Seamlessly Sync Updates & Conversations Across Connected monday.com Boards

Hey monday.com users! :waving_hand:

Are you using connected boards to manage different stages of a workflow or involve multiple teams, only to realize that the “Updates” section (where all the conversations and comments happen) doesn’t sync across? It’s a huge pain point, forcing teams to jump between boards or miss critical information. “Why can’t updates just mirror like columns do?” you ask. You’re not alone in that frustration!

The Problem (The Native Limitation):

While monday.com’s mirror columns are fantastic for pulling data, they don’t natively mirror the crucial “Updates” section. This means conversations, comments, and file uploads stay locked to the original item’s board, creating communication silos and making it hard to get a full picture of an item’s history.

Bridging the Gap with Formula PRO Automations app:

This powerful workflow ensures that critical communications from your “Updates” section are shared across connected items, fostering true collaboration and transparency!

Here’s the quick setup (no coding wizardry needed!):

  • Board Prep (Your “Main Project Board” and “Vendor Management Board” - or any two connected boards):

  • Main Project Board: Add a Connect Boards column linking to your “Vendor Management Board.”

  • Vendor Management Board: Add a Connect Boards column linking back to your “Main Project Board.”

  • (Optional but Recommended): Ensure you have relevant Mirror Columns set up to see key data like Status, Person, etc.

  • Formula PRO - The Update Synchronizer!

  • Recipe: “When an update is created, copy it to all connected items in connected board.”

  • Why this recipe? This is the secret weapon! It directly addresses the “Updates” syncing gap. When someone posts a comment or update on an item in one board, Formula PRO will automatically replicate that update to the connected item on the other board.

Workflow in Action:

  1. A team member posts an update or comment on an item in your “Main Project Board” (e.g., “Client approved phase 1 design!”).
  2. Formula PRO detects this new update.
  3. It then copies that exact update, with its content and creator, to the connected item on your “Vendor Management Board.”
  4. Your vendor team sees the update directly in their board’s item, without having to switch boards or be explicitly tagged every time. The full conversation history for a linked item is now consolidated!

Impact:

  • Unified Communication: All relevant updates visible in one place, regardless of which board you’re on.
  • Enhanced Transparency: Teams have a complete historical record of discussions and decisions.
  • Reduced Context Switching: Less jumping between boards to find information.

Improved Collaboration: Foster seamless communication across departments or external partners.

Ready to break down communication silos and get everyone on the same page?. Formula PRO simplifies complex automations and extends monday.com’s capabilities in powerful ways.

:backhand_index_pointing_right: Add Formula PRO to your monday.com board for free!

Got questions or need a hand setting up this time-saving workflow? We’re happy to help! Book a quick call

Or, just drop a comment below! Let’s make your monday.com experience smoother and more efficient. :down_arrow:

Use Formula PRO’s automation: “When an update is created, copy it to all connected items in connected board.” It instantly syncs comments and files between linked items, so everyone stays in the loop—no switching boards or missing info.

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