Project Automation | Online Help | Zoho BugTracker

Project Automation

Project Automation allows the user to automate routine tasks, and applies rules for repetitive functions. With Workflow Rules, you can define conditions and actions to automatically trigger specific actions based on predefined criteria. This helps in time management, reduces manual effort, and ensure consistency.

Add a Workflow Rule

  1. Select a project either from the Recent Projects section or the Projects tab in the left navigation panel.
  2. Click Automation in the upper right corner, click New Workflow Rule.
  3. Enter a Rule Name and a Description.
  4. Associate the rule with a project layout from the drop-down.
  5. Select the triggers for the rule to execute the workflow rule on. Multiple triggers can be selected.
    1. Created: The rule will trigger when the project is created.
    2. Updated: The rule will trigger when the project is updated. The rule can be set to trigger for specific field updates. To select a specific field, click (any fields) and check the fields.
    3. Commented: The rule will trigger when a comment is added to the project.
    4. Deleted: The rule will trigger when a project is deleted.
    5. Document is attached: The rule will trigger when the document is attached to the project.
  6. Click Add Criteria under Condition 1, choose a criteria and select value from the given options.
  7. Multiple criteria can be added under the same condition by hovering over the criteria and clicking + icon on the right side.
  8. Click Done to set criteria.
  9. Click Add Action, choose an action from the given options.
    1. Update Field: Update specific fields with a predetermined value
    2. Associate Webhook: The Webhook will be triggered when the criteria is met.
    3. Associate Custom Function: The Custom Function will be triggered when the criteria is met.
    4. Associate Email Alert: Trigger an email notification when the criteria are met.
  10. Click  below the condition to add the next condition.
  11. Check the Execute the next workflow rule box if you want to execute the next workflow rule in the Workflow Rule list view.
  12. Click Save Rule.
 
Note: Multiple criteria and actions can be added.

Edit Workflow Rule

  1. Navigate to the Projects tab in the left navigation panel.
  2. Click Automation in the upper right corner.
  3. Hover over an existing workflow rule, click  > Edit.
  4. Make the necessary changes, click Save Rule > Apply changes.

Delete Workflow Rule

  1. Navigate to the Projects tab in the left navigation panel.
  2. Click Automation in the upper right corner.
  3. Hover over an existing workflow rule, click  > Delete.
  4. Confirm your action.

Reorder Workflow Rules

  1. Click  > click, drag and drop the workflow rule as needed.
  2. Click Save Order.

Activate / Deactivate Workflow Rule

Toggle the status of a workflow rule On or Off to activate or deactivate it, respectively.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Project Dashboard

                                                                                                        Dashboard in a project shows important progress indicators, graphs, statistics, and other key performance indicators to quickly understand where the project stands. Benefits: View summary of work items in the project Check progress of your project ...
                                                                                                      • Project Reports

                                                                                                        Project Reports display project count against various parameters. Users can create custom project reports by comparing two criteria. Custom and default fields in projects can be used to generate reports. Availability: Latest user-based Enterprise ...
                                                                                                      • Project Groups

                                                                                                        You can group projects based on criteria, requirements, clients, users and various other project needs. By grouping projects, you can segregate multiple projects and efficiently manage your project groups. For instance, if you’re working in a company ...
                                                                                                      • Project Settings

                                                                                                        We shall learn how to edit project prefix, enable tags, and modify project completion calculation. Project Prefix Click in the top navigation panel. Navigate to Portal Configuration > Project Settings > Project Settings tab. In the Prefix & ID ...
                                                                                                      • Project Settings

                                                                                                        Manage Project settings such as project ID, tags, and project percentage completion. Prefix & ID The project prefix cannot be more than 10 characters and can contain alphabets & hyphen only. Click in the top navigation panel. Navigate to Portal ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources