This is a Scale Plan Feature. Upgrade anytime.
With this automation, you can automatically trigger a new project to be created when a task or section is completed.
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
