I am looking to create a rule that assigns a task based on the custom field.

I am looking to create a rule that assigns a task based on the custom field. Is there a way to do that? If not, can I move a task to a new section based on a custom field that was selected?

Are you able to create rules using forms? For example if I have a drop down in my form and someone chooses that can I allocate that task to a specific section or to an assignee?

Hi @Jessica_Swartz Yes, this is very commonly done.

The rule would trigger on task being added to project, which is what happens on form submit.


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Thank you. I don’t see “owner changed” as an action.

I just moved it to client prospecting as to not have to create a new section in my project. The rule action is there so update to fit your needs.

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