I’m trying to create a dashboard that gives our internal customers a high level overview (display only) of the projects(pulses) we are working on for them.
I currently have a “working” board that I use to assist in tracking all the projects my team is currently working on and the relevant metadata about those pulses. Our work is grouped and prioritized by several customers and in the past, I have created dashboards for them to view all of their items, the status, priority and other pertinent information. All of the information I’d like to display to them is tracked on my working board in various columns. However, the dashbaord table widget cannot be a paired down version of the main table, so creating dashboards from this board isn’t much of an option.
My thought to get around this was to create a separate board and automate the creation of the pulses from the “working board” to this customer display board. I basically want the display board to be a paired down version of the working board so that when I create dashboards it’s less cluttered and more efficient visually.
I couldn’t get the automation to work right. I want several of the columns on the working board to be represented and mirrored on the display board but I could only link from display to working and not from working to display automatically. My intention is to not have to do any manual manipulation on the display board.
Does this automation exist? Is there any other way to go about handling this?