It's that time. It's five past. So we have waited. So if we got any stragglers then let them join uh, mid webinar so to speak. So yeah again warm welcome to all of you that are here tonight. Uh, today it's yet again as always, it's me and Thomas. And today we are going to discuss the item card view. Already when it came the first iteration of it, it was quite the game changer. And we saw there were plenty of use cases with it. But it's key. It keeps getting better and better and better. So several clients, which has basically gone -whoop whoop. -Um, well, I only work with sea level, so I don't see that reaction. I'm not, uh, I. -Actually got. -That from a. -CEO. -But it it is a it is really, really, really appreciated. And also from our end, we are seeing that we can think differently around how we use the tables, the boards. Do we need to have I mean, just when we had the different views that was a big step forward. We could have different columns, different filters and different views. Now we can complement that with the item card and create purpose built parts for workflows. Or actually one more thing, we can actually slim down our table views quite far, which actually means we can boost performance or load speeds as well, right? If we have really, really, really big boats going on. Yeah. Uh, and we can basically do whatever we like, we can analyze our information and really build the grid that works for -us. Right? -Definitely. Just just one little caveat that people don't think about. If you reduce the amount of columns, in your view, in order to increase performance and use the item card for more data, make sure you don't have any, uh, filters in that view, because otherwise monday.com Still loading all the data before -you can apply the filter. -Uh, correctly. That's a good thing to remember. I actually did that once and was wondering why the hell is the load time. So I'm loading eight items. What's taking so long. -And filtering out 9000. -Other. -Items? -Yeah, actually that was basically what I did. I was like, uh, I was loading like 15,000 items. I was like, no, but it's only the name column that's still there. The item name, why is it taking so long time? Oh, yeah, I have a filter. Yeah. And I'm actually scanning all the other 60 columns, -I think. -Yeah. Um, definitely. So, so that's something to keep in mind when, when you use the item card to, uh, to the reduce load time, make sure you, -you don't use filters. -So true. Uh, but with that said, what we're planning today is to basically show you two rather simple but rather good use cases where we see the item code use worked very, very, very well. Uh, of course we will talk about a bit other about other use cases, but we're going to show you two and then we're going to take a look at how do we plan it out or how actually how do we just operate the, the widgets. Uh, and the widget system itself is a rather new thing from Monday. Right? -Uh, yeah. -Basically it's what we've seen from dashboards and it's now coming in other places. And, uh, well, I think it's just great. Uh, even more freedom for us. So should we start with a CRM use case? Would that -be why not? -Why not? -Usually what we do anyways, right? -Yeah, I was kind of thinking we've been talking CRM quite a bit here, so let's do that then. We actually have an opportunity board. I've slimmed this down, as you can see. I even named it Slim View. So I know what I'm getting here. Uh, but just to show you, this is basically what we're -looking at. Um. -It's a. It's a laundry list of different columns, so let's say here. And you usually end up with something like that in your opportunity boards because you're fetching data, you're connecting it to multiple, uh, things. You're running a couple of formulas and yeah, you'll end up with a few. And if you have very long lists, it might take time to load. So but that's if you have a very long list. Otherwise, monday.com's rather speedy actually. So let's have a look. So what we've done here is just let it load. What we've done here is basically give you presentation of everything in one place, but as well as section, section analyzing some of the information. So we can see here we have our company information here. We have our emails and activities. Of course this is a CRM. It's an important part of it. -Yeah, definitely. Definitely. -That's what we do. We book our meetings, we have our meetings and we try to sell, sell, sell. -Sell sell, sell. -Yeah. Um. Then of course we have our opportunity information section, right? We have our complete link to our contact register. This is demo. Uh, so but here I would be able to see if we have other contacts at that company or, um, just to this one, but I get my actual contact details running out for me in a rather nice way. And of course, I have all the functionality from it. Uh, we have some order information, so the order put in this opportunity is, uh, six workshops and they are discounted at 2%. Yeah. And that's running on sub items in this specific. -Yes opportunity. -Yes it does. And we can also see that we have connected projects to this opportunity. So this this is the dummy data. All of it. But. In this case, we probably wouldn't have since this isn't on an offer and we're already done. That would be bad selling. Um, but we can connect into the projects and get that information -overview from. -Here as well. So this is basically what we can do with the item code. Of course we can add widgets right. And we have quite a plethora to choose from. And we can just as we do with columns, we can