Part of our workflow has our team review comms/other deliverables. We don’t need this to be in a round robin, it should simultaneous review. I would love to be able to create an automation that runs like if person is team, then create sub items for each member of team. Is there an easy way to do this? It looks like teams aren’t recognized in automations, unsure if there’s been a workaround discovered. Otherwise, I’m going to create identical items for each team member every time we review.
Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have?
Desiree - www.thecleverclovers.com
Work Management, and Pro (although I think there’s a chance we move to Enterprise)
Hello!
monday.com doesn’t currently support automations that create subitems based on team membership directly. A workaround is to use a People column with individual members instead of a Team, then trigger subitem creation per person. You can also use templates, external tools like Make or Zapier, or third-party apps to automate this process more flexibly.