You’ve built a workflow that relies on sub-items—like tasks within a project, or entries in a checklist. But when you try to link those sub-items to another board, you hit a wall: monday.com doesn’t support cross-board sub-item linking out of the box.

Now you’re stuck manually updating or duplicating data between sub-tasks and connected workflows. That’s where VLOOKUP comes in which allows you to connect sub Items across boards in monday.com

Why This Matters

Sub-items are where the real work happens. If they’re not connected:

• You lose visibility into task progress or dependencies
  
• Updates get missed or delayed
  
• Your automations and reports are incomplete or inaccurate
  
• Cross-functional collaboration becomes fragmented
  

The Solution: Link Sub-Items with VLOOKUP

VLOOKUP by Jetpack fills the gap. You can link sub-items between boards, sync data, and automate updates—just like you would with regular items.

Here’s how to do it.

Step-by-Step: Manually Connect Sub Items across boards with VLOOKUP

Step 1: Install VLOOKUP

If you haven’t already, install VLOOKUP Auto-Link from the monday.com App Marketplace.

Step 2: Create Your Recipe

1. Open the VLOOKUP app on your target board
   
2. Create a new recipe and select the source board where your sub-items live
   
3. Choose a match key (like “Task ID,” “Email,” or a custom field) that exists in both sub-item rows and their target matches
   
4. Select the sub-item column from the source and map it to a sub-item column in the target board

Step 3: Choose the right Trigger

Triggers ensure the sync happens when expected. For sub-items, we recommend:

• When sub-item is created
  
• When sub-item column changes
  

This keeps your connections live as new tasks are added or updated.

Step 4: Test your Integration

After saving, create a new sub-item or modify an existing one on your source board. If your setup is correct, VLOOKUP will automatically copy data or establish the link.

Use Cases

• Project management: Link sub-tasks across teams and roll them up into a master tracker
  
• HR workflows: Track interview steps or onboarding checklist progress across roles
  
• Service delivery: Connect service subtasks to client delivery boards
  

Outcome: Sub-Items That Actually Work Across Boards

No more manual syncing. No more disconnected subtasks. With VLOOKUP, your monday.com sub-items become part of a truly connected workflow—allowing you to:

• Sync data
  
• Trigger automations
  
• Report on sub-item progress across boards
  

Recap

Sub-items shouldn’t be an isolated layer in your workflow. With VLOOKUP, you can make them as dynamic and integrated as any other item in monday.com.

Set up your recipe once, and let the data flow.