Task Automation in Zoho Projects

Task Automation in Zoho Projects

Task automation in Zoho Projects simplifies and accelerates project management by automating routine tasks, and connecting your projects with other applications.

For example, a HR manager in a software company uses Zoho Projects to manage employee onboarding.
The Manager creates a blueprint that outlines the entire employee onboarding processes with various statuses, such as "Pending Documentation," "Orientation Scheduled," and "Onboarded".
A new hire is added as a task and the status is marked as "Pending Documentation". When the employee submits their documents, the task status will be updated as "Orientation Scheduled" and assigns an orientation date.
You can trigger the macro rule to further automate the onboarding task by updating fields like such as Base Package, Gadget Status, etc.
When an employee's status changes to "Onboarded" as per the blueprint, you can use pre-defined email templates for sending welcome emails to new employees. You can also configure email alerts to notify both the HR manager and the new employee when the onboarding process is complete.

Blueprint

A blueprint in Zoho Projects is used for designing a structured plan and automating the processes. It provides a structured framework for managing work, ensuring the task progress through defined statuses.

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.

Macro Rules

Users can simplify the process of updating multiple tasks at once using Macro Rules. When certain conditions are met, users can update selected task fields with predefined values. Unlike workflow rules, macro rules will not be triggered automatically. The user has to trigger the macro rule manually, and the bulk update process will be automated.

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.
In the above case, if your Zoho Projects portal is integrated with a HR system, you can trigger a webhook to update the employee's data, reflecting their successful onboarding.

    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








                                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

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          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 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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Checklist for Zoho Projects

                                                                                                    The Checklist for Zoho Projects extension lets you create a set of instantaneous to-do lists for your tasks and issues in Zoho Projects. With this extension, you can create both checklists and templates that can be used for any of your tasks and ...
                                                                                                  • Zoho Projects: An Overview

                                                                                                    Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds. Here is a ...
                                                                                                  • DocuSign for Zoho Projects

                                                                                                    The DocuSign extension for Zoho Projects provides users with the e-signature functionality required to quickly complete approvals and agreements. With this extension, you can send documents, view their signing status, and even revoke the document ...
                                                                                                  • 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 ...
                                                                                                  • Project Automation in Zoho Projects

                                                                                                    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. Consider a ...
                                                                                                    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