Hi there,
We are a video agency trying to set up a new account. We have multiple videos on the go at once. Having a board with each pulse be a video, and the columns be things like the status and due date & team member = great high level overview that I need as the PM. I.e. “Video 1 is 80% done, John is editing it, and we are waiting client feedback”
However, we ALSO need to plan all the 25+ tasks that are WITHIN EACH video. On other apps these would be subtasks. I can also make a board for each video, with 25 pulses to be each task. But I don’t see any way currently to link these individual boards to the one, high level board. If I have to update dates & status etc manually two times, that leaves room for error and wastes time. How do I achieve this? To use a checklist for these items is not enough, as we need to put dates & names against each item.
Stacey, what about Board = Videos, Group = each specific video, Pulse = each video task? That way all your different columns, etc are created once on the board level. Just a thought.
The community has been asking this feature since Apr 2019. Still no word on when the beta release can be expected. Last i heard from their moderators, it looked like they were going back to the drawing board
Till then maybe Jason.Clark’s suggestion will work for you.
Thank you @jason.clark and @Jaewoo. I did see that its being talked about… but I am open minded to live without them! Just need to work out how.
Jason your suggestion could work… except there is no way to summarize the status of the “group” (i.e. video). This is closer than the feedback I’ve received from Monday so far though, so will experiment.
Any fellow creative agency / video production / project manager types out there please LMK your secret!
Hey everyone
Reviving this discussion following a very similar task management in our sales team:
Each prospect is its own pulse, with columns stating statuses/due dates/etc. Substasks for each pulse are tasks that are directly related to that prospect. This actually works great (along with automations :).
I’m looking for a way to list all subtasks in a single view (sorted by priority), so that a global decision of what we should do next is clear and easy.
Hi @redlus - Have you found a solution yet? I’m unclear why you would want to prioritze the detailed tasks without referring to the prospect info. You want to prioritize the subtasks or the prospects?
