monday.com how-to guides

The native options compared, and the five-step setup.

Share one item to other boards as the same editable item.

One task, worked from each team’s own board.

Put one item on several boards in one go.

Move to board takes the item off the first board. Here is how to keep it on both.

The same item on boards in different workspaces.

Keep statuses, columns and updates aligned without copying.

One conversation on every board, posted as the person who wrote it.

One overview board built from every team’s items.

Put each submission on every team board that needs it.

Why assistants connected through MCP or the API create copies, and the fix.

A checklist for comparing cross-board sync apps.

What works natively, where it stops, and what to use beyond it.

Duplicate, move, convert or sync: what each one really does.

As a subitem or a full item, kept in sync with the original.

What mirror columns do, where they stop, and real items instead.

Which mirrored values you can edit, and the limit that matters.

What monday.com does with Drive on its own, and how to file attachments automatically.

A named Drive folder for every item, linked back on the item.

Fill a document from the item’s columns and save it on the item.

A clean PDF report, grouped like your board.

Customer details from columns, one line per subitem, totals worked out.

Send a document for signature from an item.

A contract from the item, sent for signature when a deal is won.

Turn any Word file into a template filled from the item.

Send a PDF from the item from your own Gmail.