"Copy to another board" as a option

I would like to be able to just have a “copy to another board” as a selection without the line moving from the original board it is on.
Currently to get the line/client to another board but leave it where it currently is, I have to duplicate the line on the current board and then “Move to another board”. This causes an additional step, possible errors and possible duplicates not needed.

Hi Crystal,

You could use custom automations.
One way is by keeping the automation only in the original board: “When {status changes} (OR {button clicked}) then {create an item in board}”

So basically you are duplicating an item (selecting which attributes to copy) and subsequently transferring the initial item from the primary board to a different board.

Thank you for the suggestion but because of the specific thing that we want to copy to another board is not working off of anything but the project in our head or email inbox, there is no automation that can be completed.

Hi Crystal!

There is an app that can help you with what you need, check out VLookUp.
It can help you link items and sub-items, mirroring columns one way or both ways between boards or even on the same board, accepting columns that usually are not available with the native automations of Monday.
Feel free to book a demo through this link: Click here

Hope this works for you!