Templates for mirror columns, subitems, multi-level hierarchies and connected boards.
The templates are easy to set up. Below are key templates and automation packs. Start with the simplest pattern, then layer additional ones as your workflow scales.
1. When Mirror Column changes copy value to Status column ▾ 2. When Mirror Column changes copy value to Subitem Status Column ▾ 3. When a subitem is created set subitem value to match parent column ▾ 4. When a subitem is created add parent item name as prefix ▾ 5. When a subitem is created set previous subitem as dependency ▾ 6. When item is created create linked item and sync via Connect Column ▾ 7. When a subitem is created create linked subitem and sync via parent connected column ▾ 8. When subitem is created set Dropdown column to reflect depth level ▾ 9. When subitem status changes set Date column (with optional offset) ▾ 10. When subitem status changes move or convert subitem to item ▾ 11. When subitem status changes copy Formula result to target column ▾ 12. When subitem column changes sync value to sibling subitems ▾ 13. When Subitem Mirror Column changes copy value to Parent column ▾ 14. When item status changes unlock next item Status Value ▾ 15. When item column changes sync value to target column on connected item ▾ 16. When item is created set subitem column value to match parent column ▾ 17. When item is created set specific subitem value from parent column ▾ 18. When item column changes set matching subitem column value ▾ 19. When item is created create subitem at level 3 ▾ 20. When subitem status changes unlock next subitem ▾ 21. When subitem column changes sync value to connected subitem target column ▾ 22. When subitem is created copy column value from parent to subitem ▾ 23. When subitem status changes update parent status by condition ▾ 24. When subitem connect column changes sync to all sibling subitems ▾ 25. When column changes copy value to all subitems ▾ 26. When subitem dropdown changes rollup most common value to parent ▾ 27. When subitem is created set Date column to today ▾ 27 templates