Rule to set a custom field at project/portfolio level and have it trickle into project's tasks?

Hi All!

I was wondering if it’s possible to use a rule to connect a custom field’s value at the project level within a portfolio, to a different field within the project’s tasks. In my example, I’d like to set a video editor or motion graphics specialist and then connect that to the assignee field within certain sections of the project. Any way to do this?


Hi @anon80648536 , that’s an interesting idea that I’m sure would help create a link between portfolios and project tasks, but unfortunately there isn’t a native way of doing this unless Rules are added to the Portfolio level, if ever. Not sure if any 3rd party integrations may do something like this such as Flowsana.net, Make.com or Unito.io. :person_shrugging:

@Phil_Seeman ?

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Your best chance I believe is custom coding, I have done this kind a couple of times, let me know if you want to dig deeper! (bastien@ido-clarity.com)

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Thanks for the feedback and quick response, all!

@Richard_Sather Unito only learned about portfolios when I mentioned this to them :joy: so they’re not quite there yet either. I will explore Flowsana and Make further, thanks for those ideas.

@Bastien_Siebman, I will reach out to that address. Thanks! Excited to learn a bit more.

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