How to add the application to a http://monday.com board
From your selected Board, click on the + and click on Explore more apps:
Find Secret Santa app and click on Open in board
Using Secret Santa - Board view
Secret Santa for http://monday.com is the easiest tool to organise smooth Secret Santa events.
To use Secret Santa on your own board, you need to have two People Columns; it’s mandatory for using the application
Accessing the Application
To use Secret Santa, follow these steps:
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Navigate to your http://monday.com Workspace and open the Secret Santa Board
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Open the application by clicking on the Secret Santa tab. The application settings page will appear.
Before using Secret Santa
Before using Secret Santa, associate the application with your board.
Go the the Settings tab:
Click on Association with the current http://monday.com board menu
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People column for participant listing: Select a column from the board where every participant will be listed
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People column for Secret Santa reveal: Select column from the board where all the Santas will be revealed at the end of the event
Time to create the first event!
Click on the Create a new event button on Manage current event tab:
Now you need to provide the first details about the upcoming event:
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Event name
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An optional Description of the event
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Event date: when the Secret Santa ceremony will occur
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Maximum amount for gift (price)
When done, click on Save event details.
You just created a Secret Santa event. The event hasn't started yet, but you will need to manage the event and add participants. In the Manage Participants section of the settings, select who to invite to the event. You can add participants by group or by person.
Once selected and saved, the Manage participants icon will turn green.
You are now ready to start the event. Click on the Open event tab.
Enable the checkboxes if:
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You want to send a notification to invited people
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You want to create a new group on the current board (if you want to re-use the Secret Santa board; for the first use, no need)
When ready, click the Open event button.
Secret Santa will set up the event. When done, click on Close.
Now go back to the My Secret Santa tab to see who's the person you need to send gift to. That's the page the invited persons will see.
Settings
You have several settings in the app. Go to the Settings tab on the administration panel.
Administration Access
If you want to add additional users who can access the administration (besides you)
Association with the current http://monday.com board
Select which column corresponds to the Secret Santa participants.
Danger Zone
If you want to cancel and delete the current event, click on the Delete event button. Be careful, it cannot be undone!
Using Secret Santa - Workspace Template
Secret Santa for http://monday.com is the easiest tool to organize smooth secret santa events.
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