Various How Tos in Monday.com

Views

You can have different views for the main table. To hide a column from the view, Go to the three dots up near the top of the table, just under the tab names. Click on Hide, then make the adjustments you want.

Copy and Paste Column

Yeah, this isn't easy. Man, Monday.com is not enjoyable right now.

VLookup

Unfortunately, there is no native solution, I think, to linking boards based on two matched columns. There are third-party solutions, some of which have a price. It might be possible to export a board, make the changes externally, then import - but that would break existing connections. 

Here is how I do it - using as an example doing a VLookup into a new (temporary) imported board of contacts ("VLOOKUP CONTACTS") into Contacts board

• Create Temp column (empty, type Text) in Contacts

• Create a column in Contacts of type Connect, and connect to VLOOKUP CONTACTS board (the new temp one)

• Use automation "When Temp changes, connect the item where Email matches Email in <other board> by adding new matched item". Then can sort by mirror column and do what you want with the matches - you can also have a mirror column to bring in information from the other board.

Create "Item Card" view of each item in a board

• Click on "Open Item"

• Top right: Click on "..." then "Edit layout & content"

• A "+" appears on the top left, to the right of "More". Click on it.

• Choose Item Card

• On the "Item Card" tab, on the right click the three dots (hover to see them) then "Set as board default" to make it what you see for every item.

Connect to Email and Slack

• Slack workspace is navigationgamesgroup.slack.com

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Notifications

• To change, click the bell icon then "..." top right, then "change notification settings". 

• Slack notifications are only available on some items, such as Mentions and Assignments.

• For email, I recommend limiting notifications. I'm only seeing emails for invitations, requests for access, and team member sign-ups.

• I get notifications for most things in Monday.com itself.

Link a board and add a mirror column

Create a button that makes a new item in a different board

Build a form for items in a board

• In 

• Note that to add some questions such as Person, you need to restrict the form to those who are in the organization (look for the "Restrict" button when you are editing the form)

Add a new item in a different board with values pre-filled from the first board

I did not find a way to make a form pop up with pre-filled values, without going to a (probably paid) 3rd party tool.

I also did not find a way to copy a Person field as the initial value for another field.

Instead, I have columns in the first board (such as Projects) that can be filled out and then there is a button form that takes those values in creating an item in a second board (such as Tasks). To link the two boards, I use the Project name from the first board in a text field in the new Task item, and then have an automation that sets the linked column. Finally, there is an automation to clear the task name. I left the task owner uncleared because it might be the same task owner.

Automations:

• On Projects board: "When Add Task (button) clicked create an item in Tasks and clear Task Name". Click on the item in the automation builder to pre-fill values from the Projects board, including from the columns that are for the new task. Click on "Create automation" or "Update automation" to save any changes.

• On Tasks board: "When an item is created in this board, connect the item where Client Project Name matches Name in Client Projects by overwriting new matched item." Click on "Create automation" or "Update automation" to save any changes.