Description
Hi There ![]()
My company manages many product projects, in which each has complex milestones and steps included. We have started using Monday to project-manage these products from Project Kick-Off to Launch.
Currently we have over 400 projects that are linked to a Portfolio Board to show an overview of each projects status and information. Each Project has itās own project board that includes around 7 Milestones (set-up as Groups), and 2-8 tasks within each milestone (set-up as Items under each Group).
We have these items assigned to different users within our large team and have a due-date set as a timeline column for the task to show in the users āMy Workā list as a prioritised to-do list.
What we are after is to be able to see specific dates from the Project Boards show in the Portfolio Board. For example show the latest date of an item within the āShippingā Milestone group.
What are you trying to achieve
Iāve read other community members post similar function requests but not exactly the same. Iām hoping someone has a suggestion or can help me create an integration or app that can do this.
How I see this best achieved is by using a mirror column in the portfolio view, however this column will reference every items date (regardless of group). What I would love is to have the ability to apply a filter directly to this mirror column that can isolate the dates I want it to reference. For example filter by group name, or item name. An additional feature for this that would be very helpful would be to select whether if shows āEarliest Dateā, āLatest Dateā, or both.
Iāve tried a few workaround such as creating a new column in each project board that only stores the dates that I want to see in the portfolio. Then using a standard mirror column in the portfolio to show the dates entered. This works however this gets clunky as Iād like to show multiple dates in the portfolio.
Thanks!