Group Creation Automation

Platform discussions Special workflows & use cases
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1

Hello,

I am wanting to create a new group automatically each week and have the group named that weeks date range. For example, this week’s board would be named 12/08/24-12/14/24 and next week would be named 12/15/24-12/21/24, is this possible?

2

@JaredJLY, we are planning to add this feature soon to our app - Advanced Templates. You can use it to schedule the creation of items or whole groups on your board. Column values will be set according to your template definition. Due dates can be defined as values relative to item creation time.

Feel free to reach out if you need help with setting it up.

3

Hi @JaredJLY ,
You can do so by integrating Monday with an automation tool.
At first you have to Create a Template Of the Group using Templify

Then Use This Automation:

  • Use a scheduled trigger (e.g., every week) or an event (e.g., a status change on the board).
  • Using Monday.com API, fetch the items from your template group.
  • Programmatically create a new group on the board.
  • Add each item from the template group into the newly created group.

Zaki
Business Workflow Consultant
Ready Logic

4

I’m doing something similar but with months using automations to create tasks on a regular basis and assign them a Created Date. I’m then using a date formula to display the create date as “Month Year” - which then allows me to easily group tasks by that formula column (which is effectively by the month and year that they’re created).

You could set your board up so that tasks are created regularly and assign them a Create Date to then be displayed as the Week Number, which can then be translated to date ranges via another formula (which may be a too manual to put together but is still possible).

tl;dr - Yes it’s possible using native functionality, but it’ll take some time and manual effort to set up the formula to translate the group names into date ranges. (If there are other methods, I haven’t found them yet…)

5

Hi! Happy new year everyone!

I needed this to, to automate the naming of the groups, but there is a workaround.
Now Monday.com has this new grouping option, maybe this works for you?

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(sorry, it’s in pt-br)

Hope it helps

See ya!