Hey all! 👋
We launched an app for sharing items between boards and just released a new version that adds automations to make item sharing/linking easier, including templates of how to link items between boards and bulk actions for quick initial setup.
Tl;dr - our app lets you link/share items with your desired columns across boards and keep selected columns in sync both ways, manually and automatically.
What’s new in this version:
- Relationship Templates: reusable templates for how data should flow between boards (your saved “linking recipe”)
- Automations: use those templates in monday automations so linking happens automatically when something changes (status, new item, etc.)
- We currently have some templates for automations and are working on supporting custom automations.
- Templates include: status change, person assigned, item created, date arrived, date passed etc..
- Bulk Actions: to make setup easier, you can apply a Relationship to a bunch of existing items at once (great for initial rollout)
So how it works, you create yourself a template of how you’d like the items from Board A to be linked / shared to your target boards, each target board can have different columns linked to it (we understand that not all data is relevant in all boards), and then use that template for bulk item sharing/linking and in automations.
- And you can pick what to sync per target board (example: 3 columns to Board A, 5 different columns to Board B), so you’re not forced into a one-size-fits-all setup.
How we think it can help:
Projects board > Invoices/Payments board + Finance board relationship & automation.
When a project hits “Ready to invoice,” an automation links it into both boards linking billing fields to a Invoices/Payments board, and linking to the approvals/PO collection/follow-ups Finance Tasks board.
We plan to add other functionalities to Lynx that aren’t only related to linking/sharing items between boards, we’re thinking about recurring items, item time tracking and other functionalities that can help monday users with their workflows with the same app instead of five separate ones.
We’d love to hear your feedback about the current functionality and would love to hear your ideas on what can be added that will help ease your existing workflows within monday.
If you’re already linking items or copy pasting them, are there any edge cases that usually break these setups? Is there anything that is currently a pain to manually handle that you would love a solution for?
If the above sounds like something that can help you you can try it for free here - https://monday.com/marketplace/listing/10000969/lynx