All right. We are live. Hello, everybody. My name is Robin. I work as a customer success manager here at Omnitas And today, as the webinar is saying, we are going to go and take a deeper look at the connect column, as well as a little bit on the mirrors that are the package, including with the connect column. So you should be able to see in front of us here I have set up a board number one, two and three. Nothing special, just out of the box. As soon as we create a new board. So very first thing, where do we find the connect column which essentially usually should be here at Super Useful. Of course you can find it if it's not there by simply going into the library and find the Connect Boards column here. We will add that, and then it will give us the option to select boards. And first we are going to connect with board two and create a two way connection in order for it to actually see information from both sides. And we will also add a mirror column here. And as soon as we does that, the mirror will show us the option of what we can actually mirror. But soon more about that. So why would we like to have a connection in the first place? So if you have ever run into the issue, for example, of you need some information from one board in another board, instead of having to administrate by simply copying and pasting between each other, jumping to boards back and forth. Specifically, use case if you are a project manager and you want to have an update on a project that is currently happening in a different board because it's a different team or a different department, this is the way to create a relation between these boards, and simply by setting this up in a two way connection. We have also gotten the connection in the other board here. Now we are going to change the name here just to link boards. And it's very simple. So the first step here would be that we can see the items in board number two here. And we will add item number one because we want number one and number one to be connected to each other. And we can see as well in board number two that they have connected here as well. Perfect. So the connection itself doesn't really provide us with much more than you see the relation there is where the mirror comes in. So currently as we actually added before is in the settings here we can decide any information from board number two that we actually want to see. So whatever that would be a status or the actual person in charge or the date or whatever it may be. Let's go with status for now. So not only can we see the information, we can actually interact with it as well. So currently doesn't have a status we can set it to working on it. That will also change the status inside of the board here. So not only can we actually visualize information from different boards, we can also interact with it from another board. So it gives the option to be more collaborative between teams. It also helps in general, as previously mentioned, being a little bit more visualizing from what is occurring and happening in another board. So what more can we do. So let's say that we actually are having this board and number two as some sort of budgeting or maybe just in general we want information regarding numbers. So we're going to add a numbers column. And we're just going to add a number here and 1 2 3 currency if it's ours. For now, let's go with that. And of course we can either decide on having the information in this mirror. But of course we can also add more mirrors. And then this mirror we are going to add the actual numbers column. So not only do we have a relation to the actual item, so we can see who is connected to what, we can actually see the numbers and the status. And of course we should maybe change these names as well. Objects. All right. So now we have also the visuals of actual budget. Can we do something more. Yes. Let's say that we actually want to make a formula from these numbers. So we're going to add a formula. And we're also going to add our own numbers column here. So this will be actuals and the actuals. Currently let's say we have reported 80. All right. So now we have the budgeted from the different board. And we have the actuals that we are currently reported for example. So in the formula column here we will simply take the budgeted which comes from the other board which we can see here is the mirror column. And let's just make a very simple because I'm bad with math something like this. All right. So now we can also bring information and interacting with it and also further using it for other purposes such as a formula column. So now we can also have budgeted from other boards which could be the project. So it could be that we have some sort of reporting. It could be whatever it may be now. But the specifics here, we can further utilizing this information even more between these boards by simply having a connect column. So now we have created the actual connection between one board. So the next step here would be take it even further which is utilizing some sort of automation. So let's simply go and create an automation that would make it a lot easier in terms of a lot of things. But we will start with, let's say we have a status, and as soon as it gets to working on it, we are going to create an item in the other board, and we are going to connect them with each other. So first we decide on the actual board we want it to connect to. And of course we are going to connect with the current one that we have here. And we are going to link those boards and the information we want to create with here. Well, of course, depending on a little bit on what we want. But it could be, for example, that we want to send over information when we create a new item from this board, such as budget. Maybe we have a date that is supposed to be the deadline status, whatever it may be, but for now, let's go with that. All right. Our first automation here. So let's say that we're going to use this board as a little bit of a task management. So we're going to have task one here. And as soon as that is created, we are going to send it to the other board. So now we are creating, through the automation, the actual item in the other board and connecting it for us directly in here. So we can also see here we have task one created and connected to the board number one. So we can also utilize the automation to also help us. For example when we are going to create a project, a task assigning something to do it completely automated by simply having a trigger of a status. So it could be that we are currently planning something, and as soon as we're going live into action, we utilize this automation by a status to create the item in the other board and connected for us automatically. So now we have started with a couple of different options here. What we can actually do. But let's say we take