Hi everyone,
I’m working on streamlining our task management process and need some help setting up a specific automation. Here’s what I’m trying to achieve:
- When a person is assigned to a task in our Main Board (Meeting Action Items),
I want the system to automatically:- Create an identical task in their personal to-do board.
- Ensure that any changes made in one board (e.g., status updates, due dates) are reflected in the other board (Meeting Action Items) automatically.