I feel like this question crops up often enough but i don’t quite see how to achieve this;
High level board where orders are recorded, each has an order number (in a column) and an order line (in another column). (appx 200 lines in 15 groups)
We have lower level boards where the detailed actions for each team are broken out. One board for Design, another for Development and another for Production.
These three boards are linked to the high level board allowing people to select the order, mirror columns show the number and line on each of the three boards.
This part all works well. The issue comes when trying to look at the
high level board to see the status, dates and people allocated to the tasks on the other three boards.
I cannot see a way to link X number of tasks across three boards back to the high level board, against each item where the order number and order line match what has been selected.
Ive made an example here just in excel to show how the high level mirrors down to the lower levels, i just cant see how to link the lower levels back to the higher level.
Any help would be apprecaited.
I am working on putting together a high-level project board. I’ve followed guides from
Monday.com and it is coming together nicely. That said, I’ve run into a snag. Each item in the high-level project board (i.e. “All Projects”) is linked to a board that represents the fine details of that project (i.e. “Project 1,” “Project 2,” etc). While working with this low-level project board, a project manager may add additional tasks as they see fit.
I want to be able to see the consolidated statuses of…
Yes, this can be done. The simplest would be to control the creation of the items from the high level board and use one these (or similar) automations to create and connect the item in the lower level board:
Next easiest is to use the following automation. It will require a column value to match between the boards:
A third alternative would be to use something like Integromat to link the items. Here, if you can describe it, you can probably do it.
Let me know if…
If you are looking for the summary of the items connected, like latest date or earliest date, then this can be shown from what you see here. I would make sure to have consistent naming though or a label column so an automation knows where to connect this information.
Set up label column that matches with high level board.
Set up bi-directional connect column from high level board to each of the low level board. You can attach to same column to get the summary of the information.
Set up the desired summary mirror columns.
On each lower level board, use the MATCH automation for when the label is selected, match and connect that item to the item that has the same label on the higher level board.
This is a good way to organize the information you desire.
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Hope this helps!