Run the work
Rules that move the work when a stage changes.
Build the routine parts of your process once. When a project enters a stage, Chalk can create the right work, set deadlines, schedule calendar items, prepare a document for review, and clean up reminders that no longer apply.
What you can do
How a rule comes together
Triggers across the whole record
Fire on a project being created, a stage change, or activity on tasks, checklists, media, files, documents, proposals, payments, jobs, and visits.
Conditions and branches
Check lifecycle, priority, status, customer, or custom fields with all or any logic, and give the rule an otherwise branch.
Actions that respect responsibility
Create role-routed tasks with due offsets, update the project, schedule calendar work, and prepare a document for review after approval.
