Recipe: When column changes create or update a project with client in workspace

Recipe:

When column changes create or update a project with client in workspace

 

This recipe creates or updates a project with a Client in the selected workspace.

If a project already exists with the same name, this item will update the existing project with any future changes. 

 

  1. Visit the integration centre on the top right-hand side of your board.


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  2. Select the Clients & Projects feature.

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  3. Select the recipe: When column changes create or update a project with client in workspace

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  4. Configure the recipe.

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  5. Select your trigger column.


  6. Map out the project update pop up accordingly.

    The Project Name is a required field.

    If a project name is not provided, the integration will attempt to create a new project with the Item ID as the project name.

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    Project Name     - The name of the project in Clockify.
    Note - Projects notes associated with the project.
    Assigned Users - The users that should be able to view and track time against the project. This accepts a Dropdown to Text column.
    Billable - If time tracked should be marked as Billable by default. This accepts True/False or Billable/Non Billable.
    Public - If the project is available for all users in your account to view and track time against. This accepts True/False or Public/Private.
    Hourly Rate - The default hourly rate for time tracked


  7. Select a connected boards column to use as the Client.

  8. Once the recipe has been configured. Click "Add to board".

  9. If the recipe has been successfully added, you will see an active integration.


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For further assistance, please contact support@luxie.tech or submit a ticket