Duplicating an entire Workspace, keeping all Boards & Automations

Feature requests
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42

I can see the option “Save as Template” (New), but the option is disabled, even for a workspace I have created myself. I am a user of my companies enterprise instance of Monday.com. Could this be a feature disabled by my company?

43

“Good news”, perhaps, but with some serious caveats.

  1. First up, using this new feature will wipe out your workspace. Meaning, it will cease to be an active workspace.

I expect in the vast majority of foreseeable usage scenarios that’s a deal breaker. It assumes the workspace was set up from the get-go with the intention of ONLY using it for making a template from. As opposed to the more common situation which is where people have built out an active workspace, and then need to duplicate it for whatever reason (such as for a new company department, a new regional division, a new team with the same workflow, etc.).

  1. The 500 item limit AND no way to simply disable items entirely during the Create a Workspace template process. This item limit point on its own is a bit odd when considering what I’ve pointed out in number 1 above.

Because if we are assuming that it’s not an active workspace—because who’s going to want their active workspace completely disappear in order to make a clone of it?—then why would we even have a 500-item limit? Presumably, you wouldn’t have any items on there at all because the only reason you’ve made it is to create a template from. So, someone really hasn’t thought this through very thoroughly from my perspective.

There will be many situations in which it’s not the items users are trying to duplicate, but the actual board structures within the workspace, and the relationships between those boards, and the automations set up among the boards. Placing the 500 item limit on would be fine if there were also an option to just convert the workspace structure into a template, without the data.

In my situation, and that of many other situations I can think of, the data is not wanted at all. The time-consuming process I’m trying to avoid is having to completely rebuild an entire workspace with a large number of automations, interconnecting all the boards, a large number of connecting columns that interconnect all the boards, and so on. I don’t actually need any of the item data. I just need the structure because it’ll foreseeably take 15 to 20 hours to build all that structure out again, and test it, and make sure it’s all working as required.