Automation in Zoho Projects allows project administrators to define rules that automatically execute actions when specified conditions are met, without manual intervention. Common automations include sending a notification when a task is overdue, changing a task status when a subtask is completed, or creating a follow-up task when a milestone is reached.
Each automation rule consists of a trigger (the event that activates the rule), conditions (optional filters that further qualify when the rule fires), and actions (the operations performed). Multiple actions can be chained to a single trigger.
Auto-assign a task to the QA team when a developer marks their task as Complete. Send an email to the project owner when a task’s due date passes without completion. Create a new task list when a project milestone is marked as reached. These automations reduce manual overhead on repetitive coordination work.
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