I’m setting up monday in my workplace (Design agency), and I currently have a board for the clients and for New requests. Each group is a different client, and within the group, each item is a different project, each subitem is a different product of a projects that we need to develop.
I have this Client board connected to a Request board and I’ve mirrored the clients and projects names, so Designers know what they are project working on and for who, however, I can’t mirror the subitems, so they don’t know what product the task assigned is for. Is there a way I can mirror the subitems column of the Clients board to the Request board item? I couldn’t make this work
The other way I thought was creating a dropdown in the Client board for the products to be developed, however each project has a different list of products, and we get more than 300 projects/year with multiple type of products, so I think the list will be get too long.
I am completely out of ideas how to make this work. I appreciate all the help, thank you :)!
Am I understanding correctly that you want to create a connect boards column from the subitem of the Clients board to the main items of the Request board?
Okay. You can create this from the Clients board. Just add the connect board column to the subitems. If you want the connection to go the other way, make sure to check the “Create a two-way connection” box when adding the board to the column.
Sirah here from Mindflows - it is possible to mirror a subitem to a parent item in another board. Have you tried adding a Connect Board Column onto the subitem in your Clients Board then a mirror column on the Request Board?