If you want to learn about all the ways you can manage your automations, you’ve come to the right place! Keep reading to learn how to edit, duplicate, create a template, disable, enable, describe, delete, transfer ownership… Need I continue?
Automation editing
After you’ve added automations to your board, click the “Board Automations” tab to manage your automations. To edit your automation, click the three-dot menu and select “Edit Automation”:
This will open the automation builder where you can add, edit, or remove blocks to modify your automation. In the editor, you can see the automation’s “run history.” You can click on a run to see its details, including the item the automation was performed on and who triggered the automation:
Click the “Info” tab to learn more about the automation. You can see who created the automation, when it was last updated, and the automation and recipe ID numbers (important for troubleshooting):
Click the “Analytics” tab to learn more about the automation history. Here you can see the last 10 days of automation activity. You can see how many runs succeeded, how many failed, and how many runs are still in progress. You can also see how many actions were taken by this automation:
Describe your automation
Enable/disable automation
You will need to toggle each automation to “On” or “Off,” depending on your preference. At this time, it is not possible to link all automations together.
Automation replication
If you open the “More Actions” menu at the top of the automation builder, you’ll see the “Duplicate Automation” option:
Save automation as a template
You can save your customized automation as a template and make it accessible to anyone with a monday.com account. You’ll find the option in the “More Actions” menu.
Choosing a name for your template will help others in your account understand how to use it. Once you’ve chosen a name, click “Create Template” to save it.
You can only create a template from customized automation:
Deleting an automation
If you want to delete your automation, you can also find this option under the “More Actions” menu:
Transfer of ownership of automation
You can transfer ownership from one person to another in just a few clicks! This is ideal if you want one team member to take over a board or a single automation on a board. By transferring ownership, you give them the ability to edit any automation you (or someone else) have created.
From the automation center
To transfer ownership, find the automation you want to transfer, open the automation menu, and select “Edit Automation”:
In the “More Actions” menu, select “Transfer Ownership”:
A window will appear asking you to select a new owner from a drop-down menu. You can type in a name to search for. Once you have selected the new owner, click the “Transfer Ownership” button:
After you click the button, the window will close and you will see a notification at the top of the screen confirming that the transfer was successful:
“Management” section
If you are an administrator of your account, you can transfer automations from the “Management” section of your account. To transfer ownership, click on your picture > “Administration” > “Users” > “Automation Ownership”:
When you deactivate users in your account, you can also transfer ownership of certain automations and integrations that were owned by that user. To deactivate a user, click the three-dot menu to the right of their name. In the menu that opens, select “Deactivate User.” A dialog will appear with the option to assign new ownership of that user’s automations and integrations.
Transferring ownership of an integration
To transfer ownership of an integration, follow the same instructions in the previous section on transferring ownership of automation. However, there are some important differences in functionality.
When you transfer integrations, they will be automatically disconnected until the new owner manually reconnects them. The integrations that can be transferred are:
- All static integrations
- App integrations by monday.com, such as Jira and GitHub
- Integrations from the market
If you have any questions, please contact our team here . We are available 24/7 and will be happy to help.