Auto populate specific fields from one task to another
Nate Shapiro
I am trying to create a workflow where when a task reaches a certain status, it automatically creates a new task in a different list, populating specific information from that task. For example, moving a client from pending sale to closed/won and then pulling only the campaign information such as dates and location but not pulling specifics like contract price and salesperson.
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Justin
This is a must if Click Up is going to be used as a CRM