Automate High-Level and Low-Level Boards on monday.com

Watch our 2026 video here:    • High Level vs Low Level Boards Step-by-Ste...   | Struggling with the high-level and low-level structure on monday.com? Check out this video where I'll show you 3 simple ways to automate this process. Book a call: https://simpledaysolutions.short.gy/M... These tips will save you time and make managing your projects a breeze. Watch now to learn how to manage your workflow more easily. Timestamps: 00:00 - Introduction: Three ways to automate high-level and low-level boards 00:14 - About Tara and Simpleday 00:24 - Tutorial overview and getting started 00:45 - Overview: Two connection methods + one template method 01:00 - Method #1: Item Default Values 01:20 - What is an item default value? 01:34 - Example: High-level projects board connected to low-level boards 01:55 - Setting up item default value (three dots menu) 02:09 - Testing it: Adding "Choose Colors" task 02:25 - Result: Automatic connection to high-level board 02:43 - Second example: Project #2 with "Buying Swag" task 03:05 - Viewing status and progress on high-level board 03:22 - Method #2: Match Automations 03:40 - Finding match automations in templates 03:59 - Three types: Status change, text change, item creation 04:15 - How match automations work (link to detailed video) 04:35 - Method #3: Board Templates with Automations 04:50 - Example: HR employee onboarding scenario 05:10 - Automation: When status = "Hired," create board from template 05:30 - Connecting the new low-level board to high-level HR board 05:43 - Learn more: Check out our masterclass (link below) ================================================================================ 💥 Welcome to Simpleday! 💥 💡 Hit SUBSCRIBE to stay updated on more productivity and monday.com tips! ================================================================================ Level up your high level-low level boards in minutes! Our High-Level + Low-Level Board Templates for monday.com give you a clear portfolio view up top and task-level execution below with fully-configured boards that are ready to go in minutes. What you’ll get: • High-Level board for projects/initiatives with real progress, owners, and dates • Low-Level board for tasks, subtasks, and dependencies—already mapped to the high-level items • Ready-made automations for status roll-up, due-date sync, and owner notifications • Dashboards & views for at-a-glance health, workload, and timelines • Quick setup guide Why it works: • One source of truth for strategy and execution • Instant drill-down: click from portfolio to the exact task • Cleaner reporting without rebuilding everything from scratch Grab the templates → https://simpledaysolutions.short.gy/y... Works great for: Marketing ops, PMOs, agencies, product teams—anyone who needs big-picture clarity and reliable task execution. #projectmanagement #mondaydotcom #templates #operations #workflows ================================================================================ FREE RESOURCES 🎁 Newsletter: Get the latest intel, updates, and pro-tips on monday.com weekly -- straight to your inbox for free! Subscribe here: https://tinyurl.com/3hbf8czn 🎁 Free Consultation: Claim your free 30-minute consultation with me: https://simpledaysolutions.short.gy/M... 🎁 Free Workflow Checklist: Simplify your projects with the High Level & Low Level Workflow Setup Checklist. Download it here: https://simpledaysolutions.com/monday... ================================================================================ RELATED SEARCHES monday.com tutorial monday.com monday.com quick tutorial monday.com tutorial for beginners