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Connect Boards & Mirror Columns In Monday.com | Full Tutorial | 2022

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Nick Boardman

Nick Boardman

Күн бұрын

Пікірлер: 23
@susanmenard7587
@susanmenard7587 Жыл бұрын
Spent two hours yesterday, including with Monday support, trying to understand why my Boards would not connect. They couldn't tell me. Now I know! Great job!
@LifaHustle
@LifaHustle 5 ай бұрын
Thx Mate ! I appreciate the fact that you went thru this slowly as many of the other YT tutuorals on this subject seemed to be in a Hurry to catch a BUs and raced thru ...Keep it up cheers!
@NickBoardman
@NickBoardman 5 ай бұрын
Hahahah my pleasure! 🫡
@Philr1109
@Philr1109 5 күн бұрын
Really helpful video, thanks for that. Although I do need to ask a quick question. Once the column is connected and mirrored (I'm using a similar set-up using contacts), can multiple contacts be added to the same line on a board?
@dvwoodcock
@dvwoodcock Жыл бұрын
Thank you, Nick - did the trick! 👍
@mlugin8050
@mlugin8050 6 күн бұрын
is it possible to automatically show the link to a connected lower level board in a column on the high level board?
@user-nf8mc6uv7u
@user-nf8mc6uv7u Жыл бұрын
Hi ! LOVE your videos- super helpful! Question- I want to add a contact person from one board to another. for example - on 1 board to add contact person name phone number, email etc. and for this automatically create a new contact. How do I do it? it seems the mirror is great for existing contact. Thanks!
@apexcbltd
@apexcbltd 6 ай бұрын
Hi Nick, great video. I'm managed to connect boards, and have added a mirror column to bring the email address from Contacts into the workflow board. However when create an Outlook automation using the preset Every time period if Status is X, send an email to someone, the someone selection only gives me the option to add a new column for the email address - it doesn't see the mirrored email address column. I was able to do it previously when I had a manually typed email column in the workflow, but when it uses a mirror column it seems the ability to use a mirrored email address is not there. Do you know of a workaround?
@danielahermosillo8991
@danielahermosillo8991 10 ай бұрын
Helpful, thank you!
@joepfaff1817
@joepfaff1817 9 ай бұрын
Nick, excellent step-by-step video. I have a question about the differences between VLOOKUP and Mirroring. Are there any features that Mirroring will not allow within a board that VLOOKUP provides? Can you report on Mirrored columns?
@jimclarke1104
@jimclarke1104 Жыл бұрын
Hey Nick, very handy video - cheers :-)
@bigbrowww
@bigbrowww Жыл бұрын
Hey, thanks for your video! Question - do we need to connect each item or is there a way to automatically have all of the items also new ones, connected?
@kellyarco1193
@kellyarco1193 Жыл бұрын
My question as well! Would make my life easier. :-)
@FenixTV4Me
@FenixTV4Me 11 ай бұрын
So very helpful - thank you much! Are you aware if the capability is there that when an item is created on board A and the automation is set to also create a matching item on board B - can the mirroring be included in that automation?
@tigreytigrey8537
@tigreytigrey8537 6 ай бұрын
THIS!
@austinpeters2965
@austinpeters2965 Жыл бұрын
question. can you mirror mirrored columns from another board. For instance. I have a businesses board, a projects board, and an orders board. I have the business and contact name mirrored on the projects board from the business board. I want to remirror the business and contact name form the business board that is associated with the project from the project board on my orders board. I am trying to mirror it all from the projects board to the orders board but the mirrored columns on the projects board can not be mirrored again. I am also trying to use a button to transfer to items to the orders board form the projects board. I hope this makes sense.
@maddierieger863
@maddierieger863 6 ай бұрын
Can you connect subitems? I was trying to and have not been able to. Please help.
@loripalmer2996
@loripalmer2996 Жыл бұрын
Great video- Thank you - I have one question, maybe you can help with? When I set up the connection as you explain, when data changes in one board will it change in the other board it is connected with? I am connecting boards named "contacts" and "accounts" and want the info to be two way. If that makes sense. Thanks!
@NickBoardman
@NickBoardman Жыл бұрын
Hi Lori, thanks for the kind comment, I am glad the video helped! Yes the data will update, I believe I explained this a little further on in the video.
@ruralacres
@ruralacres Жыл бұрын
@@NickBoardman Is there a way to set it up to where it doesnt change your original board / template?
@NicholsHomeTeam
@NicholsHomeTeam Жыл бұрын
any tips on how to duplicate a folder of connected boards?
@NickBoardman
@NickBoardman Жыл бұрын
Hi Shaun, you could export and reimport with all the connections. I hope this helps!
@NicholsHomeTeam
@NicholsHomeTeam Жыл бұрын
@@NickBoardman It does thank you!
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