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Initiate a Project Workflow After Onboarding is Complete

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Create an automation to initiate a new Main Task after another task is complete or ready.

Recipe Overview

This automation rule is awesome for initiating a new task upon completion of another. Once an application is having a Task for Onboarding (or any kind of client onboarding process) and another Task for the main project you are providing the service for (tax return, bookkeeping, etc.).

This recipe also has the potential to alert team members after the task has been created! You can find those steps below.

What you'll need:

  • Two (2) Task Templates
  • Custom Statuses (optional)

Make the Recipe

You'll want to make sure you have a Task Template created. You'll need at least one template since this is used for the task that will be initiated or created after the task is completed.

To learn how to create a Task Template, click here. (Click here to see a video).

  1. On the Main Task, click Add an Automation.
  2. Set the Condition as "When the task has a status of".
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  3. Select the Status (we are going to use Completed, but you can put any status here)
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  4. Set the Action as "then create a task".
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  5. Select a task template in the dropdown. (This is why you need that task template made ahead of time).
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  6. Click Add automation.

With this automation in place, once the Task "Client Onboarding" is set to Complete, the Task "1040 Return" is created and ready for use!


Notifying Team Members Assigned to a Client after Task Creation

Bonus Recipe:

You can add another layer to this recipe by notifying a team member who's been assigned to the client once the new Task is created. 

To do this:

  1. Go to the Task Template of the task you want created after another task is completed. In this case, it would be 1040 Return.
  2. Click Add automation.
  3. Set the Condition as "when the task is created".
    mceclip5.png
  4. Set the Action as "then send team member notification".
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  5. Select "to all team members assigned to the client". You could also use "to certain team members" if your process is always for a certain team member.
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  6. Click Add Automation.

Now, when your task is created, the team members assigned to your client will be notified that this task is ready for them.