Subitems and automations

 

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 automation, check out the Get started with automations article.

 

Use subitems in automations

To visit the Automation Center, click on the Automate button on the top right side of your screen:Group 64 - 2024-10-28T142123.681.png

You can use subitems when creating an item from scratch:

create from scratch automations.png

You have the option to use a change in a subitem's status to trigger an automation:Screenshot 2024-10-29 at 14.52.25 1.png

Or to use the creation of a subitem as a trigger:Screenshot 2024-10-29 at 14.55.12 1.png

 

Create subitems with automations

You can also create multiple subitems as a result of 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:Untitled design (84).gif

 

 

Note: In the event that an automation is not running or for board-related issues, read our article Initial steps for troubleshooting issues

 

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

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