Availability: Latest user based Enterprise plan

Create a Macro Rule

1. Navigate to   > Automation > Macro Rules.
   
2. Click New Macro Rule.
   
3. Enter a rule name.
   
4. Enter a description and and select layouts to apply this rule. Click Next.
   The Macro Rule will be applied to only those tasks that are present in projects associated with the selected layout.
   
5. Click Add Criteria + to enter a criteria.
   
6. Hover over a criteria and click to the right to enter multiple criteria for the rule. Click Done.
   
   
7. Click + Update Field.
   
8. Select the field to be updated and enter the value.
   
   Multiple fields can be selected by clicking .
   
   
9. Click Update.
   
10. Click Save Rule.
    
    

1. If no criteria is selected, executing the macro rule will update the selected fields for all the tasks based on where it is executed from.
   
2. A maximum of 20 rules can be associated with a layout.
   

Execute a Macro Rule

From Setup

1. Navigate to   > Automation > Macro Rules.
   
2. Hover over a rule and click the Other Actions icon ().
   
3. Click Execute Macro Rule.
   
4. Select Project or Project Template.
   
5. Select the Milestone and Task List.
   
6. Click Execute.
   The fields will be updated based on the criteria and values entered when creating the rule.

Unchecking the Execute only if macro rule criteria matches option will apply the field update to all the tasks.

From Milestone Details

1. Click on the required milestone to open its details.
   
2. Click Milestone Actions icon ().
   
3. Click Execute Macro Rule.
   
4. Select a rule and the click Execute.
   The rule will apply to all the tasks in the milestone subject to the criteria set.
   

From Task List Details

1. Click on the required task list to open its details.
   
2. Click on in the upper-right corner of the details page.
   
3. Click Execute Macro Rule.
   
4. Select a rule and the click Execute.
   The rule will apply to all the tasks in the task list subject to the criteria set.

From Task Details