Workflow Automation: Get Item Task(s)

January 22, 2024

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P P

Use Get Item Task(s) to collect the all OPEN tasks on the item.

Select the Flow Trigger and add any required Filters

Add the Get Item Task(s) action. Select a Podio Admin to authenticate as.

Get Item Tasks 1

Add an Action to your Flow, for example:

Complete Item’s Open Tasks
Create New Tasks if an Update is required and Delete Item Tasks for anything not relevant
Even perform For Each loops and Calculations to build a Custom Table to sending in a PDF or Email.

TOKENS AVAILABLE

Item Open Task(s) Summary:

Provides a Summary of ALL Open Tasks in the format TitleDate

Item Open Task(s) Title:

Provides the Title field from ALL Open Tasks

Item Open Task(s) Due:

Provides the Due Date from ALL Open Tasks

Item Open Task(s) Assigned To:

Provides the Contact Assigned To from ALL Open Tasks

Item Open Task(s) Full Details:

Provides the Full Details from ALL Open Tasks

EXAMPLE

When the Status of a Work Order is Archived, Get ALL Items Open Tasks and Complete them, showing a comment of the completed Summary. This will ensure that any tasks that were not marked as completed are closed and removed from the Assignee’s list.

Get Item Tasks 2

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Workflow Automation: Get Item Task(s)

January 22, 2024

Contributed by:

P P

January 22, 2024

Contributed by:

P P

Workflow Automation: Get Item Task(s)

TOKENS AVAILABLE

EXAMPLE

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