Hi,
I would be great to be able to create workflows for projects. For example being able to create an approval for a project to commence or perhaps sign off on project completion. Any workflow automation on the projects module would be great.
New Idea
Workflow Automator - Projects
+1
+2Would love to be able to create a project template, then create an automation to assign agents to tasks, assign due dates for tasks based on a start date, etc.
+5This would be super helpful to:
- Create common tasks across projects - instead of typing them manually for each and every project
- Create common project member groups
+3Doubling down on these requests as well. Would love to pass a date from a service request to a project template.
My example is a new SR comes in with a start and end date. Create a project from a template (in this case a new employee project) and populate the start and end date based on the SR fields.
+1We would also greatly benefit from a Workflow Automator for projects.
For example to automatically add watchers, fill fields or clone cards into other projects.
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