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Connect boards column (Previously Link to item column)

The Connect boards column allows you to easily link a column to the items of another board. Keep reading to learn how it works! ūüĎá

How to add it

Pour l'ajouter, cliquez sur l'ic√īne + situ√©e en haut √† droite de votre tableau et s√©lectionnez ¬ę¬†plus de colonnes.¬†¬Ľ

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Once in the center, search for the option "Connect boards" in the search bar shown below:

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How it works

√Čtape 1

After adding the column, a screen will pop up prompting you to select which board you'd like to link it to:

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√Čtape 2

Select the board you would like to connect with your column. In my example, I want to connect the board "cupcakes" with the board "clients".

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 Step 3

After selecting the board, you'll have the option to create a "Connect boards" column on the connected board as well, to allow for bidirectional linkage. If you choose this option, the links to the connected board will automatically be populated. No need to flip back and forth between the boards to make sure they're manually synced! Changes made on one board, will be reflected onto the connected board as well.

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√Čtape 4

Then, you'll need to select whether you'd like to link to multiple items or if you want to prevent this option simply uncheck the box as seen below.

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You can change this setting at any time by going to the column settings as well.

 

√Čtape 5

Once connected, clicking inside any cell in the column will reveal the items from the other board (clients board). Pick the item(s) you want to connect to from the other board. For example, I want to connect the Velvet Cupcake to Client 1 and Client 2. 

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√Ä c√īt√© de chaque petit g√Ęteau, nous aurons d√©sormais le nom du client qui l'a command√©. Si vous avez choisi plus d'un √©l√©ment, il affichera le nombre de lien des √©l√©ments. Vous pouvez passer le curseur par-dessus pour afficher les noms des lien des √©l√©ments.Frame_1.png

Ce n'est pas tout¬†! Poursuivez votre lecture ci-dessous pour d√©couvrir d'autres choses √©tonnantes!¬†ūüĎᬆ

 

The pop-up view

Once you have connected the items between the 2 boards, you will be able to view details of your connected items directly from the board you're currently in. To do so, hover over the right of the cell and click "Open View". It will open a card showing all of the information for that item from the linked board. 

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Vous pouvez mettre √† jour toutes les informations concernant le client directement √† partir du tableau des petits g√Ęteaux. Cela mettra automatiquement √† jour le tableau du client.¬† 

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How to unlink a board

Click on the arrow located on the right of your column's title and select column settings. Once done, click on the cross (X) to remove the board(s).

Remarque¬†: une fois que vous aurez cliqu√© sur ¬ę¬†d√©faire le lien¬†¬Ľ, tous les liens pr√©c√©dents ajout√©s dans votre colonne seront effac√©s.

 

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Tip: Take your workflow one step further by mirroring specific information from one board to another using the Mirror column. To learn more, check this out. 

 

 

Si vous avez d'autres questions, n'hésitez pas à contacter notre équipe de service client à support@monday.com. . Nous sommes là pour vous 24 heures sur 24 et 7 jours sur 7 et sommes toujours heureux de vous aider :)