can an ability to add new project boards be added to a dashboard automatically to decrease manual work and decrease reporting being inaccurate.
We have low level boards acting as projects. Having to manually add this board to the capacity view is not ideal due to the fact adding this step can be easily overlooked or missed and this has a very large impact on the capacity board
Yes! Exactly the feature we need as well!
When a new Project board is created from a template board, we really need to have a way to connect it to all other dashboards and widgets, the same way as other ones.
Like an automation:
Choose the âWhen status changes to somethingâ trigger.
Select the column that indicates when a board from the same template.
In the âThenâ section, choose the âConnect board to dashboardâ action.
Select all the dashboards you want to connect the board to.
I definitely need this! I actually just tried doing a support chat today about it. I have a high-level board for management to see an overview of projects (low level boards) that are upcoming, ongoing, and completed.
This is something that a lot of clients have requested. If they want to see for example the pending tasks accross different boards in a single view. The high-level boards donât work. They will need to manually connect these different projects to a dashboard
yes!! I would really benefit from this feature as well.
âWhen new board is created in folder, connect board to dashboard.â
We have a reporting dashboard for projects, and a scheduling dashboard for projects. So this would save us a ton of time and ensure we donât miss any project boards in our process.
This would be such a useful feature. We have too many lower level project boards to do make sure this is done reliably each time a new one is created. Any update?
Iâd love to have this as well. Iâm trying to set up something similar. When a new project we have to manually connect it to the âAll Calendarâ dashboard. An automation for something like this would be great.
Hi Danielle, am curious to know why you are archiving projects boards? Do you have a back up app for the data, or is it exported so it can be reported on long term?
When I say âarchiveâ here, I donât mean the official archiving that MDC does. I mean that we have a folder called âProjects Archiveâ where we move completed projects. We retain them for historical reference, but in a folder that keeps the left-rail menu from getting cluttered with non-active projects. (This is particularly irksome when project boards are not added and cannot be sorted alphabetically except manually).
Essentially, you can create a master board and send all of the items from the other boards to that master board. Then, simply create a dashboard and connect this master board to it.
Any changes from the project boards will be reflected in real time, and when you archive a board the items from that master board can be disconnected as well.
Understood, we also do that. Do you have another Dashboard that connects the âArchivedâ Projects? You can retain all your Projects Data with a monday app called Master Data in a single Master Board so you donât have to keep disconnecting completed projects from a dashboard.