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!
This automation allows you to create a new item on the 2nd board you choose and also connects the two boards.
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.
To clarify, you essentially like to connect an item in Board A with an existing item in Board B? If that’s the case, our match automations might be more useful for you here:
A little background for my question – I have a few companies that have “To Do” lists on them, but I want to have all of my to do items generate into one main board that I use. Essentially, trying to achieve the updates to be mirrored when updated anywhere across the connected items.
(1) Is it possible to modify this automation so when the item is created in Board B, it would link the item from Board B back in Board A to have a “Connected” and “Mirror” column so that if the status was updated in either Board to something, the other Board would see it or would you always have to go to the triggered place and manually find the item you want to connect?
(2) Is there a workaround to make it so if a status is updated to “Done” in a column, it would also update the other board status to match?
