Dashboards using sub-items

Hi monday team!
before starting using sub-items we managed our software development team using really powerful dashboards to visualize and gamify our daily and sprint-wise work.

We have shifted to sub-items as it helps us organize our work in epics/projects. For planning purposes we have won a lot, but we have lost the super-useful dashboards for managing our team as the product owner is set at item level and assignees are set at sub-item level.

Now that we are fully remote, this is having a tough impact in our productivity.

We can’t give a good use of your visualization capabilities. We really have lost engagement with a few members of our team as we can’t feed dashboards using sub-items.

I haven’t seen it at your roadmap for sub-items. Any plan?

Thanks,
Guillermo

+1 on this feature request

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Definitely.
Sub-tasks seemed like a nice idea at first, especially visually, but it seems so disconnected from all the other features
 now I’m kind of regretting the usage w/ my team.

8 Likes

SO many other task tracking tools also have this issue and I cannot figure out what brainworm seeped into the ground water of PM tool developers to make this happen. It feels like a conspiracy,

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+1 for the feature request of being able to show stats of subtasks in dashboards. Beside that I am curious to know how sub-items helps you organize your work in epics/projects? Can you elaborate on that? We work with epics and user stories and was thinking of using subtasks for user stories. Thanks

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Hi @Eltjo,
in our production board we have a first group for the main projects/epics we are working on.

Then we have the groups for the work we will do ‘This week’ and ‘Next week’. The cards here are the break-down of epics into parts (say Epic XXX 1/3) where we write the user stories and any other explanation the development team needs to know.

The developers create their own subtasks and estimate them. Then we reorganize if estimations don’t fit our capacity.

As soon as monday allows to move sub-items between cards we will probably write the user stories at the project/epic, create sub-tasks and then reorder as we need. We are really looking forward to it!

This is how it fits us for our way of working, I guess yours will be slightly or completely different :smile:

How do you use it?

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Hi @guillemarqueta

Sounds good and now I understand the need of being able to move them around. We have a slightly different setup. For each project we use

Board 1: Sprint backlog (SB)
Groups: Develop, Staging, Accept, Production
Items: Are tasks

Board 2: Product backlog (PB)
Groups: Next up, New items, Backlog
Items: Are tasks

Board 3: Epic and User Stories (EUS)
Groups: Themes
Items: Epics
Subitems: User Stories

Board 4: Sitelist / Sitemap board (SSB)
Groups: Webpages, Elements / components
Items: Pages or elements / components

Board 5: Product roadmap
Groups: Business, Product, Marketing, People
Items: Deadlines, Milestones, Meetings, vacations etc

We are using the Link to item column to link from our SP and PB to connect them to the items and Epics on the Sitelist and Epics and User Storie boards. This gives the tasks on our PB and SP an ‘category’ and with that sorting capabilities.

We have b-weekly refinement sessions to prepare our upcoming sprint. The refinement is being done from our Epics and User Stories and Sitelist board on epics, user stories.

To limit the amount of boards we are considering combining the PB and the SP board into one. This could be done with the filters on the view switcher in the left corner of a board. Combining the boards has pros and cons, so not sure yet.

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I’m in a very similar situation as @guillemarqueta. We have story points assigned to sub-tasks that can’t make it into dashboards. :frowning:

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i have the same problme.
we start using sub items to Divide our project into small parts and time tracking them.
After we started working we discovered that the time tracking column in the-sum item is not synchronized at all in the time tracking Dash Board.
It’s so useless, hope it will be resolved soon.

3 Likes

Our team would love to be able to use the sub-items into our dashboards for finance analysis charts. The parent row gets too lengthy, which is why we switch to sub items but now I am discovering I cannot have the charts look at the # value of the subitem, it is just “counting” the row

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Hi all, we still have no news on sub-items avaiability to use in the dashboard right? this is quite a problem for us mostly because I’m using the dashoard to report to external teams and this way we are impossible to include all information.

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I haven’t seen any update on this. We moved to another tool foro what we needed here.

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That sucks! I hope its working for you. I hate incorporating too many tools; monday is more than capable of this but it still seems like they haven’t prioritized the use of subitems. It would be nice for someone from the monday team to respond.

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+1 I was looking to use this feature. I was surprised when it wasn’t available on the dashboards.

The sub-items is an epic failure as it stands today.

Just being able to pull sub-items status into a kanban board or a dashboard - without this the feature is actually not of any value to me.

I find it amazing that having seen the Sub-Items backlog, these things were never considered.
Amazing.

1 Like

@guillemarqueta which tool did you move to and does it support kanban/reporting on sub-item statuses?

At the moment the Gantt, Timeline, Workload, Battery, Number & Calendar widgets, as well as the files from subitems in the Files View, support subitems. Hopefully Monday will rollout support for subitems to all widgets as well as enabling subitem filtering (was due Q1 2022, so has slipped at the moment).

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Hi all :wave:

You can now use Screenful to create dashboards and reports with both tasks and subtasks.

It will give you the low-level item detail that you are looking for when breaking down your work for a more granular view.

Here is a guide to help you get started: Tracking monday.com subitems with Screenful

Let us know (support@screenful.com) if you’d need any help with your setups :wink:

Any updates on this. Really would like to see the batch selection of a subitem enabled on a dashboard view. Not having this feature is limiting the ability to work within the dashboard. We utilize dashboards to filter down to a specific employees projects that they are responsible for instead of them having to navigate within the master boards.

Hello

When I make a dashboard to filters tasks with the same criteria for items and subitems it doesn’t allow both filters.

For example: I have a board where a task could be assigned to an IT team (status column with the team name) and the same assignment could be done for the subitems. If I filter by Item and then I add the subitem filter all the items with the criteria that doesn’t have subitems filter out.