Automatically Add your Tasks to the Punch List Project | Scribe

    Automatically Add your Tasks to the Punch List Project

    • |
    • 8 steps |
    • 27 seconds

    Automatically Add your Tasks to the Punch List Project

    1
    Navigate to "My Tasks".
    2
    Click "Customize".
    3
    Click "Add Rules to My Tasks".
    4
    Click here.
    5
    Click Triggers > "To My Tasks". -This means every time a task is assigned to you...
    6
    Click Actions > "To a project". -...add the task automatically to a project.
    7
    Click the "Project name" field, and write the name of the project "Punch List".
    Click the "Project name" field, and write the name of the project "Punch List".
    8
    Click "Create rule".