I want to know how to connect a column of “connect boards” with subitems of another board.
Connecting a column of a “Connect Boards” type with subitems of another board in a tool like Monday.com requires leveraging the platform’s automation and linking capabilities. Here is a step-by-step guide to achieve this:
Step-by-Step Guide to Connect a Column with Subitems of Another Board
Main Board:
This is the board where you have the “Connect Boards” column.
Ensure you have a “Connect Boards” column set up.
Subitem Board:
This is the board that will have the subitems you want to link to.
Create the board and set up the subitems as needed.
2. Set Up the “Connect Boards” Column
Add Connect Boards Column:
In your Main Board, add a “Connect Boards” column.
Configure this column to link to the Subitem Board.
3. Create and Configure Subitems
Create Subitems:
In the Subitem Board, create the necessary subitems.
Link Subitems:
Unfortunately, Monday.com does not natively support linking subitems directly from one board to another through the “Connect Boards” column. However, you can work around this limitation by using automations and item mirroring.
4. Use Automations
Automation Setup:
Go to the “Automation” section in
Set up an automation to create a link between the item in the Main Board and the relevant subitem in the Subitem Board.
Example Automation:
Trigger: When an item is created or a specific status is changed in the Main Board.
Action: Create a new subitem in the Subitem Board and link it back to the item in the Main Board.
5. Use Mirroring
Mirror Subitems:
Use the Mirror column to display information from the subitems of the Subitem Board in the Main Board.
This involves setting up a mirror column to show specific subitem details in the Main Board.
Configure Mirror Columns:
In the Main Board, add a Mirror column.
Configure the Mirror column to pull information from the connected subitems in the Subitem Board.
Practical Example
Main Board (Project Overview)
Columns:
Project Name
Connect Boards (Linked to Subitem Board)
Status
Due Date
Subitem Board (Tasks)
Columns:
Task Name
Status
Assigned To
Due Date
Conclusion
While Monday does not natively support direct linking between a “Connect Boards” column and subitems of another board, you can use a combination of automations and mirror columns to achieve similar functionality. GMSocrates This approach allows you to maintain a connection between the items in the Main Board and the subitems in the Subitem Board, ensuring you have visibility and control over related tasks and projects.
For more detailed steps tailored to your specific workflow, you might want to explore Monday support documentation or community forums, as they provide a wealth of information and use-case examples.