Main Use Cases

Everything you need to know about setting up your automation and understanding its basic behaviour & logic.

Align Parent Item & Subitem Values:

Keeping your items and subitems connected is your first step to simplifying your work. Using key Subitem automations you can streamline your task management and focus on outcomes.

Use Cases:
  • Keeping your projects and tasks aligned
  • Campaigns and deliverables
  • Prospects and activities for your CRM
So, what kind of automations can you create?
  • Link subitem values based on your item values, anything from Person, Date columns, Status and more. This can be done on creation and changes.
  • Offset your subitems by your item timelines;


Automatically Move and Convert Subitems

With Subitem Automations, you can now move subitems instantly between items, groups or boards to simplify your daily work. You can even convert items to subitems or vice versa. No more manual work in building your workflows.
Use Cases:
  • Keep Clients' tasks organized by stages.
  • Move tasks between phases.
So, what kind of automations can you create?
  • When a status changes to a specific value, you can move this subitem to another item on the same or different board and connect the values to the existing columns.
  • Keep it simple, move your subitems between items based on their status value.

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Sync Subitem Values: Maintain Data Harmony

Keeping your value data synced is critical in getting work done successfully. Syncing subitem values ensures that critical information remains consistent across your entire workflow.
Use Cases:
  • Project kickoffs.
  • Time estimates.
  • Priority levels.
So, what kind of automations can you create?
  • Maintain consistency with project kickoffs. Easily set the status whether it is “Working on it” or the priority to “High,” based on the date column; this could be the start date or the due date.
  • Work from your subitems; once all your tasks are completed or in progress, update the parent item.

Ensure Timelines Between Items and Subitems:

Timeline management between parent items and subitems is crucial in simplifying your work. Automated timeline coordination ensures that deadlines remain realistic and aligned across all levels of your project.
Use Cases:
  • Automatically sync subitem dates based on item dates.
  • Prevent subitem due dates from exceeding parent item deadlines.
  • Sync Item and Subitem date values.
So, what kind of automations can you create?
  • Automatically set dates when your subitems are created, and ensure they reflect the Item value with time to work on it. This is great to use for your project start dates.

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  • Projects always have changes, and it is sometimes even more work to readjust timelines because of minor changes, so use this automation to ease your workload.

Set Default Values on Creation: Start Right, Every Time

Why start from scratch when you can begin with a head start? Setting default values for new subitems is like having a template for success. When you or your team members create new subitems, they inherit predefined values that align with your project's requirements.
Uses Cases:
  • Subitem names.
  • Time estimations.
  • Assigned team members.
So, what kind of automations can you create?
  • Keep all your subitem titles organized by default. Making it easy to find and manage all your work.
  • Ensure all your deadlines are unified within a given time frame from creation. This allows automations to take ownership of setting expectations and allows you and your team to get work done.

Putting It All Together

Considering these five strategies when building your work processes will simplify your day-to-day work.. By implementing them thoughtfully, you'll transform your workflows into a well-oiled machine where subitems and parent items coexist in perfect harmony.
Remember, automation isn't about replacing human insight—it's about freeing up your team's time for more strategic thinking. After all, the best project managers aren't the ones doing all the work; they're the ones who know how to make the work flow smoothly and efficiently.

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