Forum Discussion
JasonJohnson2
6 years agoQrew Cadet
Create a set of tasks where the employee name is blank. Now create an automation that will copy the records of the blank name tasks but connect to the new employee name. The automation trigger would be when the employee is added.
I can be more detailed if needed. I use this method to add tasks to a site on a schedule.
I can be more detailed if needed. I use this method to add tasks to a site on a schedule.