Get this template

Create a project task when a new project is submitted in Optimy

Create a project task when a new project is submitted in Optimy

Get this template
Make template animation background

Apps used in template

About

Share

Use this template to create a task when new projects are created in Optimy.

Similar templates for inspiration

Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Optimy
Optimy
Create a project part version

Creates a new version on a given part.

Action
Optimy
Optimy
Create a project task

Creates a task in a project.

Action
Optimy
Optimy
Create budget allocation

Create a budget allocation in a project.

Action
Optimy
Optimy
Create project internal extra field

Creates an internal extra field in a project.

Action
Optimy
Optimy
Generic event

New project, updated project, etc.

Trigger, Instant, Acid
Optimy
Optimy
Get form

Gets a form.

Action
Optimy
Optimy
Get project

Retrieves data about a single project

Action
Optimy
Optimy
Get project answer

Gets the answer of a given project part version for a given project.

Action
Optimy
Optimy
Get project file (document manager)

Gets the file uploaded in the "document manager" of a project.

Action

FAQ

How do I get started with Make?
What is a scenario?
What is a module?
What is mapping?

See Make in action

See how Make works

image (48)

Trusted by 200,000+ customers

"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."

teleclinic

Head of Operations at Teleclinic

"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."

Cayden Phipps

COO at Shop Accelerator Martech

"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."

Ekki Smaly

Product Owner at Smaily

"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."

Andreas Wixler

CTO & Co-founder at FINN