I am trying to use Monday.com for reoccurring tasks. Some on a regular cadence that will have due dates (quarterly reports) and some on an as needed basis (new hire onboarding). In both cases, the owner will always be assigned as the same person (not changing each time).
I’ve set up a board for each type of project and created a group at the top with all of the reoccurring items/sub items and assigned who the owner will be for each. I want to be able to duplicate this group and have the owner be notified automatically. Automations do not seem to work when groups are duplicated. Does anyone have a workaround for this? I can’t spend the man hours to manually assign the same owners every time - this was the whole reason I tried moving this process from google sheets to Monday.com but seems like this very simple need is not possible?
PLEASE HELP!!! I’m supposed to be onboarding my team next week but looks like I may have to scrap the whole thing if I can’t figure this out.
Automations does not trigger when duplicating groups, but it will trigger when you move the group to another board. I don’t know your setup, but is it possible for you to make a separate board for duplicating and planning new groups with tasks?
Make 3 groups in the template board and duplicate them whenever you need (each group is set up with different items/subitems for the specific project type. Change the group name, dates etc. on the newly duplicated group if necessary, then move the whole group to one of the project type board.
Then make an automation on each project board that goes like this:
The notifications should then be triggered.
There are of course many ways to do this, but this is a very simple setup. Just make sure all columns are called the same on each board so you don’t get the popup that asks you about column mapping.
I think I found another work around using automations to change the status column values and notify owners when status changes to a certain value that works when you duplicate a group.
Hi @amandamaestri ! I’m from Unito, we’re a monday.com partner with an app on the monday marketplace. I think our app can help solve your problem! But it is a paid app (though it comes with a 2-week free trial) so I thought I’d mention that upfront.
Here’s how it works (and why it’s better than automation): so Unito lets you create tasks in one board automatically based on your actions in another. Then, those tasks are linked with real-time updates whenever anyone makes a change (or not! You can turn off that feature if you prefer to have total control). That’s called 2-way sync.
On top of that, you can also connect your boards to projects/spreadsheets/calendars etc. in other apps and tools to do the same thing (e.g., you could work in Google Sheets while everyone else works in monday and ALL of your work is synced in real-time). Here’s a guide I wrote on how to sync Google Sheets and monday with Unito.
There’s a use case called a “master board” that I think would suit your team perfectly. Basically you coordinate everything from a single master board that automatically dispatches tasks to everyone else (including assigning to specific people).
So if that sounds good so far, here’s how I would set up my flows in Unito:
You create labels in your master board for each member of your team.
Then, you create flow in Unito between your master board and one of your teammates.
You set rules in Unito so that only tasks in your master board with the label for that teammate sync to their board.
Then, you duplicate that flow and change the label in each subsequent flow to the names of each other teammate.
Once that’s done, you just have to organize your own board in such a way that you can easily see everyone’s tasks at any given point. Then, any time you need to assign new work, you simply create the task in your board (or duplicate an old one), adjust the due dates and the same task automatically appears in the same other user’s board.
