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Andrea Fazio

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Custom Field Automation based on Project/Task Name

I would love to have an automation rule so that anytime I create a project with XYZ in the Project Name Field, it could automatically add data to Custom Fields.  For example, when creating a projec...

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Duplicate custom field values from project > task (custom item type)

We use Task type Custom Items to represent deployment in a marketing calendar, so within a Project for an email, as an example, we'll have an Email Custom Item Type set for the date of deployment. ...




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Label User name User email User type Date | Link