How to Use Automation to Move Items Between Groups or Boards
Welcome to our guide on using automation to move items between groups or boards in Monday.com. Streamline your project management process with seamless automation. In this guide, we'll show you how to set up automation to move items, enabling efficient collaboration and organization.
1
Navigate to the desired board
Start by logging into your monday.com account and navigating to the board containing the items you want to move. If you want to move items between groups within the same board, ensure that both groups already exist.
2
Locate the "Automations" feature
Click on the "Automate" button located at the top right corner of the board. This will open up the automations center where you can set up custom automations for your board.
3
Choose the "Move item" automation
In the automations center, search for the "Move item" automation in the search bar or browse through the available automations to locate it. Once you find the automation, click on it to start configuring the settings.
4
Configure the automation settings
In the automation settings, you will need to set up the conditions for the item movement. Choose the appropriate column and value that will trigger the movement of an item. For instance, you may want to move items when the status changes to "Done" or when the due date has passed.
Next, select the destination group or board where the item should be moved. If you're moving items between groups within the same board, select the desired group. If you're moving items between different boards, select the target board and group.
5
Save and activate the automation
After configuring the automation settings, click on the "Create Automation" button to save and activate the automation. Your items will now be automatically moved based on the conditions you've set.
6
Edit or delete the automation (if needed)
If you need to make changes to your automation or delete it, simply go back to the automations center by clicking on the "Automations" button. Locate the automation you want to edit or delete, click on the three dots on the right side of the automation, and choose either "Edit" or "Delete."
Congratulations! You've successfully learned how to use automation to move items in Monday.com. By automating item movements, you can enhance collaboration, ensure data integrity, and keep your projects organized and on track. Continuously explore automation possibilities to optimize your workflow and boost productivity. Happy automating!