add the same widget multiple times to describe different things. And um, I can't stress that enough because that's something I see when, um, people try to build in themselves. Yeah, I can only have one information widget. No, -you can go. -Nuts. In this case, we. -Have two of them, right? Yeah. -So they're actually on top of each other. So we just did a bit quick and dirty. Uh, but we have one with the company information, and we basically just told it to please deselect everything that's not company information and show me this. And then we basically did the same thing here and basically remove the company information, kept the rest. Some of the nice things is that mirrors actually work -now. -Yeah. You have formula support. You have mirror column support in the item card. Every single column -type is supported. -Yes. So you can do anything now, which is just great because this is uh, one of the new things that have actually happened here. So these are all, uh, this is a formula. This is, uh, a mirror actually, because this actually comes from the sub items from where it's actually a mirror. So yeah, it comes from several steps down below in the actual product list. So now we can get everything just as we kind of used to when we're working with a normal column or table view. Now we can get everything and we can design it however we like for all of those who are trying. Yeah, I'm trying to build a CRM in monday.com Uh, but I'm kind of use need to something this much more mimics, uh, what you might be used to from a, uh, -bog standard CRM. -Uh, to be honest, I actually not seen a CRM on the market that can give you company information, all your communications, all your information on opportunities, all your contacts, all your deliverables, all your client projects in one view without having to click into -another interface. -Now, normally you at least have to click something up here along those lines. -I mean, you. -Have like a little boxing opportunities and you go and you click it, then you see all the opportunities contacts or something like that. Here you're actually seeing everything. Yeah. We can actually just put it on scroll and you go. And we could have made a, um, a widget around the commercials, right? Uh, we could have made, uh, let's say that we also put in, like, contract variables that could have been its own variable. Uh, item card. Imagine we have special date that you need to collect from your client in order to know how to price them, like, uh, let's say. You sell solar panels to houses? Right. You probably want to collect some information on the house, the property and power usage. Right? You could make instead of company information. You could make an item card widget for just -that information collection. -Which. Also makes for smooth entry of that information. And then of course you can put formulas on everything and it actually spits out back at you. Yeah, this is a great idea. Or no solar panels for this house. -Yeah. -So yeah, you are basically free to do anything. I have seen examples of where basically salespeople have to check certain things off, like have I done that we can add like just a widget for that. So we can do basically whatever we'd like, like you said in an earlier webinar, so much so right now we don't have the updates as a variable, but I would be surprised if -that won't be coming. -Yeah. And I would be. Surprised if if down the line we don't give more widgets, possibly third party widgets. Uh, this is just the starting point of the item. -Card 2.0. -Yeah. Uh, and so far it's looking great. And you can imagine what you can do when you can get apps straight in here and -stuff like that. And then. -Right. Panel that we're actually looking at because we're not looking at the car, we're looking at the right panel, which has a tab which includes the item card. Uh, the right panel can be resized. That's actually something that a lot of users don't know. I think you're picking up on the fact that, yeah, Fredrik had a wider one. And the widgets are, as you see, if you can just make it a little smaller and keep it there for a second. You see that they also built a widgets responsively or are responsive widgets. That's the that's the term where they're responsible widgets, uh, meaning that they actually change size and adapt to the space. Right. Um, and this is, this is really good because I could drag this out all the way in order to actually fit the whole column more. Right? Because you can resize the widget as well. We haven't looked at that, but we can take this company information widget and make it thinner. So now if we wanted to, we could actually make sure that we fit additional information in here. -Or. -Uh, make the email activities -even bigger, right? -Exactly. But we. -Could do it like this. -Perhaps. Huh? -And then just. -Move it up. -Okay. -Perfect. -So it's easy. -Again, this is monday.com providing some nice tools to the toolbox. Now it's your skill with the tools that determine what what effect you're getting from the tool. And not to say the least, your imagination. -Definitely part of it. -I can see it's still responsive. It's -still response to what I'm doing here. -Yeah, it is, but obviously there's a there's a cutoff. Like if you want to make it small again, it's now you can't you can't. You can only keep two widgets in if it doesn't -because it becomes too condensed. -Yeah. At at one certain point it will be too small. Yeah. But that's that's up to you to figure out. -Yeah. -And remember the sizing here is actually it's controlled by your