I have “Board A” and “Board B”
I have an automation in Board A : “When an item is created create an item in Board B”
In board B I have some default values columns but when a new Item is created in Board B Via this automation these columns are not populated with their default values.
Only when I create an item in Board B (pressing on “new item”) I have this values.
Yes , you have to first make a new board from board B and then try to make a new item from board A to board B, so new items will gets new default value in new board B, as you set in the template(board B)
I use Groups within my board to segregate new duties.
In my set up, I have business licenses, annual reports, renewals and tax returns.
As an expiration date approaches, I have a separate GROUP called To be Filed and I have the item move to that section so I can see them all at once.
Not sure if that would help, but works great for me.