Create a Project board from Template Using Workflow Center?

monday Apps & Developers
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1

Hello Everyone,

I am working on a Portfolio Solution that creates a project from template into a specific folder. The selection criteria, in which folder project would be created, depends upon 2 statuses. If those 2 match, project should be created in that folder.

Now I am stuck at:

  1. If I use automation with built in recipe from Portfolio Integration, I can create a project from template, but it allows to check for only 1 status out 2 I need and I cannot modify this recipe.

  2. If I opt to go with Workflow center, I can check for both conditions, but there, I don’t see an option to create a project from template.

How can I achieve this using Monday.com native tools? Using third party tools is out of scope.

Cheers!

2

Has there been any updates on this? Any chance there are updates coming to Workflows to allow creating boards from Templates?

And any plans for blocks to edit data within a newly created board (basically dynamic board selection within blocks)?