How to Set Up a PMO in Monday.com | Monday.com Tutorial | PPM | Project Roll-Up Reporting

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  • Опубліковано 24 січ 2025

КОМЕНТАРІ • 4

  • @tristrambenson699
    @tristrambenson699 Рік тому +2

    Is it possible to attach a Project to the Project Board (Tasks) and to have this link automated? I.e. each section in the Project Board is dedicated to a Project in the Portfolio Management board?

    • @echolocity
      @echolocity  11 місяців тому

      There are several different approaches for this depending on the goal. We often use automations to create, and link/mirror items between boards automatically, but ideally there is a separate project list board and a dashboard that pulls from a boardgroup for filtered views across projects. Feel free to set up a meeting with us if you'd like to discuss you specific scenario!

  • @BiztecLabs
    @BiztecLabs Рік тому

    But no recurring tasks.

    • @echolocity
      @echolocity  Рік тому

      It is true Monday.com does not have recurring tasks. We find that - so far at least - there isn't one tool that does *all* the things. The key is finding the tool that has feature to match your priorities. Have you explored Asana? The Asana recurring task function is one of the best we've seen for that specific need. Let us know if you give it a try!