One Place for All Your Automation Needs

All automation settings are grouped under Settings (

)> Automation. This helps you find everything related to automation from one place.

Under Workflow Rules, Email Alerts, Email Templates, and Webhooks:

Use the Projects tab for project-specific settings.
Use the Tasks tab for task-specific settings.

Also under Automation, you can access Blueprint and Macro Rules for tasks.

If you have any questions, do leave a comment below or mail to us at support@zohoprojects.com.