Moving work backwards in a template

We need to do this sometimes. Unfortunately, no work around for automators - we just manually change the status back to the previous one (or a special “client blocker: other” status if it’s not a scenario we have a status for!), and then once it’s resolved manually change the status back.

We do have an internal requirement that this “client blocker: other” status needs to have a timeline note added explaining what it is that we’re missing/when we need it by etc. and if it’s something we will need regularly (basically all our work repeats at least monthly), we will build that request into our process.

It would be great if there was some automation we could take advantage of here - you could create a feature request and link here - I’ll vote for it!

It may be helpful to add in a new “section” with new “automators” posting to where you need the work to move too within the firm. Then you can add a new task for the documentation and assign it to the correct role/person. That way you know once the documentation has been received because the new automator will post the work order back to you once they have closed the task off. 🙂