- delegate an invoice creation to our amazing assistant Julie
- mark an invoice as paid
Each of these scenarios involves several steps. For example, delegating to Julie includes assigning to her, changing the due date to today, and changing the status to « To create ». Marking as paid will change the « Paid on month » value, complete the task, change the due date to today and update the status.
Obviously, after a while, we realized it was stupid to always do this manually, so we used automation. We created a custom field called « Actions » with several drop-down options, including « Delegate to Julie » and « Mark as paid ». Then we used Rules to do all those actions when the custom field changed to one of those options.
Voilà! The « action » dropdown menu is a cool trick you can use in a lot of different situations! What do you think?