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Using Secret Santa - Workspace Template

Secret Santa for monday.com is the easiest tool to organize smooth secret santa events.

Accessing the Application​

To use Secret Santa, follow these steps:

  • Navigate to your monday.com Workspace and open the Secret Santa Board

  • The application is displayed as the main tab.

Time to create the first event!​

Click on the Create a new event button

Now you need to fill the first information about the upcomming event :

  • The Name of the event

  • An optional description of the event

  • When the Secret Santa ceremony will occur

  • A maximum amount of gift price

When done, click on the Save event details

Now just just created a Secret Santa event. The event isn't started yet but you will have to manage current event and add participant.

In the Manage Participants part of the settings, select who will be invited to the event. You can add by group or by person.

Once selected and saved, the Manage participants icon will turn to green.

You are now ready to start the event. Click on the Opent eventtab.

Select :

  • if you want to send notification to invited persons
  • If you want to create a new group in current board (in case you want to re-use the secret santa board, for first, no need for first use)

When ready, click the Open event button

Secret Santa will set-up the event. When done, click the Close button

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 applications. To access the Settings page, click on the Settings in the administration panel.

There are three parts in the administration

Administration Access​

If you want to add additionnal users who can access to the administration (beside you)

Association with the current monday.com board​

As you used the Workspace template, you don't need to use these setttings, it's made to select what column correspond to the Secret Santa participants.

Danger Zone​

If you want to cancel and delete current event, click on the Delete event button. Be careful, it cannot be undone!