Hello Monday Users,
I’m pretty new to Monday, but looking to become a superuser for my team!
Here are the requirements for what I’m trying to accomplish without any apps, I have to achieve this using out of the box Monday.
Background:
The Marketing Team has a Board that is used to Submit requests, they used it to approve request etc.
The Events Team has a Board where they store all of the requests that they would like to work on, they meet on a weekly basis and agree on which one should be submitted to the Marketing Team. Today they would go to the Marking Form and submit a request. For update for requests that they have submitted they would have to look at the Marking Board.
Requirements:
When the Event Team creates a New Request and updates the Status of “Send for Approval”, Send a copy to the Marketing Team’s Board. --DONE ✅
When the Marketing Team Approves a Request, Update the item on the Event Teams Board. This is where I need help because I don’t know how to update an item that is already on the Event Teams board. Create item in Board wouldn’t work because then it’ll have duplicate entries. 🆘
Would appreciate any suggestions!
Melissa