Name of Feature/Request: Create Task Workflow Action - Ability to add task into a Project Management and Milestones
What financial, time savings, or quality of life improvements will occur from this: Ability to put the Project and Milestone while setting up the task creation workflow action | Frequency: For all tasks created by workflows. Daily | To reduce the manual work as workflow should do all things automaticallly
Attempted Solutions So Far: Manually add the project and Milestone
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Chat on encartele.striven.com
Conversation started on Friday, July 18, 2025, at 14:09 (GMT+0) [14:13] Jacob M Galvan: Hello. I’m looking for a little assistance with a workflow I have built, specifically one of my Actions (create a task); I can set default Employee Assignment and default Task Type, but I cannot default set to a specific Project and Milestone. How can I accomplish that Action? [14:14] Faiz has joined the conversation [14:14] Faiz: Good Morning Jacob! [14:14] Jacob M Galvan: Morning [14:16] Faiz: The workflow does not have the ability to assign project and Milestones to the task. It has to be done manually after the task is created [14:18] Jacob M Galvan: Is that something that can be developed? And if so, cost? Given the purpose of workflows, with the intent of minimizing manual anything, it’s something that would most certainly benefit my operation. [14:19] Faiz: I can definitely open an Enhancement request on this and discuss this with the product team. After the discussion I will be able to tell you if this can be developed and what will be the cost related to it. [14:20] Jacob M Galvan: roger, thank you. jacob.galvan@encartele.net and/or 210.632.4449 (cell) [14:21] Faiz: Youre welcome! Our next discussion witht he oriduct team is on August 6, you can expect a reply from me after that [14:21] Jacob M Galvan: awesome, thank you [14:21] Faiz: No problem at all! [14:21] Faiz: Anything esle for me today? No tawk.to live chat account ? Create one for free here! | Previously accomplished: Manually putting in Project and milestone to the tasks generated by workflow
StrivenID: 5549261