Topics started by Nicolene

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N
Beginner
NicoleneBeginner
asked in Share Tips & Best Practices

Can Task Automators be set to trigger a different Work?

Ive been wondering if a template can be set up in such a way to automatically create or trigger a different work item.  Exaple: a Client onboarding task is created where the client is requested to upload documents needed for various Work (Eg. payroll, tax, ) Each task indicates the service they will be subscribing to.of course there are some services that the client will not be utilizing. Is there a way to automatically trigger “Work creation” if a client ‘ticks” or uploads documents indicating that they will be needing the service?

1
Rebecca Williams
Sr. Karbon Community Guide
6 months ago

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