What is a high-level board?
A high-level board allows you to see an overview of everything you and your team are working on in your monday.com account. High-level boards can be organized by quarters, months, phases, clients, projects or any other way that works for the team. This type of board allows you to gain quick insight into your endeavors and prioritize all things that should remain top of mind. Put simply, a high-level board is your first step towards developing a streamlined workflow!
How it can help your workflow
While these types of boards are geared towards managers and team leads who need an overview of projects or milestone completion, high-level boards can have an impact on your team members as well. Creating a high-level board can benefit your company by giving all team members a better understanding of your overall aims and objectives. Having an understanding of the big picture can lead to more productivity and overall satisfaction when completing day-to-day tasks.
Building a high-level board
For this example, we're building a high-level board for a big rebranding project.
Step 1: Add your groups
On our high-level board, we want to see each milestone that needs to be completed per phase. Because we want to see our high-level board broken down by the phase, we're going to begin by adding groups that represent each phase. On the board above you'll see "Phase 1" in blue and "Phase 2" in purple. Alternatively, if our project were broken down by quarter or month, we would choose to label the groups accordingly.
Step 2: Add your milestones
You can then begin to add items for each important milestone. The first milestone on our board is the "Departmental and Overall Rebrand Budget", then the "Logo Redesign", then the "Copyright Procedures", etc.
Step 3: Add basic columns
To fully build out this board, we added columns. You'll want to add columns to make sure you have all the important information recorded on this one board. These are the columns that we find to be essential when it comes to keeping your team aligned:
- People Column: The People Column will help give clear ownership to one project manager who is overseeing the associated milestone. When you assign a team member, they'll receive a notification in their bell notifications.
- Timeline Column: The Timeline Column is essential if you're tracking a timeframe for each milestone. This is great for organizing. We’ll see how this column comes to life via the Timeline View later in this guide.
- Status Column: The Status Column labels can be customized according to your needs. Your labels can represent progress, priority, or which department is responsible for that specific milestone (as in our example).
Connecting your high-level board to a low-level board
A high-level board can be supplemented by one or more lower-level boards. While high-level boards focus on the overall picture, low-level boards are useful for having visibility into certain core details. Low-level boards can function as a task board.
There are multiple monday.com columns that allow you to connect your high-level board to the more detailed low-level boards to make sure that all relevant information is updated at all times.
The following are a few columns you can use to connect your low-level and high-level boards.
The Link Column allows you to connect low-level boards to any related item by giving you a dedicated space to input the unique URL of those boards. Using this column makes jumping between boards seamless. To learn more about the Link Column, check this out.
The Mirror Column allows you to reflect information from columns on your high-level board to your low-level board (or vice versa). When you mirror information from one board to another, you can edit the mirrored information and these changes will be reflected in both boards.
In the example below, we've reflected the progress of all tasks from our "PR Rebranding Low Level" board (first image) onto the high-level board for a quick overview (second image).
Linked high-level board:
To learn more about the Mirror Column, check this out.
The Tags Column provides a way to organize groups of items across different boards. You can use tags to track category, department, quarters, etc.
By tagging and using Search Everything, you can draw connections between all of your boards across the entire account.
Track milestones in the timeline view
Views allow you to visualize the information on your boards in a different way. For a high-level board, one view we recommend is the Timeline View. In this view, you can see all of your milestones in relation to one another. You can move items around to ensure the assignment fits your team’s schedule, and you can click on the item itself to review a card with more details. Gantt mode is available as well.
The Timeline View can be grouped by person, status, or department for an even more informative breakdown.
Get insights with the chart view
The Chart View is an excellent way to see a breakdown of data on your high-level board. This view can be used to breakdown your board’s data according to the person responsible, the status of your milestones, the department or any other relevant information.
Below, we can see an example of all our data broken down by department but stacked by project manager. This provides visibility into our resource management for this project.
To learn more about the Chart View, check this out.
Automate your workflow
Automations are simple, customizable processes that you can create in just a few seconds. They can be push notifications of specific updates or automatic actions that are taken once an action item is complete.
Here are some useful automations to boost your high-level board:
"Every time period, notify someone"
This automation can be used to send a notification to the person overseeing the entire project. This notification can serve as that individual’s reminder to check in on their team, to write a weekly report or anything else that requires a regular, recurring reminder.
"When date has passed and status is something, notify someone every time period"
This automation allows the project manager to be notified whenever a due date has passed and the item is not complete.
Adjust the date of an item to reflect the changes made in the date of its dependency item.
This automation ensures that a milestone’s date will be adjusted if the milestone’s dependent item is adjusted.
To learn more about automations, check this out.
Other ways to gain high-level insights
Now that you’ve learned all about high-level boards, if you are looking to connect several boards together into one overview, check out our Dashboards. Dashboards are a great way to get an overview, comparison or breakdown of what’s important to your team.
You can customize your dashboard using widgets:
To learn more about Dashboards, check this out.
As we’ve discussed here, high-level boards can really help to streamline your workflow. We hope this guide has given you the tools you need to get started!
If you have any questions, feel free to reach out to our team at [email protected]! We are available 24/7 and happy to answer any questions you may have. :)