Monday.com automations: How to add delay when moving items to another board?
Monday.com automations: How to add delay when moving items to another board?
Once an item is completed, you may want to move it to another board to keep your main board clean from old items. Monday has a native automation feature that allows you to do that. However, there are some underwater stones you want to avoid when setting up the automation. If you have more than one automation connected to the same event (e.g. status changed to done), there is no guarantee that all of them will complete before the item is moved. You can't specify an order in which automations are triggered. The only way to be sure that all automations will work is to set a delay before the item is moved away from the board.
This guide explains how to set up an automation with a delay, allowing other processes to complete before the item is moved.
Once an item is completed, you may want to move it to another board to keep your main board clean from old items. Monday has a native automation feature that allows you to do that. However, there are some underwater stones you want to avoid when setting up the automation. If you have more than one automation connected to the same event (e.g. status changed to done), there is no guarantee that all of them will complete before the item is moved. You can't specify an order in which automations are triggered. The only way to be sure that all automations will work is to set a delay before the item is moved away from the board.
This guide explains how to set up an automation with a delay, allowing other processes to complete before the item is moved.
Once an item is completed, you may want to move it to another board to keep your main board clean from old items. Monday has a native automation feature that allows you to do that. However, there are some underwater stones you want to avoid when setting up the automation. If you have more than one automation connected to the same event (e.g. status changed to done), there is no guarantee that all of them will complete before the item is moved. You can't specify an order in which automations are triggered. The only way to be sure that all automations will work is to set a delay before the item is moved away from the board.
This guide explains how to set up an automation with a delay, allowing other processes to complete before the item is moved.
Guide contents:
Guide contents:
Add a date column to your board
Generally, Monday's automations do not allow setting a delay before they run. However, some automations allow manipulating date values by adding one or more days to the selected date column. That allows you to add a delay before item is moved to another board.
To get started, add a date column to your board to be used in the automation:
In this example, I've added an Archive date column that will allow setting the date when the item is moved to another board.
Add a date column to your board
Generally, Monday's automations do not allow setting a delay before they run. However, some automations allow manipulating date values by adding one or more days to the selected date column. That allows you to add a delay before item is moved to another board.
To get started, add a date column to your board to be used in the automation:
In this example, I've added an Archive date column that will allow setting the date when the item is moved to another board.
Setting up the automations
Once you've added a date column, you can set the automation. The first automation sets the value for the date column when the status is changed to Done:
The important aspect of this automation is that, in addition to setting the date, it allows adding any number of days to it. In this case, 1 day is enough:
We also need to set another automation to move the item when the date is met.
With this trick, you can add one day delay before the item is moved to other board, allowing anough time for all the automations to complete their job.
Setting up the automations
Once you've added a date column, you can set the automation. The first automation sets the value for the date column when the status is changed to Done:
The important aspect of this automation is that, in addition to setting the date, it allows adding any number of days to it. In this case, 1 day is enough:
We also need to set another automation to move the item when the date is met.
With this trick, you can add one day delay before the item is moved to other board, allowing anough time for all the automations to complete their job.