filter by subitems and use them in different boards - your virtual project manager

How to filter by subitems and to use them in different boards

Undeniably is indeed a very efficient tool when it comes to project management and others. Either you have been using the web app for quite some time now or you are new to navigating its features, you must have come across the “subitem feature.”

Adding subitems is helpful when there’s a need to delegate task components to other team members and monitor those. However, on the monitoring part, I feel that there’s something lacking. It’s a fact that only items can be filtered and shown on a dashboard. As of the moment, subitems can’t be filtered yet.

I have written this article to show you a workaround on how to track subitems. This is done by converting a subitem to an item on a different board and still being connected to the subitem from the other board.

Using the automation “When status changes to something, create item in board and connect boards with column.” The workflow can be automated when the subitem status changes to “In Progress” or even when the subitems are created.

In this example, the subitems are coming from the “Marketing Projects” board and are being created on the “Marketing Assets” board.

Additional columns may be created depending on your need. You can also choose to show the mirror columns on either board.

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Creation of dashboards

When it comes to tracking subitems, in this case, the “marketing assets” – a dashboard on the Marketing Assets board can be created so you can quickly see what is “In Progress” or any other high-level view that you may need.

Then, you can create a separate dashboard that will show information from both the “Marketing Projects” and “Marketing Assets” boards. You don’t have to go to either board for the data you need, you’ll have a glance at both.

Level up your subitem usage

Start utilizing subitems and tracking those for better project management and coordination within your team. There’s definitely no harm in trying different things to increase productivity.

If you have further questions about board functions and configurations, you may schedule a commitment-free consultation with me.  

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