Hi! Love the managed templates! Saving so much time. However, AI columns don’t seem to come over when creating a new board from a template. The column does but I need to re-do all the AI connections. Am I missing something?
Hi there!
You’re not missing anything—this is currently expected behavior with AI columns and managed templates. When you create a new board from a template:
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The AI column structure will copy over.
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The AI configuration (prompt, connected columns, and output settings) does not carry over automatically.
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You need to reconnect the AI column or reconfigure its settings on the new board.
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Manual Reconnect:
- After creating the board from the template, open the AI column and reselect the columns it should read from.
- Duplicate Instead of Template (Temporary Fix):
- If you duplicate an existing board (instead of using a template), the AI column’s connections remain intact.
- This is a good option if you need the AI column fully configured right away.
- Feature Request:
- If this workflow is critical, you can submit feedback to monday.com to allow AI column configurations to carry over in managed templates.
Thanks! Seems to be the same with the Tracket automations. Duplicating boards is not an option in this case, as we have it set so when someone adds a prospective project in our lead board, a project board specific to the type of project is created to write the proposal in. I will add a feature request.