Teamboard to link to project plan. Default team board to complete, when tasks is complete

Hi Suzanne, I set up a task workflow rule to trigger when: (IsChanged($C_CLZ_TeamBoardState_CLZ)) is True

You can then create conditional actions lists, for example: If True = $C_CLZ_TeamBoardState_CLZ = 'Complete' then update state to 'Completed'

I also update the % completed using: Case(ToString($C_CLZ_TeamBoardState_CLZ),"In Progress",50,"Complete",100,0)

Hi  Jonathan, I'm trying to do what you have explained below, however, I get a syntax error (Error: Invalid function IsChanged() usage in current context) when I copy the "(IsChanged($C_CLZ_TeamBoardState_CLZ))" into the evaluation criteria.

Hello Robin,

What is your "Set Run Time" set to? It should be the third option and not the first one:

Please let me know if this helps.
 

Hi Roland,

yes,, this did help. However, I have encountered a further problem implementing this:

The action in my workflow is to update $PercentCompleted field with the following formula:

Case(ToString($C_CLZ_TeamBoardState_CLZ),"In Progress",50,"Done",100,

Now when I go to the Teamboard and drag items into or out of the Done box I get the following error:

• An error occurred while executing action '1 - Update Field' in a configuration named 'teamboard update': Unable to update '% Complete' for Task with individual reporting policy.

Hello Robin,

Please navigate to the task in question (you will be able to find it in error logs) and set its "Leaf Tasks Progress Reporting Policy" field to "Shared" to eliminate this issue.

Please let me know if you need further assistance.