We are currently using the CRM boards for recruitment of new clients. We have an extensive onboarding process. I have an automation set up where once a new client “lead” is confirmed, a new single use only board is created using that item name & a task board template that I created. The automation works great. My question is, once all tasks are complete/done, this board is useless. Is there a way I can have the board delete itself once all the tasks are marked as “complete?” Thank you!
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Duplicate automations to existing boards | 3 | 293 | April 6, 2024 | |
| Create board via automation, but do not add the automations from the template | 0 | 1333 | May 24, 2022 | |
| Members deleting boards created by an automation | 2 | 64 | July 11, 2024 | |
| Delete button for items and the associated items for the boards connected to them | 0 | 7 | November 24, 2024 | |
| Deleting/Selecting groups to include when boards are created from a template using automation | 2 | 2051 | March 9, 2022 |