Set scheduled date when changing status

 Hi,

Is it possible to automatically set/change the task schedule when updating the status ?

The idea is to get a default rule to set the task's date.

 

For instance, set the status to "portfolio" => set the schedule to "backlog"

Set the status to "on going" => set the schedule to "today"

etc ...

Thks

 

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
1 comment

This isn't available currently. The only functionality out of the box on transition between statuses is assignment. This may be a great opportunity for a Product Suggestion.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Set scheduled date when changing status
[this list is visible for admins and agents only]

Top

Upcoming Live Sessions

Didn’t find what you were looking for? Write new post