I've notice that some of our developers are adding active tasks under a draft project and putting time to these tasks. Is there a way to add a restriction so that tasks cannot be changed to active if the project is not active?
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Absolutely, all you would need to do is create a validation rule that would prevent creating a new task unless the Project State is Active. You can also restrict time reporting so that time can only be submitted on active tasks and not draft tasks.
The time tracking appears to be set correctly under Settings. I just need a validation rule to disable the Active option for tasks for a Project that is in a Draft state. Is that possible to do in a validation rule?
Yes, indeed. You can make it so that activating a task will trigger a message to the user (and prevent the action) if the project is not Active.
Can you provide guidance on what resources I can look at to determine how to build such validation rule? Thanks.
Typically you would work with your Customer Success Manager or PS Consultant to scope and build out this rule. However, this one is pretty simple. You can hop on one of our Advanced Q&A forums (http://webinars.clarizen.com) and the host can help you build the rule. I have taken a quick stab at this for you below to get you started:
Thank you!
