Add Client Profile to Criteria in Zoho Projects Task Automation Workflow Rule

Add Client Profile to Criteria in Zoho Projects Task Automation Workflow Rule

Add the ability to set a task owner criteria to a workflow rule in task automation, such that if the task owner is a client user i.e. not a specific client user.

When you go to Settings > Task Automation > Workflow Rules to set up a workflow and add criteria to trigger the workflow rule if the task owner is a Client user, currently, there is no way to set a general client user, such that the system auto-checks if the task owner is an internal or external user (client user).


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