How to relate Project Phase with Project Task

[Nihar1]

How to  link the Project Phases with the task and make dependent so that new phase will get start when the previous state task got closed completely. 

Any suggetion will be help full , I am new to Service now and currently in learning phase. 

[Nihar1]

Hello Miguel,

Thanks for the detail . It is even working in my Instance now. 

I have deleted the Flow and started a fresh one and created a new test request which is working as expected.

But What I have seen one point , When the Task State is Close and Complete the Project state is also changing to Close and Complete and then it is coming back to Work in progress because of the new task got created. 

Can we put the some condition that state of the Project got change to Close and complete only when the last task is in same state .

Also How Do I add the value to note Filed  of the Project  if the Task state got changed automatic .

[Miguel Donayre · Accepted solution]

I don't understand what you are asking? 

The example project I used doesn't switch to closed complete with the task is closed and complete. 

Here is the step you can do to set the State for a project. Find the "Update Record" action and add it. Drag the Trigger - Record created --> "Project record" pill (the enter pill)  in the record filed. 

Once it's added, it will pull all the fields you can edit into the action. Pick the State and change the State you want. It will update after the last task is complete if you have the wait check off. You also set the Phase this way as well, switch the state field to phase. 

After closing out the last task in the flow, it changed the State.

[Nihar1]

Thanks For the Info.

This helps me to complete the requirment.

[neethu4]

Hi Miguel,

If we use flow designer/Workflow for creating project task and project phase setting,in case if we use project template for project creation then this workflow also trigger and it will create duplicate project task,in this case which is the better way for phase setting?

For example i have a project with 5 gate task and i have configured it through a workflow and phase also setting on completion of each gate task.But if i use project template for project creation,template already has 5 stage gate task and in this case how can the project phase set?

Thanks,

Neethu

[Sabry Shaheen]

You may choose the 'Phase' value in the 'Detailed' tab