4 min read
Feature
Whether you're migrating boards, transferring workspaces, or transitioning content (boards, dashboards, workdocs, etc.) from one product to another, this article will walk you through everything you need to know.
Introduction to products
Products are complete end-to-end solutions built on monday.com Work OS that address the full needs of a specific use case.
We currently offer different product types which address the needs of general workflow management, CRM, software development, and service management, all while maintaining the ability for full connectivity between the products under the same account.
Available product types
We currently offer four different product types for you to choose from! They are:
A completely customizeable workflow management product that allows you to manage any type of task, project, and process to fuel team collaboration and productivity at scale.
The all-in-one CRM product that allows business owners and sales teams to manage all aspects of their sales cycle and customer data in one centralized place while increasing productivity significantly.
A product built for software development teams to collaborate together on product roadmaps, sprints, release plans, customer feedback, backlogs, while staying connected to other departments at all times.
An ITSM and ticket management system that empowers service teams to deliver exceptional support experiences faster.
How to move content between products
Both monday CRM, monday service, and monday dev include core boards central to the workflow of each product, which cannot be moved to another product. With that said, any other board, dashboard, or doc that is not a core board can be moved freely across your account.
Moving, migrating, or transferring eligible content between products is straightforward. Simply hover over the name of the content you are looking to move from the left side and click on the three dots that appear. Next, click on Move to and select the product you'd like to move it to.
If you need a core board to be accessible in another product, save it as a template to reuse it in other workspaces or products.
Move workspaces
You can move an entire workspace between products by clicking the 3-dot menu beside your workspace's name, clicking Move to and then selecting your destination product.
Managing board connections when moving content
When you move a board between products, Connect Boards columns and Mirror columns are not expected to break. The connection to other boards in your account will remain intact.
For the safest approach when moving multiple connected boards, place them in the same folder and move the entire folder to the destination product. This keeps all connections intact.
Who can move content?
Everyone can move content between products. The ability to move content is based on the workspace permissions, so if an account member is subscribed to the destination workspace and can create boards inside, then they will be able to move the boards there, whether the workspace is in a different product or not.
What happens to the subscribed/assigned users?
If a board where a user is subscribed or assigned to items in it is moved to a different product which that user is not a member of, then they will not be able to edit content on this board, only view it.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.