You probably know that it’s easier to manage projects on monday.com as opposed to spreadsheets. And things can get a lot easier if you can create and sync multiple boards. In today’s blog post, I will explain how to create high-level and low-level boards on monday.com.
Also, I’ll share how to automate the process of connecting your boards, which will save you time and effort. So, let’s get started and simplify your project management.
How to Create a High-Level Board
Let’s start with adding a high-level board. You must click “+ Add” and name this “High level board.”
There will be options to name the board, setting up the board type and selecting the name that each item will be called. In this below example, I have created a main board (visible to everyone in your account) and “Projects” as the name of each line item on the board.
Finally, click the “Create Board” button to see that a High-Level (Projects) board has been created.
You can do this for projects and other things, like products, campaigns, and more.
There are a lot of different use case for this kind of setup, but it’s all about the same concept: one high-level board and a lot of low-level boards that link up to the high-level board.
How to Create a Low-Level Board
Now, let’s create a low-level board and name it “low-level (project #1).” Since we will be creating a number of low level project boards, we want to make sure each project is clear in the name since we will have a number of these boards.
Since you will need a number of these low level boards, I suggest that you create your first board, and make sure it is really final. Then after having your final version, duplicate the boards as many times as you need. It will reduce your workload by a significant margin if you need to make changes to the board, it means you will need to change each board.
Connecting the Low-Level to the High-Level Board
Go to the high-level board and click the “+” icon to add a new column. Choose the “Connect boards” option from the dropdown menu to create a “Connected board” column.
Clicking on that column will allow you to select the boards to be connected. Go ahead and select “ow-level Project #1.” You can choose multiple boards in this step.
If you want this information to appear on both the high-level and low-level boards, select the “Create a two-way connection” option. This is the only time that you can choose to do a 2 way sync. If you do this, what it means is that the information will show up on both boards in a connected boards column. If not, then you will only see the information on one of the boards.
Now, you can see the connected board column pull in the information from the low-level board column on the High-Level board. Clicking the “!” sign on the column will show what it’s connected to.
Now, if you go to your Low-Level board, you’ll see a column that links to your high-level board.
Two Ways to Connect the Boards
While you can connect the boards manually each time, there are 2 ways that you can automate this process.
Option #1 – Item Default Value
The first way is by setting an item default value. This way, whenever you add something to a board, it’ll automatically link to the high-level board. You can lean about how to create an item default value on this Youtube video that I have created.
Once you have set the item default value to be your high-level board, when you create “Task 1” in your low-level board, you’ll see that it will be automatically connected to your high-level board.
Option #2 – Match Automation
The second way to connect low-level and high-level boards is using “match automation.” Using this function will connect boards when an item on one board matches an item on another board. For example, you can match a status column to connect the two boards.
To set up this automation:
- Create a status column on your Low-Level board and name it after your project.
- Go to the automation center and add the match automation to your board (search for it in the pre built automation recipes).
- Choose the column you want to match with the high-level board and select “Column change” as the trigger.
- Specify the columns you want to match on both high-level and low-level boards.
- Save the automation, and any new items added to your low-level board will be automatically connected to the high-level board.
You can create a high-level board and several low-level boards and link them together automatically by either setting an item default value, or setting up a match automation. Either way, this concept for a high-level and low level board, is something that many people use in their implementation and can be used for many different use cases.
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