Working with subitems

Application has two modes of operation: standard items and subitems. To switch application to subitems, select 'use subitems only' in settings (top right corner when application is open). In this mode application will read subitems from Excel file, and upload changes to subitems only.

Supported subitems operations:

• create new subitems
• change column values

Steps to make changes in subitems :

• Select 'use subitems only' in the app settings.

• Add 'Item ID' column to subitems on monday board. Column name needs to be the same as 'Item ID' column name selected in settings.

• Export board to Excel (select 'Include subitems' when exporting).

• Make changes to subitems in the Excel file.

  Screenshot of the Excel file with example changes:

  • "Subitem B" status was changed to "Done",
  • New "Subitem C" was added.

• Upload file by clicking 'Open file' button in the Update with Excel / CSV application and follow the onscreen instructions.