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Workflow Automator - Projects

  • September 21, 2022
  • 5 replies
  • 94 views

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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.

5 replies

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  • Contributor
  • January 12, 2023

Would 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.


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  • Contributor
  • May 3, 2023

This would be super helpful to:

  1. Create common tasks across projects - instead of typing them manually for each and every project
  2. Create common project member groups

BryceK
Top Contributor ⭐
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  • Top Contributor ⭐
  • May 7, 2023

+1


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  • Contributor
  • August 8, 2023

Doubling 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. 


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  • Active Contributor
  • August 17, 2023

We would also greatly benefit from a Workflow Automator for projects.

For example to automatically add watchers, fill fields or clone cards into other projects.