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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.
For this automation, we flip into formula mode and use a special formula called
FormulaMap
⁠
that lets us run an action for every single item in a list. It's a little tricky to use so if you have questions, don't hesitate to ask.
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
⁠
⁠
Upcoming Feature Launches
0
Feature Name
1
Website Redesign
2
Product Learning Center
There are no rows in this table
⁠
Standard Tasks for a Launch
0
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
0
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
⁠


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