I have a board where I have created an “Item” and that item has many sub-items. That structure is complete. Now, every time I create a “new Item” i want it to automatically also load the exact “sub-item” structure, so I don’t need to re-create it every time.
Also, if the “sub-item” structure changes, all “sub-items” structure already created should also change.
I know this sounds complicated in writing, but it is essential for me, since each item is a project, and each project has the same sub-item steps every time.
Based off your provided information on your desired workflow, I posted a solution to another user just last week asking for something similar that could help. I’ll link to the post directly as well as paste the information at the bottom of this post.
The only caveat is you’ll need to update the automation if/when you have changes to the structure. This does not retroactively update previously created structures either, so you’ll need to go back to your “older” projects and add/update subitems to them if necessary.
This is certainly doable for every new item added to the board. Have you tried this automation recipe? You’ll want to build it from a custom recipe.
Excuse some of the columns, I did this example on a random board of mine. The Name column is where you would change it to “Discrepancies” and “Proposed Changes”
