How to create subitems from a template automatically in monday.com

Why use a subitem template?

Most teams run the same steps for every project, client or request. Typing those steps again for each new item is slow, and steps get missed.

A template holds the steps once. Subitem Automations copies them onto each new item, so every project starts complete.

What can trigger the template?

Three things:

• Item creation: every new item gets its subitems right away.
• A status change: for example, add the onboarding steps when a deal moves to Kickoff.
• A button: add the steps when someone decides the item needs them.

Can I have different templates for different work?

Yes. Use one template per process or project type, such as client onboarding, a website launch or a hiring round, and choose which one each automation uses.

Does it work across boards?

Yes. The template can live on another board, and columns map automatically by name and type, so the new subitems arrive with their values in the right place.

What should I set up next?

Once the subitems exist, keep them in step with the project: copy the owner and due date from the parent when a subitem is created, and set the parent to Done when all its subitems are Done.

How do I set it up?

1. Install the app free from the monday.com marketplace. A monday.com admin, or someone with app-install permission, does this once.
2. On your board, add the automation you need.
3. Choose the columns it should read and update.
4. It runs on its own. Each change it makes counts as one action.

How do teams use it?

• Construction. Every new project gets its full set of phase tasks from a template the moment its status changes. One template per project type, so no job starts with a missing step.
• Professional services. Clients move through onboarding stages, and each stage adds its own checklist of tasks automatically when the status changes.
• Financial services. A client-review template of about 20 steps is copied for every client. When one step is done, the next is flagged, and the review closes when all are done.

How much does it cost?

There's a free plan with 100 actions / month. Paid plans run from $39 to $599 a month, or from $31 a month billed yearly. Every plan includes unlimited users, billing runs through your monday.com account, and every plan comes with a full refund within the first 30 days.

What do customers say?

“I use Subitem Automations to set due dates in my subitems that are certain number of days prior to an event (item) date. When their recipes didn't do exactly what I was looking for, they developed new solutions for me within a week. I highly recommend!”

Questions

Do I need to be a monday.com admin to install it?

Not always. monday.com admins, or users with app-install permission, can install Marketplace apps. If you're neither, ask your admin to install it.

Can I use it on all my boards?

Yes. Once installed in a workspace, the app works on every board in it. There's no per-board cost or limit.

Can I get a refund?

Yes. Every plan comes with a full refund within the first 30 days, and monthly plans can be cancelled anytime. Refunds are issued by monday.com.

What counts as one action?

One change the app makes. Creating 5 subitems from a template is 5 actions.