Set an automation across an entire account

Thanks for the update @PolishedGeek. This is great news since it is a highly wanted feature and almost a musthave. It’s a shame it is on enterprise though.

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Update - This feature has been delayed until 2022. If anyone would like to discuss Enterprise features or Enterprise pros and cons, I’m happy to chat with you and provide the bottom line info (including pricing) without any big sales pitch. We’ll go over your goals, then I’ll give you my candid opinion on whether Enterprise would be a good fit for your monday․com use cases.

Book a Consultation to learn more about Enterprise: Book a call with Polished Geek: Do more with monday․com

~ Deb Cinkus, PMP
Certified monday․com Partner

Having a master board like you explained would be very helpful and is a basic requirement.

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Do you know when in 2022 this is expected to be released?

This is a must have feature in my opinion.

There is a save a template option, but the problem is that default automations cannot be saved as templates which makes it confusing to understand which automations I have on the new board and it does not save the data input in these automations.

It’s just giant time waste basically. Please add it for Pro plan at least.

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Agreed, this feature is urgently needed.

+1 from me on this too - desperately need this.

+1 This is a must have feature in my opinion.

Very need this feature, thanks!

Is there any update on this?

+1 on this feature! We aren’t very big … we have 5 boards. We can’t be copying automations by hand to each and every board.

Really hope this feature isn’t stuck in enterprise!!!

+1 on this feature as well… having to recreate an automation across 50+ boards is a non-starter.

We need to be able to copy/paste from one board to another, or have enhanced Templates that incorporate prior selections, or a batch script to deploy to multiple boards… something!

The Master Template function would be positively amazing… any updates on that, is it still on the product roadmap?

Any update on this feature? This is desperately needed. Do I really have to manually recreate the same automation across all the dozens of boards we have? Saving an automation as a template doesn’t seem to save all the details of the automation, but only the skeleton of the automation.

Any update on this release? A general timeline would be greatly appreciated - or alternatively a road map with this feature listed so we may track. Thanks

New to monday and as I build our boards AND tackle the set of problems around introducing monday.com to everyone in our organization to build their confidence around it so they actually want to use it…little inevitable mistakes in automations from manually copying from one board to another feels like it could be a deal breaker for us.

Need to be able to update automations for many boards simultaneously to keep consistency with updated workflows or I fear I’m going to have trouble convincing the organization this was a good idea…

To get around the slow BS from Monday.com I created a “template” board that I manipulate all of the automations and structure. I then duplicate this board and move groups/items from a board to the newly created board to keep all automations the same. This is stupid and a complete time waste. Also, the automations view is the WORST! It is almost impossible to see what I have created and how everything works together. Get rid of the cutesy UI crap and just provide a better list and throw in a workflow viewer.

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Hi Crystal, Thanks for taking the time to share your suggestion. Great minds think alike – our development team is already working on allowing customers to set automation across an entire account. This feature is planned be part of the new workflow builder.

Requests like yours help guide us in prioritizing the features that our customers care about the most. So keep the ideas coming because your feedback impacts hundreds of thousands monday.com customers who will enjoy copying automations from one board to another because of you.

Have another idea? Submit it here.

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Any news on this feature? It would really save a lot of time and mistakes when creating, editing and deleting automatons.

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Even being able to simply duplicate an automation in another board would be beneficial. Having to reinput an automation every time we need it is incredibly cumbersome.

I second this, any word on when we will be able to see this option?
Thanks so much!
~Mike