Copy Subitems

Choose a template item and copy its subitems to the item triggering the action. Option to also copy the column values from columns matching both title and type.

How it works

There are two integration features included in this app.

Copy subitems

Choose a template item and copy its subitems to the item triggering the action.

Copy column values

Option to also copy the column values from columns matching both title and type.

This is a great way to have control over your subitem creation, ability to quickly and easily edit those subitem templates, and use the same templates on multiple boards without needing to recreate the custom automation.

Recipes

Use Case: You can use this recipe if you have a checklist(s) for any tasks that you would like to copy from one board to another.

Use Case: You can use this recipe if you have a series of tasks/checklist(s) with column values that have predefined people or resource links that you would also like to copy over.

Installation Guide

A guide on how to install and start using our Copy Subitems Monday integrations app.

Step 1: Navigate to the installation link provided. You will be prompted with the OAuth scopes the app requires. Click the blue ‘Install’ button. The app will then be installed successfully.

Step 2: You will want to have an item with subitems already created that you will use to copy to your desired item. We recommend you have a board dedicated to house your template subitems. Then navigate to any board you wish to use the integration recipes on. There is one integration feature included with this app. On the desired board we recommend you read through the recipes to determine the best setup based on your use case. Some of the common use cases we see people using this app is for processes that follow the same repeated steps and are using the subitems as a checklist, like the process to prepare a house for sale by a realtor.

Use Cases & How To's

Copy Subitems

Use Cases & How To's

Copy Subitems

Actions

See the list of the actions we have available and where you can use the action. Actions available in Integrate are limited to the triggers we have chosen. When they are available in Automate it opens up your options to trigger how you see fit.

Action	Integrate	Automate
Copy subitems from item on a board	✅	❌
Copy subitem names from template item if dropdown meets condition	✅	❌
Copy subitems and values from match column titles from an item on a board	✅	❌
Copy subitem names and column values if dropdown meets condition	✅	❌
Copy subitems with columns and adjust dates	✅	❌
Copy subitems with columns and adjust timelines	✅	❌

Recipes

Pricing

All plans support unlimited users in your account.