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Automation around creating tasks from timesheets

  • 1.  Automation around creating tasks from timesheets

    Posted 10-05-2016 11:30 AM

    I'm trying to find a way to allow users to create tasks in timesheets conditional on a project manager's approval.  I was hoping to use a process to achieve this, and to have it kick off any time a task was created by someone other than the PM.  When mocking it up, however, it doesn't want to kickoff from the timesheet, only from creating a new task from within a project.  Is there any way to start a process on the task object from within a timesheet?  Do you have any other suggestions on how to execute this idea?



  • 2.  Re: Automation around creating tasks from timesheets

    Posted 10-05-2016 12:27 PM

    This is what comes to my mind

     

    Scenario1:

    1. Create an object to capture the necessary project/task details

    2. The resource would fill up the details and save them. Then they manually start a process that send an action item to the PM.

        2.1 If the PM approves the action item, kick off a process similar to this (https://communities.ca.com/message/118459057 )

        2.2 If the PM rejects, no action taken

     

    Scenario2:

    1. Create a sub-page within the project to capture the necessary task details

    2. The resource would fill up the details and save them. Then they manually start a process that send an action item to the PM.

        2.1 If the PM approves the action item, kick off a process similar to this (https://communities.ca.com/message/118459057 )

        2.2 If the PM rejects, no action taken

     

    NJ



  • 3.  Re: Automation around creating tasks from timesheets

    Posted 10-06-2016 09:10 AM

    We hadn't been thinking of the custom object route, but it should work pretty well.  Thanks for the ideas!!



  • 4.  Re: Automation around creating tasks from timesheets

    Posted 10-06-2016 09:30 AM

    Welcome

     

    NJ