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
- Go to the Workspace containing the board you want to duplicate.
- Hover over the board name in the left-hand panel.
Step 2: Open the Board Menu
- Click the three-dot menu (⋮) next to the board name.
- 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:
- Go to your Templates or any board saved as a template.
- 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
Action | Supported? |
---|---|
Duplicate structure only | ✅ Yes |
Include items (tasks) | ✅ Yes |
Include updates (comments) | ✅ Yes |
Duplicate private board | ✅ (with access) |
Duplicate into another workspace | ✅ (manually) |
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