Guides> Monday Guide

The item pop-up card on monday.com: How to quickly access and edit

[fact_box]
**Interesting fact:** The Connect Boards column can also be used to manage complex projects where you need to track dependencies between different tasks. By linking different boards, you can see the whole picture in one place and make sure that all tasks are progressing according to plan.
[/fact_box]

The Popup Card is an amazing tool that allows you to edit the column details of your items from a board from other places! It is currently available through the Connect Boards column, and in several widgets like Timeline, Gantt, Kanban, Workload, and more.

Read on to learn more about how it works!

image

How does it work?

The item pop-up card allows you to see and edit all the column details for a given item. By clicking on any field (column) that is displayed, you can edit its contents!

The

Connect Boards column

The Connect Boards column allows you to easily link a column in one board to items in another board. Once you have linked the items between the two boards, clicking on any cell in the Connect Boards column will open the item’s pop-up card , displaying all the information from the linked item as shown below.

The

Any changes you make here will be updated in the linked item in the board where it “lives”, as well!

[note_box]
**Smart use:** If you have items that appear in multiple boards, use the pop-up card to update the information only once. This will save you time and avoid duplication.
[/note_box]

My work

My Work is a great way to see everything you and your team need to complete in your account, all in one place. It works by collecting all the items assigned to you and grouping them in one place by their due date. Check out this article to learn more about it.

To open the item’s pop-up card, simply hover over the item name and click “Open” like this:

The

This popup will show you all the information related to this item. You can update the information in the popup and it will automatically update in the panel where the item is located.

Kanban view

Kanban is a very flexible, visual, and simple way to organize your projects and tasks, and is one of the most popular project management techniques to date.

If you click on any of the tasks displayed on your Kanban, it will automatically open the item’s pop-up card. You can easily update your item from this pop-up and the changes will automatically update on your board.

Kanban

Source link