monday.com Implementation Consultant
5 minutes
Project Management | Data Synchronization | Dashboard Reporting
Master Data | monday.com | monday marketplace | synchronization | multiple boards
Project managers | Team leads | Executives | HR | Analysts | Small business owners
If you’re the kind of person who’s constantly juggling multiple boards on monday.com, feeling the strain of keeping everything organized, Master Data might be exactly what you need. Whether you’re a project manager, team lead, or part of an organization handling complex projects and processes, Master Data is here to simplify your life. It’s designed for anyone who wants a clear, central view of all their project details without the mess of scattered data and endless manual updates.
Managing multiple boards can be chaotic, especially as your organization grows! You’ve got information all over the place, and keeping everything up-to-date can feel like a full-time job on its own. Soon, you’ll run into dashboard limitations on monday.com that make it difficult to consolidate information across multiple boards. Even more frustrating, you’ll find yourself manually reconnecting items just to create that single source of truth.
That’s where Master Data comes in. By synchronizing your data from different boards into one, it reduces the chances of things slipping through the cracks. No more piecing together updates from various boards or worrying about human errors. Master Data makes it simple to stay on top of everything in one place, helping you save time and keep your projects running smoothly.
Keeping on top of data is critical in project management. Master Data’s scheduled synchronization feature ensures that updates on any source board are automatically reflected on the Master Board. This constant sync streamlines tracking and reporting and eliminates the need for redundant data entry.
Additionally, Master Data retains records of deleted and archived items. Historical tracking is important for long-term reporting and responsible data management. Users can adjust their settings to either retain these items with updated status indicators like “Deleted” or “Archived” or to remove them from the Master Board entirely.
With Master Data, you no longer need to constantly connect items between boards or worse, manually copy-paste information from across projects. This app centralizes all tasks and updates in one Master Board for you through a simple and intuitive setup process:
Set up your dedicated Master Board
Map the necessary columns from any number of source boards
Save your configuration.
Items from your source boards will now auto-populate in the Master Board view, cutting down manual work and reducing potential for error.
The integration process within Master Data involves two board types:
Master Board: Collects and displays items and sub-items from various source boards in one unified view.
Source Board: Contains the original items and sub-items. Source boards can be synced with up to two Master Boards for multi-level tracking of tasks and subtasks.
For seamless operation, Master Boards require seven key columns, including “Board Name,” “Group Name,” and “Source Item ID,” to automatically populate each item’s source information. The structure also allows for custom configurations, such as status tracking, to monitor changes like deletions, archiving, or movement across boards.
The app’s specialized integration recipes allow the Master Boards to access and sync data from all selected Source Boards. The recipes ensures that any updates, additions, or deletions on a source board are reflected accurately on the Master Board, enhancing the reliability of project data across your organization.
Master Data offers flexible options for organizing your items and sub-items. For example, tasks in the item level can be synced to a Master Board that displays all information about tasks, while time logs tracked as sub-items are synced to a different Master Board that tracks all company hours.
This setup allows for a high degree of customization in how data is routed and represented.
Once your Master Board is setup, you can now customize your dashboard and reports according to your needs. With all the items synced and updated in one board, see and track all of your organization’s data from one, single board.
Master Data is designed for teams and project managers who need a centralized view across multiple boards without the hassle of repetitive data entry and manual error. By simplifying multi-board project management, Master Data provides a highly efficient solution for maintaining data integrity, project oversight, and streamlined workflows. Try Master Data by Mint today and experience the efficiency of a fully integrated project management platform within monday.com.
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.