Hey everyone - I’m struggling with a workflow problem at our marketing agency, hoping someone’s solved this before.
Quick context: We manage 100+ clients across different channels (paid social, google ads etc). Right now every client has their own board where we create/manage tasks.
What I want to do is create high-level boards for each service (like a “Content Tasks” board, “SEOTasks” board etc.) where our teams can see ALL their active work in one place, sorted by due date, filtered by who’s doing what etc. We could connect it to our our client database so we can easily tag which client it’s for.
The problem: When we need client approval, we would have to move the task to their board. But then it disappears from our service board and defeats the whole purpose. I tried looking into a button that would create linked tasks, but you can’t dynamically choose which client board it goes to - it has to preselected.
I have tried using a dashboard, manually connecting all client boards, and using a filter to just show tasks related to that one channel. Previously that was clunky, slow, and still very manual. Monday 2.0 and the ability to filter across all boards may have helped that, but it would still means tasks were created in each board and not “sent” to clients.
There are some apps that let you mirror tasks across boards but they’re pretty expensive just to solve this one headache.
Anyone have a creative solution for this?
Thanks in advance.