I’m trying to figure out the best way to connect the tasks in multiple single project boards to a high level task board that shows every task for every project.
Currently my setup is to collect leads via Jotform integrated with a high level projects board and then use automations to create tasks connected to each project in a high level tasks board. however I would love to have single project boards with all the tasks and milestones for each project contained in it’s own board. But i haven’t figured out how to do so and connect these tasks to the Tasks board. Any input would be most appreciated, cheers Patrick
Hey @botsquad,
From my understanding, you’re already successfully connecting items across boards - particularly across your high level task board to your high level projects board, is this correct? Am I correct in understanding that you’d essentially like to connect an entire board (that aligns with an entire project) in a single high level project board for that project?
Apologies if I’ve misunderstood! Feel free to provide some further insight if it helps
Sorry for the super slow reply.
Yes, I have already connected multiple Boards to each other and set up cross-board automations for same.
What I’m trying to wrap my head around is how limited single project boards are when it comes to Automations. For example, let’s say I want to set up a single project board called “Big Job X” where every Item in the Board represents a task for Big Job X. Because every task shares the same column and many automations rely on column changes as either trigger or condition or both, I think Automating a single project board is going to be very limited or very messy or both. And I don’t see how I could set up a cross-board Automation to say link the Single Project Board to a high level projects board.
Have you had any joy setting up automations for single project boards? What about cross board automations from a single project board to a high level project board?
Thanks in advance for your help, Patrick