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.