it even a step further than that. Let's say we also want to connect as we can see previously here, board number three. So we simply go into our connect here. We're going to connect that. So the first thing we will see here when we're going to connect now manually we will have the option of port number two. And we will have the option of port number three. And as we can see in port three as well the connect has been connected. And we have a relation between these now. So and now when we want to connect these let's say the use case would be that we are going to still use when we actually assign something such as a task one, it's going to be created in a different board, but we want to make sure that it is in the correct board. So we are going to add a status and we are going to utilize this for team A. And team B. And this is going to be our team status trigger. So now we will understand if this is going to team A or team B and we can then follow up on that. So the next step here would be to of course set up an automation. Now we are not going to use this for current purposes because we're having a new one. So when status changes to team and this going to be team A we are creating the same purpose that we did previously. Only difference here is that we can now utilize this status to assign it to different boards. Linked column. And of course we are using these removing that and that. There we go. And we can also at the same time just duplicate this. What we add for number three. Connected with this one and connected this one and change the status to team B. All right. So now instead of having the actual state is working on it, assigning this we will utilize this is going to team A and this is going to team B. It will create in the separate ones and the separate boards, and we still have them in the same connect column. We had a connect here previously, and if you haven't seen that before as well, we can have several connects in the uh to one connected item. But of course this one is to connect it to task one in board one and three here. So now we have set up so we can utilize the connect column in several different ways between several different boards. We can see the different information if depending on what we are going for here. But it could be actuals. We have budgets, we can see status. And then from that information we can utilize this to a sample a formula column. Now. And of course this view starts to get a little bit of uh too much clutter. So we can utilize this to filter here to uh, let's actually hide a couple of columns. We don't always need to actually see the link columns, in case that we are only going to use it for actually seeing the information such as budget and such here. And we maybe actually don't want to see these as well. These. So of course we can also hide the actual connect column. It may not always be useful, but it can always be nice to have it in case that relation is needed to see what kind of project we're working on from the other board, or whatever it may be. But of course we can utilize to hide that as well. Now. We have set up so far, the connection between board two and board three all the way to board one. What if we add even further to this? So we have now created so that the items is automatically created in the other boards and connected. But what if we for some reason have an item that would be a duplicate such as this? We have task one and then we have task one. Again, we maybe want to avoid that. So let's set up a use case where this would actually be a contact board for example. So we will simply add uh well email. So the reason why we would that email it for example a contact is we need some sort of a uh specific ID. So for example a name can of course be duplicates. So we will decide on the email here. And why would we uh or how would we set up this automation. So we're going to use this called match. Match automation, which we only be able to find an automation center for, for right now. And we were going to have a couple of few here, but we are going for one column changes. Connect the item where this column matches another column in another board by this logic. So we aren't going for the email. When the email changes, then we are going to connect the email with the column in. Of course we first going to sign the board. And let's say that name for now is going to be the actual email contact information, and we're going to link them up. Add them to the board. So what this will then provide us is more or less when we actually decide on a name. Uh, first of all, we need to have the contact for this to be possible. So let's simply add. That's going to be what we're going to match against. And the actual match is going to happen right here. As soon as this column changes. This counts as a change that will connect that column. -Right here. -All right. Going forward again we have set up a connect column with two different boards. The reason why it could be several reasons. But the first one is to create a relation to make information more transparent between, for example, teams or departments. We can then utilize the information that we provide to aggregate aggregate towards the other boards, such as budget or a status to actually see progress. And we can then use the information such as the budget in further, uh, such as a formula column. We can then of course have more than one connect in, uh, in the connect column to several different boards. And we can then automate these to actually set up. So it's creating certain things automatically. Now all of these can be a possible for many different use cases. It could be a sales pipeline that you want to connect a contact or a company towards a specific lead. It could be that we have a project board with a project overview, connecting to certain tasks in other boards to see the progress of the entire project. It could be that we have a more towards CRM system, where it's more or less going to be focused on what's the client's, what's the current leads here, what is the current, um, contact for that specific company, and so on and so on. And all of these are going to help you in terms of actually making, first of all, a connection and relation to have the separated in form of a client, uh, registry or maybe a company registry. Uh, previously the sales, it can be leads and then we can create a sales pipeline. All of these different use cases can utilize the actual connect in several ways. That would be super helpful. And specifically when we use the automations to elevate this even further, so that we can actually make sure that the administration is significantly decreased and help us make things much more efficient. Well, thank you very much for watching this today. It's a very short session and I hope you got something very good out of this. Please try it and see you next time.