Cross-board automations
Moving and copying items between boards, what reaches across, and what doesn't.
4 min readUpdated
Move or create items between boards and understand what can be mapped across them.
Choosing the Destination Filling in the Columns What Can Map Onto What Creating a Subitem
Most automation activity stays on the board where the automation was created. Three actions can create or move an item somewhere else, and all three use a similar mapping form.
| Action | Where It Lands | Its Popover |
|---|---|---|
| Move Item to Board | Another board | Configure the move |
| Create Item in Board | Another board | Fill in the item's details |
| Create Sub-item | Below the triggering item on the same board | Fill in the subitem's details |
Choosing the Destination#
"Move Item to Board" and "Create Item in Board" both start with a board picker. Search for a board using "Search boards", then select a group using "Search groups" or "Choose group".
A group is required. Selecting only a target board is not enough to save the action.
Filling in the Columns#
After selecting the destination, the form lists its columns in two sections: Item columns and Subitem columns.
Each field can be populated in one of two ways:
- A static value that you type or select. The same value is used on every run.
- A mapped value selected through "Use values from trigger". This uses the same panel available in message editors and copies a value from the item that triggered the automation.
What Can Map Onto What#
Mapping is type-checked. The picker only offers source columns that are compatible with the destination column.
| Destination Column | What It Accepts |
|---|---|
| Status | Status and priority columns, either way round. |
| Number | Number and currency columns, either way round. |
| Date, Date & Time, Timeline | Any of the three. |
| Email, Phone, Link, Rating, Color, Dropdown, Checkbox, File, Person | A column of the same type. |
| Text and Long Text | Any column type can be written as text. |
If no compatible source column is available, the field shows "No matching columns". You can either enter a static value or add a compatible column to the board where the automation runs.
Creating a Subitem#
"Create Sub-item" uses the same form but keeps the new item on the current board. It creates a subitem beneath the item that triggered the automation.
The Name field is required and uses the placeholder "Add subitem name". Like other fields, the name can contain static text, a variable, or a combination of both.