I have created an ISO Compliance Board for one of my clients and I now want to copy it across into my clients own Monday.com account. Can anybody advise how I can achieve this. I’m sure it’s possible but I’m probably too stupid to work it out.
Hey @kstirzaker, thanks for posting about this! Great question
We can add some features to your account on the back end that will allow you to duplicate the board from your account to your client’s account. If you write to us at support@monday.com and ask for the “cross account duplication feature” and give us the URLs of both accounts there, we can get this set up for you!