Default Item Values automatically

How To
1

Is there a way to automat the Default Item Values in monday?
The function I am looking for:
When I create a new Item in the “projects map” board (kind of portfolio board) - a new templated board created in other folder and this new board have these two features automatically:

  1. all the items in the template connect automatically to the source item in the “projects map” board.
  2. all the new items that will created in the feature in the new board will connect automatically to the same source item in the “projects map” board (that is acctually the Default Item Values feature).

I do finded a manually ways to do it but I want to prevent from set of manuall steps every time that I create a new project.

@Msquare_Automation You will probably have some ideas…

2

Something like this where you are syncing data back and forth from one source to another can be done by three methods.

Method 1: using a watch or search module to moniter any changes and update accordingly. Note that this method will most likly consume a lot of operations, but is the easiest to do.

Method 2: sync the data as the change is being made via an automation. Automate the process of changes being done to the value and add the update value to both data sources.

Method 3: Use an app builder to create a single database where you can push the data to different parts of the app. The most cost effective but require the most technical skills.

Hope this helps!

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