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This video guides you through setting up a project that tracks high-level milestones, links subtasks across boards, and provides a real-time overview of who’s working on what.
Purpose
Learn how to create a central project to manage large milestones while allowing team members to work within their own preferred boards.
Key Steps
- Set up an overview project board with columns that represent project phases (e.g., Planning, In Progress, Done).
- Create milestones as tasks, each one represents a major deliverable.
- Add subtasks to each milestone for the smaller action items.
- Assign each subtask to a different person.
- Add deadlines individually.
- Move subtasks to the relevant project board of each assignee.
- Subtasks remain linked to the main milestone even after they’re moved.
- Use the filter to display subtasks in a project, ensuring full visibility.