When I automate the creation of projects from templates, I want this output projects to be set up as I set the template previously (with its locked columns, owners by default, permission settings…). We want to use monday to automate our work, avoid mannual processes, etc. But we still need to set the board permissions manually for each new project created automatically, and that’s a waste of time.
o streamline the automation of your project creation from templates on Monday.com, we’ll develop a custom integration that replicates all settings, including locked columns, default owners, and permission configurations, from your templates to new projects. This will eliminate the need for manual adjustments each time a new project is created. Our approach will involve leveraging Monday.com’s API to ensure all template-specific settings are accurately applied during the automation process.
We’ll build a robust automation script that triggers whenever a new project is created from a template. This script will pull the necessary configuration data from the template and apply it to the new project. Key elements of the script include:
- Replicating column lock settings
- Assigning default project owners
- Setting up board permissions automatically
1 Like