Adding Portfolio-Specific Automation to Your Board

This document provides a comprehensive process for incorporating portfolio-specific automation into your board. Following these steps ensures that the automation is correctly configured and linked to the appropriate templates.

Step 1

Review your automation setup to ensure proper usage. It's possible that an automation was constructed from scratch incorrectly. Assess the current setup for any discrepancies.

Step 2

When an item is created and the status meets specified criteria, a board should be generated from a designated template. Locate this feature in your settings.

Step 3

Proceed with the creation of a board from the template.

Step 4

In the context of the portfolio, creating a board is essential; however, it is equally important to ensure the new board is properly linked to maintain the portfolio's integrity.

Step 5

While in your portfolio, navigate to the 'Create' option. Search for 'portfolio' to locate and utilize this application.

Step 6

Use the app designed by monday.com, which includes three portfolio-specific automations. Specifically, this automation triggers the creation of a project from a template when an item is generated and its status aligns with the specified condition. Define your project type accordingly.

Step 7

Choose the appropriate template from your list of saved project templates.

Step 8

You can further enhance the setup by adding the project to a folder, assigning owners, and other customizable features.

Step 9

This marks the initial recommended change. Please reach out if you have any inquiries regarding this process.