Phase Automation
Custom Functions for Phases
Automate your phases workflow using Custom Functions. A custom function is a piece of Deluge code that can be used to automate a process. You can write your own function and call it from one or more workflow rules — similar to built-in functions in ...
WhatsApp Notification for Phases
Create a WhatsApp Notification WhatsApp notifications can be created directly or while configuring a workflow rule. Ensure the WhatsApp number is set as the primary mobile number in Zoho Accounts and is verified on the Personal Details page in ...
Webhooks for Phases
Webhooks facilitate automated HTTP notifications to third-party applications from Zoho Projects. They allow you to send real-time data from one application to another whenever a phase event occurs. Using webhooks, you can configure your own HTTP URLs ...
Email Alerts for Phases
Email alerts are notifications sent to selected users when a specific phase action is completed. When associated with a workflow rule, they fire automatically whenever the rule is triggered. Create an Email Alert Click Setup () in the upper-right ...
Email Templates for Phases
Email alerts are notifications sent to selected users (user roles, project users, or client users). When an email alert is associated with a workflow rule, it is automatically sent to the specified users when the rule is triggered. Email templates ...
Time-Based Workflow Rules
Workflow rules help project managers organize phases by setting criteria and actions that meet project requirements. Zoho Projects allows users to schedule and streamline rules for phases based on date and time. Scheduling workflow rule helps ...
Workflow Rules for Phases
Workflow rules for phases lets you manage phases more efficiently by defining criteria and actions that meets the business needs. For a workflow rule to function, a trigger and an action are both required. Workflow rules can be added, edited, ...
Phases Automation - Concept
Phases automation in Zoho Projects simplifies project management by automating routine processes in phase lifecycle, and connecting your projects with other applications. Use Cases Software Development: When a development phase is marked "Complete," ...