I’m not sure if the features I’m trying to use are right for the job, if I’m using them incorrectly or if I should rethink how I’ve set the boards up, so perhaps somebody can help by answering.
My role is head of marketing in education and we have different marketing managers for different markets think Further Education and Higher Education. We’ve set up folders aligned to those markets and in the folders go project boards for campaigns and projects. Each new project or campaign gets it’s own low-level production board.
I’d like a high-level board which automatically pulls in fields from EVERY low-level board but only shows certain columns. For example I’d like to see things like total estimate hours per task owner and average status completion plus deadlines so I have a complete summary overview of projects and enable a report to be created which tracks resource capacity.
I tried to set up an automation in my board template which when an item is created it creates a link to item in my high level board. I thought I could then put a mirror column in the high level board and tick the columns I want. But this doesn’t seem to automate, instead I have to manually pull across each and every item.
I tried to give up on that idea and just do it in the Dashboard but again you have to manually select every single project to get a capacity overview, but with projects being added continually this is a nightmare.
Am I missing something, or am I doing it wrong? Or is this actually a feature request and Monday.com needs to add a dashboard widget which includes all active projects with a person assigned on it.