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Purpose: Performs cleanup of Alert Color, Assigned Person, Next Template IDs, and emails Project manager that project has closed or cancelled. Runs: On Edit by Email or Web Search Filter: R: Status changed to Done or Cancelled Priority: 2 Actions: I: Edit actions when closing or cancelling TB: (Disabled) Notify of upcoming task Purpose: Notifies appropriate parties of pending tasks. Runs: Daily Search Filter: R: Upcoming Tasks Priority: 3 Actions: I: Notify assigned person or team of due date F ORMATTING FOR A CTION B UTTONS Add Time Purpose: Validates that Time Spent has a value, then converts Time Spent and Time Description to a Time Entry and blanks out those fields. On Click: Save record, then execute action. Action: 202
