Workflow rules and notifications are at the heart of automation, efficiency and process. Our June release brought the same level of automation to projects which is currently available to Service Desk.
Join us for a fast-paced overview of Project and Task workflow rules. Grab a cup of coffee and take 30 minutes with Autotask's Joe Rourke. He'll demonstrate project workflow rules, task workflow rules, notification templates and client portal options.
What can workflow rules do?
- Notify team members of changes to tasks or projects
- Notify team members of pending or overdue tasks
- Keep clients up to date on projects
- Update tasks or projects
- Update successor tasks based on changes to predecessor tasks
- Create to-dos for a task
