ability to set a condition in rules: Check If task is in project

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I’m trying to find if one of these related product requests in still Open? I want to vote for this!

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@Caroline_Marks, this topic is actually open for voting. Try reloading the page, click ability to set a condition in rules: Check If task is in project, and then click the Vote button.

@Forum-team, This is the second time in a day that someone has thought a thread was closed for voting when it wasn’t (or at least wasn’t subsequently). Can you make sure nothing is off in the Forum? I think I’ve seen in the past briefly that a topic voting shows closed, then upon refresh is open, but it’s rare, intermittent, and quickly corrects.

Thanks,

Larry

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I experienced something similar last week, too!

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Thanks for flagging @lpb! I’ll have a look into it!

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Hi all, the issue with the intermittent Vote button has been fixed! :white_check_mark:

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We have a couple of rules that add tasks to other projects. Problem is, when that task is already in that project, then this rule moves the task to the section that new tasks get added to.
So I would love to clarify that it should only be “added” to the project if it is not already there, to not mess up the sorting.

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@SPurz,

Just FYI, the “Add task to project” rule action in our Flowsana integration will do what you want; that is, it checks to see if the triggering task is already in the target project and if it is, it does not run the rule.

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We’re not using that in our org.

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Hi @SPurz ,

Depending on the scope/scale (i.e. how many target projects are there; how many originating projects are there; are there variations in process across these permutations), perhaps you could consider creating a “Added to other project” field (single-select, one option: :white_check_mark:) that gets set when the rule runs. Then, also include a condition in the rule that checks if that field is set to :white_check_mark: already.

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Thank you, Stephen.
I did that workaround for one previously, but there are so many other fields already and so many different projects and rules, it’s not really manageable on this scale.

Emily_Roman 31

Hi everyone!

I’m excited to announce we just launched A new “Task in project?” condition in the rule builder under Task details. It lets you check whether a task is in one or more selected projects before a rule continues, which makes it easier to build project-aware automations, avoid duplicate actions, and keep workflows cleaner.

Thanks for advocating for this feature! Feel free to reach out via the English Forum > Ask the Community category if you have any questions!

8 Likes
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Nice! And great to also see “Task is not in any of these projects” too!