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Parent templates on monday.com

 

Who can use this feature:
Available only to Enterprise accounts

 

Do you have a workflow with multiple boards that you'd like to recreate across your account? Are you looking to keep all boards created from this template aligned once changes are made? If this is the case you're in luck! We're extremely excited to introduce parent templates, a new feature on monday.com that helps any workflow builder to better manage standardized workflows at scale. 🎉

With parent templates, you can choose to create a template out of a workspace which will act as a "master template". By doing this, all new workspaces created from this template (known as "child templates") can instantly receive updates made to the parent template to keep all related workflows aligned.

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Note: This feature is currently in Beta, meaning that it is not available to all users and is still being perfected by our team. Please reach out to us with any feedback so that we can make this feature amazing!

 

How it works

Creating a parent template is as easy as can be! The process of setting one up and then creating standardized child templates based off of it goes as follows:

  • Define a Workspace as Parent Template: Choose a Workspace full of your content of choice (boards, dashboards, workdocs, and more!) to make a template out of. The boards within this workspace template will then be able to send updates to all boards created from it.
  • Create child boards: Add the new templated content to any workspace throughout your account. The boards created from this template will then receive updates to the templated workspace once they have been published.
  • Publish updates made: Workspace owners will be able to publish changes made to a board to the connected child boards by using the "Publish" button.

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Continue reading the article below to dive in deeper into the parent templates feature on monday.com!

 

Note: At the moment, only a few types of updates will be sent over to the child boards after publishing changes. Read the next section to learn exactly what this includes!

 

Which changes transfer over?

While we're constantly working on adding additional capabilities for the parent templates feature, at the moment the following board updates or changes will be transferred over from a parent board to its child boards once clicking on the "Publish button":

  • New columns added
  • New groups added
  • New items and subitems added
  • Status column settings changes
  • Dropdown column settings changes

 

New columns added

Any time that you add a new column to your board and then publish the changes, the newly added columns will transfer over to the child boards.

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New groups added

When you add new groups to your parent template and publish the changes, the new group will be added to the child board(s) as well.

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New items and subitems added

When adding new items and subitems to your parent template, they will be transferred over to your child boards after selecting "Publish changes".

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Status and dropdown column settings changes

Any change that you make to the status column settings within a parent template board will be synced after publish, including:

  • Adding new labels
  • Changing the text and color of the labels
  • Definition of the "Done" status
  • Column description and name
  • Deactivating labels

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Note: Child board owners will not be able to change any of the status column settings listed above.

 

Within the status column settings, we offer the option to deactivate status labels. With this capability, a parent template owner can prevent the further use of a status label on all child boards while still keeping that label in place wherever it was used beforehand! With this capability, the option to fully delete a label is not available in order to prevent the accidental deletion of data on child boards.

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In addition, any changes made to your dropdown column settings will be transferred over as well after publishing changes on your template!

 

Tip: We're working on adding additional capabilities in the future, so stay tuned!

 

Set up a parent template

To set up a parent template, start by opening up a workspace of choice from the left pane. From the three-dot menu next to workspace name, select "Save as template". From the screen that appears, select "Parent template" and then click on the blue "Save as template" button to proceed.

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You can identify any workspace that was set as a parent template by the crown symbol at the bottom right of the workspace icon as shown below:

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Create child boards 

To create child boards from the templated workspace, open up the left pane, click on the blue plus sign and then "Choose from templates". 

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From the template center, either search up the name of the templated workspace, or look for it in the "Templates created in your account" section and click on it. After selecting the workspace template, click on the blue "Use parent template" button to add it to your account.

You can also click on the down-facing arrow to the right of the "Use parent template" button to add the template into an existing Workspace (as a folder full of the contents from your workspace template), or to create a new workspace altogether where this will be added!

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After finishing this step, you'll then see a new workspace (or folder) added to your account full of the exact same boards, dashboards, workdocs, and more, that the original templated workspace has!

 

Publish changes to the template

Once updating your board, you can go ahead and publish the changes made! By doing this, the original template that was created will be updated with the changes made, and the child boards will receive the relevant changes.

 

To publish changes, all you have to do is click on the "Publish changes" button at the top right of your board and then the blue "Publish changes" button once again. When hovering over the first "Publish changes" button, you'll see who last published changes to the workspace template and when.

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When publishing changes to a template, it is important to keep in mind that all changes made across this workspace will be saved to the template.

 

When publishing template changes, it will publish any new changes added across all boards included in the parent template. This meaning, as an example, all child boards from a template will receive new columns added to their respective board, not just the specific board where "Publish changes" was selected.

Note: When publishing template changes, it will publish any new changes added across all boards included in the parent template. For example, when a new column is added to a child board and changes are published, all child boards from that template will receive that new column as well. 

 

View all child boards

From the top bar of any parent template, you can easily view and access all child boards that were created from it with the click of a button! All you need to do is click on the "Child boards" button at the top of your screen, and you'll then be able to see a list of all connected child boards and the last publish status for each of them.

 

Additionally, by clicking on the name of any child board listed here, you'll be able to instantly jump to that child board without having to search through your account for it!

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Create boards using automations

You can set up a custom automation to trigger the creation a new child board from one of your parent templates. The automation will run when the set condition has been met, and a child board will be created from the chosen parent template. 

 

For example, let's say you are working in an HR team. You can set up an automation that triggers whenever a candidate is hired, the onboarding board will be created a week before the employee's start date.

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Tip: Check out this quick YouTube video to learn more about how to automatically create a new board from your templates!

 

Remove a workspace template

If you'd like to remove a workspace from your templates, start by opening up the templated workspace from the left pane. Next, from the three-dot menu next to workspace name, select "Remove from templates":

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Supported columns

While most columns are supported when transferring newly added columns from a parent template to a child board, there are a few which are not supported, and some that are partially supported.

 

The following column types are not supported:
  • doc Column (this includes any other columns based on monday docs such as the Meeting Notes Column or Creative Brief Column)
  • Connect Boards Column
  • Mirror Column

 

The following column types are partially supported:
  • Timeline Column: column settings are partially supported (The option to set as deadline, connect with a Duration Column, or set date reminders will not transfer over from parent template)
  • Dependency Column: column settings are not supported
  • Button Column: column settings are not supported 
  • Progress Column: column settings are not supported

 

Limitations

There are a few limitations that are important to keep in mind when using our parent templates feature. They are as follows:

  • You can only publish up to 20 newly added columns at at time
  • In case you publish changes with an unsupported column, the child board will still receive any supported columns that were published, however, the unsupported column(s) will not be added to the child board

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.