Configure a Rule

1. Click Database in the top navigation bar and select Rules Editor.

2. Click New Rule.

3. Enter the following configurations in the popup window:

   • Name - Create a name for the Task rule.

   • Base - Select the population on whose records to link the task.

   • Type - Select 'Project Task.'

   • Trigger - Select the method.

   • Folder - Place the rule in a folder.

   • Exclusivity Group - Should only one task rule apply out of a series of project task rules, assign the rule to an exclusivity group.

   • Non-deterministic - If in an exclusivity group, select a priority.

   • Status - Select 'Preview.'

4. Configure the appropriate filters to limit the population that should be assigned to the project.

5. Enter the following configurations in the Action section of the rule:

   • Project - Select the project for which this task should be associated.

   • Status - Select a status for the task that is being assigned.

   • Summary - Enter the primary intent of the task; this 'subject' of the task will be displayed to the administrative user, for example, when clicking the tasks icon.

   • User - The administrative user can be assigned with either a static value or dynamically, through a field on the person record.

     • Static Assignee - Select the user who should be assigned to the task.

     • Add Assignee from Fields - Select the field that will be used to assign the task (the field must be set to use the 'user' prompt).

   • Role - Select a role if this task should be limited to a custom role permission.

   • Deadline Type - Task deadlines can be set either statically or dynamically.

   • Deadline x Days After Task Creation Date - Select a deadline a certain number of days after the task was assigned.

   • Deadline - Insert a static deadline date.

6. Activate your rule when ready.