Step 1
Install the Auto-Link App in the monday.com App Marketplace
Xebia’s Auto-Link app can be installed in the monday.com App Marketplace and can be tested for a 14-day trial using the link below. This requires admin access to your monday.com account.
Step 2
Create a New High-Level Board
Create a new high-level board. This board provides a consolidated overview of key projects or processes, offering a centralized hub for tracking progress, status, and important details. It serves as a strategic dashboard for effective project management and decision-making.
- Click on the blue + icon in the upper left corner of the monday.com screen.
- Select New board.
- Name this board High-level board (or another recognizable name).
Step 3
Create a Low-Level Board and Save as a Template
A low-level board in monday.com represents a granular view of specific tasks, sub-tasks, or detailed action items within a project or workflow. It serves as a focused workspace where teams can track and collaborate on the smaller components that contribute to the larger objectives outlined in the high-level board.
- Create a new board. This will become a low-level board.
- Name this board Low-level board.
- Subsequently, look for the three dots in the upper right corner of the screen.
- Then, select More actions > Save as a template.
Step 4
Add a 'Connect Boards' Column to the High-Level Board
- Move back to your high-level board.
- Add a new column by clicking the + on top of your board.
- Add a Connect boards column to your monday.com board.
Step 5
Connect your High-Level Board to the Template with a Two-Way Connection
- Now, click on the three dots next to the Connect boards column on your high-level board.
- Select your low-level board template.
- Next, make sure you check the box Create a two-way connection.
- Press Connect boards to finalize the connection.
Step 6 (optional)
Create a Mirror Column and Select a Field to be Shown
A mirror column in monday.com dynamically reflects and updates data from a source column in real-time, eliminating the need for manual updates and ensuring consistent information across multiple columns, boards, or projects.
- Add a new column to your monday.com board. Select mirror column.
- Select the field you would like to mirror from your low-level board in your high-level board. This can be a timeline, a specific date or a budget.
Step 7
Create a Custom Automation in the High-Level Board
- Create a custom automation in the high-level board and choose any trigger you like. This will trigger the creation of your template board.
- Select the action by scrolling all the way down until you find Apps and select Duplicate board and connect to trigger item.
- Select the template you've just created by clicking template.
- Select the connect boards column you've just created in your high-level board by pressing column.
- Create the automation.
Step 8
Create a Custom Automation in the Template Board
Create a custom automation in the template board you’ve created. This automation will make sure that items that are added later on the low-level board, are automatically connected to the same trigger item. If you’ve created a mirror column, the data of the newly added items will also be added to the mirror column.
- For the trigger, choose When an item is created. For the action, scroll down until you see Apps and select ‘Sync connect board column’.
- Select the action: select the Connect board column in your Template board.
- Create the automation.
Congratulations, You're All Set!
The app ensures that all the items in the low-level board are connected automatically to the trigger-item in the high-level board.
This enables you to have a clear overview of all your monday.com items on a higher-level board, which showcases your projects and is ideal for managers. On the other hand, the lower-level boards provide a more in-depth description of your projects.
You can create as many templates and automations as you want and create a tailor-made project flow and summarize it all on the high-level board.
Due to the two-way sync, every change made in the high-level board will be reflected in the low-level board and vice versa.