MC Templates (save a board as a reusable template)

Save a Mission Control board's full structure — its groups, columns, views and automations — as a reusable template, then deploy it into a new board. Covers saving one, the two-level template picker, the deploy preview that lets you switch off cost-bearing automations first, and editing a saved template.

What it is

Save a board's full structure as a reusable template and deploy it into new boards. Part of Mission Control Phase 5E.

What it does

Right-click a board in the left nav and select "Save as template" to open a dialog (name, description, shared/private visibility, include-items toggle). Templates are stored on the backend and browsable via a Template Category Picker (opened from the "T" button in the left nav header).

Where to find it

In Mission Control: right-click a board in the left nav → Save as template. Deploying one goes through the Template Category Picker, opened from the board-creation surface.

How it behaves

Template picker

A two-level modal: first a grid of project category tiles (Boards, Dashboards, Documents, Spreadsheets, Forms) plus a "My Saved Templates" tile, then clicking a category drills into its templates. A back arrow returns to the category grid. Each template carries a projectCategory field tying it to a category (defaults to 'boards'). Categories are defined in src/shared/types/pm-template-categories.ts. Documents, Spreadsheets, and Forms each have built-in templates that deploy as their respective entity types (not boards).

Deploy preview

Board/dashboard templates: Shows the template's groups, columns, views, and automations. Each automation has a toggle and a cost badge ($) on actions that invoke AI or spawn sessions (detected by isCostBearingAction). Users can disable cost-bearing automations before deployment.

Document/spreadsheet/form templates: Uses EntityTemplateDeployPreview — a simpler preview showing the template name, description, and a workspace selector. Deploys by creating the entity with the template's preset content/config via the session bridge.

Template editor

Lets owners update name, description, icon, visibility, and the template's structure (rename/remove groups, columns, views, automations). Changes autosave with an 800ms debounce.

Portability

Column and group references inside automations are replaced with stable templateKeys (col_1, grp_1) on save and remapped back to real IDs on deploy (direct dictionary lookup via a caller-supplied key-to-ID map).

For agents

Key files

src/shared/types/pm-template-categories.ts (category definitions)
src/shared/pm-built-in-template-catalog.ts (built-in templates for all entity types)
src/main/services/pm/templates/pm-template-portability.ts (portability engine)
src/main/services/cli/cli-server-pm-template-routes.ts (7 CLI routes)
amc-back/apps/monday-back/src/modules/templates/templates.routes.ts (cloud backend CRUD, deploy, fork)
src/plugins/mission-control/web/features/templates/ (category picker, deploy preview, entity deploy preview, save dialog, editor)

Contract

pm-board-templates-contract.md