Automatically Create Item when New Group is Created

Platform discussions
1

Hey all!

Does anyone know if there is a way to create an automation that will automatically create a new item whenever a new group is added to a board?

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Hi @kandice! Welcome to the monday community :slight_smile:

Can you share more context around your use case/workflow? While there is no automation to create a new item when you add a new group to a board, I wonder if we can find a workaround or get you somewhat close to what you need.

-Aron

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Hi Aron - I have the same challenge - I want to create a list of items when a new group is created. It’s a list of tasks that need to be actioned in order to deliver a webinar. We’ll be doing so many I don’t want to have to manually add the standard list of tasks. Is this possible? Thanks

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Hi Aron and Gemma,

Yes! What Gemma is describing is exactly what we’d like to do. I’d definitely be interested in a work-around.

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@GemmaWarren @kandice

Hi! Thanks for describing what you’re looking to achieve. I’m afraid we do not have a way to auto-populate a list of items when a new group is created.

What if you have a group on the board that is used as your standard list of tasks and then duplicate that group (either manually or via an automation) rather than create a new group from scratch? You could keep this “template” group collapsed at the top or bottom of the board or create a view where you see all groups and do not see the template group and work off of that view.

Thoughts?

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Thanks @AronK this is an alternative workaround, thank you!

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@GemmaWarren not sure if you’ve implemented this yet; however, careful with this if you are using dependencies. They may continue to link back to the original subset of items.

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I agree with @GemmaWarren and @kandice that this would be great automation. We’ve got several projects that need the same tasks done for each one, and this automation would be very helpful, even though the workaround could be used for now.

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What would also be helpful is that if this automation can travel across boards.

We have quite a few boards and I would love to create a “master” list of the projects that provide a very high level overview of the projects.

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Hi,
We are very insterested in this new automation. Would it be possible to have an overview if this is in the roadmap or not and if yes when this could be available ?

Many Thanks,
Edith