( Link: Airtable Video for Reference )
I have been using Airtable for the last year and have it set up in a way that I really like. We are switching to Monday and I haven’t been able to fully replicate what I had. Maybe there is a better way overall, but I have figured it out. So what I am trying to do is: Have a main “overview” board. This will have the entire year laid out with campaigns grouped together and each campaign’s deliverables underneath. Then I want to have two other boards, one for internal project management and one for external project management. I have a “proj. Mgmt” column in the main overview board with a checkbox. I want to be able to check the box, then that automatically creates the item over in the project management board. For example: I have a “Winter Newsletter Email” in the main overview board, when I click add to project management, I would like it to create an item called “winter newsletter email” where I can then add tasks as sub-items underneath. I have gotten it to automate creating the item, however it just puts it in the first group. I don’t want to have to manually create groups for each campaign as I have multiple a week. I feel like this is hard to explain but any advice would be appreciated! If you have better ideas of how to manage this, please let me know! I have attached a link to video demonstrating how I use Airtable. * Airtable Video *