Template Automation

Hey all. So I’m trying to make a robust project tracking board. We have a ‘master’ board, this board has section specifically for new projects aka task and they are tracked from there.
We also have a template for new projects, once a project is spun up the resource will create the project from our template.
When a user gets a new project and uses the template, I would like this new project to trigger some automation to add this board to our tracking board. It would create the board as an item under a specific group. Is this possible?
On top of this, once that group is created on the ‘master’ board is it possible to then link two columns to it. I think using the connect boards option exists, but it’s manual right now.
Any help would be appreciated!

I totally get your point.
I’m working on something similar right now.
so if someone knows how to do it - highly appreciated.

If I find a way, I’ll let you know :slight_smile:

Hi@andrew.baumgartner ,
This is possible to achieve the automation you described using Make.
The “Connect Boards” integration allows you to link two boards together so that you can easily view and manage information from both boards in one place.

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Hello @andrew.baumgartner ,

Welcome to the community! :muscle:

Indeed, you could use Make.com to achieve what you are looking to do. If you need any professional assistance with that, please feel free to contacts us at info@thespelas.com.

Alternatively, you could also use the amazing Rollup Multiple Boards App. My team and I have consistently used it and I can vouch for its quality.

Hope this helps!

Giannis, Implementation Consultant at thespelas.com

Hi Andrew, I can definitely comment on your first question on creating a project board when a project gets added. I have an “Active” status column that I used in my automation but I am sure you can use something like “new task is created”
My automation is as below:
When Project Stage changes to Active → Then create a board from template and then notice Project Manager
Of course you will need to make the board you want created into a template.

Hope this helps!