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:
There you will be able to choose from our different recipes and set up the cross-board automation that supports your workflow :
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:
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:
Recipe we will use:
In the recipe, all grey fields are conditions that need to be set. Click the "item" condition to map the column values.
- 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:
Recipe:
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 support@monday.com. We are here for you 24/7 and always happy to help :)
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