How to add the same item to a specific group

Overview:

This article explains how to add an item to another board and ensure it is assigned to a specific group using the "Same Item Multiple Boards" app on monday.com.
Assigning items to specific groups helps maintain organized workflows and ensures tasks are categorized correctly.

Steps to Add an Item to a Specific Group:

Navigate to the Integrations Section:


Open the board where the item currently exists.


Click on the "Integrate" button located at the top of the board.

Search for the "Same Item Multiple Boards" App:


In the integrations search bar, type "Same Item Multiple Boards."


Wait for a few seconds if the app does not appear immediately.

Select a Pre-Made Integration Recipe:


Browse through the available recipes provided by the app.


Choose the recipe that allows you to add an item to another board and specify the target group.

Configure the Recipe:


During the setup process, specify the target board and the group where the item should be added.


Save the integration settings.

Test the Integration:


Create or update an item on the source board to trigger the integration.


Verify that the item appears in the correct group on the target board.

Additional Notes:

Ensure the "Same Item Multiple Boards" app is installed and has the necessary permissions to access both the source and target boards.

If the desired group does not appear during configuration, check that the group exists on the target board.

FAQs:

Q: What if the item is not added to the specified group?
A: Double-check the integration settings to ensure the correct group is selected. Also, verify that the app has the required permissions.

Q: Can I add items to multiple groups on the target board?
A: No, the integration allows you to specify only one group per recipe. You can create multiple recipes for different groups if needed.

Closing Summary:

By following these steps, you can easily add items to another board and assign them to specific groups using the "Same Item Multiple Boards" app. This ensures your tasks are well-organized and categorized appropriately. For further assistance, contact support at support@pioneera.io or use the live chat feature in the app.

Updated on: 29/01/2025