Task Automation
Time Based Workflow Rules for Tasks
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 based on date & time. Scheduling workflow helps ...
Task Automation in Zoho Projects - Concept
Task automation in Zoho Projects simplifies and accelerates project management by automating routine tasks, and connecting your projects with other applications. Use cases HR: A HR manager in a software company uses Zoho Projects to manage employee ...
Macro Rules
Macro Rules allow users to update tasks in bulks based on certain conditions. If the conditions are met when the rule is applied, selected task fields can be updated with predefined values. For e.g., if a set of tasks need their assignee updated in ...
Webhooks for Tasks
Webhooks facilitate automated HTTP notifications to third party applications from Zoho Projects. Webhooks allow you to send real-time data from one application to another whenever an event occurs. Using Webhooks, you can configure your own HTTP URLs ...
Workflow Rules for Tasks
Workflow rules help you to organize the tasks more efficiently by setting criteria and actions that meet your project requirements. For the Workflow Rule to work, you need a trigger that executes the rule and an action that is carried out ...
Email Alerts & Templates
Email alerts are notifications that are sent to the selected users (user roles or project users or client users). When an email alert is associated with a blueprint, it is automatically sent to the specified users after the transition is complete. ...
Blueprint
Zoho Project's Blueprint allows you to define and design workflows that automate processes in an organized manner. The main components of a Blueprint are statuses and transitions: Status: Represents the current stage of a task within the workflow. ...