Onboarding Task List automation

[Margaret Winward]

I am using a Next-gen HR service desk project. I would like to have a process set up so that when a person submits a onboarding request, it will automatically trigger tasks to be created for the IT team to complete. There will be 8-10 tasks that need to be completed by different people. Is there any way to make this happen?

[Liam Green · Accepted solution]

Hi @Margaret Winward 

You would be able to do this using Project Automation - just go to your Project Settlings, then Apps, then Project Automation to get to this section.

Regards, Liam

[Margaret Winward]

Could you give me an example of what the automation would like like so that it only targets the onboarding request type coming in? These are the only options I am seeing.

[Liam Green]

Hi @Margaret Winward 

That is the Automation section, if you scroll down to Apps then Project Automation you'll get a whole new section of automation options

[Margaret Winward]

That is perfect! I still have one glitch, it doesn't like my request type condition. I have tested it using a different condition (creator=) and it works. Any ideas of what the problem may be?

[Margaret Winward]

I finally figured it out that the issue type = Employee Onboarding instead of request type. Thank you for all your help!

[Liam Green]

I'm glad you've solved the issue.  The Project Automation is really powerful, so if you're having a slow day it's great to play around with and see what else it can do for you.