2 min read
Feature
Visualize all of your items' information in one central place within an item's Updates Section with the Item Card! This awesome feature gathers data from your item's columns and displays it in the form of a card, saving you time and giving you visibility into all of the relevant data about your item.
Set up the Item Card
You will find the Item Card in the Item View Center. To get there, open up the Updates Section for any item and click on "Add View". Locate the Item Card within the Item Views Center and select "Add to item" to get started.
Once you've added the Item Card to your item, it will appear as a new tab in your Updates Section.
Customize the Item Card
The Item Card can be fully customized to display the exact item information that you need! To open up the Item Card settings, click on the three-dot menu located on the upper right of the card and select settings.
Once in the Item Card settings, you will see a list of the columns on your board. Tick the boxes to display the columns you'd like on the card, or untick the box to remove a given column.
Add additional widgets
Similar to adding widgets to your Dashboards and Board Views, the Item Card gathers data from your columns, connected items, and the Emails & Activities app to display your data in a simple yet robust card view. You can add multiple widgets on the item level, ensuring that all relevant information is easily accessible in one centralized location. This provides a customizable view tailored to your workflow needs.
If you click on the blue "Add widget" button, followed by the "More widgets" button at the bottom of the pop-up menu, you will see a list of widget options currently available. Click on the name of the widget you would like to use, and a dynamic widget block will be added to your Item Card.
Available widget types
Using the wide variety of available widgets on an item level can be very beneficial for gaining deeper insights into specific tasks or projects. This includes working across high-level and low-level boards, reporting on connected epics in monday Dev, or pulling connected account data on a CRM contact board. It allows for granular reporting and real-time visibility without losing context!
Two types of widgets can be added to your Item Card: one type pulls information from the columns on your board to display in the widget, and the second type is dependent on linked items from the Connect Boards Column.
- Column-based widgets
1. Information
The information widget is the core of the Item Card. This is the default widget that loads when you add the Item Card. With this widget, you can view all of the columns on your board at a glance.
2. Connected boards
If you have a Connect Boards column on your board, you can add a Connect Boards Widget to view the items connected from other boards. When you add this widget, it will say "No connected boards were chosen". To choose a connected board, click on the three-dot menu at the top right corner of the widget and select "Settings", and tick the box next to the board(s) you want to display.
The Connected Boards widget has a limit of 100 connected items that can be returned.
3. Subitems
Add this widget to view the item's subitems on the Item Card. You can also edit the information in your subitems' columns using this widget.
4. Emails & Activities
If you haven't discovered it yet, the Emails & Activities app is a powerful way to manage all of your CRM activities and communication in one place. If you add the widget to your board, you won't need to switch tabs to use the app.
5. Git UI
Available only on the monday dev product, the GitHub UI app allows you to preview data from your GitHub repositories and show all of your GitHub branches, commits, pull requests, and the CI/CD status for every one of your development tasks, right in your Item Card!
6. Updates
You can add an Updates widget to your Item Card to see all the updates attached to that item, alongside your other information from the item, keeping all the necessary information in one place.
- Linked items widgets
The majority of the item-level widgets depend on the Connect Boards Column on your board to pull and display data from connected items. These widgets function to show multiple data points from items that exist in other boards, giving you a clear overview of a wide variety of information.
To set up a widget with items from your connected boards column, select the widget from the list of available widgets and click on the three dots in the top right-hand corner, followed by "Settings."
From within the widget settings, you can select which Connect Boards Column to use on your board. The connected items in that column will then be used as the data to populate your widget.
Organize your widgets
The structure of your Item Card is entirely flexible! To adjust the size of any widget on your item card, simply hover over it and then use the blue dot in the lower right corner to adjust its size. You can also arrange the widgets in any way that suits you! Hover over the widget and select the handlebar in the top left corner to drag the widget to a new position in the card.
The widgets you add and how you arrange them will apply to every Item Card on the board.
Voilà! We hope you feel empowered by your custom Item Card. 🎉
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.