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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

Para adicionar, clique no ícone + localizado na parte superior direita do quadro e selecione "mais colunas".

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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

Etapa 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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Etapa 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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Etapa 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.

 

Etapa 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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Agora teremos, ao lado de cada cupcake, o nome do cliente que o solicitou. Se voc√™ escolher mais de 1 elemento, ele mostrar√° o n√ļmero de elementos vinculados a ele. Voc√™ pode passar o mouse sobre ele para mostrar os nomes dos elementos vinculados.Frame_1.png

N√£o √© s√≥ isso! Continue lendo abaixo para descobrir mais coisas incr√≠veis!¬†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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Você pode atualizar qualquer informação sobre o cliente diretamente do quadro de cupcakes. Isso atualizará automaticamente o quadro do cliente.  

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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).

Nota: após clicar em "Desanexar link", todos os links anteriores adicionados à sua coluna serão limpos.

 

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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. 

 

 

Se voc√™ tiver alguma d√ļvida, fique √† vontade para entrar em contato com nossa equipe de sucesso do cliente pelo e-mail¬†support@monday.com. Estamos dispon√≠veis 24 horas por dia e sempre teremos o maior prazer em ajudar :)