Hello! I am looking to create a rule which will run when we complete a task on Project 1, that will create a follow-up task on Project 2 (and NOT on project 1). From my understanding as of now I am only am to make a new tasks that will be on both projects.
This can be accomplished using two rules and a custom field.
First create a custom field titled “Project” with a single select option for “Project 2”
Rule 1. would state then When Task completion status is changed > Check if Task is marked as Complete > Create a task -within this task you’ll want to click on the view all fields box. Add to project “Project 2” (it will be assigned to both projects for this rule) and set the Project field to Project 2 as well.
Rule 2 will simply remove the new task from Project 1 based on the custom field setting. When Task is added to this project > Project is set to Project 2 > Remove from the Project.
it’s a little clunky, but it will get the job done!
Thank you for the response! I will work on adding that in today!
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