We have created our first Workflow and need to duplicate this for each additional board, however being in beta, this isn’t available. When is it likely that Monday.com will offer this feature? It’s very time consuming to recreate them from scratch for every single board.
Here is a workarounds that you can use:
You can create a template board that contains the workflow that you want to duplicate. Then, you can duplicate the template board for each new board that you need.
Duplicating workflows can be a time-consuming process. Monday currently working on a way to make this easier, and hope to have it available in the near future.
If you need any implementation support kindly contact us:
Msquare’s suggestion is sensible. Using templates would be the basic way to manage workflows in monday.com. However, you might find that you end up with lots of boards and this presents a problem in itself, as they’ll need to be separately maintained (e.g. if you want to add a column, you need to add it for every board).
One option is to manage all workflows in a single board. This can be a little tricky, but it has the advantage of treating a board like a database, which can help with maintenance and means you’re less likely to hit connection limits.
I’m also available to help out if you’d like a consultation on your monday.com solution.
Hi both, thanks for your suggestion. This would be great for boards set up in the future, however for the dozens of boards we currently have setup this wouldn’t be feasible. I’m sure workflow duplication or templates will be here soon!
An alternate solution would be to create an internal monday app for yourself. It’s pretty straightforward and I believe you should have access to this capability.
In essence, it’s like creating a template, but for an entire workspace, I think that’s what you’re trying to do from the sounds of it. You can make various apps for various different workspaces, etc. We have a lot of experience doing this at CarbonWeb, as we’re currently building a solution with 20+ individual workspaces.
Check out this article, it should hopefully be everything you need.
Looking forward to hearing how this helps! If you need more help feel free to get in touch!
Carson @ CarbonWeb