Help with gaps in basic automations

Platform discussions
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Question 1 -
How to get tasks to reflect updates (e.g. if I change the name of the task or update the due date) in BOTH boards?

Currently, I am using this automation:

  1. When an --item is created–,
  2. then create an --item-- in --Board A-- and connect --Both Boards-- with --Board A–

But the changes I make to a task are not reflected in both boards.

Question 2 –
How to get tasks to be added in BOTH boards at the same time?

Currently, I am using this automation:

  1. When an --item is created–,
  2. then create an --item-- in --Board A-- and connect --Both Boards-- with --Board A–

And when I create a task in Board A, it gets created in both Boards A and B.
But when I create a task IN BOARD B, it only gets added in Board B.

Thank you for your help on these!

2

Hi there!

Charlotte here for the team! :wave: Happy to help out with this!

For question 1, you won’t be able to use an automation recipe to make all Board B’s items change when Board A’s items change.
However, you can use an automation recipe like “when column changes, then ___”. But this recipe will have to be set up for each column you want to monitor changes in.

Instead, I would suggest using mirror columns in Board B for all the columns that exist in Board A so that all changes to Board A’s items’ columns will show in Board B instantaneously. More info on that here.

For question 2, would the following automation work better? I created it in the custom automation feature:

Screen Shot 2023-09-15 at 4.38.58 PM
Screen Shot 2023-09-15 at 4.38.58 PM1482×390 23 KB

You will want to create this same automation recipe on both boards so that any item created on Board A gets created in Board B and vice versa.

Does this help? Or do you need the item created in Board B to be the same as Board A’s new item each time?

I ask because the automation recipe “item” field will only allow you to create 1 type of new item for all items created by that automation. Does this make sense?

3

Hi Charlotte,

Thanks for your reply. I find this quite confusing to be honest.
I think I will need another call with a Monday.com team member because I thought a forum post would help but it has confused me more.

I wish Monday.com automatically created a hard-coded board option to have one or multiple boards automatically sync.

Thank you for your clear motivation to help and attempt at clarifying, I appreciate it.