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. To make sure all automations will complete, you should 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. To make sure all automations will complete, you should 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. To make sure all automations will complete, you should 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, you can create an automation that will enable you to add one or more days to a selected date column before the automation runs.
To get started, add a date column to your board to be used in the automation:
In this example, I've added Completion date column. You don't need to enter a value manually, as you can create an automation to set the value when the status is changed to Done.
Add a date column to your board
Generally, Monday's automations do not allow setting a delay before they run. However, you can create an automation that will enable you to add one or more days to a selected date column before the automation runs.
To get started, add a date column to your board to be used in the automation:
In this example, I've added Completion date column. You don't need to enter a value manually, as you can create an automation to set the value when the status is changed to Done.
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:
We also need to set another automation to move the item when the date is met. The important aspect of this automation is that it allows adding a delay before the item is moved:
With this trick, you can add one day delay before the item is moved to other board, leaving enough 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:
We also need to set another automation to move the item when the date is met. The important aspect of this automation is that it allows adding a delay before the item is moved:
With this trick, you can add one day delay before the item is moved to other board, leaving enough time for all the automations to complete their job.