Why not use a Project or Milestone template instead of a workflow rule?
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Use a Workflow to Add Tasks to a Milestone
Morning,
I imagine this is very simple. I need a workflow that will add tasks to a milestone called Closure. The name of the milestone is always the same on all projects.
I'm setting up a workflow at the project level to create the tasks but I cant figure out how to target the specific milestone.
Any help would be much appreciated.
Cheers
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Hi Josh,
We do have the tasks in a template but we had a problem with automatically renaming tasks when a project was created and it looked like the resolution was to use a workflow to create tasks. I've fixed that issue but it would still be useful to know how to target a specific milestone for task creation.
Cheers
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Hi Martin,
Here's how you can put the "Closure" milestone in a variable:
Then you can use the variable in the Parent field of newly created tasks.
I hope this helps.
Roland
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Hello Roland, is your workflow rule running on Project?
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Hello Kristin,
That is correct, it's running on the Project entity.
I hope this helps.
Roland
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