I run a small business - there will only be 2 of 3 zoho users at present. However, we do need to be able to set up workflow processes for various of our services i.e. we want to set up a "job" and have a series of tasks within that job and preferably they will be automatically set i.e. once one "task" is complete the next "task" will appear based on a number of days after the first task is completed.

I'm unsure how I set this up. My trial is only the standard version and I don't want to sign up to another version until i know which functionality will be required. I think Project management will be too heavy weight for what we need.

I noticed that Workflow Rules is available on the Standard Version but can't see how/where to customise this.

Can anyone help please?