Duplicate a rule while building project

[lpb]

@JennyM84

duplicate the rule for the previous fiscal year

I often take an opposite approach and my clients generally find this easier to do, because there’s no need to recreate things each year:

Ongoing Processes: *Current* Project, Aging, and Archiving Best Practices

Do you annually recreate some projects so you can update for the new year, like 2023 Marketing Requests? Or even worse, frequently recreate monthly or weekly projects, for example, Week 24 Dev Sprint? Stop that! (I’ll explain . . .) For ongoing process projects, like a marketing or operation team’s workstream, where work flows in, is actioned, then completed only to be replaced by more work, there’s a simple tweak you can make to simplify and clarify. Just recast that project instead as “ever…

Thanks,

Larry