Our team has several tasks that need to be done each month for each of our clients. I want to create a template item that contains a checklist of these tasks in an update and then use an automation to create a new instance of that item at the beginning of each month with the checklist update attached. Ideally this would be a one-to-many type situation where I could create a single template item that gets duplicated and moved to each client board, but I would happily settle for one-to-one if that’s doable.
I’m trying to avoid spamming our client boards with individual items for each of these sub-tasks, or I would just do simple item creation tasks for each.
Hey Josh! For this, I would put the template item in its own group (you can name this group “Template Item(s)” or something else helpful) and then try setting up a recurring automation recipe like the following:
I finally ran this for the first time and it didn’t work the way I feel like it should. What I want is to be able to just duplicate the tasks (including updates on those tasks) within the group and then move them to the groups where they would be actively used in task completion. This automation does not do that. Here’s what I’ve got set up in automations and then I’ll show what I ended up with on our boards:
What ended up happening was an entirely new group was created, but then the second automation doesn’t work because it can’t be programmed with the name of the duplicate group in the first place – it doesn’t exist yet and can’t be pulled from the dropdown.
So I have new groups with tasks on every client board instead of new tasks in the existing groups I intended to house them:
