Linking boards-want to create a duplicate board that only has certain columns from another board

Hi, I’m new to Monday.com so not sure if this is something that is possible and I’m not really sure how to go about it.

I have a board that is used by about 10 people within my group. Sometimes when we send our alerts/updates, we refer to data from a particular column. The alert will go out to people in my organization who do not access this board on a daily basis.

I would like to create/duplicate/link another board that is a copy of my original board but in this board, I only want to show 2-3 column data from the original board. I’d like to have this new board automatically update whenever the original board is modified. I want people outside of my group to access this board and not the original since they are only interested in information from 1-2 columns.

I’ve tried one of the automations of having a status change and then creating and item and then linking it, but I am not sure what I am doing wrong. In addition, the original item name does not translate to the duplicated board. The whole idea is for someone to access this board and only see those columns that are associated with certain item IDs.

I know that I can create a filter in the original view and save it as a “view” but I already have about 10 views in the original and it just becomes very cumbersome since so many people already have access to the board

Any help or insight would be appreciated! Thank you very much!

3 Likes

I would either create a different view and filter out everything that they do not need to see, or use a dashboard. Using a dashboard, you can filter out any groups/columns that the group does not need to see but the data is live with the original board.
As far as connecting a board, with what you are wanting to accomplish, you would pretty much have to connect the boards and then do mirror columns. If you did not do it that way, if the data on the original board were updated, it would not update on the second board.

Oh yes! A DASHBOARD! I completely forgot about that!! Thank you so much! I think that will work perfectly actually! Thanks so much!!!

1 Like