Step-by-Step Workflow Automation Basics

Created by Monica Madan, Modified on Thu, 23 Jul at 4:41 PM by Advaith R

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Unlock the power of Workflow Management to effortlessly enhance your task and project handling. With this feature, you can seamlessly:

  1. Set the status of parent tasks automatically based on the progression of subtasks.
  2. Automate start and end dates of phases based on the start date and due dates of the first and last tasks within those phases.
  3. 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:

AutomationDescription
Status AutomationAutomate progress and completion status of parent tasks based on subtask statuses, simplifying parent-child task management.
Phase AutomationAutomatically assign phase start and end dates based on the first and last task in the phase.
Scheduled AutomationStop 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.

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