Automatically Create Project Activities on Project Creation

You can configure your system to automatically generate Project Activities when a new Project is created, with options such as setting a due date two weeks after the project’s creation date.

1. Go to Add Condition > When this item is created
2. Go to Add Action > Create a New Activity > Configure and Manage Data Settings
3. Provide the following details:

   Activity Name

   Owner

   Type

4. To set the start date to two weeks after the project is created, enter the following syntax in the data value field for the start date:

   ={ [START_DATE] + 2w }

5. Click Save and activate the alert.

Notify Owners When a New Project Activity is Created

To keep team members informed, you may want to send a notification when a new Project Activity is created.

By adding an additional Alert action that sends an email to the Activity Owner upon creation, you can ensure the assigned colleague is promptly notified of the new item.