Hi everyone,
I’m looking for some workflow advice on transitioning an Event Travel Schedule from Excel into Monday.com.
The Challenge: Our team (PMs, AMs, and Install Managers) travels weekly for project/events. Each event has three distinct phases: Install, Event, and Dismantle. The Goal: I want to sync this with our Master Project Board, which already houses the core dates and assigned leads. Ideally, I need a view that shows:
Chronological Event List: A clear list on the left-hand side.
Multi-Phase Timelines: A way to track the three separate date ranges (Install/Event/Dismantle) per item.
Personnel Tracking: Visibility into exactly when specific people are traveling.
Daily Calendar: A central view that acts as a "Daily Dispatch" or calendar.
The Hurdles:
Multiple Timelines: Since Monday items usually favor one primary timeline, how are you handling three distinct phases without making the board impossible to read?
Resource Management: How can I best visualize who is traveling on which specific days within those timelines?
Has anyone successfully built this? I’m open to creative board structures, Mirror column tricks, or third-party app recommendations.
Thanks in advance for any tips!