currently in the automation section when selecting ‘every time period’ and then ‘create an item’, there’s no capability to then “add a subitem”.
On the 1st of each month, I’m trying to create an item with a certain name “monthly management reports” and then for subitems to be automatically added to the main item.
right now, i’m unable to do this without either 1) pushing out the date of the existing item, rather than creating a new item/subitems; 2) duplicating the subitems for any new item created.
Hi @laura.s - you could break this out into two automations to manage. You should add a new column to identify the creation of this kind of task so the subitems are not created for every item on the board. I would create a Status column, let’s call it “Monthly Reporting” with two options Yes and No (no being the default).
Then on your recurring item creation automation, make sure you set “Monthly Reporting” to Yes.
Then add a second automation: “When item is created, and only if Monthly Reporting is Yes, then create subitem, etc…”
Hope this helps!
Mark