How We Keep Sales, Product, and Support Aligned on the Same Item

Platform discussions
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We used to have the same client or project show up on three different boards — Sales, Product, and Support.
Each team had its own board, process, and version of the truth.

Sales would close a deal and update their board.
Product would build something for that client on a different board.
Support would handle issues and updates on yet another.

Pretty soon, all three boards had copies of the same client, each one slightly out of sync.
Comments got missed. Files were uploaded twice.
And we were constantly asking each other:

“Wait, which board has the latest info?”

The Problem

When three teams work on the same client, you don’t just need visibility — you need shared context.
That means if someone leaves a comment or changes a status, everyone else should see it instantly.

monday’s native mirroring didn’t fully solve that — it can mirror columns, but not comments, replies, or subitems.
We needed something more complete.

The Fix

That’s where Mirror Item Multiple Boards came in.
Now, instead of copying items, we mirror them across the boards that need them.

Here’s how we set it up:

  1. Sales creates a new client item on their board.

  2. An automation runs:

    When item is created → mirror item to Product & Support boards.

  3. The item instantly appears on those boards — same name, columns, subitems, everything.

  4. Any update, comment, or reply made by any team syncs across all three boards in real time.

So when Support comments, “Client requested a fix”, Product and Sales see it instantly.
No more Slack messages or manual updates needed.

The Result

:white_check_mark: Sales, Product, and Support always see the same info.
:white_check_mark: Comments, replies, and files stay in sync automatically.
:white_check_mark: No more duplicate items or missing updates.
:white_check_mark: Every team works from the same single source of truth.

It completely changed how we collaborate — now, each team still has their own board and workflow, but we’re always connected through the same live item.

If your teams are updating the same client or task across multiple boards, try mirroring them instead of copying.

You’ll be surprised how much smoother communication becomes once everything stays in sync.

:right_arrow: [Try Mirror Item Multiple Boards on the monday.com Marketplace]
:right_arrow: [Learn more about Mirror Item]
:right_arrow: [ Schedule a FREE DEMO | Email us at support@fortimus.co]