monday.com Implementation Consultant
5 minutes
Task Tracking | Team Workload Management | Centralized Reporting
Master Data | monday.com | Task Tracking | Workload Management | Multiple Boards
Project Managers, Team Leads, HR Professionals, Operations Teams, Executives
Are you struggling to manage tasks across multiple teams or boards? Tracking everything separately is simply inefficient and frustrating, often resulting into missed deadlines and backlogs.
Enter Master Data, the ultimate solution for transforming task management on monday.com. It consolidates your tasks into one centralized hub, giving you the clarity and organization your team needs to excel.
Here’s how Master Data can simplify your task tracking:
Don’t chase scattered project details and tasks anymore. Master Data eliminates this challenge by automatically synchronizing tasks from multiple boards into a single Master Tasks Board. By installing our dedicated recipe on your project or source boards, there is no longer need to switch frequently between boards to hunt for task updates and assignments.
Having this streamlined view of all your tasks in one place makes it easy to monitor progress, check priorities, and ensure nothing falls through the cracks.
Projects can consist of multiple layers, from main tasks to sub-tasks. Master Data doesn’t just sync items; it can also sync sub-items, ensuring your Master Tasks Board reflects the full scope of work. Even if you’re assigning multiple small tasks under a main task across different boards, our app can integrate these into an overall view of task accomplishment.
Once items from your individual source boards are synced to the Master Board, you can check up on progress of these boards individually by using monday.com’s group by feature. Simply click the ‘group by’ button below the views and select Board Name. This will then automatically group the items in the Master Board by their Source Board!
Further, when tracking progress in numerous source boards, you can select ‘collapse all groups’ after clicking the three dots beside the group name. This will give you a nice overview of the progress of that group’s items.
By setting up a few automations in monday.com, you can track when a task is created and completed. When an item is created or a person is assigned to a task, simply set the creation date column to today. You can even include the time when a task is created or assigned. Similarly, when a task is marked as done, you can set the completion date column to the present day and time.
By setting these automations on your individual boards and adopting our Master Data recipes, these columns can be synced as well to your Master Board, allowing you to see how much time is spent on tasks.
Once your tasks are synced into the Master Tasks Board, analyzing workloads becomes effortless. With monday.com’s Workload view, you can track individual assignments and see who’s handling what across your organization. This feature is invaluable for balancing resources and ensuring no one is overburdened—or underutilized.
With Master Data in your monday.com workspace, you’ll have the insights you need to distribute work effectively and keep your team productive and motivated.
When tasks are spread across multiple boards, managing due dates can become chaotic. Master Data solves this by consolidating deadlines into a single, actionable view. By bringing all due dates together in the Master Tasks Board, you can spot potential bottlenecks, identify at-risk tasks, and ensure your team stays on schedule.
Effective reporting is essential for project managers and team leads. Master Data integrates seamlessly with monday.com’s dashboard features, allowing you to create detailed, customized task reports. Whether you need insights by team, project, status, or any other criteria, Master Data makes it simple to generate reliable reports tailored to your needs.
With these reports, you’ll gain a better understanding of your team’s progress, uncover areas for improvement, and make data-driven decisions to optimize workflows.
Master Data is more than just a tool for task tracking—it’s your key to unlocking better collaboration, resource management, and project success. By centralizing tasks and sub-tasks, actionable insights are just a few clicks away.
Whether you’re managing client projects, internal workflows, or cross-departmental initiatives, Master Data helps you make smarter decisions.
Transform monday.com into a powerhouse for task management today—start using Master Data and watch your team thrive!
Collect all tasks across different monday.com boards on one master board providing complete visibility and control over your data.
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Mint Consulting Australia Pty Ltd (ABN: 13 629 524 572) is a Sydney-based CRM and Salesforce Managed Services consultancy specializing in implementations, integrations, and business strategy, supported by a skilled local team of consultants, solution architects, and developers.