Project Automation in Zoho Projects - Concept

Project automation in Zoho Projects simplifies project management by updating project fields automatically and connecting your projects with other applications. Users can set criteria, trigger an action and send automated notifications.

Use case

Construction: The owner of the construction company would like to track all the worker details, logged hours, and progress of the work, and automate certain processes.

When the project budget exceeds $2 Million, the admin would like the project to be marked as a high priority project and the project owner to be X. When the owner of the project is X, the team associated with the project should be 'Team A'.

HR: A new project is initiated in the organization, and there is a need to recruit new employees in the organization within two months. In this case, this project has to be made as a Strict Project. When the project is marked as a strict project, all the users in the project need to be notified. With Workflow rules, you can set an email alert to be triggered when the Strict Project option is enabled.

Workflow Rules

Project-level workflow rules are associated with project layouts. They automatically trigger actions when specific conditions are met. These rules can be associated with email alerts, and webhooks.

Email Templates

Email templates are pre-defined email formats that you can use for project-related updates.

Email Alerts

Email alerts are notifications sent automatically to one or more project users when a specific action is completed. These alerts can be associated with a workflow to notify users when a rule is triggered.

Webhooks

Webhooks are HTTP notifications that can be sent from Zoho Projects to any other third-party application. Webhooks allow users to automate updates to other applications by configuring it with a workflow rule.

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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
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 and Drop form builder		WCAG

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