Monday.com Core Builder Certification Practice Exam

Using subitems on the relevant clients is the best way to track an extra session like a Technical Review without adding more columns. Subitems let you create a child task under each client item, so you can record the session’s date, status, notes, outcomes, and participants while keeping everything tied to that specific client. This approach preserves context, keeps the main board uncluttered, and makes it easy to report on all sessions across clients by filtering on subitem fields. Creating a separate board would detach the sessions from the client context, and adding a new column would violate the constraint. The Updates section is helpful for messages, but it isn’t structured for tracking multiple sessions with dedicated fields. Subitems provide the organized, per-session tracking you need.