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Lauren Todd

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Recent activity by Lauren Todd
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  1. Community
  2. How To
  3. Custom Workflows - Status Triggers

Thanks! Kyrstan, do you know if there's a way to Automation Triggers to specific Workflows? 

  1. Community
  2. How To
  3. Custom Workflows - Status Triggers

Thanks for the advice! That makes sense for sure. Have you guys been able to figure out so how to assign based on the workflow? For example, if an approval changes the status (pushing the task to t...

  1. Community
  2. Product Feedback
  3. Recurring Folders

We have monthly services, so we have hundreds of "projects" that need to reoccur on a monthly basis. Yes we can launch a new "project" from a "blueprint" each month but that doesn't allow us to be ...




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