Dear all,
I’m completing the construction of a community center for a non-profit. I have a detailed board outlining all steps of the construction process (really detailed with prices, volumes, negotiated margins, timelines, …).
To give real-time info and overview to our stakeholders, I want to create a High-Level board, where I simply mirror the summary of status columns of my low level boards for a few items (like status of progress of work, status of funding, etc).
So for each group on my low-level board, I want a general summary on a HighLevel board.
The issue is that in using mirror columns, I can’t provide my stakeholders access to a High-Level board, unless they also have access to the LowLevel board from where I mirror the info on my HighLevel. That’s a problem because my LowLevel contains much info that is really confidential on an operational level and also just info overload for most stakeholders to the project. All they need to know is where am I in a certain building phase in terms of funding and actual building progress.
How do I work around that? How to give stakeholders a high-level overview by summarising key info from detailed source boards, without having to give them access to all the detailed source boards themselves.
Many stakeholders even tell me they don’t want to suddenly get all these boards. They get lost in them.
Hope this makes sense. Anyone struggles with the same? Any solution to this?
Thanks much,
Glenn
@Glesthe This is exactly what we need, as well!
Hi @Glesthe , I published an article for your guide on how to do that within monday. Here is the link
Thanks @Rodney, but the app ‘Same Item Multiple Boards’ is not allowing me to accomplish what I need. The reason for that is that on my low level board, my items mainly consist of ‘roll-ups’ of my subitem information. And given that the subitem summary on a parent item is basically a mirror column, your app does not allow the projection of a mirror column on a different board.
So if I want to use ‘Same item Multiple Boards’ as an app, I need to find a way to summarise my subitem information on my parent item, without using the standard “show summary on parent item” function in Monday. How can I do that? How can I show a summary of my subitem information, in a general column on the parent item? Thanks much.
You can sync the actual subitems to your 2nd board and add a “rollup” column there - will that work?
Thanks Snir. Unfortunately that won’t work. The whole idea of not having to give stakeholders accesss to the low level board is so that they don’t see all the subitems. Still not working at this point. Trying to figure out how to get a subitem roll-up pushed to a normal column on the low level so I can push that one to the other board through your app.
Thanks
Glenn Vantieghem
Christ’s Hope Int. RDC
Country Team Leader
glennv@christshope.org
We have the same problem.
In order to have access to a board or a column on a board, a user must have access to all boards from which it pulls data.
A partial solution is to create an automation on the detailed construction process board using a button column. This automation should copy to the high-level board only the information you are ok sharing with your stakeholders. You should use the following automation for the button: “When button clicked create an (item) in (board).”
In order to copy the information from the detailed to the high-level board select up to 500 items at a time and click the button.
One difficulty with this approach is that you have to delete the items in the high-level board and use the button column again every time you update your information on the detailed board. A workaround is to include a creation date column for new items in the high-level board so that your stakeholders know when the data they are looking at was updated.
Another difficulty with this approach is that the button column is not currently supported for subitems. However, you can get around this by creating status or number columns in the parent items of the detailed board to summarize your subitems. You can then use automations to update those status or number columns when the subitems are changed.
For example, you could create at the parent level a number column for each subitem status category. You could then have automations add 1 each time a subitem status is changed to that category or subtract 1 each time a subitem status is changed from that category. You can then use chart view in the high-level board to show progress using those number columns once you have copied them over.
I hope this helps.
@Snir,
Thanks for the suggestion. It’s exactly the subitems that I don’t want to overload my stakeholders with. Some of the info in those are also simply not for them to see. So I just need the high-level summary of some columns of my subitems in my low-level board. So that won’t work.