Automated task to show up after being in a status for X amount of days
I want an automated task to show up after being in a status for X amount of days. I see I can create a task that’s scheduled for after X amount of days in being in a status, but I was wondering if there is a way so that it only shows if the file is in the same status for that period of time, because if we have moved it along and it hasn’t been in that status for that period of time, I don’t want it to show up.
Erica Carmona
shared this idea
Currently, time-based automations can be used to create tasks after a certain time in status. For example, if a lead is in a status for 10 days, a task would be created to follow-up with that lead. If you move them out of the lead status before 10 days, nothing would happen. Here is a full sheet of all available automations. https://3401zs241c1u3z7ulj3z6g7u-wpengine.netdna-ssl.com/wp-content/uploads/2021/09/All-JobNimbus-Automations.pdf
I am happy to help with additional details if needed.
Thank you,
Adam Keys