How to Use Automation on Tasks/Items

First, choose the task or item you want to automate. This can be done by selecting the relevant board and locating the task/item you want to automate.

Once you have selected the task/item, click on the "Automate" button in the top right corner of the screen.

Monday.com offers a range of pre-built automation templates that you can choose from, or you can create a custom automation. To choose a pre-built automation, browse through the list of available options and select the one that best fits your needs. To create a custom automation, click on "Create custom automation" and follow the prompts.

Once you have selected an automation, configure it to match your requirements. This may involve specifying trigger conditions, selecting actions to be taken, and setting up any necessary filters or conditions.

Before activating the automation, it's a good idea to test it to make sure it works as expected. Monday.com provides a testing feature that allows you to simulate the automation to see how it will behave in practice.

Once you're happy with the automation, activate it by clicking the "Turn on" button. From now on, the automation will run automatically whenever the trigger conditions are met.