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Ideas

Formulas and use cases to solve common problems and get inspiration from

Cross-board dependency workaround

By Didier Bollag, Onboarding Success Manager at monday.com

Use case

You have one board with items that are dependent on items in another board. Task can only begin when predecessor tasks are completed. You want that any delay in the timeline of the predecessors will be automatically reflected in the dependent items' timelines.

Challenge

Dependency Automations don't work cross-board

Solution

Using General Caster Integration: "When column changes, perform formula and cast result to mirrored column".

General Caster supports the mirrored column as the output (not as the input/trigger) so you can have a column for the predecessor timeline in the dependent board, and then mirror this timeline in the predecessor board. Then in the predecessor board, you have another column which is the 'actual predecessor timeline'.

You use the General Caster integration to say any change to the 'actual predecessor timeline', should trigger the integration and then cast the new timeline into the 'mirrored predecessor timeline'. For the 'formula' for the integration just select the predecessor timeline column.

You then use one of the item-level dependency automations to have the timelines change automatically:

Dependency automations

Calculating the baseline of a waterfall project based on start date

By Didier Bollag, Onboarding Success Manager at monday.com

Use case

You see how long your project will take, by just putting in the start date and knowing work days required for each task.

Challenge

Combine timeline and number columns

Solution

This works by using General Caster to calculate start date + work days to give end date, and then using General Caster to input the timeline based on start and new end date. It then uses the dependency automation to ensure that every tasks only starts once its predecessor is complete, there by giving the time required to complete all the project's tasks.

General Caster formula for adding workdays: TEXT(WORKDAY(DATEVALUE({item.date}), {item.number}), "YYYY-MM-DD")

General Caster formula for creating timeline: CONCATENATE({item.date_16},"+",{item.date_17})

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