Macro Rules | Online Help | Zoho Projects

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 bulk, either due to change in nature of role or status of employment, users can create a macro rule to update all such tasks.

Users can execute this rule to assign the tasks to Monica Hemsworth, if the current assignee is as per the criteria, the task priority is low, and if the project is a strict project. 
Availability: Latest user based Enterprise plan

Create a Macro Rule

  1. Navigate to   > Task Automation > Macro Rules.
  2. Click New Macro Rule.
  3. Enter a rule name.
  4. Enter a description and and select layouts to apply this rule. Click Next.
    The Macro Rule will be applied to only those tasks that are present in projects associated with the selected layout.
  5. Click Add Criteria + to enter a criteria.
  6. Hover over a criteria and click to the right to enter multiple criteria for the rule. Click Done.

  7. Click + Update Field.
  8. Select the field to be updated and enter the value.
    Multiple fields can be selected by clicking .
  9. Click Update.
  10. Click Save Rule.
  1. If no criteria is selected, executing the macro rule will update the selected fields for all the tasks based on where it is executed from.
  2. A maximum of 20 rules can be associated with a layout.

Execute a Macro Rule

Macro rule can be executed from the setup, Milestone Details, Task List Details, or Task Details page.

From Setup

  1. Navigate to   > Task Automation > Macro Rules.
  2. Hover over a rule and click the Other Actions icon ().
  3. Click Execute Macro Rule.
  4. Select Project or Project Template.
  5. Select the Milestone and Task List.
  6. Click Execute.
    The fields will be updated based on the criteria and values entered when creating the rule.
Unchecking the Execute only if macro rule criteria matches option will apply the field update to all the tasks.

From Milestone Details

  1. Click on the required milestone to open its details.
  2. Click Milestone Actions icon ().
  3. Click Execute Macro Rule.
  4. Select a rule and the click Execute.
    The rule will apply to all the tasks in the milestone subject to the criteria set.

From Task List Details

  1. Click on the required task list to open its details.
  2. Click on in the upper-right corner of the details page.
  3. Click Execute Macro Rule.
  4. Select a rule and the click Execute.
    The rule will apply to all the tasks in the task list subject to the criteria set.

From Task Details

  1. Click on the required task to open its details.
  2. Click on in the upper-right corner of the details page.
  3. Click Execute Macro Rule.
  4. Select a rule and the click Execute.

Edit Macro Rule

  1. Navigate to   > Task Automation > Macro Rules.
  2. Hover over a rule and click the Other Actions icon ().
  3. Click the edit icon ().
  4. Make the changes and save the rule.

Delete Macro Rule

  1. Navigate to   > Task Automation > Macro Rules.
  2. Hover over a rule and click the Other Actions icon ().
  3. Click the delete icon ().
  4. Confirm the deletion and then click Delete.

Reorder Macro Rules

  1. Navigate to   > Task Automation > Macro Rules.
  2. Hover over a rule and click and hold the Reorder icon ().
  3. Drag and drop the rule to the new location.

See Also

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms Banking 
                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        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


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                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 Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Workflow Rules for Projects

                                                                                                                          Workflow rules let you manage projects more efficiently by creating criteria and actions that satisfy business needs. For the Workflow Rule to function, a trigger that runs the rule and an action are required. Workflow Rules can be added, edited, and ...
                                                                                                                        • 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 ...
                                                                                                                        • Task Layout Rules

                                                                                                                          Layout Rules in Zoho Project helps you customize your Add Task form layout based on the certain conditions and criteria. To create a layout rule, you must create a condition and an action. Benefits Optimize your task forms by viewing fields based on ...
                                                                                                                        • Task Automation within Task Module

                                                                                                                          Automate repetitive tasks and streamline workflows within the Tasks module without the need to navigate away from the screen. With workflow rules, you can define conditions and actions to automatically trigger specific actions based on predefined ...
                                                                                                                        • Business Rules and Workflow for Issues

                                                                                                                          Business Rules allows you to organize the bugs more efficiently by setting criteria that match your project requirement. Business Rules are applied to bugs based on the rule list order, when there are multiple business rules. You can add, edit and ...
                                                                                                                          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