Copy Subitems from a Template Automatically (Status Trigger)

Copy Subitems from a Template Automatically (Status Trigger)


Use the Multi Level Subitem Automations app in  monday.com  to automatically copy nested subitems dynamically between boards. This guide walks you through configuring an automation that pulls pre-made subitems into your active tasks the moment you update their status.
KEY INFO: The subitem column values will also be copied to the target board — as long as the column types and column names match. The automation only works on non-rollup columns. There is an option to "Turn off rollup" in the settings of most column types in a Multi-Level board.

Set Up the Automation Trigger

1. Click your target board from the workspace sidebar.

2. Click the Automate tab at the top of your board view.

3. Type "multi level" into the search field to filter your installed automation recipes.
4. Click Use template on the status-triggered automation rule.

5. Click the trigger entity selector and choose Item.

6. Click the Status column selector and choose the Status column you want to use as the trigger.

7. Click the status value field and select the label you want.


Configure the Automation Action

8. Under the action configuration section, click the board link.

9. Search for and select the source board where your template items are saved.

10. Click the template item link and choose Template Item 1.

11. Click Create automation to save.


Duplicate and Adjust (Optional)

You can easily map different statuses to different subitem templates by duplicating your newly created rule.

12. Open the Automations center to view your active automations.

13. Click the three-dot menu next to your automation and select Duplicate.

14. Change the trigger status value from "Working on it" to Done.

15. Change the target action item from "Template Item 1" to Template Item 2.
16. Click Create automation to activate the duplicated rule.

Test Your Automation

17. Click + Add item to create a test record.

18. Type "Test item 1" and press Enter to save.
19. Change the item's Status label to Working on it.

Key Info: The automation works behind the scenes. It may take a minute or two to copy over multiple levels of nested subitems and their associated column values.

20. Click the expand icon next to the item name to reveal the newly copied subitems and their column values.


Need help?

If you need help setting this up or if it’s not working as expected, please reach out to us at
 hello@fantasymedia.io . Our team will be happy to help.


This article was created on April 27, 2026.