u/Homework-Worldly

Do people have any experience with making a weekly meeting Board. We go through the items and these items are linked to some projects but some are just small action items. Meeting notes etc would be nice. Do you all have any experience?

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u/Homework-Worldly — 9 days ago

I’m trying to create an automation in Portfolio view, but I’m not sure if it’s possible.

What I want to do:

When the status column of an project changes, I want to automatically create a group based on that status.

Example:

  • Project Market Analysis status changes to KICK-OFF in portofolio
  • Project should get a group with items that I have decided to correspond to doing Market Analysis

Ideally, this would work from the Portfolio view, but I’m not sure whether automations can create groups dynamically from a status column change.

Has anyone done something like this?

The problem in my case is that these projects are very modular. Also in the start not all phases are clear. Therefore I can't make a template with all the needed groups.

Any suggestions or workarounds would be appreciated.

We use Monday Enterprise

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u/Homework-Worldly — 10 days ago