Hello,
We add new clients to a Prospects board and once the client decides to engage in services, we mark a status change.
What we would like to do is create a Board from a template for the new client based on information contained in the columns (check… this is easy), but we want that new board to be connected automatically to the original item that the status was changed.
How do I connect two items together on a board that was just created? And ultimately, I think I want the connection to occur on the newly created board so that there is ONLY one column on the original Project Board? I see the connect columns automation based on logic, but I only want ONE item to be connected based on a status change.
Prospects Board –> create new board for each new item and connect back to item.
Any insight would be greatly appreciated.
Tara