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Autogenerate project tasks
Autogenerate project tasks
ℹ️ Do you have a standard set of tasks to complete for new projects (client onboarding, marketing launches). In this example, we'll autogenerate standardized tasks for new features and make sure they're associated to the new feature.
Step
Part of Rule
Step Description
1
1
When ⚡️
A row is added or changed in the "Upcoming Features Launches"
2
2
If ❓
The changed row has no marketing tasks associated with it already
3
3
Then ▶️
Add a new row to the Team Task List for each of the standard tasks and associate with feature
No results from filter
Launch new feature
Standard Tasks for a Marketing Launch
Task
1
Write tweet
2
Send email to existing customers
3
Publish blog entry
There are no rows in this table
Marketing Team Task List
Associated Feature
Task
Completed?
Website Redesign
Write tweet
Send email to existing customers
Publish blog entry
Product Learning Center
Write tweet
Send email to existing customers
Publish blog entry
Upcoming Feature Launches
Feature Name
Open Tasks Remaining
1
Website Redesign
@Send email to existing customers
2
Product Learning Center
@Write tweet
@Send email to existing customers
@Publish blog entry
There are no rows in this table
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