Shared guide

How to automate task assignments

Step-by-step guide covering: Click Project A to view details; Click the Customize button; Click the Rules3 section; Click the Add button.

viktoriaviktoria
·17 steps·7 views·Published
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · English
Step-by-step Guide17 steps

  1. Click Project A to view details

    Click Project A to view details
    Loading screenshot…
    100%

  2. Click the Customize button

    Click the Customize button
    Loading screenshot…
    100%

  3. Click the Rules3 section

    Click the Rules3 section
    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 the 'Click here' link

    Click the 'Click here' link
    Loading screenshot…
    100%

  7. Click the 'When...' span

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

  8. Click to confirm task addition to project

    Click to confirm task addition to project
    Loading screenshot…
    100%

  9. Click the Check if... option

    Click the Check if... option
    Loading screenshot…
    100%

  10. Click the Task is in section dropdown

    Click the Task is in section dropdown
    Loading screenshot…
    100%

  11. Click the Add branch button

    Click the Add branch button
    Loading screenshot…
    100%

  12. Click the To Do section

    Click the To Do section
    Loading screenshot…
    100%

  13. Click the Do this… link

    Click the Do this… link
    Loading screenshot…
    100%

  14. Click the Change assignee to… option

    Click the Change assignee to… option
    Loading screenshot…
    100%

  15. Click the No assignee option

    Click the No assignee option
    Loading screenshot…
    100%

  16. Click the Email Address Field

    Click the Email Address Field
    Loading screenshot…
    100%

  17. Click the Publish rule button

    Click the Publish rule button
    Loading screenshot…
    100%