Default Status for To-Do List Task

I want to be able to add a Task to my To-Do List, and not have it automatically turn to "green" showing "on-track". Can I do this via a setting or do I have to create a custom work flow?

I couldn't find a setting, so I tried to create a work flow with an action to Update Field, however when I try to set the value as "Draft" I get a syntax or run-time error.

Any help is appreciated.

Thanks,

Chris

Chris Corbin January 13, 2014 20:29 Answered

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You would have to do this with a workflow rule. I would recommend the Advanced Q&As (http://webinars.clarizen.com).

Josh Santos January 13, 2014 20:57 0 votes

Hi Josh,

I did dial into the Advanced Q&A today, but after speaking with Lori it seems I fell victim to the known bug where the Webinar invite was to the wrong room. So I was not able to ask this question since I couldn't join the session.

Chris

Chris Corbin January 13, 2014 21:58 0 votes

Hi Chris, your CSM will reach out to assist.

Josh Santos January 13, 2014 22:12 0 votes

Hi Chris,

Sorry about the connectivity issues. I went ahead and quickly created the rule to allow for this. This will change all new To Do List items to Draft, upon creation. Note, you might need to refresh your screen (after creating the task) to see its state changed.

Here is a link to the app: https://app2.clarizen.com/Clarizen/View/Default.aspx?id=3d09fe1f-08b0-45eb-8d5e-b9d69938e7d3&type=Published+Application&ver=v6

You can click this link to install the customization onto your account. Be sure to click "Enable" after you have installed it.

-Rob

Yoko Suzuki January 13, 2014 23:20 0 votes

Thanks Rob, this worked great!

Chris Corbin January 14, 2014 14:02 0 votes

Default Status for To-Do List Task

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5 comments
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