🪄 Automations — How to Add the Same Item to Other Boards Automatically

🎥 Prefer to watch instead?

Check out the short video tutorial at the top of this article!

If you’d rather follow the steps in text, just keep scrolling 👇

🌟 Overview

Same Item Multiple Boards allows you to set up custom automations — so your items can move across boards automatically based on the exact triggers you choose.

These automations help you simplify delegation, keep boards aligned, and reduce manual work. Here are some examples of what you can automate:

• 🔄 Status-based actions: When a status changes, add the item to another board
• 👤 People-based actions: When someone is assigned, send the item to their board
• 🆕 Item creation: Automatically add new items to other boards
• 🏷️ Dropdown logic: Delegate items based on labels
• 🔘 Button triggers: Add items to boards with a single click
• 🧠 Advanced conditions: Build complex workflows that match your structure

You can combine triggers, conditions, labels, and column changes to create workflows that fit your teams perfectly.

How to Set Up a Custom Automation

1️⃣ Open the Automations Center

Go to your board and click Automations.

2️⃣ Create a Custom Automation

Click Create Custom Automation.

3️⃣ Choose Your Trigger

Pick the action that should activate the automation, e.g.:

• When status changes
• When dropdown changes
• When button is clicked
• When item is created

4️⃣ Add the SIMB Action

Click the second half of the sentence in the automation builder.

Scroll to the Apps section → click Same Item Multiple Boards.

5️⃣ Choose the Destination Board

Select the board where the item should be automatically added.

6️⃣ Save the Automation

Click Create Automation to finalize it.

Your new automation is now live — SIMB will send items automatically based on your custom trigger.

Support

If you need help building your custom automation or choosing the right triggers, feel free to contact our support team — we’re happy to help.

Updated on: 18/11/2025