I am building a custom version of the Board Templates “Agile Project Management”. This is a “bundled” template that contains some links and mirroring between two boards, one for roadmapping and one for sprint planning.
I need to customize both boards somewhat and then save them as new templates. No problem there, can and have done. But want the customized Monday.com templates that I have created to also be bundled so when a new project is being set up, both customized boards are created for the user.
Can this be done? If so, how? I am currently using the Pro version but we will be upgrading to the Enterprise version soon.
Hey @PHD! To clarify, you essentially want to be able to save specific templates into one project, so that you can access one template/project from the templates store, and have all associated boards created at one?
@BiancaT can that app then be used in automation…for example, I create the template app that I want, when a project is moved to approve, it then uses that app to generate the template on a board of my choosing?
