Hi! Setting up a board and have used the template mentioned here as a starting point https://support.monday.com/hc/en-us/articles/4402057681298-OKR-management-using-monday-com. Under “Add granularity with subitems” there is an image that shows a column with the heading “Initiatives”. This appears to be linked to the Progress column which is a summary of the sub item status below. What type of column is the initiative column? I cannot work it out.
Hello @Bridget1
Hi! Great question. The Initiatives column in that screenshot isn’t a special column type. It’s just a regular column that’s been renamed, commonly a Text or Status column. The actual initiatives are represented by the subitems underneath each item.
The Progress column is a Progress Tracking column that summarizes selected subitem status columns. It’s not directly linked to a column called Initiatives, it’s just rolling up the subitem statuses you choose.
If you want subitem data to show on the parent item, you can enable Show summary on parent item for the relevant subitem column.
Dr. Tanvi Sachar
Monday Certified Partner, Tuesday Wizard
The Progress column, on the other hand, is a Progress Tracking column that summarizes selected subitem status columns. It isn’t directly EquifaxCredit login linked to the Initiatives column; rather, it rolls up the statuses you select from the subitems.
Thank you for that, however I can’t work out how to get the subitem line to show on the parent item as it is in the image. I’ve got the progress sorted, it’s just this one that looks different.
Thank you. I have that part sorted.
Glad to hear that @Bridget1