Create a new board item when status changes

We have a board set up with projects. After we change the status to DONE, we want it to move the entire item to a board called INVOICED. And then have the ability in this board to add our invoice #. We only want it to move several key fields to the new board.

Hi @baileyalexander - this is easily accomplished with automations:

You can use the item dialog to choose which columns are mapped to the new board:

Does this answer your question?


Yes, thank you. We were getting stuck with the item mapping.

1 Like