Item (Task) Level Reports
Item Updates are meant to track and find updates that matter for a project on a task level:
- Item comments
Item status updates (read the Communicate inside the Status box section)
You can send reports to recipients outside your monday.com account without adding them as guests. Simply enter their email addresses in the automation rule, and the report will be delivered.
The depth of the report is calculated starting from the moment the automation is triggered and looks back in time for the number of days specified in the automation rule. For example, if you set the automation to run daily at 16:46, it will include all events that meet the rule's criteria up until that time.
№ | Automation rule | Use case | The email example outcome |
|---|---|---|---|
| 1 | Every time period, create a report on item updates from a Group that were added by People within the last X days (or weeks) and send this report to specified emails. | Monitor individual contributions to team discussions for better communication insights. For example, a team lead can receive a weekly report summarizing all task updates in the "Current Projects" group added by a specific team member within the past 7 days. It’s particularly useful for reviewing updates from key stakeholders or team members in leadership roles or the activity of new team members. |  |
| 2 | Every time period, create a report on item updates from a Group mentioning People within the last X days (or weeks) and send this report to specified emails. | Help team members stay informed about discussions requiring their attention. For example, any employee can receive a weekly report summarizing all task updates in the "Critical Projects" group that mention them within the past 7 days. This ensures they don’t miss important conversations, requests, or updates directed at them, allowing for timely responses and better collaboration. |  |
| 3 | Every time period, create a report on item updates from a Group containing attachments within the last X days (or weeks) and send this report to specified emails. | Track updates with critical attachments to ensure key information is not missed. For example, a project manager can receive a weekly report summarizing all task updates with attachments. This ensures that key stakeholders stay informed about submitted materials, enabling timely review, feedback, or approvals to keep the project on track. |  |
| 4 | Every time period, create a report on item updates from a Group with status updates within the last X days (or weeks) and send this report to specified emails.
| Monitor status updates to stay informed about task progress and changes. For example, a project manager can receive a weekly report summarizing all task updates in the "Ongoing Projects" group. These updates provide context on task progress, blockers, or next steps, ensuring everyone is aligned and can make informed decisions based on the latest status information. |  |
| 5 | Every time period, create a report with the last updates on items from a Group within the last X days (or weeks) and send this report to specified emails. | Quickly catch up on your team’s recent discussions. For example, a team lead can receive a weekly report summarizing the latest updates on tasks in the "Development Sprint" group from the past 7 days. This helps provide a clear overview of what the team has been discussing, including key decisions, progress updates, and any challenges, ensuring that no important details are overlooked. |  |
If status changes, the status notes is no longer belongs to the new status and thus won't be represented in the report.
If you need a specific automation rule for board reporting that isn't already available, feel free to reach out to our team with your request—we'll be happy to implement it for you!