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With this automation, you can automatically trigger a new project to be created when a task or section is completed. When the task or section is marked complete, a slide-out panel opens so you can review and adjust the project details before anything is created, or skip creation if it is not needed.
For example, you can trigger a monthly bookkeeping project to be created for a client when a client onboarding project is completed for that client.
However, you need to set up your template settings to ensure that the work auto-created with this automation has the proper due dates, start dates, recurring schedules, and team members assigned.
Here is a guide on how to set up your template settings inside Financial Cents.
You can set up this automation on a Task and a Section within a project.
Within a Task
Within a Section
Review and edit project details before creating
When you complete a task or section that has a Create Project automation, a Task Automation panel slides out. The panel shows the project details pre-filled from your template so you can make changes before anything is saved.
From the panel you can:
Edit any project field, such as the name, due date, or assigned team member, before the project is created.
Click Create Project to confirm and create the project with your changes.
Click Complete Without Creating to mark the task complete and skip project creation entirely.
Click Cancel to close the panel without completing the task or creating the project.
If a task has both a Create Project and a Send Email automation, the panel walks you through each step in sequence. A step indicator at the top (for example, "Step 1 of 2 - Create Project") shows where you are in the flow.