Time Based Workflow Rules for Projects
Workflow rules help project managers organize tasks in a project by setting criteria and actions that meet the project requirements. Zoho Projects now allows users to schedule and streamline rules for projects based on date & time. Scheduling workflow helps automate routine functions across projects, eliminate manual intervention, reduce errors, and accelerate decision-making. Moreover, it ensures that critical processes are followed consistently, helping you maintain standards and meet compliance requirements effectively.
Create a Time Based Rule from the Project Module
- Click the Projects module from the left navigation panel.
- Click Automation in the upper-right corner and then click on New Workflow Rule.
- Enter a rule title and then select Based on Date & Time option.
- Set the desired time frame.
Set the Date and Time for Workflow Rule, such as, on/before/after, Start date/ Created date/ Due date, Created time/ Specific time, Once/ Every/ Daily, Days/ Week, and set repeat up to a specific number of times (this is specific to the project and does not limit the number of time the workflow is executed). - Select a layout.
Time based triggers cannot be applied to all the layouts. Users will have to select an individual layout to apply this trigger. - Add a Criteria and then click + Add Action.
- Select the desired action.
- Click on Save Rule.
Create a Time Based Rule from Settings.
- Navigate to setup(
).
- Click Automation and then click on Workflow Rules.
- Click Projects Tab and then click New Workflow Rule.
- Select Based on Date & Time option.
- Select a layout.
Time based triggers cannot be created by selecting All Layouts. User must select an individual layout to apply this rule. - Add a criteria and then click on + Add Action.
- Add the desired action and then click on Save Rule.
- Date & Time based workflow cannot be created by selecting All Layouts. Only individual layouts can be selected to schedule workflow. There is also a default layout that contains date fields for scheduling workflow rules.
- If an archived project is moved to active status, the workflow rule will apply again and the count mentioned in End After will resume from where it ended.
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