Create subitem on item checklist completion
This guide explains how to automatically create a new subitem for an item once all its checklist items are marked as completed. This functionality is particularly useful in various workflows, such as:
- Task management: Automatically generate a subtask when all checklist items are completed, streamlining project planning.
- Bug tracking: Trigger the creation of a related subtask for follow-up actions after resolving all checklist items.
Follow the steps below to enable this automation and improve your workflow efficiency.
- Access workspace automations
1.1 Click on the “Automate” button located on the upper right of your workspace
1.2 Click on the "Add automation" button or “Add custom automation" (if there are no other automations configured for the workspace)
- Choose a trigger
2.1 Start typing “checklist” for the “When this happens” trigger. The Smart Checklist app should appear in the list. Select it.
2.2. Select the “When checklist is completed” trigger from the list.
- Pick an action
3.1 Type “subitem” and select “create subitem” for the “Then do this” action
3.2 Click on “Subitem” and fill in the required fields for your new subitem.
3.3 Add more subitems by clicking the “+” sign and repeating steps 3.1 - 3.2
3.4. Click “Create automation” to save the rule.
You’re all set! This automation will be enabled by default and will automatically create the specified subitems for any item on this board once all its checklist items are marked as completed.
