I need to use automation to make an existing item become a new group title in a different board and apply a group template (a project checklist)
This is project management we are doing
A project begins as a new item in monday.
once a project has been accepted we need to convert it into a new group, apply a template or saved group checklist) in a different board.
the reason we are using a different board is because all of the columns are different at this point. so we can not proceed using the same board.
we need the item name to become the new group name in another board
we need to group to become a template/checklist. so we need a pre saved group setting to apply. this is basically a project checklist
This can all be done manually but we need automation to assist. Is this possible?
is there a better way? how can an item turn into a group in a different board? I am asking for a group because the item needs to turn into a group/ checklist so we can begin the project. but it must start out as an item first, in a different board