Hello. In my company a lot of us use the updates section of items to send work to vendors, write task updates, etc. These updates are the same most of the time. Is there a way we could save time typing them out each time? Some of us have our own notes on our computers that we copy and paste from but it’s pretty inefficient having to go back and forth plus keep that open all day. If there aren’t any solutions, I think this would be a great new feature.
Hey @mlinder !
Our newest app, called “Update Templates” directly addresses your request. You can install the app with the link below. Let me know if you have any questions!
Hello @mlinder ,
The Board Email Reports got you back with this case.
It’s the unique app that provides reports on item updates. The types of reports:
On a board/project level:
- New and updated tasks
- Status updates
- Budget, Costs, Revenue changes
- Timeline and deadline overdue
- Time Tracking changes
On an item/task level:
- Updates by a specific employee
- Updates mentioning a specific employee
- Updates containing attachments
- Status updates
- Last updates
The app consolidates item updates over a specific period and automatically delivers them via email with a roundup of changes and detailed xls-report as an attachment. This is how it looks:
The message in my inbox with xls-attachment where you can find updates details:
The best part is that you don’t need to add users as guests to your monday account, just add their emails into the automation rule.
You can test the app and check if it works for you. I hope you’ll find it helpful.