Are you looking to maximize the use of groups on your board? With automations, you can quickly move items between groups to represent milestones, assign tasks to team members, or set time periods by triggering a single action and letting monday.com do the rest!

These automation recipes add a new layer to team collaboration and allow your team to manage projects seamlessly and consistently on your board, as well as move between project stages with ease.

remark: Looking to move items between boards? Check out this article on automations between boards!

How to set up automation

To add the appropriate Move Item recipe to your workflow, you must first visit the Automation Store on the top toolbar of your dashboard:

There you can choose from our various recipes and configure the Move Item automation that supports your workflow:

Supported balances

Currently, these recipes support triggers from:

• status
• date
• schedule
• people

So, let’s dive into the different recipes.

Uses

1. When the status changes, move an item to a group

In this use case, video production is passed between teams according to the stage the project is in – between current turn, next turn, and client review and approval.

2. When an item is moved to a group, notify someone after a certain amount of time

This recipe would be useful when items are moved between groups to notify a team member. Let’s say when items are moved between active leads and winning leads, the sales rep can get notified after a period of time you choose.

3. When the due date arrives, move an item to the group

This recipe can be useful if your client or project moves between stages by a specific date or time. The item can be quickly moved to the appropriate group, for example, in the case of this work request where orders are moved to groups by date:

• When the status changes to Something , move an item to a group
• When a date arrives, move an item to a group
• When the due date arrives , duplicate the item to this group and push the date forward a number of times.
• When the date arrives and Status is something, moving an item to a group.
• When an item is moved to a group, notify someone after a certain amount of time
• When the status changes to something, convert an item to a group after some time
• When the due date arrives, move an item to a group and push the date in a number of times
• When the due date arrives, move an item to a board (between boards)
• When a person is assigned to someone, move an item to a board (between boards)