We use Monday.com to track current and past projects across multiple office locations. We would like to implement a setup similar to the following:
Main Board
- Contains all of our Projects
- Each row contains an individual project
- The name / first column contains the Project Name
- Columns contain project data such as client, status, location, stages, fees, etc
Board Type A
- All rows to be mirrored from the Main Board and update when it changes
- The name / first column should mirror the project name in the Main Board and update when and/or if it changes
- Some of the columns are mirrored from the Main Board and some contain new information - eg. the client name might carry across but it may have a new fields to track different aspects of the project
Board Type B
- Limited number of rows which are a Subset of the Main Board
- The name / first column should mirror the project name in the Main Board and update when and/or if it changes
- New rows are automatically populated based on the status column - ie, the board might be a location based subset of all of the projects which changes based on a location status
QUESTION 1
The mirrored column feature works well for column information but would like to know if there is any way to mirror & update the name / first column?
QUESTION 2
I can see how a project row added to the Main Board can be automated to be added to Board Types A&B but is there any way if these other boards were set up later they could read information from that Main Board and create rows based on status - on creation of the board add all rows that have the status “X”?
It seems to me that if I use the mirror column feature then the name/ first column becomes redundant. Any suggestions appreciated.