Post

3 followers Follow
0
Avatar

How do I make Project active without changing state of task under same project to be in draft ?

Hi Guys,

 

I am trying to create workflow here where I want to see my project to be active when it is assigned to a resource but at the same time, I want task underneath the same project to remain in the draft state. So a resource will be able to mark it as active and complete. 

Currently: If I am making the project active it is making all task underneath as active which will never give me an idea when the particular task was started? 

Also, if there is an alternate way where we can make project active when the 1st task of the same project is made active by a resource?

Bansal, Mohit Answered

Please sign in to leave a comment.

2 comments

0
Avatar

As far as I understand it making the project active will always make the work plan (All the tasks) for that project active also.  I would suggest using a custom action to set the project as active, but would also then run through all tasks within that project and return them to draft. 

You could do this manually by selecting all tasks in the workplan and returning them to draft, but using a custom action to kick it off and running a workflow on everything that has a Parent Project set as that project would remove the need to do this step manually.

Phil Smith 0 votes
Comment actions Permalink
0
Avatar

If you set one task as active inside the project that will also roll up to the project-level without activating the rest of the project.

Josh Santos 0 votes
Comment actions Permalink