Project Automations
Ready-made project workflows.
Overview
Pre-built automations include notifying assignees about overdue tasks and warning about approaching project deadlines. Turn one on to start it.
When to use project automations
- You want automatic reminders.
Step by step
In the Projects module open Automations in the green navigation bar, then choose Project Automations under Pre-Built Automations.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Actions on the screen: Turn On.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- projects.project.assign
- projects.project.close
- projects.project.create
- projects.project.delete
- projects.project.read
- projects.project.update