Hi,
I have multiple boards that need the same columns with complex formulae’s.
When we moved to Enterprise, I though the templated boards would be a great solution, allowing me to add about 16 columns with formulae, that I could then publish and the columns would appear on all 9 boards.
Sadly it doesn’t work that way and while it adds the columns it doesn’t copy the formulae over.
I added the formulae into the column description, so I always had it to hand, but I now need to manually copy and paste 16 formulae 9 times, and hope they never change in the future!
Are there any plans to allow templates to publish formulae?
Thanks
I’ve since found another couple of items that don’t work with templated boards -
If you set the columns to restricted this does not carry over.
And also if you set other views as a filter on your board it creates the views names but doesn’t apply the filter.
These seem to apply to new and instance updates
Hello Kirsty,
Have you tried to use the “Managed template” feature?
With this function, you can edit the template and the changes will be automatically applied to boards created from it.
Another option is, create the board with the formulas, settings, views, and any other properties you need and instead of creating a template out of it, duplicate that board each team you need a new version of it.
Hi @KirstyM
You’re absolutely right — at the moment, when using board templates in monday.com, column structure (like names and types) is copied, but formulas unfortunately don’t carry over when publishing or syncing templates across multiple boards.
That said, many teams (like yours) are working around this by saving formula logic in column descriptions or documentation — but we agree, it’s not ideal when managing complex formulas across multiple boards.
Solution:
Instead of publishing columns from a template, try converting your fully set-up source board (with all formulas in place) into a template board. Once it’s a template, you can create new boards from that template, and all columns including formulas will carry over correctly.
This method works much better than just syncing columns — especially when you’re managing 16+ formula fields across several boards.
Bonus Tip:
If you’re looking for an easy way to create customized documents (like PDFs, invoices, quotes, reports, or contracts) directly from your monday.com data, you might want to check out DocCreate.
With DocCreate, you can:
- Automatically generate documents using your board data
- Customize layouts with your branding, logos, headers, and footers
- Embed images directly from your boards for richer, more visual documents
- Pull data from multiple columns, connected boards, or subitems
- Save generated documents directly into file columns on your boards
- Automate document creation triggered by item updates or form submissions
- Send the generated document automatically via email to clients or stakeholders
Here’s a quick demo to see it in action:
Watch Demo
And if you want to try it out, here’s the install link:
Install DocCreate
Hi Shiro,
This is on Templated boards sadly
Hi,
In this instance the boards were already set up as we were on Pro and moved to Enterprise. I was hoping to use templates to update all the boards at once, but as the managed templates are limited I’m still having to manage each board individually a lot of the time.
I’ve also noticed that when you publish some columns loose their data or statuses change so I’m actually cautious about publishing now!