Creating Links in Template Boards

Scenario + Problem

You have a task board for your team. Every so often, you create a project board from a template (standard or managed). In this scenario, the project board is always a registration board for an event.

You want tasks to be automatically created on the task board whenever someone registers.

However, your team does not want to use one or multiple Connect Boards columns. In some cases, a connect board column simply isn’t necessary for a task board. Don’t ask me why. :person_shrugging:

Instead, you decide to use a Link column on the task board that points to the relevant item on the project board.

Here’s the catch:
You don’t want the link to point to the template board.
You want it to point to the newly created board and item every time.

So the question becomes:
How can you automatically generate a link to the correct board and item—without it pointing to the template, and without a ton of manual work?


Solution

Use the Workflow Builder to get the job done.

Whether your project and task boards are created from templates or already exist, Workflow Builder makes it possible to dynamically generate the correct link.

How it works

In the template editor (where your project boards are always created from), create a workflow:

Trigger

  • When item is created (on the Project Board)

Actions

  1. Get item data

  2. Create an item in the Task Board

  3. Populate the Link column using the item and board IDs

Your Link column should follow this structure:

https://youraccount.monday.com/boards/{Board ID}/pulses/{Item ID}


Result

Now, every time you publish the template:

  • The workflow is created automatically

  • Tasks are created when registrations happen

  • The Link column always points to the correct board and item, not the template

No Connect Boards columns.
No manual updates.
No broken links.

Enjoy! :rocket:

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