Creates a bucket of the same name in a selected plan in Planner when you add a new project in timeghost
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Created by: Gunnar Schuff
Modified on: Mon, 8 Feb, 2021 at 8:46 PM
If you connect timeghost with Planner, you can automate work processes between the two platforms and save yourself administrative effort in the long term.
If you connect timeghost with Planner, you can automate work processes between the two platforms and save yourself administrative effort in the long term.
We have provided the following template(s) especially for Planner:
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| Creates a bucket of the same name in a selected plan in Planner when you add a new project in timeghost
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As part of these short instructions, you will learn step by step how you can easily set up a flow that ensures that in the future, every time you add a new project in timeghost, also a bucket of the same name is automatically created in a specified project in Planner.
You do this as follows:
01 | First, log into both timeghost and Planner. |
02 | In timeghost go to Automation via the navigation menu. |
03 | Select Planner from the Templates. |
04 | Click Connect and then select Connect to Projects from the context menu. |
05 | On the page that opens in a new tab, select Continue. |
06 | Use the X to remove the pre-entered value from the Workspace selection field and instead add [your Workspace] from timeghost using the dropdown. |
07 | Leave the Name selection field unchanged, so that Planner can use the name of the project that you defined in timeghost for this. |
08 | Use the X to remove the pre-entered value from the Group-ID selection field and add instead [your Plan] from Planner using the dropdown. |
09 | Also, again via X, remove the pre-entered value from the Plan-ID selection field and add [your Plan ] from Planner using the dropdown. |
10 | Finally, click Save at the bottom of the page. |
11 | You will then be shown that your flow is complete. You can check it for correctness via Flow Check at the top right edge of the page. |
Gunnar is the author of this solution article.
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