Shared guide

How to automate due date updates

Step-by-step guide covering: Click the Project B link; Click the Customize button; Click the Rules1 option; Click the Add button.

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·27 steps·4 views·Published
Guide Video
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Step-by-step Guide27 steps

  1. Click the Project B link

    Click the Project B link
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  2. Click the Customize button

    Click the Customize button
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  3. Click the Rules1 option

    Click the Rules1 option
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  4. Click the Add button

    Click the Add button
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  5. Click the Start from scratch option

    Click the Start from scratch option
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  6. Click here to specify automation

    Click here to specify automation
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  7. Click the 'When...' label

    Click the 'When...' label
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  8. Click the Due date is approaching option

    Click the Due date is approaching option
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  9. Click the 'Do this...' label

    Click the 'Do this...' label
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  10. Click the External actions option

    Click the External actions option
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  11. Click the Send email option

    Click the Send email option
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  12. Click the Connect to Gmail link

    Click the Connect to Gmail link
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  13. Click your email address to sign in

    Click your email address to sign in
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  14. Click 'Select all' to grant permissions

    Click 'Select all' to grant permissions
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  15. Click the Continue button

    Click the Continue button
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  16. Click the Send Email option

    Click the Send Email option
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  17. Click the People field

    Click the People field
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  18. Click the Assignee field

    Click the Assignee field
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  19. Click the First Last field

    Click the First Last field
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  20. Click 'Click here' to initiate the email setup

    Click 'Click here' to initiate the email setup
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  21. Type 'Due Date Approaching' in Subject

    Type 'Due Date Approaching' in Subject
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  22. Click the Send email option

    Click the Send email option
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  23. Type the due date in the reply field

    Type the due date in the reply field
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  24. Click the Add variable button

    Click the Add variable button
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  25. Click the Task dropdown

    Click the Task dropdown
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  26. Click the Name field

    Click the Name field
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  27. Click the text field for task due date

    Click the text field for task due date
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