There was a fella on here a while back who had mentioned he had a workflow similar to what I was looking for, but it sounded way beyond my ability. I wanted to throw this out there again to see if anybody else has come up with something like this.
Basically, we use our monday account as a scheduling system for our rental business. Each monday, I create a new folder of boards based on a template board and then manually change the name of the folder and each board to a date. Ie. “Week of 04/26/2021” with boards named “Monday, April 26, 2021”. So that’s request 1. Anybody have any idea how this could be easily implemented with an automation/schedule?
- On the day boards, I have created an automation that when a status column changes to “Delivery” an item is created on another board called “Job Board”. The goal here is to have an automated system of tracking which items have been rented out and when they need to be picked up. Currently I can get the new items created on the job board and can put the Drop Date simply as the date the item was created, but if someone was to move the item from the day board because the delivery was delayed, I’d want the Job Board to be able to reflect that the Drop Date changed to another day. I’m not sure if this is possible with a linked column (they don’t seem to do what I’m thinking from what I see)?
Thanks in advance for any additional input on this!