Unlock the power of Workflow Management to effortlessly enhance your task and project handling. With this feature, you can seamlessly:
- Set the status of parent tasks to automatically based on progression of subtasks.
- Automate start and end dates of phases based on the start date and due dates of the first and last tasks within those phases.
- Stop scheduled notifications for projects in specific statuses.
To configure these automations:
- Log in as an administrator.
- Navigate to your avatar and select settings.
- Scroll down to Advanced settings and choose Workflow Management.
Within Workflow Management, you can set up the following automations by checking the appropriate boxes:
Status Automation: Automate progress and completion status of parent tasks based on subtask statuses, simplifying parent-child task management.
Phase Automation: Automatically assign phase start and end dates based on the first and last task in the phase.
Scheduled Automation: Stop overdue task reminders and notifications for projects in statuses like 'completed' or 'cancelled.' Unsubscribe agents from unnecessary notifications, boosting productivity.
Experience streamlined workflows with these automated solutions!
