Move Items within a board with Automations

4 min read

Feature

Are you interested in making the most out of the groups on your board? With automations, you can now move items swiftly between groups to represent phases, delegation of team members, or time period by triggering one action and watching monday.com do the rest of the work!

These automation templates add a new layer to team collaboration and allow your team to manage projects seamlessly and cohesively within your board as well as move through project stages with ease.

Note: Looking to move items between boards? Check out this article on Cross Board automations!

How to set up the automation

To add the relevant cross board template to your workflow, you will first need to first visit the Automation center, which you can access by click on the Automate button on the top right of your screen: Group 64 - 2024-10-28T142123.681.png

In the Automation center, you will be able to choose from different templates and set up the move item (within a board) automation that supports your workflow: Group 64 - 2024-10-30T114018.238.png

Supported Triggers

Currently, these templates support triggers from:

Status
Date
Timeline
People

So, let's dive into the different templates 😀

Use Cases

When Status changes move item to group

In this use case, the video production moves between the groups based on the phase the project is in between Current queue, up next, and client review and approval.

Automations- Video Editing board.png

When an item moves to group notify someone after some time

This template will serve us when items move between groups to notify a team member. So let's say when items move between active and won leads, the sales rep can be notified afterward at the interval of your choosing.

Automations- Shipping Sales Board.png

Move Item Templates

When a status changes to something, move item to group
When date arrives, move item to group
When due date arrives duplicate the item to this group and push the date by some time
When date arrives and a status is something, move item to group
When an item moves to group notify someone after some time
When status changes to something, move item to group after some time
When due date arrives move item to group and push date by some time
When due date arrives, move item to board (Crossboard)
When person is assigned to someone, move item to board (Crossboard)