Automation to change status on another board when status is changed

Hello!

I am having trouble linking two boards’ statuses using mirror columns, and want to know if what I want to implement is possible using Monday.com without any third-party applications.

What I want to do is:
1) When an item’s status is changed to “Review” on Board A, it creates a duplicate item on Board B.
2) Connect the boards somehow so that the two statuses can be linked
3) When status changes on Board B, change the status to be the same on Board A with one toggle.

This board’s purpose is essentially to create a to-do list so that a manager is able to see what items are ready for review. When they are finished reviewing, they would toggle the status on their board (Board B), and the status would automatically change on that specific item in the main board, Board A. Then the team is able to see that the item has been reviewed on Board A.

I am trying to minimize manual inputs but haven’t been able to get this to work. I’ve tried to use the automation that creates an item & connects the board automatically, but it doesn’t seem to behave the way I want it to. The connection will show up on Board A, but does not show up on Board B, so the process is still manual which I would like to avoid. The statuses aren’t actually “linked” in the way that I expected.

Any input on whether this is possible would be appreciated, thanks!

Hey @stephie,

Let me know if this demonstration helps you achieve your end goal: Automation demonstration

Hope this helps and let me know if I’ve misunderstood the request :pray:

Hello @stephie !

Welcome to the monday community! :wave:

For the first 2 items on your list, you need to create a custom automation :

This automation allows you to create a new item on the 2nd board you choose and also connects the two boards.

image

To see the status from the original board on the second one you will need to create a mirror column on the second board. See here regarding mirror columns.

For your 3rd question, you will need to find and customize this automation.

This automation supports mirror column changes, but you will need to change the mirror status in order for the 2nd board status to change.

Meaning: when (mirrored status column from 1st board) changes to something, change (status column from 2nd board) to something.

You are looking to do the opposite, but unfortunately the automation currently does not support that.

Let me know if this works for you or should you need any additional help :slight_smile:

Best Regards,
Giannis, Implementation Consultant at thespelas.com