Hi Folks,
I am wanting to view the summary of 1 board on another.
Details:
I have 15 individual project boards with the hours taken displayed.
I would like to have the summary of those hours displayed on my client portfolio board where all clients are listed as an item.
How can I do this?
hi @Linley221
The out-of-the-box solution is to create board connections from the portfolio boards to the project boards and have mirror columns for the columns you want to see in the portfolio board. A more feature rich approach is to use the Rollup Multiple Boards app where each item in the protfolio board represent a project board. This app allows you to summarize numbers, statuses, people etc. columns. You can also filter the project boards to summarize only a subset of the project boards. See monday.com: Apps Marketplace or a full instruction video at RMB and RSI video.mp4 on Vimeo