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The Item Card

 

Say goodbye to endless scrolling to find what you're looking for! No more switching tabs in The Updates Section to get to what you need! With the Item Card, you can now visualize all of your item's information in one central place. This awesome feature works by gathering data from your item's columns and the Email & Activities app and displaying it in the form of a card. In one glance, it will save you time and give you visibility into all of the relevant data about your item. Keep reading to learn more!

 

Set up the Item Card

You will find the Item Card in the Item View Center. To get there, open The Updates Section for any item and click on "Add View":

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You can search or scroll to locate "Item Card" in the Item Views Center. Select "Add to board" to get started: 

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The Item Card will appear as a new tab in your Updates Section:

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Now you're ready to customize your Item Card! 🎉

 

Add widgets

The Item Card works by gathering the data from your columns and the Emails & Activities app and displaying it in a simple, yet beautiful card view. You can add different components to the Item Card by adding widgets. There are a variety of widgets to choose from.

If you click on the blue "Add widget" button, you will see a list of widget options currently available to you:

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Click on the name of the widget you would like to use and a dynamic widget block will be added to your Item Card. For more information on what widgets are available and how they can support your work, read on!

 

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. You can also easily change or adjust the information in any column.

You can customize which columns you'd like to display on your card through the widget settings. To access these settings, click on the three-dot menu in the top right corner of your widget. Select "Settings":

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In the Settings, you will see a list of the columns on your board. Tick a box to display that column in your widget:

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2. Text

With this option, you can add a widget that shows all of the text fields on your item.

To choose the columns displayed in this widget, click on the eye icon in the top right corner of the widget. Tick the boxes for the columns you would like to display:

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You can adjust the size of the box displaying your text by dragging the lower right corner of the widget:

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3. Connected boards

If you have a Connect Boards column, you can add a 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":

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In the Settings menu, you will see the selected boards available to display in your widget. Tick the box to the left of your chosen board to display the connected information:

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Exit the Settings to return to your Item Card. You'll see your connected board's information on display in the widget. You can choose which columns are displayed in this widget by clicking on the eye icon in the top right corner of the widget. If a column name is greyed out in the list, editing visibility of that column is not supported:

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4. Subitems

Add this widget to view the item's subitems on the Item Card. You can edit the information in your subitems' columns using this widget.

 

5. 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.

If you would like to learn more about how to use the Emails & Activities app, check out the Emails & Activities on monday.com article.

 

Organize your widgets

The structure of your Item Card is entirely flexible! You can use the blue dot in the lower right corner of the widget to adjust the size:

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And you can 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.

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The widgets you add and how you arrange them will apply to every Item Card on the board. 

Next steps

For now, the order of the columns within a widget will reflect the order of the columns on your board. While it currently is not possible to rearrange the columns within a widget, we are working to make this possible. Stay tuned! 📺

 

Item Card settings

The Item Card has a few settings for further customization. To open the Item Card settings, hover over the Item Card tab and click on the three-dot menu to the right of the tab's name.

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1. Add to my favorites

If you add the Item Card to your favorites, it will be the second tab in your Updates Section. The first tab will be for your item updates.

2. Rename

Select this option to rename your Item Card. This will change the name on the card's tab in the item's Updates Section.

3. Delete

If you wish to completely remove the Item Card from your board, choose "Delete" from the menu options. If you choose to delete your Item Card, all of the card settings will be deleted. If you choose to add the Item Card again in the future, you will need to rebuild it from scratch.

4. Set as board default

Once you have your Item Card set up and customized, you won't be able to work without it! You can set your Item Card as the default view so that it's always right at your fingertips. This means that whenever you open The Updates Section of your item, the Item Card will be the first tab that you see.

 

Give feedback

We're always looking for ways to improve our features so that they better serve you and the incredible work you do. You can give us feedback at any time! Just click on the "Give feedback" button in your Item Card to send us your thoughts:

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Voilà! We hope you feel empowered by your custom Item Card. 🎉 

 

 

If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!