Automations help you to reduce manual work. Subitems provide a deeper structure to your board. Now, you can use select automations with subitems to create the perfect workflow! 🎉 

 

A few prerequisites

To use automations with subitems, you first need to create subitems on your board. To learn more about how to add subitems to your board, check out the "All about subitems" article.

To learn more about how to add an automation, check out the monday.com Automations article.

 

Designated subitem templates

To visit the Automation Center, open your board menu using the three-dots in the top right corner of your board, hover over "Board Power-Ups", and click on "Automations":

In the Automation Center, you can easily locate all of the automation templates that work with subitems by visiting the "Subitems" category:

There are several options in this category that you can apply to your workflow. The last option in this category is to create your own automation. This is the best route if you don't see a template in this category that suits your needs.

 

 

Identifying supported templates

When browsing through the other categories in the Automations center, you can identify an automation template that supports subitems by looking for the "Supports subitems" icon:

Where supported, you can use a subitem as either a trigger or a field in a notification:

 

Custom automations

You can also use subitems with custom automations!

You have the option to use a change in a subitem's status to trigger an automation:

Or to use the creation of a subitem as a trigger:

You can also create multiple subitems as the result of an automation. In the case of a board where you require subitems to be created on an item once the status changes, you can create the following automation "when status changes to something, then create a subitem". You can then customize the automated subitems:

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.