cookies. So monday.com will remember. -Yeah. -Uh, if you resize a window. So this isn't something I need to do every time it's there -enough for me. -Yes. This is an awesome CRM example for work. -Thank you, thank you. -Should we move on and look at our other use case, which is basically ticketing -or support icons? -That's cool. We have a support system, uh, built in here. And yet again, we're in a slim view. Uh. -It doesn't always. -Have to be a slim view. It's just that I want to see the information differently. -Exactly. -I can do whatever I like, but. -So. -Uh, here. Let's have a look at this one. So in this system, Thomas, this is actually your -brainchild. -So you might. Be here talking us through this. So, so this this is a really, really cool build. Actually. It looks super complicated, but it's not that complicated. We have multiple boards. Uh, one of the boards is there to be a database of knowledge database. Let's go and look at that please. -Yes. -So this is a question, uh, a description of the problem and a solution. And this looks horrible. So let's open up the item card here. Let's add an item card. Uh, right, then, let's do it. So we're on Swedish now? Yeah. You have to excuse the Swedish. Um. So let's delete this one, because it's, uh, it's an information one. And add a text widget. You want both. Or you want me to. -No, no, both. -Both is fine, right? -Okay. -The white square a little bigger. And then resize the individual long text. Right. Look at what we're having here now. Something totally different to look at. The only thing that's missing is, is the name of the item. So we actually needed the informational widget as well to just bring in the name of the item. But it's a standard question, one at the top. So it's fine right. So now we have the problem and the solution description. Very easy to read out and understand. Okay. So let's go back to the support ticket board now. And by the way we just built an item card view. Yeah we did on the fly. Uh so the cool thing with this support ticket system is that we reply automatically when something comes in. But since we're building our replies on the knowledge database, you see we have a link connect to board column that says not the database. By using that and then changing the status to, uh, they can do that. -Yeah. One of them. Yep. -Standard reply I think. Yes, it's called standard reply. And then it actually brings in the response from the linked item. Reading the mirror, putting that into an email and sending it to the person. As you see here, we have our suggested solution. All of this is emailed out to the person. So if you're actually like you run some support work and your agency. I'm asking answering the same questions all the time. Instead of having a spreadsheet in Excel with all your questions. Build something similar so you don't have to copy paste that. That was to explain the basic setup of the board. So let's now look at how we're complementing this with an item card. So we have a bit of information to to the left. If we were running this more as a CRM we would then have contact information on the person. This is contact information that they filled out when they applied. Let's say that we used a Monday matching, uh, what we call the monday.com matching, uh, new. -Name. -To match my email address with the contact registry. And then I could have that as another part of this widget to show the full information about Thomas Carlson, the person we're currently talking to. We have. The all earlier, uh, room tickets. -Actually. -Exactly. And then we have Aaron's. The description is very, uh, clearly visible. And we also have an easier time, uh, linking the question here, instead of having to interact with the, with, uh, the connect to board through the table. Um, yeah. So we can we can, uh, remove the standard question and just add a new one. Right. And you see the problem description and the solution all goes away. Yeah. And of course, now we did this rather quickly, but we could of course, just kept this one and actually put in our text with it again and get a bigger size. -Yes. -So currently in the current version, a long text or a text widget can only be modified to make it a bigger box in the text widget, not in the informational widget. This is only to to make performance easier. It's not going to be that way going forward as we have understood. And then obviously Fredrik also added emails and activities further down, because maybe we actually need to take care of this ticket with a non knowledge based answer. Exactly. But then we can at least go with maybe some other kind of templates that we have that we can actually build in our -templates and go more. -Yeah. Thank you for your blah blah -blah. -Well I will escalate this to or that I actually be able to do purely automatically, but you get ideas you might need to handle something, or then you want at least part of an email to be written in advance, and you can put that in a template, and then you just fill in your extra information and stuff like that. So I put it in as Thomas just so you actually you can do it. So we got a question from a person saying, hey, are all the widgets in the item card only available on the enterprise version among Pro and cannot add widgets, or is this development only from omnibus? Uh, no. This is a monday.com thing, right? Old item cards doesn't have this feature? No. You actually need to go and say new, uh, view and add a new item card. You cannot. The add widget does not apply to -old item card views. -No. If you've added an item