I want to copy and paste workflows and Boards - with data - to another project - how do I do that?

Now that we have some expereince with monday.com I need to re-do some of the Boards and workslfows we’ve created - however, there’s a lot of data in them - so I’d like to copy/duplicate them in a Sandbox area and to make sure that I won’t effect the originals.

Hi @Bkavanaugh ,
There are the things you can get in the duplicated board.

Following things you can Duplicate:

  • Board structure and layout
  • Items (e.g., tasks, projects)
  • Columns and their settings
  • Views (e.g., table, calendar, kanban)

However, the following are NOT duplicated:

  • Automations
  • Integrations
  • Dashboards
    But there are some smart way you can add these as well.

Zaki
Business Workflow Consultant
Ready Logic

Hi @ZakiImtiaz,

If automations or integrations are set on board and you copy the board, the automation and integrations are copied too.

Hello!
Did you have a fix on this issue?