How to Duplicate a Board or Template in monday.com - Solution for Guru

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How to Duplicate a Board or Template in monday.com

Duplicating boards and templates in monday.com helps you quickly recreate existing workflows, maintain consistency, and save time when launching similar projects or teams.


🔁 Why Duplicate a Board or Template?

Duplicating a board allows you to:

  • Reuse a successful project structure
  • Maintain standardized processes across teams
  • Save time on recreating columns, automations, and views
  • Create templates for recurring projects

📋 How to Duplicate a Board

Step 1: Locate the Board

  1. Go to the Workspace containing the board you want to duplicate.
  2. Hover over the board name in the left-hand panel.

Step 2: Open the Board Menu

  1. Click the three-dot menu (⋮) next to the board name.
  2. Select “Duplicate”.

Step 3: Choose What to Duplicate

A dialog box will appear with the following options:

  • Structure only: Duplicates the columns, views, and automations—but no items or updates.
  • Structure and items: Includes all items (tasks) but not updates (comments).
  • Structure, items, and updates: Full duplication, including task history, comments, and activity.

✅ Tip: “Structure only” is great for reusing board templates.

Step 4: Name Your New Board

Give your duplicated board a new name (e.g., “Marketing Plan Q4 – Copy”), then click “Duplicate”.


🧱 How to Duplicate a Template

Templates in monday.com can be duplicated in the same way as regular boards:

  1. Go to your Templates or any board saved as a template.
  2. Follow the same steps:
    • Click the three-dot menu (⋮) → Select “Duplicate”
    • Choose your duplication settings
    • Rename the new board

🔐 Only admins or users with permission can duplicate private or template boards.

✨ Best Practices

  • Use the “Structure only” option to maintain clean boards for new projects.
  • Standardize your duplicated boards by saving frequently used boards as templates.
  • Archive or rename old boards to avoid clutter.
  • Use Workspaces to organize multiple duplicated boards by department or project.

🧠 FAQ

Q: Can I duplicate a private board?
A: Yes, but only users with access to that private board can duplicate it.

Q: Will automations and integrations copy over?
A: Yes, when duplicating structure, automations are included. However, some integrations may need to be reauthenticated.

Q: Can I duplicate a board to another workspace?
A: After duplicating, you can move the board to another workspace by clicking the three-dot menu and selecting “Move to Workspace”.

✅ Summary

ActionSupported?
Duplicate structure only✅ Yes
Include items (tasks)✅ Yes
Include updates (comments)✅ Yes
Duplicate private board✅ (with access)
Duplicate into another workspace✅ (manually)