The Request: To allow connected items in multiple separate but identically formatted boards to mirror group moves, by allowing automations to work on connect board and mirror columns connected to multiple boards.
The Context: I am trying to implement an automated phasing solution for my project portfolio which consists of 1 high level board (Overall Project Portfolio) that contains the conglomerate of all items from 10 lower level boards (Departmental Project Portfolios).
All 11 boards have identical groups within them to denote progression of a project: Stage 0, Stage 1, Stage 2, Stage 3 & Stage 4.
What I am trying to do is mirror group moves across boards - so if an item is moved from the Stage 0 group to the Stage 1 group in one of the low level Departmental Project Portfolio boards, then the item it is connected to via a Connect Board column in the high level Overall Project Portfolio board will also move from the Stage 0 group to the Stage 1 group in that high level board.
If Automations could work on mirror columns connected to a Connect Boards Column with multiple connected boards, then this would be possible by the following set of automations:
In lower level boards: When an item is moved to Stage 0/1/2/3/4 set Group? to Stage 0/1/2/3/4
In high level board: When Group? (Mirrored) changes to Stage 0/1/2/3/4, change Group? to Stage 0/1/2/3/4
In high level board: When Group? changes to Stage 0/1/2/3/4 move item to Stage 0/1/2/3/4
This would allow users to build out complex project portfolios for management without the need to manually track and update item group moves across boards:
As it is now I’ve been informed I would need separate Connect Boards columns for every column I need to mirror between items leading to over a hundred columns per item. This means the high level Overall Project Portfolio is indecipherable and unfit for purpose due to how overly cluttered it is. This is a pretty crucial feature for our organization’s use of Monday, and I imagine a lot of other orgs use too if they’re trying to use Monday for Project and Portfolio Management.
Please vote if you agree and would like this implemented!