We need a way to manage our projects using a high-level and low-level structure, where:
High-level: An overview of all projects, showing the status of their respective tasks.
Low-level: A more detailed, individual view of each project.
Template: A template used to create low-level boards from the high-level board. This template would include 4 or 5 groups, each representing a department of the company: Finance, Sales, Engineering, and Construction, with each group containing its respective tasks.
We would also need these tasks to be locked by dependencies, meaning the next task cannot begin until the current one is completed.
For example, tasks in the Construction department should not begin until the Engineering department tasks are completed.
Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have? There are definite ways to do this, but it’s not a quick, simple answer.
High-Level Board: Contains all project information, with mirrored status columns from the low-level board summarized by departments: Commercial, Finance, Engineering, and Construction. It displays a status overview per department. Includes a button to create/launch/start the project and automatically connect both boards/columns, ensuring all linked statuses are reflected across both boards.
Low-Level Board: Contains detailed project information, organized into groups by department: Commercial, Finance, Engineering, Construction, and Service. Each department has its own tasks and subtasks (item + subitem).