Explanation of Cards View on monday.com
Looking to see all the important details of your items in one, centralized place? You’ve come to the right place! We created Cards View with this goal in mind, so you can see all the important details of your items in a highly visual, gallery-style display.
Read on to learn more about how to set this up on your board!
Add Cards View to a board
To add Cards View to your board, click
option at the top of your board (it will say “Add View” when you hover over it) and select “Cards” from the drop-down menu:
Add a Cards View widget to the Dashboard
To add a Cards View widget to your Dashboard or Dashboard View, click “+ Add widget” and select “Widgets Center.” Search for “Cards” and add the widget!
Setting up Cards View
Once you’ve added Cards View to your board, it’s time to customize the columns that are displayed! To do this, simply click the gear in the top right corner of the view and adjust the following settings to your liking:
- Card cover
The first option allows you to choose a cover image to display on your card. From here, you can choose to display one of your files or people columns as the main image on your card or choose not to display any cover image at all.
- Ticket column
Next, select the columns from your board that you want to display directly on your Kanban cards. In our case, we chose to display the Designer, Status, and Asset Dimensions columns on each card.
Interesting uses for Cards View
Cards View can be used not only for project management but also for creating a visual product catalog. Small businesses can display their products in an attractive way, including images, descriptions, and prices, making it easier for customers to choose the right product for them.
View all card details
If you click on one of the cards, a pop-up view of the item will open with all the information in its columns. From here, you can easily see and update every detail of the item and the changes will automatically reflect on your Main Table as well.
Edit card details
You can also edit the columns displayed on your cards without opening the full pop-up view! Simply click on one of the displayed columns to edit the information displayed.
Add new cards
Adding more cards to your view can be easily done by selecting the blue “+ Add” button located in the top left corner of your screen. Click “Item”, type in the name of your new card (item), fill in the column details, and then click “Create Item” in the pop-up view. Your card will automatically appear in both the Cards View and the Main Table view of your board as a new item!
Sorting the display
It’s nice to add a sort to Cards View to display the cards in the order you want to see them! To do this, simply click the “Sort” button at the top of the screen and select “Add new sort”. Then, select the value you want to sort by and whether you want it to be in ascending or descending order!
Editing the display
You can change the name of your view at any time by opening the views menu, clicking the menu next to your current view name, and selecting “Rename.” Then, you can simply type in the new name for the view! This can be very helpful when you have more than one Cards View on your board.
Filter your view
And finally, if you’re looking to see only specific information in your Cards View, try adding a filter to it! In our case, we wanted to see all the digital assets where Noy is the designer that have a “Live” status. We simply clicked the filter button, selected those parameters, and now only the relevant cards will be shown!
Interesting uses for Cards View
The card view can also be used as a personal task management tool. Individuals can create cards for each task, add due dates, and use the view to track their progress in a visual and organized way.
That’s all for today! We hope you enjoy using our Cards View for a centralized view of all the important information you need about the items on your board.