Workflows and Automation

Our team would love the ability to have automation that could allow a project or task to inherit a different workflow if it is tagged to a certain place. 

Sort of like the CIT that have a default workflow, would be nice to be able to set up a default workflow for other things like folders/spaces as well!

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Hi Kellie Graham,
in projects you have options to declare the custom workflow for standard task/projects you will create as subitems.
I know that requires extra work if you have different kind of projects.

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👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

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