your board, or "show highlights" if you've hidden them. 

 

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Note:  By clicking "hide highlights", you will hide the green highlights on the changed cells, but you will still see the number of new changes at the top of your board.  

 

Activate Board Highlights

Board highlights are currently released as an A/B test! If you would like to activate this feature on your account, just click your profile picture and select "monday labs":

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Next, scroll through our test features until you reach "Highlight new board changes" and click "Activate"!

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Daily Updates

While our managers are hands-on and like to check in on our boards regularly, Beverly, the baker's owner, doesn't have the time to log in to our bakery boards often. Instead, she opts for an email with daily updates! Every day, she received an email with all of the updates from her Beverly's Bakery board from the previous day. 

 

Note:  The Daily Updates email includes updates from only one board. You can turn this notification on for as many boards as you like, but the emails will be sent separately (one per board). If you want to receive more general emails regarding more boards or actions in your account, take a look at this article

 

To activate Daily Updates emails on your board, click the 3 dot menu at to top right corner of your boards. Select "Board settings" and then "Email preferences". 

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Within the pop-up window, you can select "Yes, send me daily updates" or "No thanks":

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If you select "Yes", you will receive a daily email from the board's unique email address. This email address can be edited so that it's easier for you to recognize! Just click on the pencil icon and type a new name in the text box, like this:

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There we go! Our new email address is the name of our board, so our Daily Updates emails will be much easier to recognize in our email inbox. 

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Activity Log 

Sometimes our managers want to learn more details about the changes on our boards. For example, they want to know who put the last batch in the oven, or if the feedback rating has gone up or down. In these cases, we'll check our Activity Log! 

To get there, simply click the "Activities" button at the top right corner of your board:

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Now, your Activity Log will open on half your screen! Here, you can filter or search your log by something specific, or just scroll through! You will see all of the changes made to your board, exactly when, and by whom! 

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Check out this article to learn more!

 

 

 

 

If you have any further questions, please feel free to reach out to our Customer Success Team any time! We are here 24/7 and happy to help :)