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Create a Baseline from a Workflow

Morning,

The end goal I'm trying to achieve is to make sure projects are baselined.  We're all human and sometimes this step can be forgotten.  So, i would either like a WF that checks projects and will remind the PM that a baseline hasn't been set or a WF that will set a baseline when a specific task is completed.  All of our projects and work requests have a specific task called "Customer SoW Review".  This is the point where the project will be baselined.

Any assistance with setting this up would be much appreciated.

Thanks

Martin Jubb Answered

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Hello Martin,

I think something like this should work:

I hope this helps.

Roland

Roland Pumputis 0 votes
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Thanks Roland,

I couldn't use the task ID as it will change every time a new project is created.  I just used the name of the task instead.

Thanks for your help.

Martin Jubb 0 votes
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