I’m trying to set up a rule that moves a task to a specific section when it’s converted into a project. However, I don’t see a trigger available for “task converted to project.” Is there a way to accomplish this?
@Emily_Taylor4 Welcome to the forums!
You can have a custom field or a section for Convert Task to Project. Then the rule can trigger off of that section or custom field to convert task to project and move to your other section.
Example:
Sections or Status Custom Field: In Process, Convert To Project, Done
Rule:
When Task is moved to Section (or Custom Field is changed) to “Convert to Project”
Do this: Convert task to Project and Move to task to section Done and Change Status field to Done (if using a custom field)
Thank you, Ron! That worked!