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How to change a status automatically?

How many times a day do you change a status on your monday.com board? Are you looking to initiate automated actions by just a click of a status? 

Status change automation recipes offer the ability to use status changes to initiate date changes, notifications to your team, moving items between groups or boards and even other status column changes. These automation recipes add a new layer to allowing monday.com to automate your workflow and cut down on the manual actions you need to do to stay on top of your work. 

 

How to set up the automation?

To add the relevant status change recipe to your workflow, you will first need to first visit our automation store on the top bar of your board :

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There you will be able to choose from our different recipes and set up the status change automation that supports your workflow: 

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Supported columns

Currently, status change recipes can include triggering:

  • Date
  • Timeline
  • Status
  • People
  • Time tracking
  • Hour
  • Updates section

Our team is looking into adding more flexibility with other column types such as mirror, formula, numbers and many more - stay tuned for updates on these developments! 

So, let's dive into the different use cases 😀

 

Status Change Use Cases

1. When Status changes, notify someone 

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In this use case, using the status column to trigger a notification will keep your team up-to-date on your work in context rather than manually visiting the board to check this. 

 

2. When Status changes, push due date by some days

This automation will serve us when a change has happened and now we need to push out the dates of the item based on the status.

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In this recipe, you're able to push due dates out by days, weeks, or months based on a simple status change if your meeting or task becomes delayed. 

 

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Status Change Recipes

  • When a status changes to something, move item to group
  • When a status changes to something archive the item
  • When status changes to something, change another status to something
  • When status changes to something, set due date to current date plus some days
  • When date arrives and a status is something, change it to something else 
  • When status changes to something, push due date by some days
  • When a status changes to something, assign someone as assignee
  • When a new item is created, set it's status to something
  • When a status changes to something notify someone
  • When a status changes to something, create an item
  • When a status changes to something delete the item 
  • When a status changes from something to something else notify someone
  • When a status changes to something, assign a team as assignee
  • When a status changes to something, move item to group after some time
  • When a status changes to something, start time tracking. When it changes to something stop. 
  • When a status changes to something, stop time tracking 
  • When a status changes to something, start time tracking
  • When a status changes to something, set hour to current hour 

  

Intrigued to learn more about our variety of automations, please check out this article.

If you have any further questions, feel free to reach out to our customer success team at [email protected]. We are here for you 24/7 and always happy to help :)