Podio App Market

Project Task Lists Automation

Enables you to automate the generation of task lists on projects, using Podio Workflow Automation

Projects often have standard task lists that need to be set up. Using Podio Workflow Automation , this app pack makes it easy to set up and maintain these task lists, and associate those standard task lists to Projects with a single button-click.

Created by

Bill Carovano

4 packs in App Market.

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  1. Rating:
  2. Business Function: Project Management
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Apps in this pack

  1. Projects

    This app holds information about your projects
    More info

  2. Task Lists

    This app maintains the list of Tasks for your Task Lists
    More info

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Hardy Desai

Hi Bill
Its not creating task list inside the project.
Let me know if I missed something.

Thanks.

Hardy.

Bill Carovano

@hardy - did you refresh the workspace in Globiflow so that the flows are installed?

Hardy Desai

Thanks Bill for the quick reply.
I didn't refresh it. But just did it now.
I can see the tasklist in Globiflow but its not working inside the project. Only option is to add it manually.

Bill Carovano

Do you see 7 flows installed on the Projects app?

Do you have data in your Task Lists app?

Have you tried "simulate vars" in the flows that generate tasks (e.g. 1-1-1 and 1-2-1) to troubleshoot any problems with them? For example, do the "Get Podio View" actions find the list of tasks from the Task Lists app?

Hardy Desai

Hi Bill

I tried manually using this post https://help.podio.com/hc/en-us/community/posts/360006565632-Project-Deliverables-Templates

And it worked.

Thanks for the help.

Cheers :)

John Martien

Hey Bill

Something seems to be wrong with the dates processing when I create the task list. It is defaulting to a due date of (see below) then it seems to change to the correct date but not all the tasks are being processed, any ideas where I should look to correct the problem?

Offer Status
Offer Submitted
Under Contract Date
05/03/2019
Contract Processing
DC Metro
Task Due Date
01/01/1970
Task Due Date
05/04/2019

Bill Carovano

John - that's not enough information for me to assist you. Please use the "Globiflow for Podio Users" workspace / User Forum app to request community assistance with Podio & Globiflow. You can create an item in the User Forum app and provide details, including screen shots of your Globiflow flows. I don't see that you are a member of this workspace, You can join the workspace via this link: https://secure.globiflow.com/join_workspace.php