We are using Monday for our project planning tool to implement our SaaS based healthcare software. Our entire workplan is loaded with our customer accessing the Board.
My question is has someone come up with a good way to focus the board on the immediate tasks and provide exporting to secondary team members, either on our side or the customer side? An example is we have technical resources doing work for the project, but they do not have access to Monday. How can my customer Project Manager easily export specific Tasks or Sub Tasks to her team members (i.e., these three things need completed by end of next week)?