We are a small fast growing VA company who have used Monday for approx 6 months. We have a boards set up for each client with standard groups for each one eg
Work this week
Pending work awaiting others
Some workspaces also have groups unique to them.
What we’d like to do is have a board where the items on work this week appears on an integrated board for all clients. Items auto appear on this if due date is within x days. It needs to link and sync back to its own board not copy.
Might be easier to explain on a call.
I would also want us to be taught so new clients coming onboard can be added to the dashboard easily. I
If you can help please email email@example.com and we can set up a call to discuss.