Shared guide

How to create custom rules

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

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·12 steps·4 views·Published
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Step-by-step Guide12 steps

  1. Click the Project B link

    Click the Project B link
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  2. Click the Customize option

    Click the Customize option
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  3. Click the Rules option

    Click the Rules 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 the 'When...' dropdown

    Click the 'When...' dropdown
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  7. Click the 'Task is overdue' trigger

    Click the 'Task is overdue' trigger
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  8. Click the Do this… option

    Click the Do this… option
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  9. Click the Move to a section option

    Click the Move to a section option
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  10. Click the Planning section

    Click the Planning section
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  11. Click the Design section

    Click the Design section
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  12. Click the Publish rule button

    Click the Publish rule button
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