Recipe Catalog

This recipe automatically invites users you specify to all new projects, eliminating the need to manually invite them to each new project. Requ...

This recipe automatically sends a notification email to specified users whenever a project is created without an organization. Requirements ...

This recipe eliminates the need to manually set the project lead as a project approver. Requirements Integrations Platform: Ka...

This recipe helps automate and ensure that the rate card applied to the project matches the discount rate that was negotiated. Requirements ...

This recipe aligns task-level data with resourcing changes, helping you ensure data integrity. Requirements Integrations Platf...

This recipe totals all task budgets and applies it to the project budget field as well as a project custom field that you specify. This recipe also...

This recipe copies task tags with a specified prefix to task custom fields—which you specify—whenever a task with tags is created or updated. This ...

This recipe automatically copies the custom fields—which you specify—of the parent task to a subtask whenever new subtasks are created. Require...

This recipe sends an email notification to the project lead whenever a task is updated with a due date that is beyond the project’s due date—helpin...

This recipe sends an email notification to users you specify whenever a task is updated with a due date that is beyond the project’s due date—helpi...

This recipe—triggered when a task is marked as complete—automatically removes future scheduled hours for a completed task, helping keep resourcing ...

This recipe automatically creates allocations when scheduled hours are created or updated. Requirements Integrations Platform:...

This recipe automatically sets a user’s custom workweek when a user custom field—which you specify—is updated. Requirements In...

This recipe automatically sets a user’s custom workweek when a user’s organizations are updated. Requirements Integrations Pla...

This recipe automatically assigns a user to a specific holiday calendar when a user custom field—which you specify—is updated. Requirements ...

This recipe automatically assigns a user to a specific holiday calendar when a user’s organizations are updated. Requirements ...

This recipe—triggered when a user’s default role is updated—automatically sets a predetermined cost rate based on their role, ensuring that financi...

This recipe—triggered by updates to custom fields you specify, which contain user start dates and end dates—removes a user’s workweeks before their...