Hey, new Monday.com user here and new to the community. I have a project plan (in spreadsheet format) for each one of my company’s software products. Depending on what a customer purchases during the sales process, we will pull the spreadsheet project plans for each product and combine (manually) into one overall project plan for this client’s implementation.
In Monday, I’m creating a board for each product to replace the project plan spreadsheet. The Group structure for each board will be the same, but the Items and Sub-Items will be different depending on the product. What I would like to know is - is there a way to select multiple boards in Monday and combine them into one overall project board?
For instance, say I receive a new project to implement Product A, C, and E; can I take the Monday boards for A, C, and E and create a new board that contains all the Items and Sub-items from each of those boards (in the right groups), thus creating 1 board for my project?
The columns all should be the same to not lose data, but If you have the same groups you could just move all the items for each group over, it is a little manual but as long as there are a manageable number of groups it should be pretty doable workflow.
Hey @timlittletech, that does help, thanks! You confirmed my suspicion and now I know there’s not an easy way to do it.
I like your workaround option - it triggered an idea that I will go test out based on a Monday.com training video I saw about creating automations to move items from one board to another. Maybe I can create an automation to help with what will be a manual process.
Since the group structure is same for all the projects, you can split horizontally by status and vertically (into swimlanes ) by the group.
This is how we also use it internally for different projects - Here for example is our setup for boards related to development, content and product marketing related work.
We have grouped this into Now, Next, Later on the individual boards
hi @KathyF, if you want to pull multiple product boards into one clean overview (with groups, subitems, and progress all visible), check out Time in Status for monday.com.
It lets you combine data from multiple boards into one view or dashboard, so you can track all client projects in one place - kind of like building a live “master project board” without doing any manual copy-paste.
its an extension that basically unions (borrowing term from set theory) the items (rows) in multiple boards (tables). the boards need to have same columns (schema) for the operation to work.
Add the SAME ITEM ON MULTIPLE BOARDS with live sync and full context