Setting up some automations and ran into a roadblock. In our Clients board, we have a group with current clients on a monthly retainer. To obtain monthly metrics we’d like to keep them separate as groups; i.e., February Clients on Retainer, March Clients on Retainer, etc.
When creating dashboards I was able to select ‘top group’ as an option to extract data from, and it would be very useful to be able to also do this through an automation - duplicating the top group, instead of a chosen one.
I’d like for it to always duplicate the current month, which will be on top; however, the way it’s set up allows to only choose the same group to be duplicated monthly.
Hope that made sense and you guys can incorporate this soon!