Geteilte Anleitung

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.

viktoriaviktoria
·27 Schritte·6 Aufrufe·Veröffentlicht
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · English
Step-by-step Guide27 Schritte

  1. Click the Project B link

    Click the Project B link
    Loading screenshot…
    100%

  2. Click the Customize button

    Click the Customize button
    Loading screenshot…
    100%

  3. Click the Rules1 option

    Click the Rules1 option
    Loading screenshot…
    100%

  4. Click the Add button

    Click the Add button
    Loading screenshot…
    100%

  5. Click the Start from scratch option

    Click the Start from scratch option
    Loading screenshot…
    100%

  6. Click here to specify automation

    Click here to specify automation
    Loading screenshot…
    100%

  7. Click the 'When...' label

    Click the 'When...' label
    Loading screenshot…
    100%

  8. Click the Due date is approaching option

    Click the Due date is approaching option
    Loading screenshot…
    100%

  9. Click the 'Do this...' label

    Click the 'Do this...' label
    Loading screenshot…
    100%

  10. Click the External actions option

    Click the External actions option
    Loading screenshot…
    100%

  11. Click the Send email option

    Click the Send email option
    Loading screenshot…
    100%

  12. Click the Connect to Gmail link

    Click the Connect to Gmail link
    Loading screenshot…
    100%

  13. Click your email address to sign in

    Click your email address to sign in
    Loading screenshot…
    100%

  14. Click 'Select all' to grant permissions

    Click 'Select all' to grant permissions
    Loading screenshot…
    100%

  15. Click the Continue button

    Click the Continue button
    Loading screenshot…
    100%

  16. Click the Send Email option

    Click the Send Email option
    Loading screenshot…
    100%

  17. Click the People field

    Click the People field
    Loading screenshot…
    100%

  18. Click the Assignee field

    Click the Assignee field
    Loading screenshot…
    100%

  19. Click the First Last field

    Click the First Last field
    Loading screenshot…
    100%

  20. Click 'Click here' to initiate the email setup

    Click 'Click here' to initiate the email setup
    Loading screenshot…
    100%

  21. Type 'Due Date Approaching' in Subject

    Type 'Due Date Approaching' in Subject
    Loading screenshot…
    100%

  22. Click the Send email option

    Click the Send email option
    Loading screenshot…
    100%

  23. Type the due date in the reply field

    Type the due date in the reply field
    Loading screenshot…
    100%

  24. Click the Add variable button

    Click the Add variable button
    Loading screenshot…
    100%

  25. Click the Task dropdown

    Click the Task dropdown
    Loading screenshot…
    100%

  26. Click the Name field

    Click the Name field
    Loading screenshot…
    100%

  27. Click the text field for task due date

    Click the text field for task due date
    Loading screenshot…
    100%