4, September, 2024
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How to Connect Boards in Monday CRM
Biography
Anna Rodriguez is a CRM consultant with 4 years of experience in helping businesses across various industries select, implement, and manage their CRM systems. She is skilled in CRM system customization, data migration, and user adoption strategies. Anna is passionate about helping businesses unlock the full potential of their CRM systems and fostering a customer-centric culture within organizations. She constantly keeps on top of the newest industry trends and holds a Bachelor's degree in Information Technology.
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Biography
David Lee brings over 3 years of CRM experience to the table, with a proven track record of success in helping businesses leverage technology to achieve their customer relationship goals. He is a data-driven CRM strategist with a keen understanding of how to utilize CRM systems to gain actionable customer insights and personalize customer interactions. David is a regular contributor to industry publications and frequently speaks at CRM conferences, sharing his knowledge and best practices with the CRM community. He holds a Master's degree in Business Administration (MBA) with a specialization in Marketing.
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Latest Update:
Aug 22, 2024, 9:02 am
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Quick introduction:
Monday CRM’s Connect Boards column feature allows you to connect multiple boards. You must have a paid subscription to add a Connect Boards column to your Monday account. The process is quite straightforward and will only take a few minutes.
This article gives you access to the complete process of adding the Connect Boards column to your Monday account. Before you start the process, make sure to log in to the paid subscription. For effective management, connect one board at a time.
Steps to Connect Boards in Monday CRM
Step 1
Log in to your account and select the Workspace where you want to use the Monday.com Connect Boards feature.
Step 2
Open the Kanban board view and click on the ‘Add to Board’ button displayed on the top right corner of the screen.
Step 3
Next, click on ‘Column’ to view the ‘Column Center’ and then click ‘Add to Board’ associated with Connect Boards.
Step 4
- The ‘Choose boards to connect’ pop-up will appear.
- Select the name of the board you want to connect and then click the ‘Connect boards’ button.
Step 6
- A window will appear stating ‘Board connected successfully’.
- Click the ‘Create a mirror column’ button. It will add items from multiple boards in a single column.
- If you do not want to bring your items and links together, select the ‘I’ll do it later’ option.
Step 7
- If you select the mirror column option, you will view a pop-up saying ‘Mirror data from the “Single Project” column.
- Now, you can add items from the connected board to the new column.
Tips & Tricks
Here are some simple tips to keep in mind when adding the current board. By following these tips, you’ll be able to use the platform’s features efficiently while maximizing the utility of your team’s workflow.
1. Understand Your Needs
Before you configure the Connect Boards feature, think about what you need them for – streamline communication, track progress, or organize tasks. Choose any one board to connect.
Knowing your goals will help you set up another board effectively.
2. Start Small
Begin with a few basic boards to get the hang of things. Don’t overwhelm yourself by trying to create too many boards at once.
You can always add more boards later or manage interrelated boards as your needs evolve.
3. Choose Appropriate Templates
The task management platform offers various templates for different purposes, such as project management, sales tracking, and customer support.
You can pick a template that aligns with your goals to save time and effort.
4. Customize Connect Boards Column
Tailor the columns or manage linked items in your Connect Boards to match your task operations. Add or remove columns as needed to display relevant information and make it easier to monitor progress.
5. Regularly Review and Update
For effective management, schedule regular check-ins to review your Connect Boards or linked items and make any necessary adjustments.
Additionally, update tasks, deadlines, and statuses to reflect the current progress of your projects.
Wrapping Up
The Connect Boards feature in Monday CRM allows you to connect information from multiple boards to enhance team collaboration, streamline communication, monitor task progress, and organize tasks effectively.
It is a helpful feature that provides a visual overview of projects, improves workflow efficiency, and enables seamless tracking of progress. With Connect Boards, teams can work together more efficiently and achieve their goals with greater clarity.
