Hi, want to move all our projects and initiatives over to monday. Every week need to produce a written status report on each project and initiative. Would like to ensure i don’t lose the history either of these text updates.
There is the “updates” section that seems to be for “Be the first one to update about progress”.
However can’t seem to be able to work out how to get access to those updates for each project and consolidate them to another board that can then be exported to excel (and ultimately word after that).
I tried another method with a custom column that takes text input and a button to copy to another board but that doesn’t solve the requirement for keeping the history of updates.
Hello @frano72 and @TKingSH ,
I assume Board Email Reports can help you in this case. It provides the following types of reports.
On a board/project level:
New and updated tasks
Status updates
Budget, Costs, Revenue changes
Timeline and deadline overdue
Time Tracking changes
On an item/task level:
Updates by a specific employee
Updates mentioning a specific employee
Updates containing attachments
Status updates
Last updates
It aggregates the changes in the activity log by the column you choose and over the period you choose in the automation rule, and sends the xls-report to any people you mention in the rule (no guest access needed! ).
For you case you need status report. In the automation rule you specify include all the transitions between status states or only direct status transition (ex, directly from In Progress to Done). This is an example:
