I’m running 2 different boards in same Workspace, let me named it as Board A and Board B. My team integrated their gmail on Monday.com too.
My current workflow is when the item’s status in Board A change to another status (In progress), it will auto duplicate the item with same info and move the duplicate item to Board B. My team will send their first email to internal/external person from Monday.com - Emails & Activities tab so that the email communications are tracked in Monday.com.
All the info from each of the columns will be duplicated and move to Board B except the emails/notes from the “Emails & Activities” tab.
Issues: The previous email thread from Board A doesn’t duplicate in Board B. End up, my team need to create a new email thread in Board B or copy the previous emails and paste in Board B. Also, after send out the email from Board B, the latest email thread won’t be tracked in Board A.
Any suggestions that allow me to duplicate the emails/notes from one board to another board?
Or, any suggestions for me to track the same email in different boards?