Option 1- Completion Field Matches Task Completion Status
1
Within the project where you would like to add the rule, click "customize" in the upper right hand corner.
2
Click "rules"
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Click "Add rule"
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Click "create custom rule".
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Within this project, completion in a field called "status". The trigger will be status being marked as completed.
Click "status is changed".
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Select "choose an option for status".
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Click "Completed"
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Click "Add action"
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Click "Change completion status to…"
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Click "Complete task"
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Click "Create rule"
Option 2- Auto Assign a Task to a Coworker When a Task is Approved
12
Click "customize" in the upper right hand corner of the project.
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Click "rules".
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Click "Add rule"
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Click "Approval stage is set → Set assignee"
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Click "choose an option for approval stage" to select which stage of approval the assignee should be assigned at.
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Click "Approved"
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Click "Choose an assignee"
