Within Teamwork, you can add
triggers to columns in your Portfolio to
automatically update project properties.
To add a trigger, click the options button (three dots) to the right of the column name and select Column Settings from the dropdown menu.
A quick view for the column settings will
open on the right of your screen. Click
the Add Trigger button to
open the trigger options.
You can then choose the trigger type
you want to create.
If you try to add a trigger to a column
already using all available trigger options,
you will see the following.
Trigger options
Modify project owner
When you select the option to modify project
owner, you can select a specific user to be
the project owner of any projects moved to
that column.
You can also choose to remove the existing
project owner.
Modify dates
When modifying dates, you can select changes
for project start dates, end dates, or
both.
Date options:
- Don't change
- Remove date - remove the project start/end
date entirely
- Select a specific date - use the date
picker to set a specific start/end
date
- Push date - push the start/end date by a
specific number of days
- Relative date - use days relative to the
current day, e.g. current day + 5
days
The skip weekends option is available when
using push date or relative date. This stops
the new date from falling on a weekend.
Modify tags
You have a couple of options when modifying
tags:
- Replace tags - replace any existing tags
on the project
- Add/remove tags
- Add - add the specified tags to any
existing tags
- Remove - if the specified tags are
found, they will be removed
Archive project
Archive the project when it is moved to the
column using the trigger.
Send custom notification
Use the custom notification trigger to notify
members of the project being moved.
You can specify which user(s) to send the
notification to, and include a custom
message.
Note: If you select to notify
users that are not members of the project
being moved, they will not receive the
notification.
Modify category
Specify a project category to assign to any
project moved to the column.
For more information, see: Viewing and Editing Portfolio Triggers