I have a Project called “Design” that is going to be populated entirely (and only) with tasks created from a Task Template and they will all be populated with the same Subtasks and Sub-Subtasks.
What we VERY MUCH need is a way of affecting a change of some sort to the Parent Task so that those Parent Tasks can be arranged, sorted, etc on the Design Project so that we can all visually see what stage of the game all these Parent Tasks are at.
What would be ideal is if there were a way that marking those Milestone Sub-Subtasks complete would perhaps trigger a rule to set a Custom Field (single-select) on the Parent task.
But I’m open to other ideas. Those Milestones are the real trigger here.
I really do not, and cannot, manage this project effectively if we have to tell all the users to go manually change a Custom Field value on the Parent Task every time they check off one of those Milestones. I need this to be automated.
@Matt5 It is my understanding that right now there is no way to setup rules from sub-sub tasks to the parent (or even subtasks to parent tasks). The only way I know to do this is through a 3rd party integration (like Zapier or Make).
You could do this using the rules portion of our Flowsana integration. It’s a little indirect, in that a rule can have a subtask change its parent but not a parent multiple levels up; so you would need to create two rules, one which changes the top subtask and then one which changes its top-level parent based on the top subtask changing.
In other words, when the sub-sub-task is a milestone and is marked complete, set some value of a custom field on its parent top subtask.
Then, in response to that custom field value getting set on the parent top subtask, set some value of a custom field on its top-level parent.
Note: In my example the value and custom field are the same on the top subtask and the top-level parent, but that doesn’t have to be the case; you could use a completely different value and/or custom field in those two places if that’s better for your use case.
Phil, I reactivated my Flowsana account and am working on this.
Here’s the part I’m not quite getting. How do I set Flowsana to know which Custom Field option to pick, based on which of those subtasks/milestones gets marked complete?
In my case, I have them named the same, to make it recognizable.
In the “First Step” example above, add a Condition of “Task name equals Subtask Step 2” (or you could use “contains” instead of equals and just put some unique portion of the subtask name).
