Automated task list creation for each new project

Purpose

1.1. Automate creation of tailored task lists for every new aluminum welding project, ensuring consistent job scheduling, resource forecasting, team assignments, safety checklists, materials tracking, and timelines.
1.2. Eliminate manual data entry and reduce missed steps for project managers supervising multiple concurrent jobs.
1.3. Enhance compliance with metalwork industry protocols and standard operating procedures throughout the aluminum welding lifecycle.
1.4. Enable seamless, real-time collaboration and visibility for supervisors, welders, and client stakeholders.

Trigger Conditions

2.1. New project is entered into the job management or CRM platform.
2.2. An intake form is submitted via online portal, intranet, or mobile field app.
2.3. API webhook receives a new project POST event.
2.4. Email with project specs arrives at a dedicated inbox.
2.5. A deal is won in sales pipeline software marked 'Aluminum Welding'.
2.6. A calendar event tagged ‘Aluminum Welding Project Start’ is created.

Platform Variants

3.1. Asana
• Feature/Setting: Use the "Create Task" API endpoint, pre-fill project-based tasks based on a template.
• Example: Trigger Asana's POST /tasks API with project-specific JSON payload.

3.2. Trello
• Feature/Setting: Use the "Add Card" API to create a new checklist in the correct board and assign members.
• Example: POST to /1/cards with parameters for list, checklists, and members.

3.3. Monday.com
• Feature/Setting: "Create Item" with templates using GraphQL mutation for new projects.
• Example: mutation { create_item (board_id: X, item_name: "Aluminum Project", column_values: JSON) }

3.4. Smartsheet
• Feature/Setting: Use “Create Rows” endpoint with predefined row structures for task assignment.
• Example: POST to /sheets/{sheetId}/rows with template tasks as array.

3.5. Microsoft Planner
• Feature/Setting: Use Graph API ‘Create Task’ endpoint in a project plan.
• Example: POST /planner/tasks with project plan ID and assignments.

3.6. Jira Software
• Feature/Setting: Automate ‘Create Issue’ with task type ‘Project Task’ in correct board.
• Example: POST /rest/api/2/issue with task descriptions and labels.

3.7. Airtable
• Feature/Setting: Automate “Create Record” with field templates via REST API.
• Example: POST to /v0/{baseId}/{tableName} including project-related fields.

3.8. ClickUp
• Feature/Setting: Use ‘Create Task’ endpoint and populate subtasks via POST /api/v2/list/{list_id}/task.
• Example: Pass JSON task bundle with aluminum welding process steps.

3.9. Wrike
• Feature/Setting: Utilize ‘Create Task’ endpoint and folder logic for new projects.
• Example: POST /api/v4/tasks specifying project folder and description.

3.10. Basecamp
• Feature/Setting: Use "Create To-do" endpoint in desired project.
• Example: POST /buckets/{project_id}/todosets/{todolist_id}/todos.json.

3.11. Notion
• Feature/Setting: Use the “Create Page” API in template database for projects.
• Example: POST /v1/pages with parent database ID and template content blocks.

3.12. Pipefy
• Feature/Setting: Trigger “Create Card” with initial checklist using their GraphQL API.
• Example: mutation { createCard(pipe_id: X, fields_attributes: [...]) }

3.13. Zoho Projects
• Feature/Setting: Use REST API ‘Add Task’ under project and specify dependencies.
• Example: POST /restapi/portal/{portal_id}/projects/{project_id}/tasks with payload.

3.14. Salesforce
• Feature/Setting: Use ‘Create Task’ in object model, triggered by project opportunity.
• Example: POST /services/data/vXX.0/sobjects/Task/ with project-related fields.

3.15. Google Sheets
• Feature/Setting: Use Sheets API to append project workflow rows on new trigger.
• Example: spreadsheets.values.append with predefined tasks template.

3.16. Teamwork
• Feature/Setting: Use ‘Create Task’ endpoint for new aluminum welding projects.
• Example: POST /projects/{project_id}/tasks.json with task arrays.

3.17. Todoist
• Feature/Setting: Use “Add Task” API; apply pre-configured task labels.
• Example: POST /rest/v2/tasks, each with appropriate section/project.

3.18. Workfront
• Feature/Setting: Use ‘Create Task’ API, include project metadata in request.
• Example: POST /attask/api/v11.0/task with parent project ID and field values.

3.19. Podio
• Feature/Setting: Use ‘Item Creation’ API in relevant app with structured tasks.
• Example: POST /item/app/{app_id}/ via workspace app with template fields.

3.20. ServiceNow
• Feature/Setting: Instantiate “Create Task” REST API with job attributes.
• Example: POST /api/now/table/task with new project details as JSON.

3.21. Quire
• Feature/Setting: Use “Create Task” and “Create Subtask” APIs.
• Example: POST /projects/{project_id}/tasks and iterate for dependencies.

3.22. Redbooth
• Feature/Setting: Use "Create Task" and "Create Checklist Item" endpoints for job steps.
• Example: POST /api/2/tasks with project board.

Benefits

4.1. Eliminates errors from manual project setup; ensures all aluminum welding projects begin with a full checklist.
4.2. Speeds up onboarding of new projects, allowing welders and supervisors to start work immediately.
4.3. Provides transparency for supervisors, clients, and auditors regarding project progress and compliance.
4.4. Centrally stores project task data for reporting, analytics, and continuous process improvement.
4.5. Supports rapid scaling and standardization across distributed work teams and locations.