I’d like to replace our current manual/excel weekly project reporting using Monday.Com.
What I want to do is to have a board containing all our projects, a group per project. Each group will have items describing each key deliverable, that look something like this simplified version.
Task Status Date Latest Update
Analysis, Complete 01/12/2023 Text of latest Item update
Development, In Progress 31/01/2024 Text of latest Item update
Testing, Not Started 14/02/2024 Text of latest Item update
Implementation Planning In Progress 07/02/2024 Text of latest Item update
Implementation Not Started 21/02/2024 Text of latest Item update
For most of this Monday seems very good, but I don’t see how I can show the ‘Last Update’. Our process will be for the Project Managers to update each item weekly using the ‘Start Conversation → Item Update’ field and then for my report to show the most recent entry against each item. Is this possible?
I don’t want to use a text field for this as I want us to be able to keep the history of updates against each row and not over-write this each time.
Currently, the Last Updated Column will reflect changes made to an item within the columns of the board, but not when an update is posted in the updates section - which I understand is what you’re looking to achieve, so I apologise for the setback here. I will relay this feedback to our team internally
Transparently, I would advise instead using a text column in order for timestamped updates so show, however I understand this is not what you’re looking for. You are welcome to explore our developers community or API documentation incase there’s an alternative way to have this information show in last updated column. That said, I will be taking this with our team internally!
I wonder if I can use an automation to copy a text column into the updates section?
So each week the project manager updates a ‘Current Situation’ text field with a status update and the automation copies that text into the updates section. This would create a ‘history’ of the ‘Current Situation’ text column?
We developed an app called Board Report Automations that provides reporting capabilities which are based on actual reports (static docs) and not dashboards.
It allows to solve a version of this case by showing the items that had status change in a certain time period. Here’s an example →
Does that make sense?
In any case, we’re working on adding new types of reports and might incorporate your use case as well. If possible, can you reach out to me at daniel@fantasymedia.io so we can discuss further and explore what could be the best possible solution for this case?
