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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

Martin Jubb Answered

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Why not use a Project or Milestone template instead of a workflow rule?

Josh Santos 0 votes
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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

Martin Jubb 0 votes
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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

Roland Pumputis 0 votes
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