How to Set It Up:
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Navigate to AI Studio in your My Tasks
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Go to your My Tasks section
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Click on “Customize” and select “Rules” or access AI Studio
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Create a new rule with the trigger:
- When: Task is added to this project
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Add a conditional check:
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Create a condition to check for out of office status
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Important: Tag yourself (@your name) in the AI guidance so the AI knows whose status to check and give the AI guidance to check for if status is set to out of office.
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Set the action:
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Then: Reassign task to [specific team member]
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Add comment: add comment about being out of office and this task is being reassigned.
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Choose your backup person who will handle tasks during your absence
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Benefits:
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Tasks get reassigned immediately when they’re assigned to you
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No manual intervention needed while you’re away
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Team members get immediate clarity on who’s handling what
