Track All Matching Records Across Boards with 360 View

Managing interconnected data across multiple boards on monday.com can quickly get overwhelming. Whether you’re tracking customer interactions, project dependencies, or inventory status, information often lives in multiple places. Without a consolidated view, you end up: 

  • Constantly switching between boards to find matching records.
  • Struggling with fragmented insights and missed updates.
  • Losing valuable time and risking errors in decision-making.

Bring all your matching records to a single view.

360 View by Jetpack Apps brings all your matching records from different boards into a single, unified view. Instead of jumping between boards, you get a complete picture of your workflows in one glance—helping teams make faster, smarter decisions.

Real-Life Use Cases

  • Sales and CRM: Instantly view all touchpoints for a customer across marketing, sales, and support boards.
  • Project Management: See all project deliverables linked from various team boards in a single view.
  • Asset Management: Track inventory status updates from different warehouses without switching boards.
  • Service and Support: Consolidate tickets and resolution statuses for faster customer service.

How to Set Up 360 View on monday.com

Follow these simple steps to integrate and use 360 View seamlessly.

Step 1: Install 360 View

  • Visit the monday.com marketplace.
  • Search for 360 View and click Install to add it to your workspace.

Step 2: Add 360 View to Your Boards

  • Open the board where you want to see consolidated records.
  • Open an item and locate the “+” icon in your item view. Click on the “+” icon. ( If you cannot locate the “+” icon, click on the three dots menu on the top right of this window and select “Edit layout and content”.)
  • Now search for “360 View” and add it to your board 

Step 3: Set Up Linked Data

  • Within the 360 View settings, click “Let’s Start” to setup your 360 View.
  • Select the key matching value on your current board. This needs to be a unique identifier such as email address, name, unique ID or a connect board column. 

Step 4: Customize Your View

  • Now, Select which board you would like 360 View to search on and in which column to look for a matching key.  You can add multiple boards. 
  • After saving your matching configuration, every time 360 View loads it will fetch matching items from multiple boards.
  • Clicking on the item name will open the item card 

Step 5: Monitor and Work Smarter

  • Your consolidated view is now live!
  • Navigate through linked records effortlessly, access updates faster, and collaborate better across teams.

Why Use 360 View for Your Data?

Saves Time: Eliminate the need to manually search across boards.
Improves Accuracy: Centralized data means fewer errors and missed updates.
Enhances Collaboration: Teams work from the same up-to-date information.

Start Your 360° Transformation Today

Stop piecing together information manually. With 360 View, you can unify your monday.com data into a powerful, centralized view. Install now and start making smarter, faster decisions!

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