card since before, you only have the information section, that's what you got. And that might might be where you, uh, where you where you're at. So go just add a new item card view. And it should be, uh, a pro account should really be able to do that. And actually, we're on a pro account right now. This is a demo account I -have which is pro. -But we were also when we said we saw the analysis. We would like it. Oh they didn't add it to our account. Uh, but it turned out it only applies to new item card. I've tried it. It works. Cool. So now we can say that to everyone. -Any, uh. -Other speculations, interests, uh. Use case, uh, queries or -whatever. Really? -Yeah. We would love your your input here. Uh, have you been thinking about how you can use it? Let's, uh, -spitball that one or so. -Do you. -Can you. Do us a favor for you can go into the template store or or because all the templates are free. -Yeah. -That's fun. Yeah. Let's, -uh, search for risk. -I got this one in Swedish as well. Is it okay with you if I just switch account back to English -so I actually find anything? -Yeah. Go for it. Go for it. Uh, so we got a question. When you change the status, do you use an integration and then reflected in the item, you know, the status column is built into the item card view. So let's show him. Let's do that for let's just show them. Uh so when you click on a status column here. It's interactable and you click it. And that's knowing that we. -Actually. -Have automations. So if I put this one in the next phase, it's now an offer. Let's put it in negotiation. And there you see my automation triggered and have moved. So that's basically it. And I can actually even get mirrored in places. So it all works right out of the box. You need to do nothing, just works. So let's see if I can find the -template store. -And then we go race. -Conceive. -Oh. Yeah. I was hoping that there was something around. Uh, but I don't think we have it because that's a really good use case. And we the only use cases we have is live and client. Uh, yeah. We can't show it, but risk management is a really good example of where you can add item card quite nicely. Yeah, we just did that for one of our clients and they really appreciated it. Um, it's great because it's even more visual than just having different statuses on on on a row basically. And you can add in things. Uh, so if you have any products where you are doing risk management of any kind, go ahead and remember you can have as many item card views as you'd like. If you actually want tabs and don't want everything in the same place so you don't have to scroll, you can actually add more multiple item card views with specific information than -just name the tabs. -That's a really good thing because we actually did a deployment of a CRM. Uh, we helped our client transition over from Salesforce to monday.com completely, not just integrate with monday.com They transitioned over. So they were quite used to when they were managing their leads have a lot of data they collected around the company about the the person they were talking to. And then they had two other data collectors in order to qualify them and understand the business opportunity. And um, yeah. So the data collector, that's what that's what it's called in, uh, in Salesforce is basically a module that you put on top of the lead in monday.com we just had one leaderboard for different item card views. What's your company information. This is to, uh, contact person's information. This is your data collector for X. This is your data collector Y. And then basically you got a recommendation on the main items that were showing like is this which leads you to actually, uh, pay attention to and so on. -Lead scoring. -Basically. Yeah. So so we definitely don't, don't think like, you know, the dashboard mentality. I need to put every single widget into one dashboard. No. You build purpose built dashboards. They have they have a function. Right. And then don't mix the functions. Same thing for the item card. Have different item cards for different functions or -needs. -Yeah. Another another example was when we actually did it from a project kind of uh, side where we actually have a client. They are opening stores in different locations around the world, and they actually have one view just to do where they input their entry data. And basically monday.com does the calculations. Is this a good idea or not? Should this be allowed to become a project? And now we take it further on. But and then they have other views, uh, going along with that. So they are sectionalized it because they think actually they're bored. Yeah. It's very, very, very many columns. Uh, so it was a good way for them. And they felt as well. A data entry was simpler just getting it vertically instead, uh, and being able to mix and match a bit. So really play around with the item cards because it's fantastic when you use it. Uh, and you can really sexualize stuff and have views, basically. That's what it is. It's even cool item called view. So on an item, instead of having to do filtering -in, uh, sorting of columns and stuff. -That's really good. It's really good. And this is part of like the, the newest initiatives of making monday.com a little more widget based instead of rigid solids, pre predefined features. So this is just the first change of of a major trajectory. I can just. -So otherwise we. -Are going to see one of the world's freest most flexible system getting even more free and flexible. That's actually what we're talking about here right. -Yeah. -And