Hi everyone
I’ve been using monday.com for a couple of months now, and while it’s been great on the whole, there is one area that is hugely lacking - being able to have a master view of multiple boards where the boards seamlessly link! How have people solved this issue!?
Dashboards are very clunky and I don’t want to see all the information from low-level boards, just specific parts and sometimes even summarised.
The mirroring doesn’t really work well and is so time-consuming to introduce, especially when linking multiple columns to multiple boards.
What I’d like to achieve:
Have one master board, where multiple low level boards are connected. The low level boards are all project boards - tasks specific to a project are listed here. The master board would be a ‘summary’ of every project, showing overall timelines and progress.
Currently if information is updated in one, I have to manually update it in another.
What workarounds have people found? Is Monday.com looking at a solution for this, as it seems like a fundamental part of PMO program!?
Exactly for this reason I developed an integration app call Rollup Multiple Boards. From a “master” board you can create “down-level” (project) boards based on monday.com template(s). Each row in the “master” represents a “down-level” board, in your case a project. There are recipes to aggregate data from the down-level boards to the row in the “master”, like:
sum (or average, min, max) of number columns
% of completion for status columns
aggregated timeline (first start to latest end dates)
Hi - this sounds exactly what my team need. Do you mean that each “pulse” on a high level board can reflect/show the status (in color or percentage), on a low level board? And that you can have several pulses on this master board that is connected to different low level boards (basically what you wrote, but got all excited here )
Is is something you buy as an add-on? Please contact me for further info.
ping @basdebruin
Yes, each pulse on a high-level board can create a down-level board from a template. This down-level board is linked to that pulse. If you trigger the down-level board creation from another pulse that pulse will be connected to the second down-level board and so on. There are recipes to aggregate data from supported column types. As an example this is the recipe to create down-level boards (in this case it create a Main board):
The last recipe will show for each connected down-level board how many statuses in the down-level board are set to Done. It also supports percentages but unfortunately there is now way to create the famous battery bar as there is no API support for this.
I work very closely together with the Swedish partner Omnitas (@Thomas-Omnitas) which are experts in implementing monday.com and apps developed by Excellent Team.
@mdurant I have a very similar need and have yet to find a solution. I have spoken with support and my Account Manager but have not found a solution.
I use a couple (unfortunately clunky and manual) workarounds to try to achieve a decent result:
Dashboard where I have to manually add all active boards, then use a calendar widget to display key dates and timeline widget to display more granular tasks.
“Master” board where all requests from my team to create new projects which will warrant a new board land. That way I have all of those in one spot. I then manually link all the project boards using a link column on my master board. Embarrassingly manual, but in the absence of a real solution, has been helpful to me.
Would love to connect and discuss any workarounds or ideas you have!
Hi @mdurant, the company I work for, Unito, has a possible solution to this. You are able to sync boards and create a masterboard - here is a link that you might find helpful, regarding the integration! Let me know if you have any questions and I would be happy to help!
High Level Board(Company Project Overview)
I have one high level board which i use for total company WIPs which needs to show all the current projects we are working on.
Lower Level Board(Report Requests)
A list of reports requested with each report as a task/pulse & groups being:
Next In Queue
New
Working On
Completed
Lower Level Board(Campaign Tracker)
A list of current media campaigns requested with each report as a task/pulse & groups being:
New Campaigns
Awaiting Approval
Amending
Approved
Live
Completed
I would like for the HLB to populate each task in the LLBs & sync
Details
Dates
People
Due Date
Workflow Stage
etc etc
Currently i have to manually do this & i can’t find anything that can assist here in a simple fashion.
I’m really disappointed that this isn’t a part of the functionality. And the documentation was really misleading, it wasn’t immediately clear that the mirror only rolls up for manually selected items.
What I’m trying to do is to get information from down-level boards to feed up into the Master Board. I already have 75 projects based on the same template and do not want to start from scratch.
RMB doesn’t find any of the existing templates I’ve created, even though I have the [RMB] tag in the description of my templates. Do I need to make each one of my project boards a template so that RMB will recognize it?
I’m having the same issue as @Beesbythesea. I have [RMB] in the description and I confirmed that my template is accessible in the templates area for all users to select so it should be a “real template”. But, the RMB app is not populating any templates.
)
:
