Automation in Projects
Automate repetitive tasks like status changes and assignment updates, freeing up time for more strategic project management.
This tutorial will guide you through the process of using automation in project workflow from Kroolo Projects, designed for users of all levels. Here's what you need to do👇
1. Access Automation Features
Step 1: Start by opening the project. Click on the 'Automations' on the right side corner of your screen.
2. Choose Automation Events
Step 2: After clicking on the automation tab, you will find a range of automation options for handling status, priority, dates, and tasks.
Now, let's explore how to automate a specific rule .
3. Build Your Automation Rules
Step 3:
Head to the automation builder.
Start by selecting "Status Changes"
Specify the status changes from "Initiated" to "Planning".
Decide what actions should be taken when this status change happens.
4. Define Change Assignee Settings
Step 4: Once, you changed the status, specify and hold the assignee. Save your changes once you're satisfied.
Confirm the assignee details to be updated and it will be applied to your project workflow accordingly.
Hurray!! 🎊 🥂
Now you can effortlessly make these changes directly into your project workflow.
FAQs
Q1. What are the top value proposition for Operations?
1. Workflow Automation
Automate repetitive and time-consuming tasks (data entry, scheduling, approvals)
2. Operational Analytics & Insights
AI dashboards to get instant visibility into bottlenecks, process efficiencies, and resource utilization
3. Resource Allocation
Workload optimization ensure every resource is deployed where it matters most, improving capacity utilization
4. Integrations across the Tool Stack
Unify communications, tasks, and workflows by integrating with your existing SaaS stack (CRM, ticketing, project tools).
5. Predictive Operations & Proactive Alerts
AI models forecast demand spikes, supply chain disruptions, or workflow risks, enabling proactive action
6. Docs & Knowledge Management
Instantly create, manage, and update operational documents with AI, SOPs, compliance checklists
