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Once Same Item Multiple Boards (SIMB) is installed, you can start sharing items right away. There are two paths to choose from: manually select which items go where, or set up automations that handle sharing for you based on rules. Both approaches take just a few minutes to configure and can be used together in the same workspace. You can also share directly from an item row with the Shared Boards column.

Choose Your Path

Manual sharing gives you direct control over which items appear on which boards. Use this approach when you want to make one-off decisions rather than automating a recurring pattern.
1

Open the item and click the Same Item Multiple Boards tab

On your source board, click the item you want to share to open its item view panel, then click the Same Item Multiple Boards tab. If you do not see this tab, follow the steps in the Installation guide to add the view to your board.
The item view with the Same Item Multiple Boards tab circled
2

Click "Share to another board"

Click the blue Share to another board button.
The Share to another board button
3

Pick the workspace, board, and group

A picker walks you through it: click the workspace, then the destination board, then the group the item should land in.
Choosing the destination board
4

Complete sharing

Complete any sharing prompts and wait for the item to appear on the destination board. Supported columns with matching names and types sync automatically; there is no manual column-mapping step.

Column Sync Requirements

SIMB syncs column values between boards automatically, but only when two conditions are met:
  • The column has the same name on both boards
  • The column is the same type on both boards (for example, both are Status columns, or both are Date columns)
If a column exists on the source board but not on the destination board, or if the names or types differ, that column will not sync. Compare the columns on both boards and add missing columns directly on the destination board. See automatic column matching.
Formula and Mirror columns are not supported for syncing. Connected Boards columns sync unless the two columns connect to completely different boards (no board in common); in that case that column is skipped. Values in unsupported column types will not transfer between boards.

Visual Indicators

When the Visual indicator setting is on (turn it on in Settings → Account Settings → Preferences), SIMB adds a small icon or short label to the start of the name of every shared item. This is your at-a-glance signal that the item is synced, so you can scan a board and spot shared items without opening them.
A shared item on the board — star icon next to the name, Item Location column showing where it lives

Item Locations Column (Optional)

Item Locations Column
The Item Locations Column is an optional column you can add to any board to see a live list of every board where each item currently lives. Each board name is clickable, taking you directly to that item on the destination board without any extra navigation. To add the Item Locations Column, open the SIMB view in any item, go to Settings → Board Settings, and click Add column next to Item Locations. Once added, the column populates for the shared items on that board.

Remove an Item from a Board

If an item no longer belongs on a particular board but should remain on all others, you can remove it from that board without deleting it anywhere:
1

Open the item's SIMB view

Click the item to open its item view panel, then click the Same Item Multiple Boards tab.
2

Click the trash-bin icon next to the board

In the list of boards where the item currently lives, click the trash-bin icon next to the board you want to remove it from, then choose Unlink (keep the item on other boards) or Delete (remove that board’s copy for good).
The item disappears from that board immediately but remains fully synced on every other board it belongs to. No data is lost.

Next Steps

You’ve shared your first item — here’s where to go from here:

Automatic column matching

Learn how to review and fix column matches before sharing items to avoid sync gaps.

Automations Deep Dive

Explore all available automation recipes and advanced trigger configurations.

Subitem Sync

Find out how subitems behave when their parent item is shared across boards.

Batch Actions

Share multiple items to another board at once using the batch actions toolbar.