I’ve been stuck with monday.com for a couple of hours now. I apologize for re-stating a question that probably came up a couple of times. I read most of the threads that touched on the subject, but I’m still confused. I hope I can get closure on the topic this way.
My company uses objectives for goal setting and alignment.
My teams and employees need a place to track their work. We are a small company with lots of 1-2 person “teams” so a lot of tracking is happening on personal boards.
Some of that work relates to specific company goals. I need a place where done work aggregates to goal completion.
This seems like the most basic thing, yet I’m entirely stuck. During my research I come across Dashboards (not good) and complex custom integrations from users. I must be missing something.
I setup a top Level board, with items refering to quartely goals:
Board: Top Level
Group: Q1 - Do the thing!
Item 1: Launch Gizmo | Status
Then I have my personal board which I need to get through the day, plan out my week and communicate to others what I’m currently working on:
Group: My Backlog
Item 1: Do the dishes | Status
Item 2: Schedule call with Pete | Status
Item 3: Draft Gizmo release post | Status
Item 3 relates to the company goal “Launch Gizmo”. When I change the status to DONE, I need that to be reflected on top level board.
It’s easy to implement this. Just link the top level board to the Chris Board, add a mirrored status column and select the item(s) that relate to the goal. Pretty simple.
I’ve got more than one employee. There are many more people who want to utilize a board like mine. It seems like I have to add 2 columns per board from which I need to pull information, leaving my top level board in a giant mess. Please tell me I’m missing something here.