In this article I’m going to describe the Master board workflow that I created to help companies to obtain insights from an unlimited number of projects at the same time, being able to show all of them in one dashboard and one portfolio board.
This approach also facilitates the team members to work in dozens of projects at the same time using only one board to work and communicate.
The master board approach is best suitable for the following uses cases:
- You have dozens of standard projects or clients (20+) that you want to manage and report from one place.
- You want your team to work from one board instead of going to different client or project boards.
I will explain here below the main concepts of the master board if you want to build it yourself but I’m also providing more details about how to use it and configure it in the following link.
You will also be able to get the template will all the boards ready to use in your account thanks to the new ability to share workspaces provided by monday.com.
Get the Master board workfload
How to set up the Master Board
The Master Board is a many to one connection , where many boards are connected to a principal one using the Connect boards and Mirror columns.
This workflow can be extended incorporating previous steps like a CRM where the leads are managed before becoming clients.
The process starts in a Portfolio board where the project/client boards are set up and automatically created when desired using a pre-built project template.
This template contains the standard activities for that type of project within the required columns to manage it. The template is using mirror columns because the main information will be hosted in the Master board. The projects can be managed both from the Master board and the project board at the same time thanks to the features provided by the mirrored columns.
How to set up your project board
Once the individual project board is created, the new project board can be configured. The configuration will depend on the specific needs but I like to add the project name and project number so they can be incorporated in the activity when it’s connected to the Master board for a better traceability.
The connection between the project board and the Master board is performed using the following automation.
How to manage the work using the Master Board
After the automation has been launched, the activities are connected to the Master board, the work can then be managed at the same time both from the Master board or from the individual project board depending on the needs. A good use of the Master board is to create a dashboard for each employee where the can manage the tasks and communicate using only the Master board.
The Master board can also show different views for each department aggregating the information from all the connected boards.
Reporting with the Master Board
Having one board with all the projects makes very easy to create a Management dashboard where all the work and financial information can be retrieved from an unlimited number of projects.
Finally, you can also connect the Master board to the Portfolio board so different layers of information can be obtained.
I hope it may serve you as inspiration how to create a Master board workflow. If you want the full workflow template or you need more information about the process you will find it in this link.