AUTOMATIONS
I am trying to get rid of our template and Import All Tasks button on the project. Was excited to try the newer Automations function however it is not working as expected. When a new project is cr...
Forum Discussion
Automations are smart but then dint read your mind.
You need to add a field to be populated when you are creating the Task. That field is typically called Related Project and the Automation will allow you to click on the �lines� to the right side of that field and select which fields from Projects to populate it with. So choose Record ID.
You need to add a field to be populated when you are creating the Task. That field is typically called Related Project and the Automation will allow you to click on the �lines� to the right side of that field and select which fields from Projects to populate it with. So choose Record ID.
- Will this only need to be done at setup? or will our users need to select the project each time? sorry i am obviously confused about this. If there is a help link you could send me i would be glad to read it. I already read the INFO page as well as went through the QB University training. Must be missing something here.
do i need to create a new field called related project in Tasks or Projects? I already have a field, Project name, in Tasks - which is a relationship field. It pulls the related project name. - Assuming that you have a Relationship where One Project has Many Tasks, You will already have a field in a Tasks called Related Project. That is the field you need to populate.
The Automation can be set to trigger when a Project is created. That way the child Task Record will be created automatically.
