How problem triggers work

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Problem triggers are simple IF-THEN rules that work the following way: when a certain project achieves a pre-defined task/step and certain other criteria are met, the problem is created automatically and the project is blocked from progressing until the problem is solved.


Tip: "Since some of your customers have both business returns and personal returns prepared by you, you can set the system to automatically trigger a problem to make sure you will never miss importing K-1 into the personal tax return using the following rule:"