Project Template Rules → Portfolio Updates

It would be great if project template rules could trigger portfolio actions. Currently, there is a disconnect between tasks inside a project and the portfolios.

Example:

  • Trigger: Task or Milestone is marked complete

  • Action: Update a custom field in the portfolio

This would keep portfolio view accurate without manual updates

2 posts were merged into an existing topic: Feature: project-level rule actions on task-level rules

A vote has been moved.