Monday CRM My Work UI

[GoodWork (Lisa Marshall)]

I really don’t like the size and lack of information in the pop up window for items in the My Work view on CRM. It takes up the whole screen and only shows the status updates. Why can’t you see other fields like in Work Management?!

It bugs me so much I am thinking about canceling CRM and going back to just Work Management. My consulting firm is brand new and I can manage from a basic board at this time. $50 a month when I am the only user and the UI isn’t even helpful?! What am I doing?

Please fix this!!!

[shayan.moussawi]

You can customize the widgets and UI in the item pop-up window in MyWork to display exactly what you like.

You just have to go to the Board the item is in and the open the item and click on the three dots in the top right corner → then just edit

[GoodWork (Lisa Marshall)]

Do you mean here? Nothing happens…

[GoodWork (Lisa Marshall)]

I think I understand now. The item card within the board, not just the board itself, has to be opened. https://support.monday.com/hc/en-us/articles/360017143959-The-Item-Card

But why is there an “edit layout” section in My View then? What is that for?