Option 1- Single Variable
1
Within the project where you want to create the custom rule, click "customize" in the upper right hand corner.
2
Click "Add rule"
3
Click "Create custom rule"
4
Click "When…" to select a trigger.
5
Click "Task is added to this project" or whichever trigger you would like to use.
6
Click "Check if…" to add a second variable to the rule.
7
Click "Due date is…" as an option. This would require the rule to be added to the project and have a set due date because the rule would trigger.
8
Click "Due date is set"
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Click "Do this…" to select the action that should be triggered by both rule requirements.
10
Click "Change Status to…" for one of the action options.
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Click "Not started" to choose an option for status.
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Click "In progress"
13
Click "Publish rule" to finish creating this rule.
Option 2- Using "Otherwise if" to Create Branching Actions
14
Click "Add rule"
15
Click "create custom rule".
16
Click "When…" to select a trigger.
17
Click "Due date is changed" as a possible trigger action.
18
Click the "add another trigger or condition" button
