Hello everyone! I’m new to Monday and getting used to the automations. I’m hoping there’s a way to do what I’m trying to accomplish, even if it’s not the way I’m thinking…
First a little context:
We teach different types of classes (at least 8) and have a list of students we contact to offer classes and enrollments. Some students may only take one class, some may take 3 or more.
What are we trying to accomplish?
We want to be able to store our students’ information, assign them to the groups they are interested in (for example, if they are interested in class A, B, and D), and perform the registration process(es) for each of them.
What am I trying?
I created a board where I store the students’ information and track their stage as a lead (if they are new, if they need to be contacted to understand more about what their interests are, etc.). In addition, I have created a Classes and Workshops Board that is linked to the Student Board through an “Interests” column (see below).
Is there a way to create an automation that adds students as sub-items within each class once they are tagged with said class in the “Interest” column? Something like this, but I did it manually
This is the solution I came up with with my current knowledge on Monday, so if you think there’s a better way to do what I’m trying to do, I’d love to hear ideas!
Thank you very much! If there are any questions, I will be happy to clarify.