Automation
Integration are only available for accounts using a paid plan of Checklist for monday.
Automation allows you to create your own automation recipes, for use cases where the pre-existing recipes are too limited.
There are currently no automation triggers or conditions specific to Checklist for monday, only actions. However, the progress column can be used in a trigger/condition. For example, see Change a monday item's status when its checklist is complete.
Not sure how to use automation? See the monday documentation monday.com Automations.
For ideas on what to do with automation, see What you can do with Checklist for monday | Integration/Automation.
Automation actions
There are currently four Checklist for monday automation actions you can use in your recipes.
A separate set of automation blocks, which names start with (Subitem), can be used to update subitems instead of regular items.
Action | What it does |
|---|---|
Update checklist items | Use this action to automatically check or uncheck all checklist items on a checklist (in response to the chosen trigger and condition). For example, you can use this action to make sure the checklist is complete when a monday item’s status is set to Done, or to clear the checklist when a monday item’s status is set to Default. See Check or uncheck all checklist items when a monday item's status changes, where the first example is accomplished with integration. Using automation instead allows adding conditions to the trigger. You can optionally set a progress column to update the progress of the checklist. |
Add checklist items | Use this action to automatically add one or more checklist items to a checklist (in response to the chosen trigger and condition). For example, you can use this action to automatically add a default checklist to new monday items, or to add an “Ask for help” checklist item when a monday item’s status is set to Stuck. See Add checklist items when a monday item is created, where the first example is accomplished with integration. Using automation instead allows adding conditions to the trigger. To add several checklist items at once, enter each checklist item on its own line.  You can optionally set a progress column to update the progress of the checklist. |
Replace checklist items with template items | Use this action to automatically replace all of a checklist’s items with those of a template (in response to the chosen trigger and condition). For example, you can keep an acceptance criteria template up-to-date and restart the acceptance step whenever an item is ready to be reviewed. You can optionally set a progress column to update the progress of the checklist. |
Append template items to checklist | Use this action to automatically append a template’s items at the bottom of a checklist (in response to the chosen trigger and condition). For example, your checklist could dynamically build itself as your item progresses through its different statuses by appending a template at each step. You can optionally set a progress column to update the progress of the checklist. |
To find these automation actions when building your recipe, follow these steps.
When choosing your automation action in the Then do this field, search for Checklist for monday automation actions.
