Time Based Workflow Rules for Projects | Online Help | Zoho Projects

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

  1. Click the Projects module from the left navigation panel.
  2. Click 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 Automation and then click on Workflow Rules.
  3. Click Projects Tab and then click 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.

Notes
  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.

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