Automate Project Status Across Multiple Projects

If a task is in two project boards, and those project boards share status’ then is there a way to automate them? So if I’m in one board and move it over it will reflect in the other board.

Use Case: We’re. a consulting company. So we have boards for each client, and then a shared board for the whole team. We want to see tasks at the team level (and use filters) but also see tasks at the client level.

Hi @Stephen_Crane and welcome to the forum,

You have to use a global (i.e. in your organizational library) custom field and a rule in each project to accomplish this. This thread discusses it:

You might also want to upvote this related request:


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