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 âXâ?
It seems to me that if I use the mirror column feature then the name/ first column becomes redundant. Any suggestions appreciated.
This sound like an use case for my app âRollup Multiple Boardsâ. The app uses monday.com templates and create âdown-levelâ boards with the name of the item in the âmasterâ. Each row in the âmasterâ represents a âdown-levelâ board, in your case a project. There are recipes to aggregate data from the down-level boards to the row in the âmasterâ, like:
sum (or average, min, max) of number columns
% of completion for status columns
aggregated timeline (first start to latest end dates)
QUESTION 1: You can mirror the first column name by using the âconnect boardsâ column: Connect boards column (Previously Link to item column). This connect boards will reflect any changes to the item name made in the other board, but it will not be able to update the name/first column directly.
QUESTION 2: Iâm not sure this will be possible directly in monday.com without an app, but I would recommend writing to us in support@monday.com and elaborating on what the specific/concrete use case is here.
Will the connect boards column also delete the item from multiple boards? We use a similar setup w/ a Master board like a data bucket & numerous boards feeding off of it w/ a variety of mirrored columns. Unfortunately, if we delete a item/row on one board it remains on the others.
Throwing 1 more thought in, it would be a massive improvement to be able to automate mirrored columns. For example, when the project status column is moved to done in out Master board it moves the item to a completed group. Unfortunately, we need to manually move the item on each board where it is mirrored separately.
In relation to Question 1 @TRB-monday.com why canât monday.com just hurry up and implement a Project Column like Asana has already, this is clearly causing a lot of people pain and seems like Monday.com is losing customers due to not having this one feature and I think our company might be next at this rate. Once your company has 20+ boards it is not efficient to have to go to every board to see what is assigned to you rather than being able to see everything that is assigned to you on all boards all in one Board and be able to update and work on everything all from one Board.
I agree with this. It is very easy to link tasks (items) between projects (boards) on Asana, and also to see which other projects/boards a particular task is shared with, and to use this to navigate between them. On Monday.com, it seems you can mirror any column except the first, which is the crucial one that has the name of the item/task in it. (And also the simple two-way navigation isnât built in.) Iâm enjoying many of the benefits of having switched to Monday.com, but this is a major downside for me.
As far as I can tell you must ADD a Connect Boards Column, which negates the need of the first column. I canât transform the first column to a Connect Column, right?
Hey @maureenroaringmouse, thanks for posting! Youâre right: in order to add a mirror column you must first add a Connect Boards column, and itâs not possible make the first (leftmost) column a Connect Boards column.
Yes, but then you have the limitations of connect board column later in automations process. There is no way of creating a mirror collumn from the first column of another board?
Itâs not possible to mirror the Name Column from another board BUT it also shouldnât be needed necessarily since the connect boards column itself is showing the names of the connected items:
Also @peter_w - remember to mark the answer that solves your question as the solution so others who happen on the thread can easily find the answer!
Yeah okay but the thing is one often wants the FIRST column to be a mirror column.
I have a strategic hires board that mirrors my contact board - why god why!? (See how I have to re-enter Tim or name it â1â or something silly? very annoying)
Iâm afraid this isnât possible at present, but I can see how this would be helpful for your particular workflow.
I can definitely appreciate how this would be a useful addition to the platform for yourself, and Iâm sure for other teams too, so I would highly recommend opening a thread in our Feature Request section.
Here other users who would also like this added to the platform will be able to upvote the feature!
You can find this here: Submit an Idea - monday Community Forum
Just wanted to reach out and see if you needed any further assistance here, or if you had any more questions on this?
If so, just let us know! Weâd be happy to assist
