Workflow Rules for Tasks | Online Help | Zoho Projects

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 triggers the rule and an action that is carried out automatically. You can add, edit and deactivate a Workflow Rule.

Feature Availability: Enterprise plan

Benefits of Workflow Rules for Tasks

  1. Automate task rules
  2. Automatically update task fields
  3. Send email notifications for task updates

Add a Workflow Rule

You can add as many Workflow Rules as desired for Tasks.
  1. Navigate to   > Task Automation > Workflow Rules.
  2. Click New Workflow Rule.
  3. Enter a Rule Name and a Description.
  4. Select the trigger for the rule to Execute On.
  5. Click Next.
  6. Click Add Criteria, choose a criteria and select value from the given options.
  7. Click Add Action, choose an action from the given options.
  8. Check the Execute the next workflow rule box if you want to execute the next workflow rule in the Workflow Rule list view.
  9. Click Save Rule.

Multiple criteria and actions can be added.
           

Edit Workflow Rule

  1. Navigate to   > Task Automation > Workflow Rules.
  2. Click  and select Edit to modify the workflow rule.
  3. Click Save.

Delete Workflow Rule

  1. Navigate to   > Task Automation> Workflow Rules.
  2. Click  and select Delete.
  3. Confirm your action.

Reorder Workflow Rules

  1. Navigate to   > Task Automation > Workflow Rules.
  2. Hover over the workflow rule you would like to reorder and click .
  3. Drag and swap the workflow rules. You can reorder them as many times as you want until you get the desired order.
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