Set Board Template (Column Structure, Permissions, and Automations Applied Across Linked Boards)

Update: I am excited to share that the ability to set board as a master board is currently in Alpha mode. Our team is testing the features and still making final tweaks and changes and will be released beta mode soon. The ability should be available for use in the coming months so stay tuned and make sure your notifications for this post are turned on! Our community will be the first to try out the top requested features, so make sure your notifications are turned on :slight_smile:

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Hi Yadira! While the first post was in 2020, we launched our official feature request process just a few months ago. To see the last update click on the highlighted update underneath the first post and see when the last update was posted. We post updates to the top votes features every quarter and just added many more features to the roadmap.

You can stay up to date on the topics that are more important to you by turning on notifications. Here is how: How to turn on notifications for a post

Do we need to join somewhere for the Beta version?

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How long are items generally in beta mode. Is a release to enterprise accounts this month realistic?

Is it still going to be only for enterprise accounts?

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Also mirroring Jake’s question about if this will available for non-Enterprise accounts?

Not to be toooo needy, but also is there any update on when the expected release might be @Julietteb? :smiley:

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Here it is really needed for a Pro customer!..

Hello @Julietteb ,
Do you have news about this feature?
Is it on beta version?
Is it possible to test it?
Thank you.

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When will this be coming? This feature would be amazing.

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Hi @Julietteb,
Status on this one? Are we there soon?

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@Julietteb Indeed, is there any news?

@Julietteb, any news with this feature?

@Julietteb The lack of updates here has been frustrating

The parent template feature has been loaded into Monday labs as beta, or you might need to request it. It’s not working for me though, can’t seem to activate it and it keeps reverting to disabled. Trying to work with support to get this operational.

Hi, Everyone; after reading your feedback and researching your needs, we are getting ready to release a new unique feature to to enable standardization across workflows at scale. The details:

  • Our team is working on creating a “special template” that will remain connected to any board created from it.
  • Changes to the template will also impact previous boards that were built from the template.
  • The team is working on adding more features to be carried over from the template to the boards created from it.

The beta version of this special template has already started gradually being released to Enterprise accounts. If you are an enterprise account interested in accessing the beta version, please reach out to our monday representative.

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Hi Juliette, thanks for the update. Is this the same as ‘Parent Template’ released to beta?

Yes! I believe it is. Do you have access to it?! What do you think?

H @Julietteb. Thanks for the update. Any plans on releasing this to ‘Pro plan subscribers’?

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For those that do not have Enterprise Accounts, our Marketplace App Batch Hero for monday can at least partially help with your issues:

It let’s you add or delete columns to/from multiple boards at once as well as copy a column and its configuration from one board (e.g. a template) to multiple others at once.
It also gives a nice overview over all boards, there owners, locations, columns etc.

Due to API-restrictions, we can’t offer bulk update column configuration or permissions or automations yet, but we are continually improving the app to make board configuration & management smoother for you.

Best regards
Barbara

Hi Juliette,

It took a bit to get it installed and working, because you have to add it under a workspace instead of just a standalone board template. One support had helped there it was ok. I could have done with it while seeing up our solution, as we have a very complex setup for our small business.

Looking forward to trialling it properly when it’s needed.

I note that we were advised it might be charged for from October, I personally feel its still too new to be a paid for addition. We are on enterprise, and would expect something like that should be included in our plan to be honest.