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.

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:

On the Board Automations page, you will be able to choose from different templates and set up the move item (within a board) automation that will best support your needs. 

Click on the Create tab and then search for "move item":

Supported Triggers

Currently, these templates support triggers from:

Move Item Automation Templates

Want to learn more about our variety of automations? Check out our Get started with automations article.

Have feedback? Would you like to see how our community is utilizing automations as part of their workflow? Check out our monday.com community.