Copy monday.com Items & ALL Their Updates to New Boards

Platform discussions monday apps & integrations
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Hey monday.com users! :waving_hand:

Do you constantly find yourself manually copying and pasting information from the Updates section when you move an item from one board to another? Maybe you’re handing off a lead to sales, escalating a project, or moving a task to a different department’s board. The core data copies over, but all that crucial context – the comments, file attachments, and activity log – gets left behind. It’s a huge time-waster and creates frustrating communication silos!

The monday.com Head-Scratcher: Updates Don’t Transfer Natively

Here’s the common headache: when you use monday.com’s native “create item in another board” automations, or even manually copy items, the rich history in the Updates section doesn’t come along for the ride. This means:

  • Lost context: Critical decisions, discussions, and attached files stay on the old board.
  • Wasted time: Your team spends valuable minutes manually re-entering information or searching for context.
  • Communication gaps: Teams working on connected boards miss vital background, leading to inefficiencies and errors.

Formula PRO: Seamlessly Transfer Items, Data, & ALL Updates!

Good news! Our Formula PRO app directly solves this problem. We’ve built unique recipes that allow you to copy an item to another board and bring its entire Updates section along with it, including comments, files, and the activity log!

This means your teams always have the full context, no matter which board the item lives on.

Quick Setup: Project Handoff from Sales to Delivery!

Let’s imagine a scenario where your Sales team closes a deal, and you need to hand off the new project (with all its lead qualification notes and client communications) to the Project Delivery board.

  1. Board Prep:
  • Sales CRM Board: Status column: {Deal Status} (e.g., “New Lead”, “Qualified”, “Closed Won”).
  • Text, Numbers, Date columns: Any other relevant data you want to map.
  • Project Delivery Board: Columns set up to receive mapped data from the Sales CRM Board.

  1. Formula PRO Automation:
    Recipe: “When status changes to something, create item in board and copy all updates to new item with item mapping.”

  2. Configuration:

Trigger: “When {Deal Status} changes to ‘Closed Won’.”

  • Create Item In: Select your “Project Delivery Board.”
  • Item Mapping: Map relevant columns (e.g., Sales CRM’s Client Name to Delivery’s Project Name).
  • Crucially: Formula PRO automatically handles the “copy all updates” part!

See It Work: Automated, Context-Rich Handoffs!

When your Sales team marks a deal as “Closed Won” on the “Sales CRM Board,” Formula PRO instantly:

  1. Creates a new item on your “Project Delivery Board.”
  2. Maps all the specified column data.
  3. Copies the entire Updates section from the original sales item directly to the new project item!

Suddenly, your Project Delivery team has instant access to every client note, conversation, and file without lifting a finger or asking “What was discussed here?”

The Payoff: Full Context, Zero Hassle!

  • Seamless Handoffs: Projects and tasks transition between teams with all historical context intact.
  • No More Lost Info: Critical discussions, decisions, and attachments move with the item.
  • Massive Time Savings: Eliminate tedious manual copy-pasting and follow-up questions.
  • Improved Collaboration: Ensure everyone has the full picture, fostering transparency and efficiency.

Ready to stop the manual update transfer? Formula PRO simplifies complex automations and extends monday.com’s capabilities in powerful ways.

:backhand_index_pointing_right: Add Formula PRO to your monday.com board for free!

Got questions or need a hand setting up this time-saving workflow? We’re happy to help! Book a quick call

Or, just drop a comment below! Let’s make your monday.com experience smoother and more efficient. :down_arrow: