▶️5. Automation Rules. Add Meta Data

Type

demo

What’s covered

  • Filling job level field when work is assigned to employee

  • Filling client billing rate and internal cost rate fields based on job level

  • Clearing client billing rate field for non-billable work tasks

  • List view of tasks with added meta data

Duration

2:37 min

https://youtu.be/0B7bAyAqQ-Q