Template Board and Item Duplication Automation

[jennifergraff]

Working with outside vendors it is always necessary for them to interact with Monday.com. We are attempting to build a board that would allow our vendors to use a Master List of equipment to create their own equipment packing list. The idea is the vendor can select the equipment from the Master list with a ‘Button Click’ that will automatically duplicate a packing list board template. We are suggesting that the ‘Button’ column be clickable to not only create a new board for that vendor with a board template already set up but also duplicate the item they have clicked (equipment the vendor needs to be packed) onto that new board template.