Automations for Common Tasks?

Topic Labels: Automations
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4 - Data Explorer
4 - Data Explorer

Is there a way to trigger the creation of a series of tasks for every project created?

My copy & content business receives around 4 new assignments every day. Each go through this process:

  1. Writing
  2. 1st Editing
  3. 2nd Editing
  4. Posting

Each task is completed by a different person. In a perfect world, I would create a project and the 4 tasks would automatically populate on a different table. It seems like there’s a way to do this but I can’t find it.

1 Reply 1

Hey Melissa, yeap, this is totally doable via automations. I’ve put something together for you here that you can copy from