Release Notes
Issued: 1/22/2024
Released: 1/23/2024
Task Templates
Overview: Task Templates are designed to boost your workflow efficiency by enabling quick application of predefined settings to new tasks. Templates can be applied when creating tasks manually or automatically via Rules + Workflows, ensuring uniformity and saving valuable time. Task Templates extend their utility to subtasks as well, preserving the structure in multifaceted projects.
Details:
Simplify task creation by applying predefined settings instantly
Compatible with manual task creation and automated through Rules + Workflows
Ensures consistent task settings across your projects
Supports subtask templates, maintaining order and structure in complex tasks
Ideal for maintaining a standardized process across teams and projects
Benefit: Task Templates streamline your process, saving time and ensuring consistency. They enable you to focus on what truly matters by automating routine setups. With Task Templates, you’re not just completing tasks; you’re enhancing productivity and maintaining quality across projects.
Workflow Formulas
Overview: Workflow Formulas introduce a dynamic way to manipulate data through custom-calculated fields. Utilizing formulas within the Set User's Custom Date Property, Set User's Custom Property, and Set User's Property actions, this feature offers extensive data manipulation capabilities. It’s a powerful tool for power users and those familiar with our formula syntax, paving the way for advanced, customized data solutions.
Details:
Add custom-calculated fields using formulas in specific workflow actions
Test Formula based on a specific user
Enables sophisticated data manipulation and streamlining of processes
Transforms manual, time-consuming processes into automated, efficient systems.
An advanced feature requiring familiarity with formula syntax used in Import/Export functionalities
Example use-case: Automatically calculating and setting tasks for student workers to send birthday cards by analyzing students’ DOB and generating tasks 7 days prior to their upcoming birthday.
Benefit: Workflow Formulas elevate your data manipulation capabilities, turning complex, manual tasks into automated, precision-driven processes. They not only save time but also ensure accuracy and consistency in data handling. With Workflow Formulas, you’re not just working smarter; you’re transforming the way your team interacts with data.