High-level low-level workflow | monday.com tutorials

Manage detailed projects while keeping track of the big picture with a high-level, low-level workflow!

00:00 - Introduction
00:10 - High-level / low-level explained
00:30 - Build your workflow
01:13 - Connect your boards
01:48 - Kick off new projects
01:56 - Automate your workflow
02:13 - Connect items
02:44 - Completed workflow

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[Red]

Looks sleek!! One thing that I also really like about Monday is its speed. There is no lag when moving from boards, views, scrolling, and pop ups. All other crms take a while to load when jumping around.

[droobius]

How do i have one high level board with multiple low level boards. Ie. Low level boards that connects to one line item on the high level board. Thos strategy connects one board to all line items on the high level board

[n_n]

What about when some of your items have subitems (that feed into the parent status items) and others don’t? I’d like to have the status reflected in one column regardless of whether the respective item has subitems or not

[AbrilGranchi]

Is Monday, suited for self task/project management? I am a one person team

[bhainsley]

Thanks for this, Monday team. Great tutorial, but quick question: what are the advantages of the high level board vs the dashboard feature?

[AdrienPaillardDigisky]

But you still need to add every project manually into the high level board. It would be usefull only if when a Board is created with the template, then the corresponding Item is automatically added to the high-level board. That is not possible right ?

[annasharma]

I don't understand how one item in high level board can summarize status for the entire low-level board? Not sure I understand how this high-level board works. And what if I have different templates with different columns?

[KatCarboy]

OMG. Watched it several times. Still can't connect boards. So confusing.

[lucretiagriffin]

I read this is the top plan for Realtors is this true

[stanvangilder]

What's the difference between creating a "high level project" called "Projects Portfolio" and just creating a "Portfolio"?

[chucklessss]

You're missing information, please update for April 2024

[tylermccuen]

its a great feature. but the way this thing exports data is sad.

[JohnR.Graham]

I watched this video 4 times and still have no idea what this is about. It's a blur. I give up.

[uwalakaezinne]

This whole teaching is too fast
Not clear to a beginner