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Cross-Board Automations

Do you have boards on monday.com that organize separate projects and tasks but still contain information directly related to each other? 

Cross board automation recipes offer the ability for boards to interact by allowing an action in one board to trigger an action in a completely separate board. These automation recipes add a new layer to team collaboration and allow your team to manage interrelated projects seamlessly and cohesively.

 

How to add the automation

To add the relevant cross-board recipe to your workflow, you will first need to first visit our automation store on the top bar of your board:

automationsadd.png

There you will be able to choose from our different recipes and set up the cross-board automation that supports your workflow : 

cross.png

 

Note: In order to map dynamically cross-board, the column must exist on both boards. Additionally, the communication from the updates section will only move over when using move item  but not creating new items. 

 

Column support

The below column types are currently not supported in the dynamic cross-board mapping:          

  • Mirror
  • Dropdown
  • Dependency
  • Link to Item
  • File
  • Tags
  • Time tracking

When mapping an item, static columns will reflect as greyed out:


Frame_1.png 

Note: In order to map column values, the mapped columns will need to be on the source board and the receiving board. 

 

 

Cross-board Recipes

  • When status changes to something, create an item in board
  • When due date arrives, create an item in board
  • When person is assigned to someone, create an item in board
  • When status changes to something, move item to board
  • When due date arrives, move item to board
  • When person is assigned to someone, move item to board

 

Cross-Board Use Cases 

  • When {status} changes to {something}, move {item} to {board}

A marketing company is using an embedded monday.com form for their mailing list. Once the form is completed an item is sent to a monday.com board. If approved the item needs to be automatically moved to the next board in the pipeline.

 

Board Structure:

board_2.png

 

Recipe we will use: 

eeer.png

In the recipe, all grey fields are conditions that need to be set. Click the "item" condition to map the column values. 

Frame_1.png

 

 

Note: For automation purposes, moving an item to a board isn't considered a new item. So if on the receiving board you have an automation set to notify when a new item is added then it will not trigger.

 

 

  • When {person} is assigned to {someone} create an item in {another board} and link them using the {link to item column}:

A Project Management team has a high-level iteration board. Identical tasks need to be created on low-level team boards. 

 

Board Structure:

mceclip7.png

 

Recipe:

ert.png

 

Note: The "link to item" field will add a link to item column on the board that the automation recipe is set up on. 

  

Intrigued to learn more about our variety of automations, please check out this article.

 

If you have any further questions, feel free to reach out to our customer success team at [email protected]. We are here for you 24/7 and always happy to help :)