Auto Generate Task List based on Criteria

Caleb W

I am wondering if there is a way to trigger a task list to start when criteria is met?

The task list is built and made into a template. I am wanting to trigger the activation or start and rename of this when the contract column in my schedule is changed to NTP. The file name would change to my Job Code which would be @row. Then the task template needs one date based off job start@row to activate all tasks.

Is this a possibility?

Andrée Starå

Hi @Caleb W

I hope you're well and safe!

Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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