Do you have certain information that you need to see on several different boards? Rather than copying the same information manually into every single board and then running around to update each one, you can just 'mirror' the information! The Mirror Column will display information from one board in as many other boards as you want! Let's check out how you can add it and use it with your mobile app!
How to add the Mirror Column
Here, at Florence Florist, we have a "Stock & Orders" board, where we track how many flowers we have in stock, what the status of the stock is, when we last ordered the flower, when we have to order next, and the supplier's name and phone number. We keep all of our open projects together on another board, where each item is a flower that will be used in a project so we can track everything we have to prepare in the coming months. We can record the number of each flower needed, the price per unit of each flower, and calculate the total cost per flower type.
In order to make sure we have enough flowers in stock for each project, we need to see the stock of each flower, as well as the stock status on the "Projects" board as well as on the "Stock & Orders" board. To achieve this without having to copy and update information on two different boards consecutively, we'll add the Mirror Column!
From your browser, add the Mirror Column and the Link to Item Column following the quick steps in this article!
Set up your mirrored items
In order for the Mirror Column to show the correct values from our second board, we have to connect all of the items in our "Project" board to the corresponding items in our "Stock & Orders" board and then choose which column's we'd like to mirror! Let's do this in two steps from our browser:
Step 1
First, we can click each cell in the Link to Item Column on our "Projects" board to choose which item they connect to. In this case, we want to match each flower in our "Projects" board to the same flower in our "Stock & Orders" board!
Step 2
The next step is to click any cell in the Mirror Column on our "Projects" board to choose which column from our "Stock & Orders" board we'd like to appear here! We'll click the drop-down menu in the pop-up window to choose any of the columns in our board!
Once we've chosen a column, we can customize it further by choosing what the column summary will reflect! For example, below, we've selected our "Stock" Numbers Column, and then we chose to calculate the sum of the numbers in the column in our column summary when more than one item is linked!
To show you another example, we've added a second Mirror Column, connected to the same items on the same "Stock & Orders" board. This time, we've mirrored our board's stock "Status" Column, and chosen to show a summary of all the labels in our column as our column summary when more than one item is linked.
Edit and customize the column
From our browser, we've linked the "Stock & Orders" board to our "Projects" board and mirrored a Numbers Column and a Status Column. Let's see how they look here in our mobile app! You can see the two Mirror Columns below with the Link to Item Column between them in this image:
Let's see what kind of edits and customization we can do from our app!
- Change column values
From our mobile app, we can change any values in our mirrored columns! We just have to click the cell, and make the change! In our Status Column, for example, we can select a new label, or even add and edit labels! Any change we make in a mirrored column will be made simultaneously in its original board! For example, if we change this item's status from "Fully Stocked" to "Running Low" in our "Projects" board, we will see this change in our "Stock & Orders" board as well!
- View a linked item
If we click any cell in our Link to Item Column, we can click "View Item" to open up the item's information in full screen! This is really useful if we want to see more details than the ones mirrored in our Mirror Columns.
- Additional actions
By clicking the Mirror Column's title, we can do a variety of actions from the column's settings menu! From here, we can collapse or delete the column, sort the items in the column from A-Z or Z-A, edit the column's name, or add a column description!
Which columns are supported on the mobile app?
We are still working hard to develop the Mirror Column on the mobile app to give it the full capabilities available from your browser, so in the meantime, we want to clarify which columns are view only and which items can be edited from both your iOS and your Android app!
iOS
1. View only
- Formula Column
- Tags Column
- Files Column
2. Edit from app
- Numbers Column
- Status Column
- Date Column
- Timeline Column
- People Column
- Phone Column
- Email Column
- Text Column
Android
1. View only
- Status Column
- Files Column - you can see that there are mirrored files, but cannot view the files
- Formula Column
- Date Column
- Timeline Column
- Tags Column
- People Column
- Phone Column - you can view and edit the number, but cannot click to dial
- Email Column - you can view the email but can not click on it to write a new email
- Text Column
2. Edit from app
- Numbers Column
If you have any questions, please reach out to our team right here. We're available 24/7 and happy to help.
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