Enhanced Project Creation

Modified on Tue, 2 Jul at 6:42 PM

Desired fields on your custom Request Forms can be associated to specific tags and/or Project Templates, streamlining project creation. Contact our customer success team to set up enhanced Project creation for your organization.


Tags

Based on a user's selection in a Request Form, you can set up the system to automatically apply relevant tags to the Request Form and associated Work item. This automates the process of adding tags, making it easier to search or filter your account for certain work along the way. For example, if a Requester selects an option for a "Brochure," you could have the system apply the PRINT tag to the Request and associated Work item, making it easy to find among other print Projects in the future.


Project Templates

Based on a user's selection in a Request Form, you can also set up the system to automatically apply a relevant Project template when the Request is being approved. This streamlines the process of selecting the appropriate Project Template when the Team Member is creating the associated Work item. Now, you can set up predetermined Project Templates with Tasks, Proofs, assigned Team Members, and relevant Project details for certain types of Requests.


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