we also seen that we we started to see some client accounts now getting the new, uh, uh, well let's call it the dashboard views in the board, which is really, really cool. Uh, it's, it's being rolled out, uh, partially, but it's the same. It's the same principle, right. When you add a chart view or something like that, you're actually putting a dashboard inside of the board now, which you can have multiple widgets in it. Yeah. So you don't have need to have a workload view. I go on to you and the chart. You you can just -amalgamate them. Right. -Let's see if we have it in this account because. Us. It's always easier when we don't talk -about like. -I don't think. We use or let's not use our spatial thinking too much. So let's go with -the dashboard. There you go. -There we go. -We actually had it. -So this is a dashboard on the board. And then you can add widgets. And yes you have all every single widget you have on a dashboard. You even have a nice little add add widget there. -We have. -The widget center and. You have the apps as well. All currently only supporting monday.com apps, but it's still a huge step forward, right? Yeah. Now you can build insights with multiple chart views in the same board dashboard without having to build a dashboard around it. I'm just adding a few windows here, so you see. This this is super, super cool. Like like Aaron said dashboard inside of boards. It's a game changer. We're just seeing game changer feature in game changer feature right now. Yeah monday.com's really delivering right now. And now you have an easy way to filter your whole dash, this dashboard by just going into the filter and actively working it right. That's even cooler because we all know that it's a little pain in the butt to filter a dashboard, because you need to set the filter for every single board. So if you don't need multiple boards, this is a really cool way around it. Uh. We just helped the client build. They had a they had a sales competition. We built this like data presentation into a board dashboard on the same board that they do the input. So so everybody could keep up to track. That was really cool. Obviously this was not part of the item card with uh webinar. Um, but it's part of talking about where monday.com's going. Right? And this is, like I said, just to start the future of it. Yeah. So we have seen the starting point now guys. But uh, yeah, there's quite a trajectory in there's quite a roadmap coming your way. -So stay. -Tuned. Something if you, if you just for the sake of it, remove the Gantt view and the battery view. Let's just make a really cool thing here. -Uh. -You said the Gantt and the battery. Yeah. -Yes, please. -And let's add a table -widget. -That's a table widgets. -There we go. -So you can actually have widgets next to your tables now. So just resize it. It will maybe resize the chart view a little right and put it next to the chart. Put them next to each other. Let's make the chart for you a little smaller. So now you can get your insights and and follow ups in the same view as you're building as your input view. So if you haven't found this new feature, I think it's actually released to all all accounts now, or it should be in the following days because they're always doing these -releases sort of incremental. -And you see here we actually got -the new setup right. -Yes. So. So from the dashboard table you actually have a different, uh, card view as it's called, where you have all the items, columns to your left. So if you know that you're going to be consuming it this way you can change what you're seeing on the item card view on the right, because you have data on the left. Yeah. And then you. -Also, of course, have your updates. -Here. Yeah. I reckon this is also a really, really cool view that you can have the chats and interact with your columns in this view. You cannot hide columns from the left part of this view. No you can't. But it's still really pretty amazing. -And you still have the item called view. -So yes. But you really want to have the conversations app. And. -Yeah. -You do, uh, whatever you do. Uh, yeah. This is a bit of naughty plugging everyone, but do fetch the conversations app. -Mm. -So we can see here it actually fetches from in this case the underlying company. So we get all the communication in one place so we don't have to go clicking around. And imagine you have a client who does a bunch of you have a bunch of tickets on the client. You have. Maybe you've worked on three or 4 or 5 different projects for that client already. You have a sales opportunity going. You have all the email communication with conversations. You will get all the touchpoints from the communication perspective in one aggregated view. -Yeah. -I'm just wishing we can add this into the item card view. So if they open up third party apps to be part of the item card, view widgets conversations will get an update straight away for that of course. -Yes, that's our promise. -I promise from us. -For our developers to uphold. -So, uh, we have some real power users in in in here. Do you have some tips? Do you want to have some additional questions around this? Uh, because I feel like we sort of need to start drawing a line here because who's sort of morphed this webinar. Yeah, we did, we did. If not, guys, uh, we are nearing that time where I urge you to yet again, do feel free to subscribe to our newsletter. And, uh, also subscribe to our YouTube channel. And you get all webinars so you can see them again. I'm not actually going to do much more plugging than that.