Create a Time Based Rule from the Project Module

1. Click on the Projects module from the left navigation panel.
   
2. Click on Automation in the upper-right corner and then click on New Workflow Rule.
   
3. Enter a rule title and then select Based on Date & Time option.
   
4. 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).
5. 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.
6. Add a Criteria and then click + Add Action.
   
7. Select the desired action.
   
8. Click on Save Rule.
   
   

Create a Time Based Rule from Settings.

1. Navigate to setup().
   
2. Click on Projects Automation and then click on Workflow Rules.
   
3. Click on New Workflow Rule.
   
4. Select Based on Date & Time option.
   
5. Select a layout.
   Time based triggers cannot be created by selecting All Layouts. User must select an individual layout to apply this rule.
6. Add a criteria and then click on + Add Action.
   
7. Add the desired action and then click on Save Rule.
   
   

1. 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.
   
2. 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.