Move Product Due Date when Tasks Completed Automation
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Greg Scholten
Could an automation be created that when a task is completed in a project, it will automatically move the project due date as well.
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Amanda Aparicio
Greg Scholten, could you kindly clarify? Is it that you want an additional option on the
Edit Default Template Settings
under Workflow > Templates
to be something like "X days after Task Y is completed"?G
Greg Scholten
Amanda Aparicio Kinda. That option would be helpful. Our thought was that this was at the task level instead (same logic " X days after task is completed") and could allow several tasks to change the due date of the project as they are completed. Bonus if the automation could be used for both Internal Due Date and/or Overall Project due date.
Example: we move through the tax prep process, we have a default due date on the project, but clients take forever sometimes and submit after the due date. it would be great to say, once they submit data, we check the internal prep task, but it moves the overall project date back. Doing this could help manage the work completed on time ratio.
Another example: Project A is created and has two tasks with a due date of 7/1. Once Task A is completed, the project is automatically extended by x days. This is common in our accounts payable projects where we have to manually adjust project dates as we completed different tasks.