I am a marketing coordinator and have a question regarding linking several boards together and in that category here is my question: Let’s say I want to move a row from one group from Board A after a status or date has changed, to a group on Board B as a subitem rather than a regular row. Can this be done? If so, would I use an automation or an integration?
Has anyone done this for project management task purposes? If I can get an answer in a day or two, that would be great!
The is no standard mechanism in base monday to do that and no app that I am aware of that can do that. I would suggest looking at creating a custom solution to do that. I happen to be partial to the Make platform. See: What is Make & How can it help you with monday?
We developed an app called subitem automations that provides robust automation capabilities to subitems. It also includes the ability to convert an item in Board A to a subitem in board B here’s an example →