Add Glances App to Board Item View

Glances in the item view will allow you to view data from your connected apps as well as take Action, such as creating invoices, estimates, customers, and more. Follow these steps:

• After installing Glances for the first time.
• When you want to view Glances on additional boards.

The steps for adding the Glances app to your item view depends on the monday product you're using.

For monday Work Management boards
For monday CRM boards

For monday Work Management boards

1. Open an item in the board where you want to add Glances.
2. Click + in the top right corner of the board.
3. Search for Glances.
4. Click Add to item.

Once added, you can then make Glances the default tab by clicking on the app and selecting Set as board default.

For monday CRM boards

1. Click in the top right corner of your monday instance.
2. Search for and select Glances.
3. Click Use App.
4. Select the workspace and board where you want to add the Glances app.
5. Click Add app.

Once added, you can then make Glances the default tab by clicking on the app and selecting Set as board default.

Questions? Reach out any time to support@glances.com.