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Create a project task when a new project is submitted in Optimy

Create a project task when a new project is submitted in Optimy

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Use this template to create a task when new projects are created in Optimy.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

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Optimy
Create a project part version

Creates a new version on a given part.

Action
Optimy
Optimy
Create a project task

Creates a task in a project.

Action
Optimy
Optimy
Create budget allocation

Create a budget allocation in a project.

Action
Optimy
Optimy
Create project internal extra field

Creates an internal extra field in a project.

Action
Optimy
Optimy
Generic event

New project, updated project, etc.

Trigger, Instant, Acid
Optimy
Optimy
Get form

Gets a form.

Action
Optimy
Optimy
Get project

Retrieves data about a single project

Action
Optimy
Optimy
Get project answer

Gets the answer of a given project part version for a given project.

Action
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Get project file (document manager)

Gets the file uploaded in the "document manager" of a project.

Action

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