Alerting & Workflow

Automatically creating Project Activities

You can automatically create Project Activities when a Project is created, perhaps setting a due date 2 weeks after the created date.

Add Action > Create a new Activity > Configure and manage data settings

  • Enter a name for the Activity
  • Set an Owner
  • Set a Type
  • To set the start date 2 weeks after the created date, enter the following syntax into the data value box for that field  ={ [START_DATE] + 2w }
  • Save and activate the alert

You may wish to notify recipients when new project activity is created.

Adding an additional action of an alert to send an email to the owner of an activity when its created, will ensure that the colleague is aware of the new item.

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