I have a question about the best way to set up something a little unusual.
We operate in dozens of cities. Each city has different rules and processes. In each city, we operate 1 to 20 locations, each must be handled as it’s own site.
I currently have a board that includes all the City information, which I mirror to the Locations board for reference and to update all locations in that city if something changes (as it can do from year to year).
What I want to do is set up a sort of checklist in the subitems, with one subitem for each step, and place that under each City. I’m looking for the best way to take that subitem checklist and move it to the Location board as a subitem checklist under each individual location. I’m hoping for something faster and more reliable than copy and paste.
This isn’t just mirroring the data. If I have five things to do in Phoenix, and 20 locations that need to be processed, I’ll need 20 identical checklists that I can mark off as individuals.
Hi @Bill.D - there is no notion of subitem mirroring at this time in monday (ie taking a subitem from one board and mirroring as a subitem to another). Maybe as a workarounf you could summarize the subitem columns on the parent and mirror that back to the other board? Its not the individual subitems, but at least offers a visual of its combined status.
Otherwise, you may need to look to make.com to build out a solution for this or possibly look into VLOOKUP Auto-Link, as it may do the trick for you.
We developed an app called subitem automations that provides robust automation capabilities to subitems. It also includes the ability to move subitems between boards, here’s an example →
