How to auto-update a task owner in a preset list of tasks on a new project?
We have automation set up between the CRM and Projects that will automatically create a new project with a preset list of tasks when a sales order is created for specific products.
Of the tasks that are automatically populated in these new projects, we need the "Owner" field to be updated if one of our custom fields, "Associated Team" is "R&D."
We tried the following workflow setup, but it's not working.
Any idea why this might be? Not sure if we need to set a different action to trigger it?
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