Get your boards ready for integrations

• In order to use ESL’s OKR Management integrations, you’ll have to get your boards ready
• In your main board, make sure that you have the following actions:
  • a dropdown with labels with all of your sub boards names
  • a connect-boards column for each board you’re connecting, make sure that you’re naming your columns with the connected board name
• In your sub boards, make sure that you have the following actions:
  • a connect-boards column for your main board, make sure that you’re naming your columns with the connected board name
• Make sure that whoever installed ESL’s OKR Management has permissions on those boards as well

How to update an existing relation

• Under “Edit existing relations”, chose the relation you wish to change, and make your changes.
• When you’re done, click on “Update”‘ and you’re all set!
• The integration webhooks will be deleted automatically

How to create a new item

• Under “Edit existing relations”, chose the relation you wish to delete, and click “Delete”.
• The webhooks will be deleted automatically from your boards

Start working from ESL’s OKR Management board view

• Add ESL’s OKR Management to your monday.com account
• Select a main board, choose a dropdown column and Sub boards to work with
• After you’ve clicked on Add boards relation, you’ll see the relation under “Edit existing relations”
• You can also see webhooks under each board you’ve connected to a relation, just click on “integrate” in your chosen board on monday.com