1
To access rules within a project, select "customize" on the right hand side.
2
Click "Add rule"
Example 1- Add a Task to an Additional Project
3
Click "Task is added to this project → Add to an additional project"
4
Click "Add to an additional project"
5
Click "Add to an additional project"
6
Click the "Project name" field.
7
Select which project you would like each task added to.
8
Click "Create rule"
Example 2- Automatically add a Collaborator to a Task
9
Click "Add rule"
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Click "Task is added to this project → Add collaborators"
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Click "Add collaborators"
12
Click "Add collaborators"
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Click the "Name or email" field and enter the name or email of the collaborator you would like to add.
14
Click "Create rule"
Example 3- When Completion Status is Changed, Add to Another Section
15
Click "Add rule"
16
Click "Task or all subtasks completion status is changed → Move task to a certain section"
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Click here to select which section the completed tasks will be moved to.
